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Veterinary clinics: Weekly and monthly performance review

51 items for the 15-minute weekly check and the monthly report: the new-patient funnel, ads and creative, reminders and vaccine compliance, boarding capacity, and decision rules.

51 items6 groups18 minOctober 15, 2026

  • checklist
  • performance
  • monthly report
  • measurement

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3 items open, 51 items in total. Members see the rest.

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One list for the 15-minute weekly check and the monthly report. Compare numbers against your own past months and the same month last year; figures you hear from other clinics aren’t your yardstick for decisions.

Monday-morning 15-minute check

8 items
  • Last week’s new inquiries were entered in the sheet by channel (Instagram, Google, maps, referral, phone, shelter).
  • Average first reply time was calculated separately for in-hours and after-hours; response times for messages tagged ‘urgent’ were listed on their own.
  • Unanswered messages, comments, and missed calls were cleared; any owner who couldn’t be reached was called this morning, and loss-related reviews were answered first.

5 items more in this group for members.

48 items more for members

This item has 51 items in total. With a membership you see all of it and copy any line in one click.

  1. Inquiry-to-new-patient funnel8 items
  2. Ads and creative review8 items
  3. Reminders, patient base, and boarding-grooming capacity10 items
  4. Monthly report9 items
  5. Decision and optimization rules8 items
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

Veterinary clinics page

  • Copy template15 min

    16 ready-to-use copy templates for vet clinics

    Today's guest

    Today's guest is {PET_NAME}. {AGE} years old, and loves {FAVORITE_THING}. We did the checkup, a treat was earned, and out the door went a wagging tail. Thanks to the owner for letting us share. If it's time for an annual checkup, book through the link in our profile.

    16 templates · 5 groupsMembers only

  • Message template22 min

    WhatsApp and DM replies

    First reply: name, species, age

    Hi, thanks for writing to {CLINIC}; I'm {NAME}. So I can help you properly, what's your pet's name, species, and age? If this is an emergency, please call {PHONE} first, and we'll get the team ready while you're on your way.

    25 templates · 5 groupsMembers only

  • Checklist25 min

    Vet clinic marketing checklist

    • The business type (general practice, animal hospital, grooming, boarding, pet shop) and the promotion rules for each are clear.
    • The local veterinary chamber's current promotion and fee rules have been checked with the clinic owner.

    36 items · 6 groupsMembers only