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Pre-Session Intake – Pain Management Venture
Section 1: Foundational Vision
What’s your long-term vision for this business?
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What’s your long-term vision for this business?
A
Lifestyle business (solo operator / limited growth)
B
Local multi-location (2–5 clinics)
C
Regional expansion (5–10 clinics)
D
National brand / franchise potential
E
Not sure yet – exploring options
How do you see yourself involved over time?
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How do you see yourself involved over time?
A
Full-time operator
B
Medical director (hands-on clinical)
C
Strategic owner (hiring an operator)
D
Investor / advisor only
Section 2: Financial Targets & Constraints
What is your personal income goal from this business (annual)?
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What is your personal income goal from this business (annual)?
A
$200k
B
$500k
C
$1M+
D
Other
Do you have any of the following constraints we should know about?
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Do you have any of the following constraints we should know about?
Limited time available (please specify below)
Limited geographic flexibility
Risk-averse (prefer proven models)
Aggressive growth preference
Short launch runway
Other
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How much time could you commit to this weekly, assuming you’re in build mode?
Hours/wk
*
How many months could you go without income from this business?
*
Section 3: Market Inputs & Business Model
From your medical experience or observation, what pain points or unmet needs are you seeing in the market?
*
Who is your ideal customer?
Age Range
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Core Issues / Use Case
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What are they currently doing to address the problem?
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What drives their decision (price, trust, speed, etc)?
*
How are you thinking about pricing and monetization?
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How are you thinking about pricing and monetization?
Cash-pay only
Insurance reimbursement
Hybrid (cash + insurance)
Memberships (monthly)
Packages (10 sessions, bundles)
Other
If you’re thinking about memberships or packages, can you sketch out initial ideas?
Example:
- Basic: $____ / month – includes __
- Premium: $____ / month – includes __
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How do you expect to differentiate from other providers or alternatives?
Price? Outcomes? Practitioner-led? Simplicity? Specialty focus?
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Section 4: Operational Model
What will your delivery model look like?
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What will your delivery model look like?
A
Brick & mortar clinic
B
Mobile or in-home service
C
Digital / telehealth
D
Combination of the above
What roles are required per location?
Clinical (MD/NP/PA)
*
Admin / front desk
*
Medical billing/coding required?
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Medical billing/coding required?
A
Yes
B
No
C
Unsure
Any licensure or certifications to be aware of?
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Are there any regulatory or medical compliance constraints you're aware of?
*
Section 5: Startup Capital
What do you estimate your startup costs to be per location?
Equipment
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Space buildout / lease
*
Staff hiring / payroll runway
*
Launch marketing
*
Other
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What capital do you currently have access to?
Personal Savings
*
Credit
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Notes
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Do you already have a financial model or projection built?
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Do you already have a financial model or projection built?
A
Yes (we'd love to review it)
B
No
C
In progress
Is there anything else you'd like us to / feel we should know before we meet?
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Model/Projections
*
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