Do this once each morning for every client on today's calendar: pick their time slot, fill in what you already know, and hit "Add to Schedule." When that meeting starts, come back here and hit Load — it drops everything straight into Edit Data / Present, ready to go. This list clears itself automatically at the start of each new day. All times below are Eastern (ET), no matter what timezone this computer is set to.

Build an improved landing page for this client in Gemini / AI Studio. Either paste the live link, or upload the exported file — works with an .html file or a screenshot image.

Paste the practice's website here, then send that same link to Tom in chat before your call. He'll read the site and tell you their top 3 services to type into the boxes below (the tool itself can't reach out and read a website on its own — most sites block that for security).

Build an improved landing page for this client in Gemini / AI Studio, then attach it here — paste the live link, or upload the exported .html file or a screenshot image. Show it live from the Landing Page tab.

Enter up to 3 services this practice offers, with how many people search for each per month. Service #1 is the "Focus Service" — that's the one the competitor and Google Score sections below dig into, per the script.

Get real numbers free from Google: ads.google.com → skip campaign setup → Tools & Settings (wrench icon) → Keyword Planner → Discover New Keywords → set the city → use the "Avg. monthly searches" column. No ad spend needed.

List them in order, #1 first, with each competitor's Google Score (0-100) — send Tom the competitor names + city before your call and he'll look up real ratings/reviews and hand you the score to drop in here. Patients captured are calculated automatically from the formula below.

Google Score is a school-grade for how easy people can find a practice on Google (map pack + website ranking): 0-25 F, 26-50 D, 51-70 C, 71-80 B, 81-100 A.

How patients captured is calculated (the standard patient acquisition formula): Monthly Search Volume × Google CTR (this is what Google Score represents) × 5% Website Conversion Rate × 80% Patient Close Rate.

Upload a real screenshot of the Google search/map results (them vs. competitors) to show above the score rings on the Present tab — real proof next to the numbers.

Ask the doctor: "What is one of those patients typically worth to the practice?" (a single procedure value, or lifetime value — their call). "Additional Patients Per Month" is the same number as the "Additional Focus-Service Patients..." field on the Edit Data tab — change it in either place and both stay in sync.

For the Present ROI page: enter a price in only ONE of the three fields — whichever plan this client is actually on — and leave the other two blank. The Present ROI page reads whichever one is filled in and shows the net gain for that plan's own period (1 month, 6 months, or 12 months). All three fields are still used below for your own private side-by-side comparison.

This updates automatically as you type above, so you can sanity-check the math before you present. The client never sees this — only the one clean number on the Present ROI tab.

A plain number-pad calculator for quick math on the call — punch in anything, independent of the fields above.

✅ Data saved automatically as you type. Head to the Present ROI tab to show the client-facing result.