Friday, June 5, 2026
Good evening, Dr. Lazar.
Q2 2026 · Quarterly Sprint Plan
Sprint to 150
2
Starts
/ 150 goal
148
Remaining
new patient starts
3.52
Req / shift
42 shifts left
$12K
Collections
this quarter
40%
ROF → Start
conversion rate
ON PACE
BlueIQ sync May 16
Total Patients
20,060
in HubSpot CRM
New This Month
33
created this month
Active Cases
0
in care right now
Leads
5,795
in follow-up queue
Recent Patients
Newest contacts in HubSpot
| Name | Stage | CT ID | |
|---|---|---|---|
| Caleb Horn | caleb.horn@acquisition.com | opportunity | — |
| Caller +12096653857 | — | 939051827 | — |
| Robert Laneski | wileg1965@gmail.com | opportunity | — |
| Caller +16308747699 | — | 939051827 | — |
| Caller +17343467728 | — | 939051827 | — |
| Caller +17344449921 | — | 939051827 | — |
3 Pillars to 150
50 NP starts each
1
Referrals
Existing patients · parent networks · provider referrals
50 NP
2
Reactivation + Leads
Former patients + workshop attendees
50 NP
3
Cold Outreach
7 condition funnels (migraines, vertigo, neck/back, …)
50 NP
System Status
HubSpot CRMPortal 7856758
CT BridgeFRONT1 · start ChiroTouch
NEPQ Playbookplaybook.lazarspinalcare.com
Speed-to-LeadBuilt · needs activation
Lazar OSv2026.05
Q2 2026 Initiatives
3 accomplished · 6 need attention
| # | Initiative | Owner | Due | Status |
|---|---|---|---|---|
| 1 | Lead follow-up + reactivation systems | Dr. Lazar | 3/31 | Accomplished |
| 5 | HubSpot/CT connection + sales pipelines | Dr. Lazar | 4/6 | Accomplished |
| 7 | Optimize Radio Show | Jaden | 4/6 | Accomplished |
| 2 | Follow up with all past leads + reactivations | Jaden | 5/31 | On-Track |
| 3 | Improve Radio / Social / Clarity Call funnels | Dr. Lazar | 4/15 | On-Track |
| 4 | Unify patient intake (forms / notes / HubSpot) | Dr. Clark | 4/10 | Behind |
| 6 | Increase patient referral follow-up + NPS vouchers | Monica | 4/10 | Behind |
| 8 | Develop + launch lead-warming campaign | Monica | 4/10 | Not Started |
| 9 | Optimize website / social landing pages | Dr. Lazar | 4/15 | Not Started |
| 10 | Establish provider relationship system | Dr. Lazar | 4/30 | Not Started |
| 11 | Generate 10 new referral relationships | Dr. Lazar | 6/15 | Not Started |