Friday, June 12, 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
19,592
in HubSpot CRM
New This Month
61
created this month
Active Cases
264
in care right now
Leads
5,544
in follow-up queue
Recent Patients
Newest contacts in HubSpot
No recent contacts found.
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 |