Direct Care Society® - Readiness Form

Welcome! Thank you for your interest in transitioning to a direct care practice model. This brief self-assessment will help you reflect on your readiness and ensure my coaching program is the right fit for where you are in your journey. My coaching is open to MD, DO and DPM specialists only at this time.

Instructions: Answer each question honestly. There are no "wrong" answers—only insights that will help us both determine if now is the right time to work together. This will help us have a productive clarity call to discover your next steps.

📢 The Direct Care Launch Lab is an 8-week, live coaching experience for physicians ready to step into ownership — even without prior business experience.

Estimated time: 10-15 minutes

Full Name

Email *

Where are you in your practice now? *

I'm employed

I own my practice

Unemployed

Other

Why do you want to transition from insurance-based practice to direct care? (Take your time reflecting on this) *

What does success look like for you in 12 months? In 3 years? *

Do you have alternative income sources during the transition? *

Partner income

Part-time work / Locums

Other

None

Are you willing to adjust your lifestyle (spending, schedule, etc.) during the first 12-24 months of building your practice? *

Yes, I'm prepared to make necessary adjustments

Maybe, depending on what's required

No, I need to maintain my current income immediately

Have you discussed this transition with your family/partner? *

Yes, and they're fully supportive

Yes, and they have some concerns but are open

Briefly, but we haven't discussed details

No, not yet

Not applicable - I support me!

When facing a difficult problem, I typically: (Choose the statement that best describes you) *

Take ownership and find creative solutions, even if uncomfortable

Seek help from others and work collaboratively to solve it

Feel overwhelmed and struggle to know where to start

Wait for someone else to solve it or for circumstances to change

How do you make big decisions? *

I gather information, weigh options, and make timely decisions even with incomplete data

I research thoroughly and take my time, sometimes longer than I'd like

I struggle with decision-making and often second-guess myself

I make quick decisions based on gut feeling

When learning something outside your area of expertise, you *

Feel excited to be a beginner and embrace the learning process

Feel somewhat uncomfortable but push through

Prefer to stay in areas where I already have expertise

Find it frustrating when I'm not immediately good at something

How do you feel about business fundamentals (marketing, pricing, operations)? *

Curious and eager to learn—I know it's essential for success

Willing to learn but it's not my favorite thing

Intimidated but open to guidance

Not interested—I just want to focus on patient care

Have you done any research on the direct care model? *

Read articles or books about direct care

Listened to podcasts (including The Direct Care Podcast for Specialists)

Followed direct care physicians on social media

Attended webinars or conferences

Spoken with physicians who've made the transition

No formal research yet

Are you willing to invest time and money in business education and coaching? *

Yes, I see it as essential to my success

Yes, but I'm on a tight budget

Maybe, I need to understand the value first

No, I prefer to figure it out on my own

Are you currently experiencing any major life transitions? *

What's your biggest fear or concern about transitioning to direct care? *

What's your biggest hope or excitement about direct care? *

On a scale of 1-10, how committed are you to making this transition happen? *

Not committedI'm all in

Is there anything else you'd like me to know about your situation or goals? Feel free to include your website, social media handles etc

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Direct Care Society® - Readiness Form

Instructions: Answer each question honestly. There are no "wrong" answers—only insights that will help us both determine if now is the right time to work together. This will help us have a productive clarity call to discover your next steps.

📢 The Direct Care Launch Lab is an 8-week, live coaching experience for physicians ready to step into ownership — even without prior business experience.

Estimated time: 10-15 minutes

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