AI Prompt

Monthly Performance Review

Conduct a monthly Well&You performance review by gathering key operational, referral, service-line, and marketing updates, then producing a one-page summary with trends, next-month priorities, and a strategic question.

/schedule On the 1st of each month:

Prepare a monthly review prompt for Well&You. Ask me:
1. New patient volume vs. last month
2. Top referral sources this month
3. Which service lines are growing / declining
4. Any operational issues that came up
5. Content and marketing wins

Then generate a 1-page summary document based on my answers with: trend analysis, 3 priorities for next month, and one strategic question to explore.