Use aggregate figures and general observations. Keep patient identities, clinical details, passwords, and other confidential information out of this worksheet. Notes stay in this page; use Download or Print to keep your own copy. Reloading clears unsaved entries.

A planning exercise, not a client result

Put the idea to work

Planning exercise: a person reports a friend’s recommendation but technical records show a later search click. Preserve both facts with their meanings. Crediting only one can hide the way reputation and discovery worked together.

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