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Adapt Practitioner Case Study Intake

This form takes about 10–15 minutes. The structure below is designed to make it easy, just fill in the blanks and pick what fits. Specific numbers and short, real-voice answers work better than polished paragraphs. We’ll edit for clarity, so don’t overthink it. Thank you!

Part 1: The Snapshot

Your name:(Required)

Practice name:

Your modality / niche:

How long you've been in practice:

How long you've been using the Adapt Framework:

Part 2: The Before, Where You Were Stuck

Before Adapt, my practice was best described as:

(pick one or write your own)

Stuck at a revenue ceiling I couldn’t break through

Busy but burnt out

Inconsistent, great months followed by scary ones

Just starting out and unsure how to scale

Other

Please describe:

The specific number that haunted me was:

(pick whichever applies)

Monthly revenue

Hours per week I was working

Numbers of clients I could serve

Conversion rate / show-up rate / retention

Other metric

Please describe:

My monthly revenue was:

(dollar amount)

Hours per week I was working:

(number of hours)

Number of clients I could serve:

(number of clients)

My conversion rate / show-up rate/ retention was:

(percentage)

The thing I kept telling myself (or business partner) was: "I just need to _____ ." or "If only I could _____ , then _____ ."

The hidden cost that nobody ever saw was:

(pick 1–2)

Missing time with family / kids / partner

My own health declining while I helped others

Resenting clients I used to love working with

Constantly second-guessing my pricing/protocols

Feeling like a fraud despite real results

Other

Please describe:

What I'd already tried that didn't work:

(list 2–3, coaches, courses, hires, software, etc.)

Part 3: The Turning Point, Why You Said Yes to Adapt

The moment I knew something had to change was when:

(one sentence, a specific memory if possible)

What made me hesitate before joining Adapt was:

The investment

Not sure it would work for my niche

I’d been burned by similar programs

Didn’t think I had time to implement

Other

Please describe:

What pushed me over the edge to say yes:

Part 4: After Adapt

Please fill out whatever you’re comfortable with.

Within (timeframe: 30 days / 90 days / 6 months / 1 year], here's what changed:

Please write the timeframe.

Revenue went from $_____ to $_____ (per month / per quarter — choose one):

Time went from _____ hours/week to _____ hours/week.

Clients went from _____ active clients to _____ (or) the same number but at _____% higher price point.

One other metric that moved that I'm proud of: _____ went from _____ to _____ .

The single biggest shift wasn't a number, though. It was:

(pick one)

I finally felt like a CEO, not a stressed-out clinician.

I stopped attracting price-shoppers and started attracting ideal clients.

My team can now run the practice without me in every decision.

I have actual systems instead of chaos and post-its.

I trust my own pricing/positioning for the first time.

Other

Please describe:

Part 5: A Specific Moment

Describe one specific positive moment in the last few months where you thought, "I can't believe this is my life/practice."

(2–4 sentences. Where were you? What happened? What did you feel?)

Part 6: What You'd Tell Someone On the Fence

If a practitioner considering Adapt training asked you, "Is it worth it?", what would you say in one sentence?

Part 7: Permissions & Logistics

Please let us know how we can use your responses.

Yes, you can use my name and practice name.

Use my first name and last initial only.

Anonymize me (e.g., “a functional medicine practitioner in the Southeast”).

You can use a photo of me (please upload one below).

I’d be open to a short video testimonial, you can reach out.

Just use my text only please.

Upload a photo (optional):

Max. file size: 200 MB.

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