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Membership Transition Kit
The intersection of Innovation and Optimization is Membership
Why the Membership Model is the best (9:00)
The Grab-Grow-Go method
TOOLS you will need
Unrolling your Group Medical Visits
Set this up FIRST! (8:09)
Disclaimers for a Group Visit (template)
Best practices for hosting Group Visits
Group Visit Success Tips
Group Visit Readiness Checklist (downloadable PDF)
Tips on handling different personalities in Group Visits (downloadable PDF)
Examples of Group Visits in Action (videos) (133:34)
Building your Medical Membership
Deciding how many tiers to have in your Membership (editable template and readiness checklist) (8:16)
Determining pricing: your Membership Cost calculator (interactive Google sheet) (4:53)
Outlining your Patient Timeline of Membership (editable template)
Disclaimers for Membership (worksheet)
Building excitement in social media before the launch
Establishing guidelines and boundaries
Building ironclad boundaries that are still friendly and kind (8:14)
Outlining your electronic communication expectations in your disclaimers
The secret to keeping all your staff meetings 10 minutes or less
The BEST tech app to make communication seamless
Putting it all together
6 week customizable Timeline Transition calendar (4:53)
New vs Existing Patients are treated differently
Email communication templates to announce changes
Examples of the Loom videos I filmed to include in my email communications (16:14)
Keeping track of patients who have/not transitioned yet
Thank you!
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Disclaimers for a Group Visit (template)
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