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3. STREAMLINE
⭐️ Index
Interactive index for easy searching!
Streamline your THOUGHTS
START HERE: Revisit your CATALYST DAY (with ChatGPT prompts) (16:48)
Streamlining decisions
Cultivating YOUR FLOW (4:16)
Combatting OVERWHELM
Effortless SOP creation
Do not pass GO before adding "Text Expanders"
Streamline your DISCOVERY CALL
Price Transparency and "Applying" for a Discovery Call
Set up your QUALIFIED and DISQUALIFIED list
"Sorry, not a good fit" (Email scripting to politely decline)
COMPLETE workflow of an ideal Discovery Call [recording]
Extra thoughts on closing the Discovery Call
Your Unique Method & Making Fee-For-Service "Functional Friendly"
Let mini-courses do the onboarding for you
How to use QR codes in innovative ways to increase Discovery Calls
Streamline your SOCIAL MEDIA
Tea Time with your Target (review)
1 hour Social Media Machine using Buffer (BONUS: how to plan 1 year of content in 30 minutes!)
QUICK START Instagram Grid and 3 QUESTION quick test
Short Form Video for your 90 second Bio (Mad Libs)
List of MUST-HAVES in an ideal social media profile and design your PUZZLE GRID to "set it and forget it"
30 days of instant ideas and headlines for social media
Hashtag Method that catalyzes larger exposure
Facebook Groups 101 (the best secret to growing visibility)
Make super simple memes (in less than 5 mins) that beg to be shared
(Unscheduled) daily social media maintenance suggestions
SOP for regular Social Media posting with a Virtual Assistant (2:39)
Short form video creation: TikToks and Reels [with 60 second EZ option] (122:37)
READ THIS when you are LOATHING social media and WISHING YOU WERE BORN IN 1857 INSTEAD
Streamline your INITIAL VISIT
Making your intake questions aligned with Prochaska [steal my template and import into your EMR]
Re-telling the patient's timeline [Easy Mad Lib template]
Design your unique Patient Welcome Kit (0:59)
Simple patient instructions after their first visit
Don't have a website landing page for your patients? Make your own (interactive!) PDF map as a dashboard! (1:11)
Frame your patients journey (with the editable JOURNEY handout) (4:40)
Streamline CHARTING and COMMUNICATION
Record video lab interpretations to send before follow up visits (8:17)
Start every visit prepared with Pre-Visit forms embedded in their reminder emails
Lightning fast PRE-CHARTING tips (15:57)
Common ICD-10 diagnosis codes to upload into your EMR
Speedy charting with AI and ANCHOR GOAL technique
Post-Visit PATIENT VISIT SUMMARY instructions
Communication scripts for patients (Portal Message Flowsheet)
Graduation "ACTION PLAN" template
QUICK TEXTS spreadsheet for chart snippets
Use MINI-COURSES in Teachable to streamline your patient education
How Mini-Courses will solve 7 problems at once (1:34)
The SIMPLE equation to build your IRRESISTIBLE TITLE
Create your eye-catching title banner in 5 minutes (2:13)
Step-by-step method to publish your course in Teachable
Done-For-You sales page copy (including disclaimer!)
The best app to use for easy video content creation (4:38)
Look over my shoulder as I create a Mini-Course for MAXIMUM impact! [video] (23:04)
Advanced tips on using Mini-Courses for the Medical Professional (4:48)
See the example of my mini-class on "Seasonal Affective Disorder"
Tips on selling your course and marketing to affiliates
Adding a Search Engine to your landing page
SOP VAULT (TEST KITS, CREDIT CARDS, SUPERBILLS, etc)
SUPERBILLS in Charm EHR
SOP to order test kits from each company
SOP for Canceled Credit Card in Acuity Scheduling
Sending BULK SMS TEXTS in Charm to remind of weekly Office Hours
ARE YOU READY for the next module?
⭐️ Discovery Call Video Challenge
⭐️ Day in the Life Challenge
Bare minimum checklist to attain before proceeding to AMPLIFY
Hashtag Method that catalyzes larger exposure
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