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4. AMPLIFY
UNROLLING your Catalytic GROUP VISITS
START HERE: Milestone tracker and revisiting your Catalyst Day (16:48)
The anatomy of the "Catalyst" Group Visit (4:49)
Disclaimers for a Group Visit and Consent form
Best practices for HOSTING
Success Tips for a streamlined experience (2:24)
Group Visit Readiness checklist
Tips on handling different personalities
900+ powerpoint slide SUPERSET
Try this "On Demand" Group Visit idea!
Template to invite someone to be a Guest Teacher in your Group Visit
Leveraging Facebook groups to maximize Group Visits (and create demand)
Sending Bulk SMS text reminders (in Charm) for weekly Open Office Hours
HIRING AN ASSISTANT
Why would you need a Virtual Assistant? (4:21)
TOOLS you will need
Writing and organizing your Standard Operating Procedures (3:12)
Be crystal clear in your description of the VA duties you are hiring for (USER MANUAL google sheet)
Drafting your Virtual Assistant Agreement
Upwork tour and introduction (5:09)
Use this template to post your Creative Brief
Answering candidates (copy and paste these message options)
Interviewing your candidates (spreadsheet access) (3:08)
The 30 day Onboarding Checklist
Hiring your new VA
Communicating with your new VA (2:24)
How to keep your staff meetings 10 minutes or less
Useful SOP documents for your VA
How to use LastPass with your VA
*CONTACT INFO for recommended virtual assistants*
Employment agreement (when you want to go beyond 1099)
Hiring a Health Coach
CATALYST MEMBERSHIP MODEL for an anti-burnout PRACTICE
Why membership (33:50)
How many tiers?
6 Week CUSTOMIZED Auto-populated LAUNCH CALENDAR (4:53)
Determining your pricing (profit calculator) (4:53)
3 Tier Membership Template (editable)
How to set up recurrent Membership in Acuity
Membership Readiness Checklist
Outlining your Patient Timeline of Membership (editable template)
Disclaimers for Membership (worksheet)
What to do with New vs Existing Patients (7:14)
Suggested email templates for announcements and transition
Examples of Loom Videos I used to explain membership
Keeping track of patients that have or have not transitioned
Onboarding Welcome SOP for Membership (for your VA)
Make your own Membership Map
Steal my "Graduation Template" for patients
Building excitement in social media before launch
"Lifecycle of a Patient in Membership" (editable template)
ARE YOU READY to proceed to the final module?
Bare minimum task list before proceeding to Parade
Onboarding Welcome SOP for Membership (for your VA)
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