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FIND
FIND extra time in your calendar
PREPARE with initial Inventory Dumping and Calendar Worship
Time Wizardry Magic Lesson (video) (85:21)
Ultimate CHEAT SHEET for optimizing flow
Personal Calendar and Organizational Tips and Tools
CATALYST DAY
Creating your ideal CATALYST DAY (16:48)
Find your TOOLS (tech, people, etc)
Ultimate list of peak performance team and ideal tech stack
Communication Tools for email, phone, and screenshare apps
Website recommendations
Acuity Scheduling initial set up templates and tips
Top EMR choices reviewed
Logo and Visual Graphic Tools for Social Media
Setting up your CRM (with 12 series Autoresponder template!) (3:04)
The "magic wand" to integrate between platforms (Zapier)
Extra resources (books and podcasts suggestions)
Find your FLOW BLOCKERS
Spot your COGNITIVE BIAS BLOCKERS to avoid self-sabotage (38:14)
Perform this Intrinsic Motivation Inventory to begin anti-burnout proofing
Find your LEGAL LIMITS and DISCLAIMERS
Terms and Conditions, Disclaimers and Consent
Standard Security Hygiene and Audit recommendations
Specific disclaimers for a membership style model
Telehealth Licensure requirements
BHRT consent form
Quarterly Legal Lounge video replays (105:10)
Find your BOUNDARIES and COMMUNICATION practices
Boundaries 101: how to funnel your communication preferences
Getting psychiatry approval first [editable template]
PCP outreach letter [editable template]
Solidify these boundaries before proceeding to the next module
Ultimate CHEAT SHEET for optimizing flow
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