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2. FIND
Find your flow-channeled TIME MANAGEMENT SYSTEM
START HERE: revisit your CATALYST DAY (36:38)
Finding more FLOW in your daily activities
Dealing with Overwhelm
Focus or Forget it (80/20 audit)
Become a Time Wizard and learn how to use Trello (85:21)
Strategic Quarterly Planning session with the AHA! method (27:45)
Find your BOUNDARIES and COMMUNICATION preferences
Boundaries 101: how to funnel your communication preferences (FB away messages, Boundary Scripts!)!)
Setting boundaries in a multi-disciplinary team collaboration
Acknowledging boundaries with this PCP outreach letter [editable template]
Draft your own USER MANUAL to clarify boundaries
FIND your tech, team, people, EMR
ChatGPT prompts to FIND more efficiency
Pre-Approved contractors and tech stack (Bookkeeping/Finances/Marketing/Insurance/VA/Nutritionist) (369:16)
Organize your Communication Tools (Gmail, Boomerang, Voxer, Loom) (5:11)
Checklist for a modern website
Set up your online calendar (initial set up templates and tips for Acuity)
Top EMR choices reviewed
Find your PERSONAL BRAND (Logo generator)
Grow your email list while you sleep (steal this 12 week Autoresponder template from Active Campaign!) (3:04)
Connect tech platforms together with Zapier
BONUS RESOURCES (books and podcasts suggestions to inspire your personal/professional growth)
Leveraging AI tools (ChatGPT)
FIND your flow blockers
Spot your COGNITIVE BIAS BLOCKERS to avoid self-sabotage (38:14)
Anti-burnout proof yourself with this Intrinsic Motivation Inventory review
Find your LEGAL LIMITS and DISCLAIMERS
Use this "Terms and Conditions, Disclaimers and Consent" to build your own
HIPAA & Digital Security Audit
Specific disclaimers for a membership style model
Telehealth Licensure requirements
BHRT consent form
Quarterly LEGAL LOUNGE video replays and transcripts (693:51)
Showcase your work with these fun challenges!
⭐️ Company Manifesto Challenge!
⭐️ FAQ Video Challenge
Bare minimum checklist of tasks to complete before moving onto STREAMLINE
Pre-Approved contractors and tech stack (Bookkeeping/Finances/Marketing/Insurance/VA/Nutritionist)
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