Bare minimum checklist of tasks to complete before moving onto STREAMLINE
You are ready to proceed to STREAMLINE if you have done the following:
🔲 You picked your preferred tech stack
- Electronic Medical Records
- CRM (newsletter service)
- Efficiency tools (Text expander, Boomerang)
- Online Scheduler
- Website
🔲 You have your Disclaimers and Consent forms
🔲 You have solidified your communication preferences
🔲 You are aware of where your boundaries are leaky and consciously looking to recognize (and correct) them
Remember to calculate your Catalyst Score to assess your growth!