Now it's time to invite some collaboration to augment your masterpiece! After streamlining your own efficiency and automating processes, this module will help you avoid being your own bottleneck.
You'll learn how to "ask who, not how" and get out of your own way as you cultivate best practices of hiring and working with others. You'll further expand by incorporating group visits and transitioning to a sustainable membership model.
Course Curriculum
UNROLLING your Catalytic GROUP VISITS
Available in
days
days
after you enroll
- Revisit your CATALYST DAY before continuing... (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
Available in
days
days
after you enroll
- 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
Available in
days
days
after you enroll
- Why membership
- 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)