Are you ready to AMPLIFY your success? 📢
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.
@creativity.doctor Time to recreate healthcare on our own terms. Come color outside the lines with me! #physicians #integrativemedicine #functionalmedicine #privatepractice #mentor #healthcare #officehours #thedoctorisin ♬ original sound - Dr. Lara Salyer
Course Curriculum
Available in
days
days
after you enroll
Available in
days
days
after you enroll
- CHECK-IN: revisit your CATALYST DAY (16:48)
- Crafting your "Catalyst" Group Visit (4:49)
- Hosting High-Impact group visits The Catalyst Way™
- Disclaimers for a Group Visit and Consent form
- Group Visit Readiness checklist
- Navigating different personalities in a Group Visit
- Effective & Efficient Education: 900+ SuperSet of slides
- "On Demand" Pre-filmed Group Visit method
- Template to invite someone to be a Guest Teacher in your Group Visit
- Leveraging Facebook groups to maximize Group Visits
Available in
days
days
after you enroll
- Hiring your first assistant: Sooner is better than later (4:21)
- Know yourself first and then craft the perfect description of the VA duties (USER MANUAL google sheet)
- CONTACT INFO for recommended VAs, coaches, scribes
- How to Use Upwork to Find Your Next Virtual Assistant (VA) (5:09)
- Message Upwork candidates quickly and efficiently with these scripts
- Interviewing your candidates (spreadsheet access) (3:08)
- Template for your Virtual Assistant Agreement
- A 30 day Onboarding Checklist & Incentive Plans to cultivate longevity with your company
- Best Practices for Efficient Communication with your new VA (2:24)
- Collaborate Smarter: Shared Tech to Replace (Most) Meetings to keep your staff meetings 10 minutes or less
- Using LastPass to share passwords securely
- Writing and organizing your Standard Operating Procedures (3:12)
- Expanding from 1099 to W2: Are you Ready to Hire an Employee?
Available in
days
days
after you enroll
- Why membership (33:50)
- Transitioning to Membership: Emails for New vs Existing Patients (7:14)
- Auto-populated Launch Calendar customize your tasks for 6 weeks (4:53)
- Stacking your 3 Tier Membership (Template)
- Profit Calculator to help you determining your price options (4:53)
- Building buzz in social media before launch
- Disclaimers for Membership
- Keep track of transitioning patients with this autopopulated ledger
- Customize a Patient Roadmap Journey (editable template)
- Create a Patient Onboarding SOP for your VA
- Membership Readiness Checklist
- Graduation Instructions and Action Plan Template
- [for Acuity users]: How to set up recurrent Membership in Acuity