Course curriculum
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1
OVERVIEW
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2
Case Study
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3
Compensation
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4
Assessments
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5
Blocking & Batching
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6
Clinic Sale
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7
Culture
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8
Finance
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9
Leadership & Communication
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10
Marketing
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11
Org Structure
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12
Quarterly Goals
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13
Recruitment
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14
Referrals
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15
Treatment Plan
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16
Weekly Scoreboard
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17
Front Desk
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18
Reactivations
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How it works -
[2021] To mask or not to mask? What are you going to do? [2021] What would happen if you had to completely unplug from the clinic for 1 month? 3 months? [2021] Ask a lawyer - what are dos and don'ts for staff & patients when it comes to vaccinations? [2021] PART I - Are you the reason the business is not growing? [2021] PART II - Are you the reason the business is not growing...Now what? [2022] How to not get overwhelmed and crush 2023! [2022] How to set the right goals for 2023 so you can live your best life ever [2022] Review a clinic's profit & loss statement and its connection to the weekly scoreboard [2022] Lessons learned when dealing with toxic a-players that are destroying your culture [2022] What can we optimize to boost profits? [2022] PART 2 - What can we optimize to boost profits? [2022] PART 3 - Review a clinic's weekly scoreboard and clinical services [2022] (PART I) What do you keep in house and what do you outsource to optimize it? [2022] (PART II) What do you keep in house and what do you outsource to optimize it? [2022] (PART II) with Krista and Brian - Review a clinic's owners profit & loss statement and its connection to the weekly scoreboard [2022] (PART I) with Brian (CO) and Julia (CD) - Deep dive into the clinician scoreboard and how to develop a coaching plan [2022] (PART II) with Brian (CO) and Julia (CD) - Deep dive into the clinician scoreboard and how to develop a coaching plan [2022] What do you say when a staff member comes to you and complains? [2022] Are we headed for a recession (or not) and what are you doing to prepare your business? [2023] Learn how Kate Durnin and Evan Durnin added 450k of revenue in one year by committing to quarterly rocks sessions!! [2023] How did Kate Durnin and Evan Durnin go from 1 clinic to 3 clinics through their leadership team? [2024] Front desk performance scenarios [2024] Business best [2024] Business worst and what not to do in 2025 -
[2022] All-star clinicians flock to new compensation model [2022] ROLE PLAY - Compensation model (fee split for clinicians) [2022] Practical examples to develop a transparent compensation model [2022] Are your admins concerned about the 5-7% food increase coming in January? Is your compensation model competitive enough to keep them? [2024] Incentives and career growth [2024] Bonus and incentives for recruitment [2024] Compensation for existing staff [2024] Newly hired [2025] Compensation and recruitment [2025] Compensation model -
[2024] Cancellations, no shows and arrival rates [2024] Holidays plan of care [2021] What's one thing you are doing this month to get assessments? [2021] How to get assessments from a patient graduation process -
[2021] How to find time to do work when you are super busy? [2023] How to increase the value of your time and the business -
[2022] PART I - How to build a business you can sell now (or 20 years later) [2022] PART II - How to build a business you can sell now (or 20 years later) [2022] PART III - How to build a business you can sell now (or 20 years later) [2022] How to sell your clinic for 3x more [2021] How to 'reverse engineer' your ideal exit clinic valuation [2021] - ASK ME ANYTHING (AMA) WHEN IT COMES TO...CLINIC VALUATION, WHAT A BUYER LOOKS FOR, ADDING A JUNIOR PARTNER -
[2023] Building a resilient clinic culture: is your clinic culture really that good?? What you think may not actually be true [2023] The easiest fix for the hardest thing in your business [2023] Core value conversion [2023] How do I motivate and retain key employees? [2022] How to reduce fights with your business partner and make running the business fun again!! [2022] Have you been hit by quiet quitting yet and what to do about it? [2022] Lessons learned when dealing with toxic a-players that are destroying your culture [2021] How to keep your team engaged in their work over the summer and ready for a big second half of the year! [2021] How highly successful clinics shift a negative culture to a cohesive and motivated culture -
[2024] P&L and benchmark ratios [2024] P&L and scoreboard [2024] Mastering account receivables [2024] Managing accounts payable [2024] P&L, retirement and the value of your practice [2023] PART 1 - How do financial statements become an operational tool to guide my decision making for even more success [2023] PART 2 - How do financial statements become an operational tool to guide my decision making for even more success [2024] PART 3 - How do financial statements become an operational tool to guide my decision making for even more success [2022] Preparing to bulletproof your practice from the threat of a recession [2022] With the threat of a recession, should you change your price? What should you do today to be ready? [2022] How to set up a cash flow projection [2021] When does it financially make sense to stop treating? -
[2024] Identifying and Selecting a New Manager [2021] What to say to an unreliable staff member without them quitting [2021] Conflict resolution - what do you say or do when someone doesn't respond well to constructive feedback? [2021] Delegation gone wrong - what to do when delegation creates more work for you [2021] Planning for your retirement while running and growing your business [2021] How to ask people to step up so you can step away [2021] Part 1 of 3 - when building your leadership team (org structure) what is the sequence of hiring? [2021] Part 2 of 3 - when building your leadership team (org structure) what is the sequence of hiring? [2021] Part 3 of 3 - when building your leadership team (org structure) what is the sequence of hiring? [2021] Vaccine passport - what are you doing to talk to your team (or not) about vaccine passports [2021] What do you say to your staff (or not say) about vaccine passports [2021] What do you say and do when your front desk messes up too often (without them quitting) [2021] Part 1 - Why haven’t you delegated yet? What’s on your delegation list? [2021] What do you do if you are a small team...Don't have staff to delegate to and it's too costly to outsource it [2022] Part 1 - Strengthening your culture and leadership skills while gaining trust from your team [2022] Part 2 - Strengthening your culture and leadership skills while gaining trust from your team [2022] What to say when a staff member asks for a raise... When you can't afford it [2022] Are you prepared to have a conversation with your team regarding the media buzz around a recession (or not)? [2022] Preparing for the uncomfortable conversation that you are unable to grant a vacation request [2022] How to communicate and manage toxic a-players without them quitting? [2022] How do you refocus yourself and your team when revenue is down? [2022] Part 1 of 3 - Leadership & goal "Hitting" series - how to master the psychology and "Rollercoaster" emotions of being a clinic owner [2022] Resource - part 2 of 3 - leadership & goal "Hitting" series - how to delegate like a clinic boss (and overcome perfectionism) without giving up control [2022] -Part 2 of 3 - leadership & goal "hitting" series - how to delegate like a clinic boss (and overcome perfectionism) without giving up control [2022] Resource - part 3 of 3 - leadership series & goal "Hitting" series - how to delegate like a clinic boss (and overcome perfectionism) without giving up control [2022] Part 3 of 3 - leadership series & goal "Hitting" series - how to delegate like a clinic boss (and overcome perfectionism) without giving up control [2022] Part 1 of 2 - Owner Hot Seats - Delegation! Let's Look at an Actual List of Tasks That an Owner is Planning on Delegating to Get Back More of Their Time Each Week [2022] - Part 2 of 2 - Owner Hot Seat - Delegation! Let's Look at an Actual List of Tasks That an Owner is Planning on Delegating to Get Back More of Their Time Each Week [2023] How to talk to your teams and implement these business goals with your teams without overwhelming them [2023] Putting out less FIRES and doing more of what you're great at and WORTH!! [2023] How to effectively delegate clinical training to propel your success, not lose control [2023] How to take action on your personal and business goals for 2023 the right way [2023] Transitioning from leading the clinic to coaching others to lead the clinic"... Wait whhaaat?? Giving up control and letting go of the vine! [2023] The 7 key motivators that will revolutionize the way you communicate with your team [2023] Clarity and impact: understanding and designing purpose, missions and visions [2023] Core values and vision of your business!! [2023] Do You Have The Right Leaders & Have You Set Them Up For Success?? [2023] Managing With Your Leader (PEM & CD)! [2023] Shit, Did I Put The Wrong Team Member In The Line-up?? [2023] Managing your very first team member all the way to up to the highest performing leadership team [2024] Setting Expectations and Measuring Success [2024] Show & Tell: What Are The Drivers Behind The Your “Stops” And “Continue”? [2024] Using the transformative power of reflection to set yourself up for a personally successful 2024 [2024] 3 Questions to ask yourself to help guide you with what you’re going to do in 2024. [2024] - How to decrease employee turnover in leadership [2024] How to decrease employee turnover in front desk [2024] How to decrease employee turnover in clinicians [2024] Stabilizing clinic culture during high turnover [2024] Navigating business and personal implementation strategies [2024] - Assessing fit and readiness [2024] - Leadership needs and role [2025] Understanding your leadership style [2025] Building a strong culture [2025] Leadership under pressure [2025] Tariff uncertainty and business impact [2025] Handling staff ultimatums [2025] Meeting rhythm and flight risk [2025] Getting training to work [2025] Turning plans into tools [2025] Marketing Coordinator Leadership [Resource] What makes a good leader? [Resource] 8 hours per week [Resource] Marketing scoreboard template [2025] Rethinking the Office Manager [Resource] Slides [Resource] Front desk report and checklist [2025] Steps to Junior Partnership [2025] Clinic Expansion Lessons Learned [2025] Recruitment, Retention, and Revenue -
[2021] PRODUCTS SALES 101 - WHAT ARE OTHER CLINIC BOSSES DOING? [2021] PRODUCT SALES 201 - SET IT UP [2023] Sizzling success: running workshops and 1-day promotional events in the summer heat [2023] How to generate new patients for your clinic this summer with social media [2023] Building a falls prevention lead magnet in real time that will result in lots of patient leads [2023] You could be leaving 10-15ax on the table from each event and how you capture them [2024] Reactivations and Fall Offs [2024] Signage and Print [2024] Community Marketing [2024] Websites and Social Media -
[2024] How much revenue is your front desk leaking? [2024] Inflation & rising costs: balancing pay and performance in front desk roles [2023] Are you hiring the right front desk; you can't train the wrong hire [2023] 9 attributes of a great front desk sales person! [2023] Is your front desk even ready and open for training; when are they tapped out?? [2023] What you don't know about your front desk may be killing your business [2023] Part 4 - Level Up Their Career - Help your team discover opportunities for explosive growth [2023] Part 3 - Role Play - Managing the lone wolf [2023] Part 2 - Managing the lone wolf [2023] Part 1 - Attracting top talent without giving away the farm [2022] All-Star Clinicians Flock to New Compensation Model [2022] Role Play - Compensation Model (fee split for clinicians) [2022] Practical examples to develop a transparent compensation model [2022] Are your admins concerned about the 5-7% food increase coming in January? Is your compensation model competitive enough to keep them? [2025] Office manager essentials Front Desk Calculator -
[2023] Part 2 - Going into deep water with setting and implementing your quarterly rocks!! [2023] Part 1 - How to implement quarterlies with your team and how to get staff to buy into change!! [2023] How to identify what business goals to work on this quarter by doing a SWOT analysis of your business and leadership [2022] How to make a big push in q4 to ensure your clinician has over 80% utilization consistently [2022] 2022 Q1 business outlook for clinic owners [2022] How to get 'un-stuck' and reach your next big revenue (per year) milestone [2022] Lessons learned on how to run an even better quarterly team meeting. [2021] What are you working on this quarter…and how do you get your team to do it…not you [2021] Setting your business (and personal) goals for 2022 so you can live your best life ever! [2021] Help you take action and set your personal (and business) q1 quarterly goals -
[2021] How to hire patient experience coordinators (pecs) when no one is applying (in this economy) [2022] [Admin] Hiring horror stories and what would you do differently? [2023] Calming The Chaos: Learning The Approaches Coaches And Other Owners Use To Overcome The Overwhelm [2023] What Other Owners Do During Their Weekly Blocks With Focus On Admin Role And Recruitment Bonus [2023] What Other Owners Are Doing To Execute On Their Student Strategy [2023] Building Your Recruitment Playbook: What Other Owners Do During Their Weekly Blocks' [2023] Building Your Recruitment Funnel: Blueprint Essentials To Be Successful In Today's Competitive Reality [2024] Resume red flags & interview questions [2024] How to work with universities and use workshops to recruit [2024] Turn your events into recruiting magnets [2024] Online dating does work for recruitment [2024] Does social media recruitment really work? [2024] Resume red flags and interviews [2025] Compensation and recruitment [2025] Recruiting system [2025] Job ads & hiring criteria [2025] Job ad adjustments & money talk [2025] Recruitment stack -
[2021] Doctor referrals - how to get doctors to refer to you when you can't physically visit them anymore [2021] Family/friend referrals - how to get more family & friend referrals without feeling salesy [2021] Cross referrals - how to get your clinicians to naturally cross refer to each other? -
[2021] What do you do next after you decide to treat less (a roadmap & checklist)? [2024] Part 1 - Caseload management leaks: how much revenue are we leaving on the table? [2024] Part 2 - Caseload management leaks: how much revenue are we leaving on the table? [2024] Part 3 - Caseload management leaks: how much revenue are we leaving on the table? [2024] Part 4 - Caseload management leaks: how much revenue are we leaving on the table? [2024] Cancellations, no shows and arrival rates [2024] Plan of care adherence [2024] Holidays plan of care [2024] Accountability and outcomes [2024] Treatment planning essentials [2024] Clinician buy-in [2024] Improving patient retention [2025] Managing fall offs effectively [2025] Fall offs and defining success [2025] Fall offs and reactivation calls [2025] Patient journey and successful outcomes [2025] Resource - Fall-off list [2025] Treatment plan quality check -
[2022] How to turn around a sh*tty weekly scoreboard [2022] How to turn around a sh*tty service section (physio, chiro, rmt, etc) on your weekly scoreboard [2022] I'm overwhelmed with my scoreboard...Where do I start, how do I prioritize, and who can help me if my staff are burnt out? [2022] Example of scorecard you will receive (if you filled out the clinic accelerator member registry form) -
[2024] Front desk management Meet Dee Activity - Training mistakes Tip Activity - Underutilized schedule [2024] Cancellations, no shows and arrival rates Activity - Late cancels and no-shows Boost Patient Arrival Rates [2024] Plan of care adherence Activity - Patients not maintaining POC [2024] Holidays plan of care [2024] Google reviews Missing Google Reviews Tips For Google Reviews ]Front Desk Revenue Leak Tracker -
[2024] Reactivations and fall offs
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