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Session #2: Branding & Communication
Optimize Team
Feb 18, 2025 12:00:00 AM
Next Steps
With your team, complete the Practice Management Index Assessment (PMI) to identify the gaps in your business. The exercise will take you approximately 45 minutes to complete and includes your PMIndex score and reporting: practicemanagementindex.com/optimize
Follow-Up Resources:
Please see the attached implementation resources.
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Session #9: Finish Strong – Q4 planning, & the Holidays

Session #8: Fast Tracking New Clients Part 2 – Onboard Process

Session #7: Fast Tracking New Clients Part 1 – Fit Process
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Session #6: Elevate the Client Experience – Service Matrix

Session #5 Organize Your Clients – Client Classification & Rightsizing
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Session #4: F.O.R.M & Make Your Clients the Voice
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Session #3: Articulating Your Value & Introductions
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