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Session #1: Introduction & Gap Analysis
Optimize Team
Jan 21, 2025 12:00:00 AM
Next Steps
With your team, complete the Practice Management Index assessment to identify the gaps in your business (45 mins. Includes your PMIndex score and reporting): practicemanagementindex.com/optimize
Additional Resources
Please see the attached implementation resources to become more proactive and consistent with your time. This will also set the stage for your time as you work through this series in 2025:
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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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