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:

Proactive Time Allocation Guide

Telephone Answering & Client Meeting Protocol

Weekly Team Meeting Guidelines

Weekly Team Meeting Agenda