Year One Deep Dive
Start Up Success: Year One Deep Dive
The Year One Deep Dive answers three questions for a first year owner: are my numbers healthy, am I keeping my patients, and do I actually need to hire.
$497Unlocks after Foundations
The Year One Deep Dive is for members who have finished Foundations.
What is inside
43 lessons across 9 modules, with the workbook pages for each one.
Module 1: Know Your Numbers
- OVA, Your Office Visit Average
- PVA, Your Patient Visit Average
- Build Your Monthly Scorecard
- Find Your Break Even
- Profit per Patient and Product Sales
Module 2: Calculate Lifetime Value
- Lifetime Value Is OVA Times PVA
- What a New Patient Is Worth
- Lifetime Value by Patient Type
Module 3: Retention and New Patient Tracking
- Is Your Retention Good?
- If Retention Is Not Good, Find the Why
- Track Every New Patient
- Which Practice Do You Have?
- Set Goals for Your Practice Type
- Track Conversion into Postpartum and Pediatric Care
- Build a Reactivation Routine
Module 4: Understand Your P and L
- You Cannot Lead What You Cannot See
- Fifteen Minutes a Week
- Set Aside for Taxes Every Month
- How Your P and L Feeds the Hire Decision
- Clean Books, and When to Bring In a CPA
Module 5: SOPs
- What an SOP Is and How to Build One
- Your First Year SOPs
- Brand Your Own SOP Documents
Module 6: Do I Need to Hire?
- Check the Numbers First
- A Systems Problem or a Capacity Problem?
- Compare Your Options
- Plan the Role Before Day One
- Know Your End Goal
Module 7: Hiring, Step by Step
- Write the Job Description
- Send Out the Job Application
- Interview with a Scorecard
- Onboard Your New Team Member
Module 8: Core Values Deep Dive
- Revisit Your Core Values
- Turn Values into Behaviors
- Use Values to Give Feedback
- Hire to Fit Your Leadership Style
Module 9: More for Year One
- Cash Flow and Owner Pay
- Schedule Design: Patient Poll and Weekly Planner
- New Patient Flow: Your Special and Referral Partners
- Packages and Memberships
- Reviews and Your Google Presence
- Protect Your Energy
- Quarterly Check Ins
Ready for year one with your numbers in hand?
One time price of $497. Your Year One Deep Dive stays open in your account with the rest of your course.
