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.