What’s Included in This Course:

This is a two full-day workshop and educational style course hosted at Wellness Co. Content will be given in professional bound books for referencing and usage. Where workshops noted, necessary building and implementation material is included. Breakfast, lunch and snacks are included.

The maximum capacity per workshop is 12 persons.

If you’re a business owner or leader feeling like the bottleneck to your practice that is stuck in non-growth mode, this course is for you. I will walk you through the foundational aspects of employing a team that manages the day to day so that you can focus on what you need to — the business vision + growth.

During this course we will build your foundation + processes so the pesky day-to-day no longer has to run through you, but is being done at the exact level you expect.

We cover everything you need to successfully build, grow, and protect your business. My aim was intentional in not overwhelming with information, but rather to build together in this workshop and leave with actionable steps to begin immediate implementation.

Every bullet point is covered in-depth, together with our group, as well as templates (where noted) for you to keep. Some topics break into workshops for us to build together (indicated by * next to topic).

1.  Foundations & Core Structure

• Building a recognizable brand, then living by it*
  • Importance of branding 
  • How to build brand book and use across your team for brand consistency 
• Defining your core values + mission*

• • I will guide you through a workshop to create them together 
• The hiring process: our tried and true three step hiring process 
• The onboarding process + how to setup a strong 90-day introductory period to ensure candidate success 
• Creating offer letters & compensation plans (includes templates)
• Building your employee handbook and handbook best practices (includes template)
• Legal agreements necessary for your practice: non-disclosure, non-solicit, HIPAA, and non-compete (built by medical practice attorneys; templates included)

• • All templates include up to date information based on current federal laws and regulations
    
    

2.  Hiring & Team Management

• Step-by-step hiring process for you or your practice manager*
  • Personality testing and how it could impact the role 
• Where and how to find key employees + important aspects to consider 
• 1099 vs. employee: when and how to decide (includes attorney insights)
• Structuring sales expectations (includes template)
• Boosting company culture + morale (with day-to-day tools)*
• Downtime task lists to keep your team efficient and contributing to the bigger picture 
• Staying aligned with your practice manager & leadership team: meeting guides and agendas, cadence recommendations*
  
  

3.  Performance & Metrics

• Creating KPIs and scorecard metrics (includes templates)*
• Monitoring critical measurables for a healthy practice (includes template)
• Structuring department and team meetings + frequency (includes template)*
• Building practice revenue. Profit margin spreadsheet: how to calculate and maintain healthy margins (includes template)
  
  

4.  Operations & Inventory

• Aesthetic inventory monitoring (acceptable discrepancies + next steps)
• Protecting what you’ve built through structured systems
• Team + department meeting structure + cadence * (includes templates)
  
  

5.  Marketing & Growth

• Where and when to invest your marketing budget
• How to size your budget based on practice goals (includes tracking template)
• Boosting Google reviews, community partnerships, and referrals
  
  

6.  Course Templates Given:

• Hiring core processes
• HR core processes
• All other dept core processes (marketing, finance, front desk, concierge medicine, aesthetic medicine, medical spa)
• All job description templates (Practice manager, front desk, medical assistant, aesthetic provider, medical spa provider, finance manager, marketing, concierge / DPC provider)
• Offer letter sample
• HIPPA acknowledgement
• EE Contract
• New provider agreement
• EE Handbook
• EE feedback
• Stay interview
• Onboarding guide
• Performance improvement plan (PIP)
• Property acknowledgement agreement
• WFH agreement
• People analzyer tool
• Most critical KPI template 
• KPI scorecard template 
• Aesthetic inventory template 
• Aesthetic ordering guidelines 
• Expiring product guidelines 
• SOP template
• SOP example: whole % booking office