Customized Workbook and Implementation

Together, we will create your own fully customized results, statistics, and KPI tracker based on information that is important to you and your practice!

We will start with a detailed intake form to collect information about you and your practice - your goals, your style, your vision, your life!  We will then have an in-depth Zoom meeting, or series of meetings and phone calls, as needed to truly customize your workbook to get the information you need, to make decisions aligned with your vision!  Together we will create and implement the tracker and enter historical information to identify - and take advantage of - trends.

I will guide you on how use this workbook to view and calculate your monthly results and track the trends of those results over time.

We will discuss and identify all of the formulas and graphs that YOU need to view the practice information that can truly impact your decision making.  When we are finished creating the workbook that meets your information needs, all that you or your staff need to do is to enter your practice's raw data into the data entry tab.  The data will then be converted to customized, powerful information that you will use to track the progress of your practice goals, make fully informed decisions, and guide the direction of your practice!

It doesn't end with implementation, though!  We will be there for full e-mail support throughout the first month of implementation and an hour-long consultation session at the end of your first month (a $250 value!).  We will discuss what worked, what could be updated, and suggestions for efficiencies and using the information moving forward.

$799 One Time Cost