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New to the Academy? Start Here
Welcome to Clinic Intake Strategies™ Academy! Follow these steps before beginning Course 1: 1. Open the Classroom. 2. Begin with Welcome to our Classroom. 3. Read the Important Compliance Disclaimer. 4. Open Getting the Most from Your Membership and watch the Mr. Banks completion video at the top. 5. Complete the remaining orientation instructions and mark the lesson complete. 6. Begin Course 1: Build a Clear Market Position. Remember to select the check mark after every completed lesson and confirm that it turns green. This records your progress and helps you return to the correct place. Please use only approved, de-identified information when posting questions in the Community. Public-community reminder: Posts and comments may be visible outside the membership. Do not share patient information, protected health information, identifying screenshots, private employee information, credentials, contracts, payment information, or confidential business information. Use only approved, fully de-identified examples.
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Start Here Free: What’s Included
Join Clinic Intake Strategies™ and begin with three free orientation courses: 1. Welcome to our Classroom — understand the Academy, Compass Framework, and eight-course pathway. 2. Important: Compliance Disclaimer — understand the educational boundaries and your responsibility to verify, adapt, and obtain qualified review. 3. Getting the Most from Your Membership — learn how to navigate the Academy, use the Community responsibly, and record your course progress. When you are ready to continue, explore Courses 1–8 individually or choose the Complete Academy Bundle. Educational business-operations material only. No guaranteed outcomes or professional approval.
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Not Sure How to Mark a Lesson Complete?
Watch this quick walkthrough with Mr. Banks. He will show you where to select Next and how to use the check mark to record each completed lesson. Remember: when the check mark turns green, your lesson has been marked complete. After watching, head back to the Classroom and continue your course. If you need help, leave a comment below.
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Not Sure How to Mark a Lesson Complete?
How many times do you follow up before you stop?
"📲 Most deals and bookings are lost in the follow-up, not the first contact. One unanswered message, and the process quietly ends. But the person was not saying no. They got busy. The clinics that convert have decided, in advance, how many times and how they will follow up, so it does not depend on someone feeling like it. 💬 What does your follow-up look like after a first inquiry? How many touches, and over how many days? Share your cadence in the comments and compare with the room. ✅ 𝘛𝘩𝘪𝘴 𝘸𝘦𝘦𝘬: 𝘢𝘥𝘥 𝘰𝘯𝘦 𝘮𝘰𝘳𝘦 𝘧𝘰𝘭𝘭𝘰𝘸-𝘶𝘱 𝘵𝘰𝘶𝘤𝘩 𝘵𝘩𝘢𝘯 𝘺𝘰𝘶 𝘶𝘴𝘦 𝘵𝘰𝘥𝘢𝘺 𝘢𝘯𝘥 𝘴𝘦𝘦 𝘸𝘩𝘢𝘵 𝘪𝘵 𝘳𝘦𝘤𝘰𝘷𝘦𝘳𝘴."
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How many times do you follow up before you stop?
What are you still doing by hand that a system could do?
⚙️ Every clinic has a task that quietly eats hours: retyping the same information, sending the same reminder, chasing the same form. Doing it by hand feels normal until you add up the week. Automation is not about replacing people. It is about freeing them from the work that does not need a human. Make a list this week of the repetitive tasks in your intake. Then pick the one that costs the most time to protect first. 💬 𝗛𝗼𝘄 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲𝗱 𝗶𝘀 𝘆𝗼𝘂𝗿 𝗶𝗻𝘁𝗮𝗸𝗲 𝘁𝗼𝗱𝗮𝘆? 𝗩𝗼𝘁𝗲, 𝘁𝗵𝗲𝗻 𝘁𝗲𝗹𝗹 𝗺𝗲 𝘁𝗵𝗲 𝗼𝗻𝗲 𝘁𝗮𝘀𝗸 𝘆𝗼𝘂 𝘄𝗼𝘂𝗹𝗱 𝗵𝗮𝗻𝗱 𝗼𝗳𝗳 𝗳𝗶𝗿𝘀𝘁." 𝗛𝗼𝘄 𝗺𝘂𝗰𝗵 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗶𝗻𝘁𝗮𝗸𝗲 𝗶𝘀 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲𝗱 𝘁𝗼𝗱𝗮𝘆?
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What are you still doing by hand that a system could do?
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