Hey everyone, does anyone have a tried and true system for tracking clients on peps and glp’s. I have a spreadsheet system and it’s pretty much the worst lol! Looking into maybe some type of app system where clients can track and I can see maybe? Dont know if that type of thing exists or some other tracking type system? Thanks for any help/pointers!

Straight talk for a minute. Most of you are compliant. Medical director, signed protocols, EMR, insurance. You're legal and you're open. That's what we built ODW to solve and it's handled. But a lot of you have been trying to get clients your way for a while now. Posting when you remember to. A website somebody built that doesn't book anybody. Maybe a marketing company or two that took your money and sent you a report. There's no switch you flip. What works is boring: more conversations, more appointments, more referrals, more reviews. Every week. On purpose. With somebody checking. That's the 𝗢𝗗𝗪 𝗩𝗜𝗣 𝗔𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗼𝗿. Four months of doing that with me. Two things drive it: 𝗬𝗼𝘂𝗿 𝟵𝟬-𝗱𝗮𝘆 𝗿𝗼𝗮𝗱𝗺𝗮𝗽. You answer a set of questions about your business before we meet. Then you and I get on a private Zoom and build your step by step plan for getting clients. Yours, not a template. 𝗧𝗵𝗲 𝘄𝗲𝗲𝗸𝗹𝘆 𝗩𝗜𝗣 𝗰𝗮𝗹𝗹. Small group, capped, just this crew. Every week I ask the same question: did you do what's on the roadmap? Then we fix what's in the way. And we do the stuff you keep putting off: - Your website, Google Business Profile, and Facebook pages fixed so they book people - Your menu, business cards, and Facebook banner done for you - A simple lead tracking and follow up system set up so nobody falls through - Your books structured in QuickBooks so you know your numbers No paid ads. Not yet. This is about becoming the nurse everybody in your town knows. Beta round. First 3 to 5. We build it around you and you get pricing nobody after you gets. Comment 𝗩𝗜𝗣 below or DM me and Leo or I will reach out.

IntakeQ or Jane app? What has been useful or worked well?

Hey all, quick update: this week's call is moving to Friday, same time as usual. We're going to continue going all in on client acquisition and promotion strategies, the stuff that actually fills your calendar with clients. Bring your questions, your wins, whatever you're stuck on. Join me and @Brandon Jones here on Friday👇 https://zoom.us/j/95139413324?pwd=kPy9y0rOibwcS7iuEbu2AcDWGNA0pQ.1