Assess Your Current System
Before we do anything we must access your practice with our Practice Analysis, looking for inefficiencies in processes.
Focus on the Process
Once we have identified the bottlenecks and congestion points, we can began to streamline the process.
Optimize for Outcomes
Once we have a streamlined process we will strategically leverage technology to design automations and optimize outcomes.
Create a seamless client journey, track utilization, and evaluate progress toward productivity goals...
A client care dashboard can be the singular tool that informs the decisions in your practice. From hiring, to marketing, to billing and collections, client care is where it all begins.
In this 9-month coaching program we will help you determine the metrics that are right for you, and teach you to create and maintain a dashboard that will provide useful information to inform the decisions you make in your practice.
Now introducing...
Client Care Upstairs
A Small Group, Client Care Coaching Program for Group Practices
Our team at Mindsight Partners works with practice owners day-after-day who understand the importance of the Client Care department, but struggle with the implementation of the ideas.
What do I track?
How do I track it?
What do I do with it?
We get it. So many questions. In our 9-month coaching program we will conquer all of the above. Not only will we teach the foundational concepts needed in order to have a strong and thriving department, our team works alongside you to implement them. Additionally, we provide accountability on the follow through, so you can become a loop-closer, and get the tasks done that matter.
Starts April 15 , 2021!
ONLY ACCEPTING A SMALL NUMBER OF PARTICIPANTS.
Two Payment Options
Just to be clear: This is a 9-month program which equates to $297/m for 9 months. We have it set up for 3 payments of $891, and after your 3rd month, there are no more payments!
