Back to the Drawing Board
Once a quarter I get the drawing board out - a blank sheet of paper, a bunch of really fun-colored markers, highlighters, pencils, all of it. I get started on my plan for creating greatness for the next few months. 🧠
It always starts with a vision - a vision of how my potential can match my actions, a vision of success for the next few months, a vision of what is possible.
Some people like to do this once a year, a couple of times a year, and some even weekly. Once a quarter works really well for me, I usually travel and stay somewhere really beautiful. I unplug from everything I know and get to work. 📐
Something about taking me out of my everyday hustle gives me the clarity and pause that I need to plan.
I plan what I need personally, I plan what I need professionally, I plan what I need for my practice, and I plan what I need for the Staffless Practice Community that I have grown to love so much. I plan the action steps, I plan the breaks.
And most of all, I plan the growth.💗
What do you need to do today to inspire yourself to take the pause, get some creative inspiration, and plan what needs to happen for this pause to become a crucial part of your everyday life? How could taking this pause give you the momentum to catapult your practice, and what you're capable of, forward?
Visit our Facebook Group often for planning strategies ideas and inspiration to follow!
Solutions for client support
When it comes to running things without staff, it's imperative that you have tools that you can lean on that take the human element out of the mix - I'm talking about tools for automation. ⚙️
There's a method to it, and the method is based on knowing what to automate, knowing how to keep it personal for the end user, and getting super familiar with the tools that you have available to you at your fingertips.
I can certainly share my favorite tools with you, but the catch is that we all find the tools that work best for our brains. 🧠
The best thing I can do is put in front of you what your options are, and you do the research and spend the time figuring out what's going to be best for your practice.
It all comes down to your Perfect Practice Member, and the best way to communicate with them and support them with all of their admin needs.
I can show you five different texting programs that have five different sets of features, but the bottom line is you have to figure out what features are going to work best for the people you want to be serving. How do you figure that out? You start by walking through the exercise for your Perfect Practice Member.
Once you know who it is that you want to be serving, you'll have a much clearer understanding of how to best communicate with them and support them for any and all admin needs.
A lot of wellness practitioners, especially those of you who have been around for a while (like myself), can get super intimidated by tech. I'm going to tell you right now to get over it, because the world has changed so fast and everybody is used to one-click solutions to get what they're looking for faster than they can even think about it.
Your practice, to some extent, has to keep up with this pace so that it's relevant to today's demands. You don't have to set all of the admin components of your practice at this pace, but the majority of them need to be considered.
You want to find solutions for scheduling, paying, rescheduling, new patients, new clients, referrals, reviews, and any other daily tasks that come up to support your clients.🆘
As far as EHR programs are concerned, please see the video below for my preference, Jane App and some of the fun features that it offers in note-taking! 😌
We love Jane App, and you will too! Watch the video below to learn more👇🏼.
Don't make my mistakes
Hands down the toughest part of running a practice over the years has been finding the right people to support me.
I have put ads in papers and on different websites, hired friends, hired family members, hired friends of family members, and family members of friends. You name it, I've tried it, period.
What happens is I have a tendency to fall in love with people, and becoming a manager to people I'm in love with is not such an easy task. 💗 You would think it would be easy, but it's not. I feel bad for asking. I feel bad for telling. And then I end up not doing either of the above and things don't get done, and then my practice suffers.
So I learned the hard way, over and over, to do things in different ways, or just keep facing the same pain week after week, month after month, year after year. 😓
When push came to shove, I finally had to create a solution so that I no longer had to continue this self-inflicted pain pattern.
I learned how to do things without staff. I learned how to deal with the scheduling, the money, the phone, and all of the above. Without staff from here, my very comfortable corner of Clinton, New Jersey, my practice is a well-oiled machine. 💪🏻
I see between 60 and 80 people a week, and they all have what they need. As far as admin is concerned, we keep things simple.
We do what is really necessary to be done. ✅
When it no longer becomes necessary, we take that system out.
I do have a virtual assistant who checks in from time to time. I have multiple team members helping me with all things Staffless Practice.
What I learned is, in bringing on new team members for the Staffless Practice project, it was necessary to get really good at not only hiring, but also training and keeping team members moving forward. I've learned a thing or two. Actually, I've learned a lot more, and I'm excited to share what I've learned with you.
Please see THIS LINK to join us in our Facebook Training on how to get the support you need from people who really care about what they do. I'm looking forward to this training (see replay HERE), because the things that I have learned over the past couple of years, as far as managing and supporting team members, are priceless. And again, I had to learn them the hard way.
Nothing floats my boat more than seeing our community members learn from my lessons, instead of needing to make the same mistakes on their own.
Watch the video below to learn more about how to to build a your strongest team ever 👇🏼.