TRAINING MODULE 4:

Determining Processes, Systems, Compliance & Client Forms

Module 4 illustrates the power of “processes” and how they contribute to minimizing Practitioner mistakes, decreasing overall administration and producing better results, with less stress.  Copy and content that was in draft form in Module 3, transitions into polished final versions that are ready to use as you complete your work with our Copy Writing GURU and prepare to collaborate with our Administrative GURU.

We will discuss how your office environment and valuable advances in technology can be utilized to take your private practice business to whatever level it is you envision.  An emphasis is placed on office environment, your team, and the ins and outs of customer service.   Additional tools such as decision-making and conflict-resolution tips are also featured. We get you prepared and ensure you have the necessary groundwork completed to select your contact manager and envision your website, in preparation to meet our Website GURU.

UPON COMPLETION OF THIS MODULE, WE WILL HAVE COVERED:

• What is a Process? – How it Streamlines Your Administration
• Enquiry, Consult, Signup and First Session Processes –  The Secrets of Converting an Initial Enquiry to A Client
• Process Overview: Client Enquiry
• Process Overview : The Free Consultation
• The “How To’s” of a Consultation
• Client “Consultation” Process – Transforming a Consultation into Client
• Process Overview – The Sign Up Process – The Business of Business
• Client Signup Process – The Welcome Email
• Process Overview: First Session intake Process – Know Your Clients
• Process Overview: Creating and Using Custom Forms & Policies
• Custom Intake Forms – How They Can Improve Your Practice
• Creating A “General Information” Form – Global Alignment’s Recommendations
• Custom “Policies” – How They Improve Your Practice
• Creating Custom “Practitioner Forms” – Global Alignment’s Recommendations
• Custom “Surveys” as a Tool – Global Alignment´s Recommendations
• Establishing a Billing Process – Invoices & Paid Receipts – Creating the Materials You Need
• The New Generation of Customer Service –  The Efficiency & Convenience of E-Forms & E-Payments
• Discussion on Privacy & Compliance (Both research and review)
• Referral to Admin Guru –  Meet your Online Admin Expert
• Determining Your Contact Manager –  How a Contact Manager Fuels Your Website
• Determining Your Contact Manager – Important Things to Consider
• Beginner vs. Professional Websites –  Determining your Business Needs
• Review different website platforms, performance and costs
• Referral to Website Guru –  Meet your Online Website Expert
• The Big Announcement – The Launch of Your Website!

Cost: $335.00
Duration: 8 Weeks