Profitable Integrators Program
Module 1: Mindset and Culture Secrets
6 Topics
Lesson 1: Setting Intentions and Strategic Goals
Lesson 2: Mindset
Lesson 3: Power Hour and Journaling
Lesson 4: Key Performance Indicators And Regular Huddles
Lesson 5: Mission and Vision Statements
Lesson 6: Self-Care
Module 2: Business Formation Strategies
6 Topics
Lesson 1: Naming and Branding of Business Entity
Lesson 2: Setting up Business Entity Type
Lesson 3: Business License and EIN
Lesson 4: Taxation
Lesson 5: Business Insurance Types
Lesson 6: Other Benefits With Business Growth: Retirement Funds, Savings, Life Insurance, Etc.
Module 3: Marketing and Branding Blueprint
7 Topics
Lesson 1: Types of Service
Lesson 2: Developing Your Niche and Pain Points of Clients/Patients
Lesson 3: Knowing Your Location
Lesson 4: Market Analysis
Lesson 5: Website and Social Media
Lesson 6: Building a Solid Referral Network
Lesson 7: Speaking and Media Opportunities
Module 4: Product and Service Solutions
5 Topics
Lesson 1: Insurance versus Cash Pay and Licensed vs. Unlicensed States
Lesson 2: Electronic Medical Record Payment System and Collection
Lesson 3: Patient Flow: New Patient and Follow-Up
Lesson 4 Inventory, Office and Lab Set-Up
Lesson 5 Policies and Procedures
Module 5: “Hiring a Gloria” System: Creating and Building Your Team
5 Topics
Lesson 1: Imprinting and Creating Your Culture
Lesson 2: Virtual Assistants
Lesson 3: Hiring Your First Team Member
Lesson 4: Human Resource Set-Up and Framework
Lesson 5: Growing and Expanding Your Team
Module 6: Financial Success Plan
5 Topics
Lesson 1: Interpreting Your Financials: Income, Balance Sheets and Year in Review
Lesson 2: Decreasing Overhead
Lesson 3: Cash Flow Management
Lesson 4: Working with a Financial Team
Lesson 5: Financial Performance Metrics and Planning
Module 7: Scaling for Business Growth Formulas
5 Topics
Lesson 1: Maximizing the Impact of Your Team
Lesson 2: 1, 3, and 5 Year Strategic Planning
Lesson 3: Establishing Daily, Weekly and Monthly Goals
Lesson 4: Selling Your Business
Lesson 5: Maintaining and Expanding Your Vision
Replay
55 Topics
PI Bonus Call 7/26/21
Week 1 Module 1 Lesson 1-3 (Dec)
Week 2 Replay, Module 1 Lessons 4-6 (Dec)
Week 3 Replay, Module 2 Lessons 1-3 (Dec)
Week 4 Replay, Module 2 Lessons 4-6 (Dec)
Week 5 Replay, Module 3 Lesson 1 (Dec)
Week 7 Replay, Module 3 Lesson 2 (Dec)
Week 8 Replay, Module 3 Lesson 3 (Dec)
Week 1 Replay Module 1 Lesson 1-3
Week 2 Replay Module 1 Lesson 4-6
Week 3 Replay Module 2 Lesson 1-3
Week 4 Replay Module 2 Lesson 4-6
Week 5 Replay Module 3 Lesson 1
Week 6 Replay
Week 7 Replay Module 3 Lesson 2
Week 8 Replay Module 3 Lesson 3
Week 9 Replay, Module 3 Lesson 4
Week 10 Replay Module 3 Lesson 4
Week 11 Replay Module 3 Lesson 5
Week 12 Replay
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Lesson 3: Business License and EIN
Profitable Integrators Program
Module 2: Business Formation Strategies
Lesson 3: Business License and EIN
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