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New Coaching Client Intake Checklist

Get Excited!  Your amazing office is about to get a WHOLE LOT BETTER!

HERE ARE YOUR FIRST 4 ASSIGNMENTS
(note: there are 4 total assignments that must be completed at least one week before your first call.  A link to this page will be emailed to you in case you do not have time to complete this right now.) 
 

GET READY...

 

1. Watch the video above to learn how to tell your team about the program. Then, share this link with them to complete a survey about the practice.  Urge every single team member to complete it. www.dentalpracticeheroes.com/team-survey

 

2. Complete the Client Intake Questionnaire below:

 

3. Upload your most recent trailing 12 month profit and loss statement, as well as 5 screenshots of your schedule from 5 different days by using the form below. (we are looking at how you schedule and what an average day looks like, there is no need to find a perfect day.)

4.  Schedule your first coaching call 2-3 weeks from today (It is essential that all previous steps are complete and your team has completed all the surveys at least one full week before the call).  Click the button to schedule.

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