Consolidate That!

This week, Dr. Ivan Zak and Ryan Leech discuss strategies and methodologies to create a predictable practice acquisition funnel using a CRM system.

Topics discussed:

• Two parts of the Value Creation Stream;
• Pipeline management;
• Utilizing a CRM system to streamline the acquisition process;
• Book: Predictably Irrational by Dan Ariely (recommendation by Sebastian from Digitail);
• Post-acquisition survey;
• Using the PFI Index to prevent employee burnout;