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How to use these SOPs

One page per piece of the system. Each one says who does it, how long it takes, exactly what to do, and how you know it worked. Print the ones your staff run every day (the daily check, the patient visit, the upgrade conversation) and keep the rest bookmarked.

These pages change as the system improves. If a video in the classroom looks different from the page, the page is newer. Follow the page.

• SOP 1Before you beginModule 0, Start here · The owner or manager · About 30 minutes, spread over a few days
• SOP 2Your entry offerModule 1, Your entry offer · The owner or manager · 20 minutes
• SOP 3The Instant FormModule 2, The Instant Form · The owner or manager · 30 minutes
• SOP 4From lead to bookedModule 3, From lead to booked · The owner or manager sets it up. Nobody runs it. It runs itself. · 45 minutes
• SOP 5Reminders and no-showsModule 4, Reminders · The owner or manager sets it up. Front desk marks no-shows. · 30 minutes, plus a few days waiting on phone registration
• SOP 6The pipeline and the 5-minute daily checkModule 5, The pipeline · Front desk, every morning · 5 minutes a day
• SOP 7The patient visitModules 5 and 6 · Front desk, wellness consultant, tech · 1 to 1.5 hours per couple
• SOP 8The upgrade conversationModule 6, The upgrade conversation · The wellness consultant · 15 to 20 minutes per couple
• SOP 9Reviews and referralsModule 7, Reviews and referrals · Set up once by the owner or manager. Runs itself. · 20 minutes
• SOP 10AdsModule 8, Ads · The owner or manager · 2 hours to set up, then 10 minutes a week
• SOP 11The weekly numbersModule 9, Reporting · The owner or manager · 10 minutes every Friday