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LUW Series: From Solo Practice to Group Success | POP 1110

What is the step-by-step process for going from a successful solo practice to a successful group practice? Do you want some ideas on how to improve your client retention? Can you structure your practice journey with Joe’s LAUNCH formula?

In this Level Up Series podcast episode, Joe Sanok discusses how to go from a solo practice to group success. 

Podcast Sponsor: Alma

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As a clinician, you probably chose this field because you wanted to support people in navigating challenges and finding personal growth. But many mental health care providers end up spending almost as much time on billing, insurance, and other documentation as you do in sessions with clients.

That’s where Alma can help.

Alma supports clinicians in building rewarding private practices—with simplified insurance credentialing in under 45 days, enhanced reimbursement rates, and guaranteed two-week payback.

Plus, a free profile in their searchable, filterable directory—making it easy for clients who are the right fit for your practice to find you.

Learn more about how Alma could support you in building a thriving private practice at helloalma.com/joe.

In this Podcast

  • Gauge when to leap into group practice 
  • Hiring your first clinician 
  • Manage the new group practice well 
  • Marketing tips 
  • How to improve your client retention 
  • Learn how to delegate 
  • The LAUNCH formula to success

Gauge when to leap into group practice

Some things you can consider; 

  • How much is your office capacity? You could have up to 85 sessions in one office space when you utilize the weekends and different times of the day. 
  • Do you already have a waiting list? 
  • Are you at least 60% full in your current workload? 
  • Can you financially support another clinician? 
  • Have you put in some admin support and systems to help streamline the daily business of running a practice? 
  • Do you have some financial cushion to rely on when you are in the process of transitioning? 

Hiring your first clinician 

Some of the top qualities to look for in your new hires include the following;

  • Hungry for the work 
  • Humble in their approach 
  • Smart in their choices 

These three qualities often make up some of the best team players, and you want to have these around you when you change from solo to group practice. 

Furthermore, keep track of the common inquiries to your practice and let them help you inform which niches to hire for. For example, if you get lots of calls for a child therapist, then consider hiring someone with that specialty. 

We want to set those expectations and responsibilities early on. So, if we’re looking for someone to fill Saturday and Sunday mornings, we want to make sure that we’re very clear with that in our ads and different [marketing] areas. (Joe Sanok)

Manage the new group practice well 

Now that you are working with more people, you need to level up your leadership and management skills.  Here are some of Joe’s helpful management tips; 

  • Establish clear communication channels for staff to discuss the practice’s business matters 
  • Maintain regular communication sessions with your team, maybe once every two weeks or once a month 
  • Use project management systems like Trello or Asana to track the progress of the practice’s goals and various projects 
  • Develop a supportive working environment 

Marketing tips 

You don’t have to do these [marketing tips] in any order. In fact, I would recommend you do one that you want to try, do it for at least a month, and try to track it in the best way that you can to see if it’s working. (Joe Sanok)

1 – Build a strong and consistent brand identity 

2 – Structure effective online and offline marketing strategies 

3 – Leverage client testimonials and success stories ethically 

4 – Network with other professionals to create mutually beneficial referral systems 

5 – Offer networking opportunities and skill-building workshops for your client and professional networks 

6 – Run paid-ad campaigns and track your progress 

We want to look at that local community. Can you sponsor some galas? Can you get a board up at the local baseball games or hockey arena? … That can really help you stand out in a competitive market. (Joe Sanok) 

How to improve your client retention 

It’s one thing getting people through the door, and it’s another getting them to feel comfortable and well looked after through great client service so that they stay throughout their work with your practice. 

You want them to stay for the clinically appropriate length, but then minimize the things that could make them drop out early, such as; 

  • Technical issues with changing appointment times 
  • Not being able to contact the receptionist or help desk 
  • Getting lost and not being able to find the office 
We want to provide regular follow-up [by] asking [clients] how things are going and having some good quality assurance … and also [by] offering extra services. (Joe Sanok) 

Learn how to delegate 

Follow Joe’s mantra; do what you do best and outsource the rest! Even though you’ve probably been bootstrapping and wearing all of the hats up until now, and it has worked, it may not help you go further with group practice. 

After a while, you become the bottleneck, and learning how to delegate is therefore a necessary skill that going to help you stay calm and destress and also allow the proactive to be successful through getting more stuff done – by more people! 

So we want to be delegating out who’s answering the phone, who’s returning the client request, who’s doing the intake paperwork… Those are all things that if you try to do it, you’re going to … go too slow … And you’re not going to do it as well as someone else who focuses on that. (Joe Sanok) 

When you have the right people working in your business, they may not do things the same way that you did them, but they may do them even better! 

The LAUNCH formula to success 

L – Learn: surround yourself with knowledge and good people so that you can take great information and implement it well

A – Assess: stress-test your practice to find weaknesses and then strengthen them U – Understand your needs: what are the new needs that can be looked after behind the scenes of the business?

N – Nurture and network: build strong and supportive professional relationships to help you and your practice 

C – Commit: make your first hire, take that first step, and commit to your goal! 

H – Hats off: the things that took you to a successful solo practice will not take you to a successful group practice. Be proactive in bringing on a helpful and competent team and allow the practice to flourish!

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LUW Series: Smooth Shifts Transitioning from 1099 to W2 with Andrew Burdette | POP 1109

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Meet Joe Sanok

A photo of Joe Sanok is displayed. Joe, private practice consultant, offers helpful advice for group practice owners to grow their private practice. His therapist podcast, Practice of the Practice, offers this advice.

Joe Sanok helps counselors to create thriving practices that are the envy of other counselors. He has helped counselors to grow their businesses by 50-500% and is proud of all the private practice owners who are growing their income, influence, and impact on the world. Click here to explore consulting with Joe.

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Podcast Transcription

Joe Sanok 00:00:00 You’re someone with a vision for your practice, for your side hustle, and for your personal journey. But when it comes to establishing your path and how to get to where you want to be with your practice, things get a little messy. You’re also someone who would prefer to go in person instead of to groups and listening to everyone else’s story. To me, it sounds like you could benefit from one on one consulting with our experienced practice of the practice consultants from 595 a month and up, you can work with a consultant that will give you more direction and practical, tried and tested tips matched to you and your goals. For more information, visit practice of the practice. Com forward slash apply. Again, that’s practice of the practice. Com forward slash apply. This is the practice of the practice podcast with Joe Sarna session number 110. Welcome to the practice of the Practice podcast. We are going to be doing a series between now and the beginning of November, where we are going to be playing all of our level Up week trainings that we did in September of 2024. Joe Sanok 00:01:21 And we’re going to be talking about from empty to overflowing, talking about your branding, talking about multi locations shifting from 1099 to W2, all sorts of different things during this series. And if you want help from one of our consultants for every single phase of practice, or if you’re just not sure where you fit in our memberships versus our consulting, I would love for you to talk with me over at practice of the practice. Com forward slash apply. We can schedule a 30 minute call together and dig into all those different areas that you want to get started again. That’s practice of the practice.com/apply. Now let’s get started with the Level Up Week series. All right. Well, welcome welcome, welcome. This is our final presentation for Level Up week. it’s the final countdown. Doo doo doo doo doo doo doo doo doo. All right, we’re talking solo. Practice the group, practice success. We’re going to be going through the blueprint for therapists. We have time for you to ask questions as well. Joe Sanok 00:02:21 I know a bunch of the people that are in here have been to a lot of these presentations during level up week. So you may have some questions still about our communities, about how to level up into a group practice. And we’re going to be covering, a lot of different things. right now, if I haven’t met you, I’m Joe. Santokh and I started practice with the practice in 2012. Started the podcast 2013. it was the very first podcast to talk about the business of private practice. we now get 60 to 100,000 listeners a month. I’m a writer, I’m a speaker. I’m speaking at the Mental Health Marketing Conference during their closing keynote on Thursday in early October. And. I have two awesome daughters. One of them’s going to be home in about half an hour, and then we’re going to be off and running for the evening, you know, ten and 13. They always got something going on. so when you’re thinking about a group practice, for me, group practice found me more than I found it. Joe Sanok 00:03:17 I was doing supervision with one of my eventual, clinicians that worked with me, and he just said, hey, you know, can I work part time here? It seems like you’ve got a good thing going. and then someone else had a supervising joined and then somebody else, and then next thing you know, I was making more money off my part time group practice than I was in my full time job. I still remember after I upgraded my office to this four office suite view of the water right downtown Traverse City was this awesome space, and I had decorated it how I wanted. Everything just felt like like a private practice that I loved, you know, this just feeling of, oh, my gosh, I just love this place. I went over there because I still had my full time job to do a lunch session with a couple, and my boss at the college was super flexible and knew what I was doing, flex my time however I wanted. as long as I got my job done and stayed close to that 40 hours so ran over to do a lunchtime session. Joe Sanok 00:04:12 I go do this like, you know, view of the Bay office. Just like perfect fourth floor. You can see the water. and I leave that office and I go back to the college, and I’m going down the steps to my basement office that has no windows, that has just like, brick. It couldn’t have been more apparent, you know, just feeling like I’ve got to go do this full time. And that’s when I started thinking about leaving my full time job, and eventually left that in 2014 and then, sold the practice to 2019. but there’s lots of benefits to a group practice. You can have increased revenue. You can have a shared workload. There’s a greater impact in your community. there’s all sorts of professional, professional collaboration, people sharing ideas and, you know, kind of the ecosystem. why are you considering doing a group practice? We’d love for you to throw that in the chat to hear why you’re considering a group practice. Maybe you already have one. Maybe you’re in solo and you’re just, like, kind of getting some ideas. Joe Sanok 00:05:04 we’d love to hear why you’re thinking about group practice. So first we want to understand office capacity. Earlier today, Melissa talked about how she thinks every office can have about five people in it. And I would agree, because the maximum number of sessions for one office is about 85 sessions per office per week. And the way we look at that is from 8 a.m. to 9 p.m.. Assuming that you’re hiring people that match up with when people want to come. So you may have to do different marketing to get people that want to have those early morning sessions or during the day sessions. You may have to, you know, focus on stay at home parents, looking at weekend capacity and total capacity that way as well. Then we want to start recognizing the right time to expand. So asking yourself, are you consistently 60% full or more. You know, I started my practice when I wasn’t 60% full. It was I was almost 100% full. I was at capacity for what I could do. but starting, you know, to add people, do you have a waiting list? that’s something to think about. Joe Sanok 00:06:03 Some people should be starting a practice, you know, the second you want to start one. the group practices that I’ve seen that are successful don’t always wait for that 60%. Some people just start it right from the beginning. If they want a group practice, can you financially support another clinician? So are you making sure that the risk isn’t that you’re putting out all this money for them not to see clients? What about your admin systems? Are those in place? Are they ready to go. And then do you have the space like are you if you’re subleasing, are you even allowed to have someone else in there? If you are leasing, have you are you allowed to have other people in there? most leases aren’t that particular. but for example, when I signed my lease, there was something that said you can’t have other sub leases come in. And I explained before I signed the lease, these are all 1099 contractors, which I, you know, may now have made it clear that I would hire W-2s, actually. Joe Sanok 00:06:58 but at the time that that worked in Michigan. but I talked to the landlord and said, here’s the model for my business, where they get a percentage of what they bring in to the outside world. No one knows if they’re employees or not. They’re all in the same place. It’s not like I’m, you know, renting all these offices out and subleasing in that way like a shared workspace. It’s they’re all under the umbrella of mental illness counseling. And then they changed the contract to make it clear that I could do that sort of thing. So you want to make sure, you know, your lease, are you allowed to do it? also, we want to make sure that there’s some financial stability. Like, do you have some money saved up? can you have some efficient admin processes? Is there adequate physical space for all of this. And then we want to look at your revenue versus expenses. So there’s fixed expenses like rent. That’s not going to change unless you upgrade your office. Joe Sanok 00:07:46 there’s also expenses that go up based on the number of people or the number of clients. So your EHR cost based on people is going to go up. Probably your staff admin time is going to go up. Some of the billing may go up. We want to start to calculate that profitability with multiple clinicians and decide between W2 and 1099. But we also want to be thinking through things like, you know, are we going to do a fixed rate model per session or a percentage model and having that financial plan? And I want to actually show you our staff wage calculator. This is something that we put together for our consulting clients, that we then turned into something that we’re going to be offering people that are in our membership communities. so this is a really awesome way for you to be thinking through, just how you do business, how you do your numbers. So I’m going to take a little bit of time here, because I haven’t taken as much time in some of the other sessions. And if you have questions, feel free to put it in the chat around the staff wage calculator. Joe Sanok 00:08:39 So, say it’s you and another clinician. So you want another full time person, say your average reimbursement rate. Maybe. Let’s just start lower. So it’s 125 and, maybe you’re doing 28 sessions a week and you work 48 weeks a year. So this is going to auto calculate 160 168,000 per clinician. So the total actually we have a lot of other numbers in here already. so then maybe we would say okay admin for two people, paying maybe let’s say $25 an hour. They’re not going to need to work 20 hours a week. You could probably get away with, I think probably ten, 48 weeks a year. Now, maybe you’re going to be doing supervision with this person. So you want to pay yourself as a supervisor so that you have that in the budget, so that if you ever, need to hire someone else outside of yourself, that you can do that. so in a year, that’s how much it’s going to be in a year. so then, that’s not right. Joe Sanok 00:09:36 That should be 4800. you know, 100 times 48 would be 4800. Jen, will you please let our IT guy know that that’s not adding up correctly. so, hours worked one per week for 48 weeks. Yeah, that should be 4800. So I’m going to do two per week just so it does the right numbers for what we’re talking about. all right. And then over time, we’re going to make sure, let’s make sure that this is working out correct too. So one hour is that my it’s my math wrong. So that would be 4800. That should be 4800, not 2400. let me just check real quick. Make sure that seems like that’s wrong. So $100 an hour times one hour a week times 48 weeks. Yeah, it’s 4800. So that should our calculator is incorrect. We’ll have that updated before we release it to you. So, that’s half the amount. Not correct. Okay, so then you put your annual marketing budget in here, and then it tells you per clinician what it ends up being. Joe Sanok 00:10:35 Insurance billing. Say it’s 6%, rent per year. so, you know, so you’re a thousand bucks a month, you can change all of that. And then down here you can say, well, how much are you paying that person per clinical hour? So say it’s 65. This is how much they’re going to get paid. So you as a clinician are going to make 87 360. But then there’s also going to be you as the owner supervisor other things. So let’s say we then said okay, so you’re making and I’m going to use the calculator for you total. If you’re one of those clinicians 87 360 as a clinician you make it doing 28 sessions a week. Then for your own time, we’ve got 4800 plus 4800, and then so that’s 96 960. But then, our net profit on top of that is an extra 70,000 920. So 167 880. Now this is where you’re going to want to make sure that, you know, you look at all the miscellaneous. Now you may have a lot more annually that you need to put in this. Joe Sanok 00:11:36 But what’s nice about this calculator is you can look at their total salary, their hourly salary, and then what percentage that is. Okay, that’s 52% say I wanted to shoot for 40%. then let’s look and see, what that would be per hour. Okay. That would be $50 an hour, you know, for these averages. So that really helps you get a better idea of things where you can then say, okay, my net profits, you know, 111 if we raised our rates to average 145 what does that do to that? 111 okay, adds quite a bit per year. Now let’s say we gave our admin a $10 an hour raise. What’s that do. Okay. It changes that. So then we want to make sure that we kind of understand all of that stuff as well. let’s make sure, Jen, that this math is right as well. So if it was, you know, $10 an hour, one hour a week, so that all of these are not adding correctly. Joe Sanok 00:12:28 So it looks like it’s doing half of it for some reason. So, we’ll just let keep know that, cool. So let’s go back over here to our slideshow. We wanna start to graph our profitability. Two factors to include here are your price per session. Sessions per week. Profit margin. We want to be looking at that profitability knowing our break even point. So if you know, you know here’s what it takes to just run the business in a month. You know, for our rent, our EHRs, our website, you know, say that’s five grand a month. We want to know, okay, if we’re charging X number of dollars per session, then what’s our break even point of how many sessions we need to have per month in order to break even? So step one is determining your price per session. Next, we want to estimate the number of sessions per week. Calculate your 20% or so profit margin and then plot those values on a graph. So setting your price per session is something that you know, maybe you haven’t thought through deeply. Joe Sanok 00:13:20 But we want to keep raising our prices as we get busy. But we also want to look at how do we set that price. We want to do it by our lifestyle, by all sorts of different areas. So if we know, for example, you want to take $100,000 home. So let’s start with 100,000. Give ourselves to a factor of 50% for extra expenses. And we know 150 grand needs to come in and we say, okay, I want to work. Say 48 weeks a year. That’s $3,125 per week. and I know that I only want to do, you know, 19 sessions a week. That means I have to average $164.47 per session. So that might be like, okay, wait, I thought I was going to charge 125. We want to run these numbers so that we don’t set ourselves up to not make the money that we need to make within our business. So that staff wage calculator that I just showed you can help you with a lot of that. so hiring your first clinician, we want to look for qualities such as being hungry, humble and smart. Joe Sanok 00:14:16 That’s from the ideal team player. We want to look at different niche areas. So are there niches that we keep getting calls about. So for example, child therapists, maybe we, you know, get a lot of calls on post-divorce. We want to set those expectations and responsibilities early on. So if we’re looking for someone to fill Saturday and Sunday mornings, We want to make sure that we’re very clear with that in the ads, in all the different areas. Then we want to look at how are we managing our practice. So are we established establishing some clear communication channels like like slack or things like that. Are we keeping track of what’s going on through, you know, project management systems like Trello or Asana? Do we have a supportive work environment that we’re developing? So for me, I wanted to have a practice where people could show up, do the work, go home. We weren’t hanging out and doing barbecues. We were nice to each other, but we weren’t, you know, friends. Joe Sanok 00:15:09 That was like a second family. That wasn’t something I was looking for as a busy dad that had young kids and also had a full time job. So it was supportive. But it also was very clear, like, we show up, we do good work, we go home. Whereas other practices might say, hey, you know, we’re going to have a first Friday, five, 501 club. I was at a practice before I had my own that, you know, every first Friday of the month at 501, you know, everyone stopped practicing. They had a drink together in the office and then hung out for a little bit. so what’s the work environment that you’re going to have as well? So here are some marketing tips for your group practice. You don’t have to do these in any order. In fact, I would recommend you do one that you want to try. Do it for at least a month. Try to track it in the best way that you can to see if it’s working. Joe Sanok 00:15:53 So building a strong brand identity, effective online and offline marketing. So doing social media, doing blog posts, doing some networking, leveraging client testimonials and success stories. Now for all of us are ethics. Say you can’t directly ask a client for a testimonial. You know, hey, Joe’s a great therapist and all these things, but what we can do is we can do annual surveys and we can ask permission to use comments from that in an anonymous way to use in our marketing and website. So if someone says, oh my gosh, Beth is such an amazing, compassionate therapist, that’s a great thing to be able to put on the website, with someone’s permission to use that language without saying who they are going to be, networking with other professionals using that social media platform. I’m trying new social medias and having our own fun on those to really get to know the DNA of it. offering workshops and seminars in your community, to be able to think about where they’re already organizations or already people that are able to to help you move forward. Joe Sanok 00:16:54 We want to look at that local community. Can you sponsor some some galas? Can you, get a board up at the local baseball games or hockey arena? creating those valuable content, like videos and blogs that can really help you stand out in a competitive market, running those targeted pay per click ad campaigns and then tracking and analyzing all those marketing efforts. We want to make sure you got your questions coming in. Feel free to raise your hand if you have questions as well. we’re going to have lots of time for some Q&A at the end. but client retention. So one thing oftentimes we don’t think about we think about getting people through the door, but then how do we actually get people to stay. And we don’t want them to stay past where it’s passwords clinically appropriate. But sometimes things we do can get people to drop out early. Little frustrations like the door being locked over and over and we can’t get in or, changing appointment times or not scheduling the next appointment. We want to provide regular follow up through, asking in regards to how things are going, having some good quality assurance and also offering extra services. Joe Sanok 00:17:56 It may be that we run groups, it may be that we have e courses or webinars. It may be that we have other things that can be helpful. Now some common challenges are managing the growth and the scalability. and so when we do that, we want to make sure that, we’re looking at how can we grow if if we were to add three, five, ten clinicians to our practice, would it be that maybe, possibly that might bring in, some extra things, you know, some extra frustrations? I’m going to ask everyone to just mute, please. I’m trying to mute. if I could have Jen or, Sarah, help! There’s, some folks that are unmuted that for some reason I can’t mute them while I’m presenting. that would be helpful if you could help, mute those folks. because we’re getting some feedback from them. Thank you. All right. so we want to manage that quality of care and make sure that if there’s conflicts within the team that we can manage that. Joe Sanok 00:18:52 I still remember, and I told this story the other day, there was a lady who, she did some play therapy with kids. They’d often be doing collages, things like that. But she shared an office with a lady that worked with angry teens. And this play therapist had a habit of leaving scissors and all sorts of things out on her desk. And then the person that worked with teens, specifically angry teens, would put those away in the drawer because she was having angry teens come in and didn’t want to have any sort of, you know, sharp objects out. And I swear, probably 3 or 4 times we would get an email on a Monday. Who moved my scissors? Why are people moving my scissors? Don’t touch my scissors. And it was just like such an overreaction around scissors. and I understand you want to know where your tools are. but it was so out of proportion with what the actual problem was, and we had to have some, some discussions. And eventually that person left the team, because she just realized she didn’t really play well with others, which was kind of ironic. Joe Sanok 00:19:49 She was a play therapist. I am so excited about alma. When I had my private practice, I struggled building my caseload, attracting the right clients, managing the business side. And honestly, one of the reasons I didn’t take insurance was it was so difficult to navigate. So many of my consulting clients deal with these problems as well, and almost supports clinicians in building rewarding private practices with simplified insurance credentialing in under 45 days, enhanced reimbursement rates, and guaranteed two week payback, plus a free profile in their searchable Fillable Directory, making it easy for clients who are the right fit for your practice to find you. Learn more about how alma could support your private practice at. Hello, alma. Com forward slash Jo. That’s hello alma.com/jo to learn more. Next we want to look into delegating. So when you delegate, that frees up time for you to do what you do best and outsource the rest. And so we want to be delegating out who’s answering the phone, who’s returning new client requests, who’s getting the appropriate intake paperwork. Joe Sanok 00:21:08 Those are all things that if you try to do it, you’re going to, for one, go too slow because you’re going to be in counseling sessions like you should be. And for two, you’re not going to do it as well as someone that just focuses on that. I still remember, the first week that Jen came in as my executive assistant. Now she’s our head of projects and people. but in that first week, she organized my email in a way that was more organized than my assistant before had done for the 2 or 3 years that the previous person had been with me. Jen knows what she’s doing when it comes to being an executive assistant, to keeping me organized. When you have the right people there. They might not do it as well as you right away, but most of them over time will do things even better than you. And so by delegating, you’re not just taking things off your plate, you’re improving the overall quality of your actual business. So you want to start identifying some of those tasks to delegate. Joe Sanok 00:21:58 So first start with the things that you absolutely hate. You know, what is it that you hate doing. Take that off your plate. What are the things that you like doing that you really shouldn’t be doing? Take those off your plate and then finally, you should only have the things that only you can do. And even those things I would challenge probably some of the therapy clients. You’re like, only I can work with these people. Is that true? Like, what happened if you had to retire? they’d find someone else. So let’s find some people that we can even delegate those clients to. We find. We want to find the right people to delegate to and then spend time with them. You know, every day when you have a new person, I would check in with them. Even if it’s just ten minutes a day, start daily. You’re going to catch a lot of things that you would miss if you didn’t start daily. We want to have some some practical advice around this where we’re thinking about, hey, like, what do we do to make sure that we’re capturing these things, use things like loom to do videos, use different ways to keep track of things like Trello or Asana, and then use some different services that can also help you stay organized. Joe Sanok 00:22:58 So Therapy Notes is the EHR that we recommend. Alma can help get you credentialed. Heard as well will help with accounting. Gusto helps with payroll. There’s all these tools and services that can help you move forward faster. All right. So let’s talk about the launch formula for group practice success. Learn assess understand needs nurture and network commit. And hats off. So first learn. Learn as much as you can about going from solo to group. Be around other people that are doing this kind of work. Attend workshops like this, read books, seek mentorship, join programs so that you’re around people that have already done this and it can help you do it faster. We’re past the information age. We are in the implementation age. You can find information on anything. Now, the thing is, is is it a trusted source that isn’t going to contradict itself? So you might watch a whole bunch of YouTube videos this weekend on how to start a group practice and find that you are more confused after doing all that, compared to just being in a community of people that do it in a way that you like, with a tone that you like and an approach that you like that you say, yeah, those people seem like they have it together. Joe Sanok 00:24:00 They’re successful. There’s people that have done that blueprint. They’re doing that blueprint that I can ask questions of learn as much as possible. The A and launch is assess. So where are you at? What needs to be fixed. First? If we added stress to your current system, could you survive. So you know, right now I thought I was in the middle of a multifamily home purchase. between the last webinar and now, some things fell through and it might not go through. Now I’m thinking about, okay, could this be a sign that adding something else to my plate right now, as I’m going through health concerns, as I’m a single dad, as I have a relationship that we’re growing closer together in, all these different things. maybe right now is not the time to become a landlord. so thinking through that personally of where am I at and what needs to be fixed first? you know, if these things aren’t lining up and I’m having to really force into it, well, you know, something might be happening, that that I need to account for. Joe Sanok 00:25:01 And then other times, sometimes you got to push through it. So doing a thorough assessment of your current practice, identifying your strengths and weaknesses, there’s something called a Swot analysis strength, weakness, opportunities, threats that can be really helpful to do. and then prioritizing the tasks you need to do next. The you in launch is to understand your needs. So you want to start to think about what are the needs that are new here. So streamlining your admin, updating your practice management, looking at your financial systems, those basic behind the scenes things to make sure those are all organized. The end is to nurture and networks. We want to find those right people that want to join your practice, but also want to share that you’re hiring. Hey, my friend over here is hiring. They have such a killer practice, you would be lucky to work with them, building those relationships with potential candidates and professionals, promoting your practice as an attractive place to work. Maybe you do things like the four day work week and Thursday is the new Friday for you. Joe Sanok 00:25:55 Maybe you’re going to leverage professional networks and different things like that. There’s lots of things you can do to nurture and to network that practice. The key in the launch formula is to commit. Make your first hire, learn with them. Let them know you’re the first hire. Obviously, no one else is here. let’s document this process. there’s this wonderful thing called the Carver model that it’s usually used in nonprofit management, where the board of directors, that’s the ends that they want and the the CEO or the executive director sets the means. So for example, the ends might be we want to protect 10,000 acres of this county’s natural land through the regional conservancy. So the board sets the ends the means. The executive director then says, here’s the plan I have for how we’re going to do that this year. We’re going to we have three different KPIs. We want to get 100 new donors that are above at least $1,000. We’re going to do some advocacy and awareness work where we do at least ten events this year to get people out onto the land that we currently have. Joe Sanok 00:26:56 And third, we want to expand within our social network, to increase our followers on Instagram through hiring a social media manager. That’s how we think that we can, you know, get more awareness and more money to do this. So the the board director or I’m sorry, the executive director is setting the means and the board is setting the ends, same sort of thing here where we can say, okay, here are the ends that I want? I want us to get you to 25 sessions per week. I want you to take a week to brainstorm. How do you think we can get you to 25 sessions a week? What connections do you have? What skills do you have? How can we get to that level differently? then maybe I would have thought. And so then that person says, here’s the means, and we can do this with our executive assistants. We can do that with our billing coordinator where we say, you know, I want I want the billing to go through. I want, that we have no back billing. Joe Sanok 00:27:49 We don’t have anything that’s bouncing. The money is in the account. And then I know what’s going on. Come up with the plan for how we can do that. In what dashboard you’re going to give me every month. What that does is it empowers the new clinicians or the non-clinical staff to create systems and to come up with ways that you never would have thought of, or maybe you wouldn’t even be good at learning and training. So last November, Sam, our chief operations officer, and I were looking at our KPIs for the next year and one of the KPIs that we set was how much Sam is stressed about things that are going on in the business, and so we had a measure of how often she has to be in a meeting to work out details that should have been already worked out. And so one of the projects within that was to have a better project management system. And so from November through January, she researched them. She tested a bunch of them in January. So we outlined kind of what this was going to be. Joe Sanok 00:28:44 She then got a couple of key people to try out the new one, which was asana, to see if they liked it. When they did, then they did a training with myself and other key people and then fully rolled it out to the team by quarter two. So we outlined the problem, which I said, here’s the ends. I want us to have some way that we keep track of projects so that you’re less stressed. So that’s the end. You go with the means of how we’re going to get there. I’m going to research it. I’m going to test it, I’m going to trial it, and then we’re going to launch it. And so that then empowers your staff to be a part of the problem. solution. The solution making to problems. We also want to document everything as we onboard people. Because, in your next hire, you don’t want to be starting from scratch. And then the H is hats off the things that it took you to get to successful solo practices, putting on a lot of hats. Joe Sanok 00:29:33 You’re the bookkeeper, you’re reviewing contracts. you’re answering the phone, all those things to keep your costs down. But now it’s time to take hats off. We need to have an attorney that you’re working with. We need to have an accountant or a bookkeeper that you’re working with, or an accountant and a bookkeeper. We need to probably outsource some of the marketing or bring people in. We can answer phones. All these tasks can be delegated, and they can be delegated to systems or to organizations or to businesses or to individual people. Okay. So as we put this all together, it’s a practical approach where we’re integrating our financial planning, hiring and management. We’re creating that personalized action plan, and we’re tracking that progress to make adjustments over time. So some of the key takeaways here are recognizing the right time to expand. Then financial considerations and profitability, then moving into hiring, then marketing strategies and then that launch formula. All right. Let’s talk questions. let me just see what came in while I was chatting. Joe Sanok 00:30:33 All right. I see we have o a bunch of people that are saying yes, yes, yes. All right. so a question to me that was directly to me was I’m wondering how to access the various calculators. I just signed up for group practice, plus, not sure the next step. yeah. So we will do all that onboarding. So first, welcome to group practice, boss. Let me, give a little reaction to that. yeah. Awesome. that is killer. So, Jen and Sarah and Kate are going to be doing all of the onboarding. They will make sure that you get access to all of it. and part of that is making sure you have access to that calculator. And then as we build more calculators, we release those to all of our community and say, hey, test it out. Let us know if there’s kinks. obviously, like sometimes kinks come up. yesterday, it was yesterday or the day before. Part of it wasn’t working. So we had to have Keith come back and there was some plugin update that screwed things up. Joe Sanok 00:31:31 So we got Erica, and Daniela and Nicole are all ready to start and jump into group practice launch. Genie is ready to start and put those systems in place. I mean, if you’re looking to hire in 2 to 3 months. Jenny, group practice launch, like, you definitely want to be in this cohort because you can get all that infrastructure and you then know the right things to be spending your time on instead of guessing. Daniella, is saying same thing. Jenny. I mean, this is what’s awesome about it is already you all have been in these these webinars together. And it’s like there’s this energy where it’s like, you know, each other. I mean, the people that were in the group practice, boss, panel or the group practice launch panel, those are people that have met in these cohorts and stay connected well, after they’ve given us money. And that’s what we want. We want to create community that sustains over the lifetime of your business. We want, you know, the genies and the Daniels to be friends in 20 years and be like, how’d you guys meet? Well, we met in a random webinar and then did group practice launch. Joe Sanok 00:32:26 And now once a year, we just, you know, fly somewhere cool and do a, like, brainstorm together. and we’re great friends now. We want that to happen. it’s really cool. I’m speaking at the Mental Health Marketing Conference, in Franklin, Tennessee, and a bunch of people that came to clinic camp when we hosted that in Cancun, a couple of years ago. are meeting up. So there’s, I think 4 or 5 of us that are meeting up that are staying in contact. There’s another group. I do this thing called your practice intensive where, you know, 8 to 15 people fly in and then work with me here at my house, on their practices. There’s a whole cohort that’s going to mental health marketing conference, and we’re meeting up. So it’s so cool to just see these communities just continue to form and to grow around these different topics. Okay. Let’s see, Sean just said I will. I just upgraded to group practice. Boss. When will we get info about that? Okay, you should have got an automated email, in circle. Joe Sanok 00:33:20 You’ll see. Get started. Just go through that checklist. let me actually bounce over there and I’ll just show you all, some of the onboarding things. These are awesome questions. you’ll be getting some automated emails and then also, Sarah, Jen and Kate will be working, to onboard you as well. So let me just, show you those communities. Let me just do a screen share. All right. So in all the communities, there’s a welcome start here. so as soon as your payment goes through, typically, that automatically upgrades you. If it doesn’t automatically upgrade you, it’ll happen really shortly. you know, within that, where Jen and Sarah are making sure that if people upgrade, that they get access as soon as possible. So once you have access, then you’ll do the start here. And so there’s going to be a video where I welcome you in there. It’s going to talk about the time commitment, commitment. And then you’re just going to go to step one. And that’s if you’re new setting up your circle profile. Joe Sanok 00:34:16 Maybe you already have that like you were in group practice launch. So then it’s talking about tailoring your group practice boss experience, the community tour, live events coming up in RSVP. So it’s just step by step, just introducing yourself, downloading the mobile app. It’s step by step. I’m going to walk you through exactly what to do. Same sort of thing in next level practice and next level practice. Start here. We’ve got a welcome video where I’m saying, hey, you’re glad you’re here. Talk about the time commitment, setting up your profile, all of that. same with group practice launch. all of you that just said you’re joining group practice launch. It’s going to walk you through, get your profile going, make sure you got the events on your calendar. We want you to feel really, really connected in this community right away. And so we do a lot to help you with that onboarding. this week and next week, Sarah and Jen are going to be doing tons to make sure that you’re onboarded, that you if you have any questions. Joe Sanok 00:35:10 and Sarah put in here, which thank you for doing this. if you have any questions, reach out to Sara. It’s Sara at practice of the practice. Com. then, if you’re just like, wait, I don’t have access yet. I’m so excited. I want to go watch videos. we’re going to be doing our best to bring everybody in. So, so excited, Sean, that you upgraded into that. That’s awesome. you did you do that today or did you do it last week? Speaker 2 00:35:37 I actually did it last night. I’ve been wavering, like, can I go from here on my own? And I was like, nope, I need my team. Yeah. Joe Sanok 00:35:44 Hey, Sarah. give give her the bonus from last Friday that she missed where she gets the free consulting with me because, like, she was in group practice launch. And so Sean will give you because we had a thing where if you upgraded by last Friday, you got a free consulting session with me. we we can give you those bonuses. Joe Sanok 00:36:00 So, Yeah. Speaker 2 00:36:01 Thank you. Joe Sanok 00:36:02 Absolutely. No, you’ve been chime. Speaker 2 00:36:04 In really quick. Joe Sanok 00:36:05 Yeah, go for it. That’d be wonderful. Speaker 2 00:36:07 Anybody knew who’s coming in, do that whole onboarding and fill all of that out. So you really get the most out of everything right away. I’ll do my best to communicate as much as I can, to make sure you don’t miss things and navigate things all the way through. It can be a little bit confusing, maybe at very first. So if you have problems, do not hesitate, just reach out. We’ll help you get through it. But that onboarding will help you really find all of the places. And that’s huge. So that you’re seeing all of the stuff right away and not missing anything. Joe Sanok 00:36:39 Awesome. Yeah. So awesome. And we have a bunch of open office hours too, which are for specifically if you feel confused. So you’ll see community open office hours in there. That’s always a time to if you need a little handholding, that you can come and say, hey, I’m not sure what to do. Joe Sanok 00:36:55 There’s just a lot of ways that you can get connected. So any of the live events, we’ll point you in the right direction. So other questions that people have, either about the communities or about going into group practice. Awesome. Well, let me just show you I’m going to pull up, practice the practice. Com forward slash, level up. And I’m going to have, Sarah drop that in there as well. I just want to show you where you can register if you find you have questions because, we want you to make a good decision. You know, Sean was saying, you know, it’s going back and forth and thinking about it, but, no, I need my community. We are not hard sellers. You know, we trust that the people that need to be in our communities are going to go in. And if the timing is not right, then there’s a reason why the timing is not right. we have more than enough people applying for consulting and our memberships that we don’t need to squeeze you into anything. Joe Sanok 00:37:43 We can just say, hey, you know, we think this will save you time and money. but we also want it to be a good ROI, a good return on investment for you. so if you, as you’re thinking about this over the weekend, if you’re like, you know what, I do have some more questions. And I want to ask Joe some questions before I sign up. that’s why we have extended past what we used to do. We used to end it right after level up week. But then, you know, it’s a lot of work for us all to be here for all week. So next week I’m doing live Q&A. these are Q&A specific about our membership questions. And so on the 23rd, we have a Q&A at 11:00 eastern. so you can register for that. on the 24th, I’m doing one at 2 p.m. eastern, and then on the 25th doing a 10 a.m. eastern. there’s also a ton of frequently asked questions here. you know, when do the membership start? You know, how long do they last? So, all those sorts of things are on there. Joe Sanok 00:38:36 If you have any questions, you can come on over here. come to one of the Q and A’s, reach out to Sarah, reach out to me. we’re doing our best to feel that. I think the best place, though, for you to go. If you still have questions about whether or not you want to purchase, would be to come to one of these Q and A, and we’ll just talk. You know, sometimes it’s, you know, only 2 or 3 people, lots of people make that decision. some people will be on the fence and we’ll just talk through where you’re at with things and, help you make that good decision. So. All right, I see another chat came in. Oh, that might be the link to the membership discussions. That’s going to go in a little deeper. Perfect. so that forward slash memberships, that’s going to walk you through each of them. Then you can go to the landing pages to read about each of them. So for example, next level practice that really goes deeper into what is next level practice. Joe Sanok 00:39:20 What’s going on there. All of that as well. So awesome. Well, I have got to say thank you again to the whole team. Jen has been the brains behind all of this, has made it happen, has been on top of the details, the projects, the people, all of it. and Sarah has been just supporting throughout. There was a time when, you know, we had a panelist earlier this week, and to me, this is just like a perfect example of how awesome this team is, where, the panelists had texted me and also emailed the team that they had Covid and they couldn’t come. and in two different things I had said, I think to Jen, do you mind removing them from the slides? And then Sarah had already removed them, and I just was like, hashtag power couple. they just did such a great job keeping things organized. so thank you so much for all your help with that. and thank you, everyone for coming. Thanks for, you know, letting us borrow your ears and borrow your brain for the week and letting us in there. Joe Sanok 00:40:14 And I can’t wait to see all of you in our membership communities. it’s been another successful level up week, and, I will see all of you either in those shows or in our circle community. Goodbye, everyone. Have a wonderful weekend and I’ll talk to you all soon. Bye. Thank you so much for listening to the Level Up Week series. I hope you are getting so much help out of this. If you need extra help, head on over to practice of the practice. Com forward slash apply. I would love to spend 30 minutes brainstorming with you as to your phase of practice, and helping you determine whether a membership, community, or consulting is right for you. Again that’s practice of the practice. Com forward slash apply. And we couldn’t do the show without our amazing sponsors. We are so excited to bring these types of things to you as much as we can, so that you can level up your practice in a way that’s just amazing. Head on over to Alma’s website. Hello alma.com/jo, if you want help with credentialing, if you want help with reimbursement rates and a guaranteed two week payback again, that’s hello alma.com/jo. Joe Sanok 00:41:28 Thank you for letting me into your ears and into your brain. Have a great day. I’ll talk to you soon. Special thanks to the band silence sexy for that intro music. And this podcast is designed to provide accurate and authoritative information in regard to the subject matter covered. It is given with the understanding that neither the host, the producers, the publishers or guests are rendering legal, accounting, clinical or other professional information. If you want a professional, you should find one.
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