1:1 Coaching with Cath Spencer-Smith, Kione Wilkins and Candice Morgan
Coaching Call Summary and Action Items
Coaching Call with Candice, Kione and Cath - September 19
Meeting Purpose
Key Takeaways
- Planning to recruit a women's health physio with MSK background for January start
- Developing strategies to improve patient retention and treatment completion
- Exploring corporate outreach methods, including LinkedIn video messages and email marketing
- Preparing for an October open week to attract new clients and fill instructor schedules
Topics
Recruitment and Staffing
- Finalizing blogs for website content
- Recruiting massage therapist; conducting phone calls with candidates
- Analyzing employed vs. self-employed physio models for profitability
- Considering base salary with commission structure for motivation
- Aiming to recruit women's health physio with MSK background for January start
- Ideal candidate: 5+ years private practice experience, London-based, established consultant relationships
Patient Retention and Treatment Completion
- Identified need for coaching on patient retention, especially for Thea
- Discussing strategies to set expectations for treatment duration (e.g., 6-7 sessions for ankle sprain)
- Considering implementing treatment packages (e.g., 21-session ACL reconstruction package)
- Exploring ways to communicate the full treatment journey to patients
Corporate Outreach and Marketing
- Planning October open week for corporate contacts
- Discussing email marketing strategies and content repurposing
- Exploring LinkedIn outreach with personalized video messages
- Considering creation of educational content for corporate wellness programs
- Targeting HR and wellness officers in nearby companies
Clinic Operations and Finances
- Working on resolving HealthCode and Team 3 integration issues
- Discussing strategies for managing insurance claims, especially with AXA
- Exploring options for debt collection services
Staff Development and Training
- Acknowledging challenges in organizing consistent CPD sessions
- Discussing importance of structured development plans for staff retention
- Considering implementation of regular in-house training and external learning opportunities
Next Steps
- Finalize numbers for employed vs. self-employed physio models
- Begin recruitment process for January start physio
- Implement patient retention strategies and treatment completion expectations
- Create LinkedIn outreach plan and start contacting corporate HR/wellness officers
- Prepare content and strategy for October open week
- Resolve HealthCode and Team 3 integration issues
- Develop structured CPD and staff development plans
- Practice creating and sending LinkedIn video messages for corporate outreach
Action Items
- Set up interviews for massage therapist candidates from recent applications - WATCH (5 secs)
- Crunch numbers - employed vs non-employed physio profitability. Base salary + commission model - WATCH (5 secs)
- Create onboarding plan for new physio. Include KPIs, patient retention strategies, standard of care expectations - WATCH (5 secs)
- Prepare recruitment ad for women's health physio w/ MSK background. Jan start. Decide employed/self-employed - WATCH (5 secs)
- Set up structured CPD calendar for staff. Mix of external speakers, internal skills training, networking events - WATCH (5 secs)
- Create package for ACL rehab (20 sessions). Price at 10% discount vs individual sessions - WATCH (5 secs)
- Implement email marketing system. Patient education, corporate outreach. Segment lists (e.g. marathon runners, elderly) - WATCH (5 secs)
- Record video messages for LinkedIn outreach to corporate HR contacts. Intro clinic, mention open week - WATCH (5 secs)
- List nearby corporate offices. Find HR/wellness contacts on LinkedIn. Consider 1-month LinkedIn Premium trial - WATCH (5 secs)
- Prep for Oct open week. Use ChatGPT to optimize email for HR appeal. Highlight corporate services (e.g. chair massages) - WATCH (5 secs)
CS