How to Accelerate Acquisitions

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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;

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