Manage episode 281659251 series 2843427
This week, Dr. Ivan Zak and Ryan Leech discuss strategies and methodologies to create a predictable practice acquisition funnel using a CRM system.
- 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;