What You Receive
The Starter Kit
Every participant leaves with a complete set of practical tools — not handouts to file away, but working documents designed for your clinic.
Every participant leaves with a complete set of practical tools — not handouts to file away, but working documents designed for your clinic.
Workshop materials have a notorious shelf life. They get set aside within days of returning to a busy clinic environment. The Starter Kit is designed to avoid that pattern.
Each piece in the kit is formatted for actual use — not for reading once. The checklists are structured so your front-desk team can pick them up without additional explanation from you. The templates are editable so they can match your clinic's voice. The frameworks are reference documents, not lecture notes.
Five core documents covering every workshop module, printed and provided at the start of Session 1.
A structured evaluation tool that maps every client touchpoint in your current practice — from how they first find your number to what they experience after checkout. The worksheet prompts you to identify friction points, note what's working, and prioritize which changes to make first based on impact and ease of implementation.
Designed to be completed once and revisited quarterly. Includes a simple scoring rubric so improvements are trackable over time.
A step-by-step implementation guide for introducing online appointment booking at your clinic. Covers platform evaluation criteria, appointment type configuration, staff briefing steps, and a client communication sequence. Organized into phases so the transition can happen gradually without disrupting daily operations.
Includes a section on common implementation mistakes and how to avoid them — drawn from patterns observed across multiple clinic contexts.
A repeatable training structure for onboarding new front-desk staff and refreshing existing team members on empathetic communication principles. The framework is organized into four skill areas: active listening, anxiety acknowledgment, honest wait-time communication, and complaint de-escalation.
Each skill area includes observable behaviors, practice scenarios, and reflection questions — so training is practical rather than theoretical.
A compact, laminated-format reference card for your front desk covering how to present treatment estimates, walk through itemized invoices, and respond to cost-concern questions. Written in plain language so staff can reference it mid-conversation without it feeling like they're reading from a script.
Includes phrasing suggestions for the most common billing moments — pre-procedure, at checkout, and when a client expresses surprise at a cost.
A feedback collection template designed for high response rates and actionable results. Includes guidance on optimal send timing, recommended question types, and how to structure results so patterns are visible without requiring hours of analysis. Provided in an editable format so it can be adapted to your clinic's preferred channel — email, text, or paper.
Also includes a short guide on what to do when feedback is negative — a common point where feedback systems break down.
All five documents are provided in print at the start of Session 1. There is no separate purchase — the kit is part of the workshop experience.