1. Ops
1.1. Mindset
1.1.1. Brand
1.1.1.1. Style
1.1.1.2. Positioning
1.1.1.3. Psychology
1.1.2. Purpose
1.1.2.1. Vision
1.1.2.2. Mission
1.1.2.3. Milestones
1.1.3. Growth
1.1.3.1. Personal
1.1.3.2. Trends
1.1.3.3. KYC
1.2. Strategy
1.2.1. Finance
1.2.1.1. Banking
1.2.1.2. Accounting
1.2.1.3. Budgeting
1.2.2. Legal
1.2.2.1. Agreements & Incorporation
1.2.2.2. Compliance
1.2.2.3. Controls
1.2.3. Relations
1.2.3.1. Team
1.2.3.2. Advisors
1.2.3.3. Partners
1.3. Tactical
1.3.1. IT
1.3.1.1. CRM & Marketing Systems
1.3.1.2. Website & Funnel
1.3.1.3. Backend Processing
1.3.2. Metrics
1.3.2.1. Ops Metrics
1.3.2.2. Product Metrics
1.3.2.3. Marketing Metrics
1.3.3. Schedule
1.3.3.1. Yearly
1.3.3.2. Monthly
1.3.3.3. Weekly
2. Product
2.1. Fullfilment
2.1.1. Funnel
2.1.1.1. Planning
2.1.1.2. Creation
2.1.1.3. Testing
2.1.2. Paid Traffic
2.1.2.1. Planning
2.1.2.2. Creation
2.1.2.3. Testing
2.1.3. Follow Up
2.1.3.1. Planning
2.1.3.2. Creation
2.1.3.3. Testing
2.2. Vendors
2.2.1. Customer Service
2.2.1.1. Fulfillment Related
2.2.1.2. Company Related
2.2.1.3. Processing Related
2.2.2. Relationships
2.2.2.1. 'Like' Level
2.2.2.2. 'Trust' Level
2.2.2.3. 'Care' Level
2.2.3. Feedback
2.2.3.1. Positive
2.2.3.2. Negative
2.2.3.3. Other
2.3. Clients
2.3.1. Customer Service
2.3.1.1. Fulfillment Related
2.3.1.2. Company Related
2.3.1.3. Processing Related
2.3.2. Relationships
2.3.2.1. 'Like' Level
2.3.2.2. 'Trust' Level
2.3.2.3. 'Care' Level
2.3.3. Feedback
2.3.3.1. Positive
2.3.3.2. Negative
2.3.3.3. Other
3. Marketing
3.1. Generating Leads (Outreach)
3.1.1. Outbound
3.1.1.1. Untargeted (starting through LI, events, Dentaltown, JV lists / 'orphans')
3.1.1.2. Targeted
3.1.1.3. JV Outreach
3.1.2. Organic Inbound
3.1.2.1. Groups & Communities
3.1.2.2. Content Marketing
3.1.2.3. PR
3.1.3. Paid Inbound
3.1.3.1. PPC
3.1.3.2. SEM
3.1.3.3. Retargeting
3.2. Offer, Markets, & Funnel
3.2.1. Market
3.2.1.1. Industry
3.2.1.2. Niche
3.2.1.3. Sub-Niche
3.2.2. Offers
3.2.2.1. Tripwire
3.2.2.2. Main Offer
3.2.2.3. Profit Maximizer
3.2.3. Funnel
3.2.3.1. Tripwire
3.2.3.2. Main Offer
3.2.3.3. Profit Maximizer
3.3. Converting Leads (Sales)
3.3.1. Before SS
3.3.1.1. Scheduling Appointments
3.3.1.2. Providing Value
3.3.1.3. Appointment Reminders
3.3.2. Strategy Session ("SS")
3.3.2.1. Tone & Feel
3.3.2.2. Analysis Accuracy
3.3.2.3. Close Strength
3.3.3. After SS
3.3.3.1. Criteria Run
3.3.3.2. Client On-Boarding
3.3.3.3. Re-Engaging