Coaching Call with Candice and Kione - June 20

• Hired a new full-time receptionist, Isabel, starting June 30th with training beginning next week
• Decided to end relationship with current debt collector and transition debt collection to practice manager, Meeta
• Planning to implement upfront payments and block bookings for classes to improve cash flow and reduce admin
• Agreed to rebuild the clinic's outdated website to improve functionality and represent the clinic's premium positioning

• Isabel, late 20s, hired as full-time receptionist starting June 30th
• Experience with TM3 software and previous work in physiotherapy clinics
• Computer science background with SEO skills
• Lives locally in Pimlico, reducing commute issues

• Implement daily check-ins (5 minutes at start and end of day) during initial training period
• Focus on mastering foundational skills before introducing complex tasks
• Consider using Loom software to create training videos for future reference
• Assign organizational tasks like sorting old documentation and updating manuals

• Ending relationship with current debt collector, Julia, on July 7th
• Transitioning debt collection responsibilities to practice manager, Meeta
• Plan to use an agency to clear existing debt before Meeta takes over ongoing management

• Implementing upfront payments for all services to reduce admin and improve cash flow
• Introducing block bookings for classes (13-week blocks) at current prices before a price increase
• New pricing: £45 per session (up from £40), with block booking discount to £40 per session
• Considering automated payment options through TM3 or services like GoCardless

• Current website is outdated (approximately 15 years old) and difficult to update
• Decision made to invest in a complete rebuild to improve functionality and aesthetics
• Recommended web designer: Cheryl Laidlaw (London Web Girl) for her understanding of UX and aesthetics

• Successfully implemented Heidi AI for note-taking, significantly reducing time spent on admin
• All practitioners using AI, with notable improvements in efficiency, especially for non-native English speakers

• Prepare for conversation with debt collector Julia to end the working relationship on July 7th
• Draft email to clients about new payment structure and block booking options
• Research automated payment options through TM3 or alternative services
• Begin process of rebuilding website, starting with content creation
• Implement new receptionist onboarding plan, including daily check-ins and targeted skill development
• Crunch numbers to finalize pricing structure for block bookings and new classes

• Create Isabel onboarding plan. Incl. daily check-ins, Loom recordings of processes. Share w/ Mita for input.  - WATCH (5 secs)
• Prep talking points for July 7 meeting w/ Julia to end debt collection arrangement. Review w/ Candice.  - WATCH (5 secs)
• Draft email re payment changes, price increases. Incl. block booking offers. Send to Catherine for review.  - WATCH (5 secs)
• Research TM3 capabilities for automated recurring card payments. Contact support if needed.  - WATCH (5 secs)
• Contact Cheryl Laidlaw (London Web Girl) re new website design. Get quote and timeline.  - WATCH (5 secs)