Business Course

What’s Included in This Course

This is a two full-day workshop and educational style course hosted at Wellness Co. Content will be given in professional bound books for referencing and usage. Where workshops noted, necessary building and implementation material is included. Breakfast, lunch and snacks are included. 

The maximum capacity per workshop is 8 persons. 

We cover everything you need to successfully build, grow, and protect your business. My aim was intentional in not overwhelming with information, but rather to build together in this workshop and leave with actionable steps to begin immediate implementation. Every single bullet point is covered in-depth, together with our group, as well as templates (where noted) for you to keep. Some topics break into workshops for us to build together (indicated by * next to topic).

1. Foundations & Core Structure

• Building a recognizable brand, then living by it*
  • Importance of branding 
  • How to build brand book and use across your team for brand consistency 
• Defining your core values + mission*
  • I will guide you through a workshop to create them together 
• Creating offer letters & compensation plans (includes templates)
• Building your employee handbook and handbook best practices (includes template)
• Legal agreements necessary for your practice: non-disclosure, non-solicit, HIPAA, and non-compete (built by medical practice attorneys; templates included)
  • All templates include up to date information based on current federal laws and regulations
    
    

2. Hiring & Team Management

• Step-by-step hiring process for you or your practice manager*
  • Personality testing and how it could impact the role 
• Where and how to find key employees
• 1099 vs. employee: when and how to decide (includes attorney insights)
• Structuring sales expectations (includes template)
• Boosting company culture + morale (with day-to-day tools)*
• Downtime task lists to keep your team efficient and contributing 
• Staying aligned with your practice manager & leadership team: meeting guides and agendas, cadence recommendations*
  
  

3. Performance & Metrics

• Creating KPIs and scorecard metrics (includes templates)*
• Monitoring critical measurables for a healthy practice (includes template)
• Structuring department and team meetings + frequency (includes template)*
• Profit margin spreadsheet: how to calculate and maintain healthy margins (includes template)
  
  

4. Operations & Inventory

• Aesthetic inventory monitoring (acceptable discrepancies + next steps)
• Protecting what you’ve built through structured systems
  
  

5. Marketing & Growth
   

• Where and when to invest your marketing budget
• How to size your budget based on practice goals (includes tracking template)
• Boosting Google reviews, community partnerships, and referrals
  
  

Course Investment:
Single Ticket: $6,000
Combined Ticket (intended for same-office owner/leader only): $10,000

Who Is Appropriate for This Course: 

• Business Owners 
• Leaders
• Key employees transitioning to a leadership role or duties
  
  

Course Requirements: 

• Must sign a non-disclosure agreement 
• Michigan business leaders are subject to course entry based on business location, and a non-compete agreement may be requested