THE AC PROCESS

Step 1: Discovery Meeting

Step 1: Discovery Meeting

Step 1: Discovery Meeting

Analyze the current state of the business

Identify strengths and weaknesses within the practice

Identify Needs and Wants

Step 3: Implementation

Step 1: Discovery Meeting

Step 1: Discovery Meeting

Weekly 30 minute Phone Consultation to implement action steps to produce results

Hold you accountable to target dates within plan
Access to consultant when needed (quick response time)

Step 2: Establish Goals and Customize Action Plan

Step 2: Establish Goals and Customize Action Plan

Step 2: Establish Goals and Customize Action Plan

Establish Goals and Objectives

Target Account Size
Referral & Asset Goals

Prioritize our starting point for implementation of the customized plan

New Business Development
Sales Process & Supporting Material
Proactive Service Model & Contact Management
Team Building

Step 4: Ongoing Monitoring & Adjustments

Step 2: Establish Goals and Customize Action Plan

Step 2: Establish Goals and Customize Action Plan

Review implementation of plan and monitor results

Referrals
New Assets
Achievement of Goals
Efficiency of Internal Processes

Discuss activity / results and adjust, if necessary