Free resources / Practice Management
Practice Management
Operational guides for the business behind the business — scorecards, review rhythms, data hygiene, and clear team roles.
The collection
Just before you dive in…
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Practice Operations Health Scorecard
Twelve yes/no questions that show you, in five minutes, where your practice is leaking.
Weekly Operations Review Checklist
A 30-minute Monday agenda that keeps follow-up, onboarding, and service from drifting.
CRM Data Hygiene Guide
A daily, weekly, monthly, and quarterly rhythm that keeps your client data trustworthy.
Team Roles & Responsibilities Template
A fill-in table that ends "I thought you were handling that" forever.
CRM Selection Guide
Fifteen questions to ask before you sign with a CRM vendor — fit, integrations, data, and contract terms.
Tech Stack Self-Assessment
Ten yes/no questions that reveal whether your tools are helping or quietly working against you.
Free to use in your practice — not for resale or redistribution.
A small sample
These tools are a small sample of what I build for practices.
If your operations could use this kind of thinking applied systematically, I'd love to talk.