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How to Accelerate Acquisitions

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Manage episode 281659251 series 2843427
Content provided by Consolidate That!. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Consolidate That! or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week, Dr. Ivan Zak and Ryan Leech discuss strategies and methodologies to create a predictable practice acquisition funnel using a CRM system.

Topics discussed:

  • Two parts of the Value Creation Stream;
  • Pipeline management;
  • Utilizing a CRM system to streamline the acquisition process;
  • Book: Predictably Irrational by Dan Ariely (recommendation by Sebastian from Digitail);
  • Post-acquisition survey;
  • Using the PFI Index to prevent employee burnout;
  continue reading

99 episodes

Artwork
iconShare
 
Manage episode 281659251 series 2843427
Content provided by Consolidate That!. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Consolidate That! or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

This week, Dr. Ivan Zak and Ryan Leech discuss strategies and methodologies to create a predictable practice acquisition funnel using a CRM system.

Topics discussed:

  • Two parts of the Value Creation Stream;
  • Pipeline management;
  • Utilizing a CRM system to streamline the acquisition process;
  • Book: Predictably Irrational by Dan Ariely (recommendation by Sebastian from Digitail);
  • Post-acquisition survey;
  • Using the PFI Index to prevent employee burnout;
  continue reading

99 episodes

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