PSA Online Presence Learning Track

Online Presence

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Online Presence

In Online Presence, we will be covering a broad range of topics that will ultimately provide you with the knowledge and skills necessary for you to brand your business, create your website, and market your business online. This track is broken down into four modules.

Welcome to the Online Presence Learning Track!

Module 1 – Branding:

In the first module, Branding, we will explore who you want to be in practice and how to translate that into a brand. This will help to determine the name of your business, your URL and ultimately the look of your overall brand.

Module 2 – Market Analysis:

In the second module, you will be conducting a market analysis. You need to be aware of who is the strongest competition in your area so that you can learn from what they are doing right and ultimately overtake them online. Part of doing this involves having impeccable search engine optimization (SEO). We will round out the module by discussing how to craft your SEO and target your customers with the appropriate keywords.

Module 3 – Site Construction:

In this third module we will be building your website. It is as big a task as it sounds, but with a little bit of patience and a lot of effort you will be able to put together a stellar website to showcase your services to the world. It will pay dividends for years to come and become a self-driving marketing machine for your business.

Module 4 – Marketing:

In the fourth and final module we will discuss how to use paid online marketing in the near term to get your site in front of the right people so that your schedule starts to fill up. We will do this by setting up a number of online google services, constructing an ad campaign, and finishing off your sites SEO.

Don’t forget to view the Materials specific to this Learning Track above.
Systems

Systems

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Systems

In Systems, we will be discussing how you can use technology to automate your business and make it virtually run itself. We will also discuss data safety and what it means to be HIPAA compliant. This track is very condensed compared to Physical Presence and especially Online Presence, but the information is valuable all the same.

Welcome to the Systems Learning Track!

Module 1 – Online Infrastructure:

This is a short but necessary section. You need to pick some of the service providers that will later be used when creating your website/online presence. In this first module we will cover Password Management, DNS Registration, Web Hosting, and Business Email Hosting.

Module 2 – Business Communications:

In the second module we will discuss setting up all the systems necessary for communication with both your clients and other professionals. We will cover email, phone, fax, and text messaging systems all while keeping HIPAA compliance in mind.

 

Module 3 – Bookkeeping:

In module three of Systems, we will cover tracking income, expenses, and write-offs. You need to keep track of what you earn and what you spend. That’s bookkeeping in a nutshell. It really is as simple as that.

 

Module 4 – Client Management:

In the fourth and final module we will discuss payment systems and practice automation. Client management systems (Scheduling Platforms & EHR’s) can be used to handle everything from payments and scheduling to notes and appointment reminders. You really can be a practice of one if you choose.

Don’t forget to view the Materials specific to this Learning Track above.
PSA Learning Track: Physical Presence

Physical Presence

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Physical Presence

In Physical Presence, we will be covering a broad range of topics that will ultimately provide you with the knowledge and skills necessary for you to obtain physical space for your business. This track is broken down into four modules.

Welcome to the Physical Presence Learning Track!

Module 1 – Entrepreneurial Mindset:

In the first module we’ll begin with some lessons that I have learned over the past 19+ years in practice. They will help to keep you both grounded and moving forward in the right direction. Next, we will talk about your personal finances, creating a budget, and getting your financial house in order. Finally, we will cover a big topic, how to fund your business.

Module 2 – Equipment & Location:

In the second module we will discuss your options when it comes to different types of practices and locations. We will begin with some general rules of thumb for choosing a practice location. Next, we will be getting into different types of practice spaces and startup costs. Finally, we will discuss equipment. Along the way, you will learn how to put together a budget for your business.

Module 3 – Legal Framework:

In the third module we will discuss different entity types, how to go about choosing which is right for you, and the paperwork required for each. We will also discuss the different paperwork requirements for establishing yourself as a business. Some will be the same regardless of where you are located, and some will be unique to your location.

Module 4 – Peripherals:

In the fourth and final module we will discuss the design and creation of peripheral items from signage to business cards. We will discuss different types of local advertising. Finally, we will touch on mailers and letterhead, making sure you keep consistent with your brand.

Don’t forget to view the Materials specific to this Learning Track above.