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Build a metric anomaly alerting plan
Sets up alerting on metrics with thresholds, channels, and noise discipline.
Workflow: '5 customer calls per week' system
Sets up the discipline of 5 customer calls per week + the synthesis routine.
Strip a campaign back to one undeniable truth
Find the single thing about your campaign that no critic could argue with — then build the message out from that core truth.
Trust account weekly reconciliation script
Walks the weekly trust account reconciliation step by step: deposits in, withdrawals out, balance match, exceptions to flag. The discipline that keeps your REI audit clean.
Multi-disciplinary handover agent
When a client crosses disciplines within or beyond your practice (physio→OT, psych→GP, OT→speech), this drafts the handover note with consent + key context.
Build a course pricing strategy
Designs course pricing with tiers, payment plans, and promo discipline.