Data-Driven Quarterly Planning Workshop
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The Secret to Hitting Your
Annual Goals is in the Strategy
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Sign Up NowSuccess Doesn’t Happen by Accident—It’s Planned
It’s easy to get lost in the day-to-day operations, leaving little time for strategic planning that drives growth. But the truth is, success doesn’t just happen. It’s the result of a well-thought-out plan based on the right data.
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If you’re working hard but unsure if your efforts are really moving the needle, you’re not alone.


Many group practice owners struggle with feeling overwhelmed, trying to juggle everything—marketing, team management, client service—without clear direction. It’s like throwing spaghetti at the wall, hoping something will stick.
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We Understand.
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We’ve been there, and we know how to get you from feeling scattered to having a clear, actionable plan that drives results.
Achieve Your Goals with
Data-Driven Strategies
When you attend our workshop, you’ll learn exactly what needs to change to ensure your hard work pays off. We’ll show you how to use data to create a focused strategy that works, eliminating the guesswork and helping you prioritize what truly matters.


Learn How to Achieve Success with Our Proven Framework
Our Data-Driven Quarterly Planning Workshop is designed to give you the tools and insights you need to lead your practice with clarity and confidence.
Here’s What You’ll Learn:
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Overview of the
Data-Driven Quarterly
Planning Process
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Get an in-depth look at how
to effectively review
your quarterly stats and
make informed decisions.

Key Metrics
To
Track
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Learn which numbers are
crucial to monitor in your
practice, why they matter,
and how they impact your
long-term success.

Prioritizing
Quarterly
Projects
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Discover how to determine
what projects and initiatives
should take priority each
quarter to maximize
growth and efficiency.

Root Cause
Analysis
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Go beyond temporary
fixes and learn how to
dentify the root cause
of recurring issues.

Engaging Your Team in Problem-Solving
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Empower your team
by involving them in the
problem-solving process,
fostering ownership and accountability.

Practical
Application
- Get a screen share view of Katie and Shaelene’s dashboards, where you’ll see:
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What numbers they track
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Why those numbers are tracked
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How to act on these numbers when they’re on or off track
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Never Again Wonder If
You’re on the Right Track
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It’s time to stop guessing and start leading with clarity.
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Learn how to create a data-driven strategy that aligns
with your goals and ensures every effort counts.
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Join our Data-Driven Quarterly Planning Workshop.
Join NowWorkshop Details:
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Date & Time: Friday, September 27th 12:30 pm EST
Location: Live ONLY - Link will be provided
Investment: $29.00
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Register Now
What they Say:
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Your Path to Success
Starts Here
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Don’t miss this opportunity to equip yourself with the tools and strategies you need to lead your practice with confidence.
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Secure your spot in the Data-Driven Quarterly Planning Workshop today and start planning your path to success.
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Reserve Your Spot