1. WELCOME The OT: Owner Therapy!
Recruiting Best Practices
Online | Just-In-Time | Customized
WELCOME
The OT: Owner Therapy!
Open Mic Night hosted by Head Coach Jeff Kaye

2. AREAS TO CONSIDER www.nextlevelexchange.com Operations MarCom Hiring
HR Policies
Organizational Structures
Contracts and Agreements
Finance and Accounting
Technology
Legal Issues
Office Space
Practice and Industry Rules
Compensation
Benefits
Insurance
Equity
MarCom
Branding
Collateral material
Website
E-Marketing
Social Media
SEO
Hiring
Advertising
Sources
Interviewing Process
Starting a New Practice
On-Boarding Process
Profiling Tools
Protocol
Forms
Training and Professional Development
Rookie
Intermediate
Advanced
Performance Management and Leadership
Action Plans
Goal Tracking
Numerical Analysis
Coaching Format
Performance Reviews
Culture
Mission, Vision, and Values
Events
Charity
Contests and Awards
Recognition Programs
Advisory Council 2

3. AN EMPOWERMENT MODEL www.nextlevelexchange.com 3 Supporter You
Consultant
We, You
Partner
We, We
Arbiter
We, I
Director
I decide 3

4. CONTACT
Jeff Kaye