THE TOOL LIBRARY

Start with where
you need help

Twelve free tools for
concierge & DPC practices.

Pick the sentence that sounds like your week.

Call your own office. The First Impression Check, the one-page tool

The First Impression Check. One page. Free PDF.

See the tool Download the PDF

FROM THE BOOK

Twelve tools.
Easy to use.

Download, print, and share with your team.

  1. LISTENListen first.The Meet-and-Greet Script
  2. CALLCall your own office.The First Impression Check
  3. RELAYDraw your relay.The Follow-Through Map
  4. STRAWFind the last straw.The Last Straw Exercise
  5. FEEWrite the fee sentence.The Fee Sentence
  6. INTROMake it easy to recommend.The Introduction Kit
  7. SITEAnswer the five questions.The First Screen Test
  8. NAMESay it at dinner.The Name Test
  9. STARSRead the words.The Review Audit
  10. QUIETMake the nothing visible.The Quiet Member Check
  11. WORDFind their word.The One Word Exercise
  12. DEFAULTBeat doing nothing.The Switching Map

One short story. Every Sunday.

Sunday Stories.

How people choose. What businesses miss.
The small things that change the outcome.

Get a little perspective for the week ahead.