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New to the Academy? Start Here
Welcome to Clinic Intake Strategies™ Academy! Follow these steps before beginning Course 1: 1. Open the Classroom. 2. Begin with Welcome to our Classroom. 3. Read the Important Compliance Disclaimer. 4. Open Getting the Most from Your Membership and watch the Mr. Banks completion video at the top. 5. Complete the remaining orientation instructions and mark the lesson complete. 6. Begin Course 1: Build a Clear Market Position. Remember to select the check mark after every completed lesson and confirm that it turns green. This records your progress and helps you return to the correct place. Please use only approved, de-identified information when posting questions in the Community. Public-community reminder: Posts and comments may be visible outside the membership. Do not share patient information, protected health information, identifying screenshots, private employee information, credentials, contracts, payment information, or confidential business information. Use only approved, fully de-identified examples.
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Start Here Free: What’s Included
Join Clinic Intake Strategies™ and begin with three free orientation courses: 1. Welcome to our Classroom — understand the Academy, Compass Framework, and eight-course pathway. 2. Important: Compliance Disclaimer — understand the educational boundaries and your responsibility to verify, adapt, and obtain qualified review. 3. Getting the Most from Your Membership — learn how to navigate the Academy, use the Community responsibly, and record your course progress. When you are ready to continue, explore Courses 1–8 individually or choose the Complete Academy Bundle. Educational business-operations material only. No guaranteed outcomes or professional approval.
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Not Sure How to Mark a Lesson Complete?
Watch this quick walkthrough with Mr. Banks. He will show you where to select Next and how to use the check mark to record each completed lesson. Remember: when the check mark turns green, your lesson has been marked complete. After watching, head back to the Classroom and continue your course. If you need help, leave a comment below.
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Not Sure How to Mark a Lesson Complete?
The patient had already decided before she ever called us
I watched a front desk team lose a new patient last month, and it had nothing to do with how they answered the phone. She called, asked two questions, said she'd think about it, and never came back. The team did everything right on that call. Polite, clear, offered a slot. But she'd never seen the clinic before that call. No face, no voice, no sense of who she'd be trusting with her smile. So the call was her first impression, and first impressions over the phone are a coin toss. Compare that to the patient who walks in already knowing the dentist's name, having watched him explain one thing simply on video. She isn't shopping anymore. She's confirming. That's what I keep coming back to. Intake doesn't start when the phone rings. It starts weeks earlier, in the quiet moments when someone scrolls past your face and decides whether you feel like their kind of clinic. I spend my days helping clinic owners turn that quiet scrolling into actual booked patients, by making the owner the person people already trust before they call. If a new patient landed on your page tonight, what's the first thing they'd see, and would it make them call or keep scrolling?
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I recorded my first video eleven times. I deleted all eleven.
I recorded my first video eleven times. I deleted all eleven. Every take felt wrong. My voice sounded strange. I kept looking at the wrong spot. I stumbled over a sentence I say easily in real life. By take eleven I was convinced the problem was me, so I deleted the whole thing and told myself I would try again when I felt more ready. A week later I posted a shaky one-take video from my car because I was tired of waiting. It was the worst-looking thing I had made. It was also the first time strangers messaged me saying they felt like they already knew me. That is the part nobody tells you about being the face of your own clinic. Your patients do not need polished. They need real. The video you are embarrassed to post is the one that makes someone choose you over the clinic down the road with the better website and no face at all. Most of my week now is spent helping clinic owners turn the things they already say to patients every day into content that brings in new ones, and the pattern is always the same. The ones who grow are not the polished ones. They are the ones who posted the messy version first. What is the one thing you would say on camera if you were not worried about how it looked?
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