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Find the one thing to fix first in your practice — then hand it off

Two free worksheets for dental practices. Rank the tasks eating your week, then write the top one up so your team can run it — systems first, then automation, then AI.

Instant download 2 worksheets No call required Systems → automation → AI
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Preview of The Systems Stack Worksheet: a ten-row table scoring practice tasks on where they are today, hours per week, and the value of the work.

The Systems Stack Worksheet

List the eight to ten tasks that eat your week — or your front desk’s. Score each one on where it is today, how many hours it takes, and whether it’s work that needs you. The highest row totals are your build order: the fastest hours you can buy back.

Preview of The One-Page Process Plan: fill-in lines for process name, trigger, owner, eight numbered steps with Felt and Unfelt tick boxes, judgment points and one metric.

The One-Page Process Plan

Take your number one and write it up on one page: what triggers it, who owns it, the steps in order, the one or two spots that need a human decision, and the number that says it’s working. Each step gets a quick test — would a patient notice a machine doing it?

Know what to fix first

Two worksheets: your build order, and your number one written up.

Get the Kit