Scale Your Document-Based Practice

  • Phase 1: Build Sales

    As you build sales, you need to also be looking toward the second scaling phase – building systems – and planning for it.

  • Phase 2: Build Systems

    With a specific goal in mind, you then apply the PDCA method to develop your system: Plan. Do. Check. Act.

  • Phase 3: Build People

    As your practice adds necessary staff, be mindful to employee engagement and retention; as you grow, your most-experienced employees become more valuable. They are reservoirs of history, knowledge and culture. They will be your most-important trainers and role models