CLICK HERE TO DOWNLOAD YOUR VTO

Vision/Traction Organizer (VTO) 

Use this Vision/Traction Organizer (VTO) to clarify your goals, align your team, and map out your business strategy. Download the editable PDF or Google Doc version, and take 30–60 minutes to complete it. This tool is a cornerstone of the LEADS Framework and will guide your Rocks, team meetings, and long-term planning.

How to Make a Copy of This Google Sheet

This document is view-only, which means you can’t edit it directly. To create your own editable version, follow these simple steps:

1. Click on File in the top-left corner of the screen.
   Select Make a copy from the dropdown menu.
2. A pop-up window will appear—give your copy a name and choose a folder in your Google Drive if needed.
3. Click OK, and your own editable version will open in a new tab.

Now you can add your own information and make any changes you need! If you need more help, please click here to message us.

CLICK HERE TO DOWNLOAD YOUR VTO

CLICK HERE TO TAKE THE DISC ASSESSMENT

DISC Assessment Tool
Discover your leadership and communication style using the DISC assessment. Share the link with your team and compare results to strengthen how you work together. Use the results to tailor conversations, manage conflict, and lead more effectively. 

How to Make a Copy of This Google Sheet

This document is view-only, which means you can’t edit it directly. To create your own editable version, follow these simple steps:

1. Click on File in the top-left corner of the screen.
2. Select Make a copy from the dropdown menu.
3. A pop-up window will appear—give your copy a name and choose a folder in your Google Drive if needed.
4. Click OK, and your own editable version will open in a new tab.

Now you can add your own information and make any changes you need! If you need more help, please click here to message us.

CLICK HERE TO TAKE THE DISC ASSESSMENT

CLICK HERE TO DOWNLOAD YOUR ACCOUNTABILITY AND LEADERSHIP WORKSHEET

Build Your Accountability Chart

1. Download the Accountability and Leadership Worksheet
2. Define your key practice functions
3. List the responsibilities for each seat
4. Leave the names off for now—focus on structure
5. Begin assessing: Who “Gets it, Wants it, and has the Capacity” for each role?

CLICK HERE TO DOWNLOAD YOUR ACCOUNTABILITY AND LEADERSHIP WORKSHEET

CLICK HERE TO DOWNLOAD YOUR LEVEL 10 MEETING AGENDA WORKSHEET

Level 10 Agenda Template

Use the Level 10 Agenda Template to create a version of this meeting for your practice.

Customize it by:

• Adding your own Scorecard metrics

• Including your practice’s Rocks

• Listing common issues you want to solve as a team

• Choosing who should attend and lead each section

Make it your own—but stick to the structure. Once this becomes a weekly rhythm, it will transform your team’s ability to execute.

CLICK HERE TO DOWNLOAD YOUR LEVEL 10 MEETING AGENDA WORKSHEET

CLICK HERE TO DOWNLOAD YOUR ELEVATE AND DELEGATE WORKSHEET

Level 10 Agenda Template

Using the Level 10 Agenda Template, list out your weekly responsibilities. Divide them into four quadrants:

1. Love it / Great at it

2. Like it / Good at it

3. Don’t like it / Good at it

4. Don’t like it / Not good at it

Circle all the items in quadrants 3 and 4. Choose two tasks to delegate this quarter. Then ask yourself:

• Who on my team might GWC this?

• Is this clearly in someone’s seat on the Accountability Chart?

• What support or training do they need?

Implement a 30-day plan to elevate yourself and empower someone else.

CLICK HERE TO DOWNLOAD YOUR ELEVATE AND DELEGATE WORKSHEET

CLICK HERE TO DOWNLOAD YOUR TARGET MARKET & DEMOGRAPHICS WORKSHEET

Target Market & Demographics Worksheet

In this activity, you'll define your ideal patient persona and compare it with real demographic data from your local community. This is a critical first step in aligning your marketing strategy with the patients you want to attract.

1. Complete the three main sections:

   • Define your Ideal Patient Persona (Who they are, where they are, lifestyle, and their dental pain points)

   • Review Local Demographics using worldpopulationreview.com

   • Assess Your Market Share using census data

2. Reflect: At the end of the worksheet, write down one insight you gained that will shape your marketing approach.

3. Keep your completed worksheet handy—it will help guide your decisions throughout this marketing module.

CLICK HERE TO DOWNLOAD YOUR TARGET MARKET & DEMOGRAPHICS WORKSHEET

CLICK HERE TO DOWNLOAD YOUR EXTERNAL MARKETING STRATEGY WORKSHEET

Your External Marketing Strategy Worksheet

In this activity, you’ll take everything you’ve learned in this lesson and begin building a clear, focused marketing plan that reflects your brand and aligns with your goals. You'll also use EOS tools like Rocks, To-Dos, and Scorecards to help execute and measure your efforts.

📝 Here’s what to do:

• Click the link below to open the worksheet.

• Make a copy of the Google Doc so you can fill it out with your own answers.
  (File > Make a copy)

• Inside the worksheet, you’ll:

  • Review your VTO marketing components

  • Choose the digital and traditional marketing strategies that make sense for your practice

  • Create a SMART Rock

  • Break it down into actionable To-Dos

  • Set up Scorecard KPIs to track your progress and results

CLICK HERE TO DOWNLOAD YOUR EXTERNAL MARKETING STRATEGY WORKSHEET

CLICK HERE TO DOWNLOAD YOUR CORE PROCESS DOCUMENTATION TEMPLATE

Your Core Process Documentation Template

This template is designed to help you clearly document one of your essential practice systems—so your team can follow it consistently, and you can scale with confidence.

📝 Here’s how to complete it:

1. Choose a Core Process to document first (e.g., Patient Experience, Scheduling, Billing, etc.).

2. Fill in each section of the template:

   • Clarify the purpose of the process and what success looks like.

   • Break down the key steps—think in clear, teachable language.

   • Identify any tools, resources, or people involved.

   • Add KPIs and metrics to measure success.

   • Define who is responsible for each part of the process.

3. Be practical, not perfect. Aim for 80% clarity that your team can follow and improve over time.

4. Assign an owner to keep this process updated and reviewed regularly.

CLICK HERE TO DOWNLOAD THE EXAMPLE

✅ Start with one process. Once you get the hang of it, you can build out the rest of your core processes with confidence.

CLICK HERE TO DOWNLOAD YOUR CORE PROCESS DOCUMENTATION TEMPLATE

CLICK HERE TO DOWNLOAD THE PATIENT EXPERIENCE PROCESS EXAMPLE

CLICK HERE TO DOWNLOAD YOUR PATIENT COMMUNICATION PLAN BUILDER ACTIVITY

Patient Communication Plan Builder Activity

In this activity, you’ll take everything you’ve learned in this lesson and start building a streamlined, personalized communication system for your practice. You’ll also apply EOS tools like Rocks, To-Dos, KPIs, and the Issues List to help you execute and measure your communication strategy effectively.

📝 Here’s what to do:

1. Click the link below to open the worksheet.

2. Make a copy of the Google Doc so you can fill it out with your own answers.
   (File > Make a copy)

Inside the worksheet, you’ll:

• Audit your current communication channels

• Segment your patient base and identify messaging needs

• Highlight steps in your patient journey that can be automated

• Create a SMART Rock for improving communication

• Break it down into weekly To-Dos

• Choose KPIs to track progress on your Scorecard

• Identify Issues to solve with your team

CLICK HERE TO DOWNLOAD YOUR PATIENT COMMUNICATION PLAN BUILDER ACTIVITY

CLICK HERE TO DOWNLOAD YOUR PATIENT LOYALTY PROGRAM ACTIVITY

Patient Loyalty Program Activity

In this activity, you’ll take everything you’ve learned in this lesson and design a loyalty program that fits your practice—whether it’s points-based, tiered, or seasonal. You’ll also use EOS tools like Rocks, To-Dos, and Scorecard KPIs to make it actionable and trackable.

📝 Here’s what to do:

1. Click the link below to open the worksheet.

2. Make a copy of the Google Doc so you can fill it out. (File > Make a copy)

3. Inside the worksheet, you’ll:

   • Define your goal and choose your program type

   • List what behaviors you’ll reward and how

   • Create a communication plan for patients and your team

   • Turn your program into a Rock and build To-Dos

   • Set KPIs to measure success on your Scorecard

When you’re done, return to this page and complete the quiz!

CLICK HERE TO DOWNLOAD YOUR PATIENT LOYALTY PROGRAM ACTIVITY

CLICK HERE TO DOWNLOAD BUILDING YOUR ALIGNED SCORECARD ACTIVITY

Building Your Aligned Scorecard Activity

In this activity, you’ll take everything you’ve learned in this lesson and build a Scorecard that tracks the right KPIs for your practice—ones that align with your VTO, drive your Rocks, and keep your team focused and accountable. You’ll also use EOS tools like your VTO, Issues List, and Level 10 Meetings to create a rhythm of weekly review and action.

📝 Here’s what to do:

1. Click the link below to open the worksheet.

2. Make a copy of the Google Doc so you can fill it out. (File > Make a copy)

Inside the worksheet, you’ll:

• Revisit your VTO and Rocks to align strategy and numbers

• Choose 5–7 weekly KPIs that matter most

• Assign ownership for each KPI

• Check alignment between KPIs and your long-term goals

• Outline how you’ll use your Scorecard during Level 10 Meetings

CLICK HERE TO DOWNLOAD BUILDING YOUR ALIGNED SCORECARD ACTIVITY

CLICK HERE TO DOWNLOAD YOUR AUTOMATION OPPORTUNITY AUDIT ACTIVITY

In this activity, you’ll take everything you’ve learned in this lesson and uncover the hidden opportunities for automation in your practice. You’ll identify the tasks that are draining your team’s time, evaluate which ones are ripe for automation, and choose a high-impact area to streamline first. This is where strategy meets simplicity—one small shift can create major relief.

📝 Here’s what to do:

1. Click the link below to open the worksheet.
2. Make a copy of the Google Doc so you can fill it out. (File > Make a copy)

Inside the worksheet, you’ll:

• Identify which admin tasks are still manual
• Score their automation potential using a simple impact grid
• Select one top-priority workflow to automate first
• Assign ownership to a team member
• Define your success metrics and plan your rollout

This exercise helps you move from awareness to action—and take the first step toward a smoother, smarter, more scalable practice.

CLICK HERE TO DOWNLOAD YOUR AUTOMATION OPPORTUNITY AUDIT ACTIVITY

CLICK HERE TO DOWNLOAD YOUR ORGANIZE AND ACTIVATE ACTIVITY

In this activity, you’ll organize the core strategic tools that help you lead change: your Accountability Chart, Scorecard, Rocks, Issues List, and documented processes. You’ll assess how each tool is being used, how well it’s working, and how connected it is to your vision and systems.

📝 Here’s what to do:

1. Click the link below to open the worksheet.
2. Make a copy of the Google Doc so you can fill it out. (File > Make a copy)

Inside the worksheet, you’ll:

• Review each core tool and where it currently lives 
• Reflect on how often it’s used and how well it’s working
• Choose one tool to optimize and reconnect to your current goals

You’ve already built the system—this is your chance to activate it. Small adjustments lead to big traction.

CLICK HERE TO DOWNLOAD YOUR ORGANIZE AND ACTIVATE ACTIVITY