In this enlightening episode of the "Scaling Therapy Practice" podcast, hosted by the adept James Marland, we are joined by the dynamic Brooke Borup, a maestro in business automation and delegation. Brooke, the proud owner of "My Clone Solution," shares her decade-long journey in aiding small business owners to scale and streamline their operations. As someone who has revolutionized the concept of time management in business, Brooke brings a wealth of knowledge to our listeners, especially those keen on elevating their therapy practices to new heights.

The Essence of Automation and Delegation for a Therapy Practice

Brooke emphasizes the significance of automation and delegation in business. She encourages business owners to utilize available tools to eliminate redundant tasks, thereby freeing up time to focus on core business aspects. "We have been helping small business owners scale... that includes automation and delegation," shares Brooke, highlighting the core mission of her company, My Clone Solution.

The Right Tools for Success

James shares a personal anecdote highlighting the importance of having the right tools at one's disposal. He relates his experiences with hard drive limitations and how upgrading his equipment facilitated smoother operations. "Get good equipment... have the right equipment for the job," advises James, a vital tip for those in the therapy field looking to scale their practices.

Building a Sustainable Therapy Practice with Effective Delegation

The conversation shifts to the topic of delegation, a critical component in scaling a business. Brooke shares her expertise on how to effectively delegate tasks, emphasizing the need to identify tasks that do not necessarily require the owner's attention. "We plan for automation, there are delegation tasks that happen... but they don't necessarily need to be done by you, the owner," Brooke elucidates, shedding light on the nuances of effective delegation.

Creating a Supportive Work Environment

James and Brooke discuss the importance of fostering a work environment where employees feel connected to the company's mission and vision. James notes, "They're going to want to do those things for you... they just feel so connected with the company and the mission and what you're trying to do."

Leadership and Trust in Delegation

The discussion delves into the leadership aspect of business management. Brooke talks about helping leaders trust the systems they have in place and avoid micromanagement, fostering a healthy work environment. "How do you help leaders get out of their own way?... trust the system that's going to work out," James queries, bringing attention to a common dilemma faced by business leaders.

Systems and Automation Prepare You for Employee Turnover

Brooke highlights the importance of being prepared for employee turnover by having well-documented training materials and processes in place. "You don't have to worry about turnover because you already have all the training already there," Brooke assures, offering a solution to a common concern among business owners.

Tips for using Automation and Deligation to Run Your Therapy Practice

Understanding Unique Aspects of Your Practice: Before you start delegating tasks, understand what makes your practice unique and what keeps clients coming back. This understanding will help in streamlining processes and maintaining the quality of service even after delegation.
Documentation and Planning: Document all the processes and tasks involved in your practice. This documentation will serve as a guide for new employees and will help in creating automated systems where tasks can be initiated with simple triggers like a tag or a word input in your software.
Creating Job Descriptions Based on Tasks: As you identify the tasks that can be delegated, create job descriptions based on these tasks. Initially, you might be handling all these tasks, but documenting them will help you understand the time required and the nature of the tasks, facilitating the creation of a job description for future hires.
Training and Onboarding: Develop training materials and processes to onboard new employees. This preparation will help in reducing the time spent on training new employees and will ensure a smoother transition when there is employee turnover.
Utilizing Technology for Delegation: Utilize project management tools and other software to facilitate delegation. Depending on the nature of your business and the team structure, choose tools that suit your needs.
Creating a Supportive Environment: Create an environment where employees feel connected to the company's mission and vision. This connection will foster loyalty and enhance productivity.
Preparing for Employee Turnover: Be prepared for employee turnover by having well-documented training materials and processes in place. This preparation will ensure that the transition is smooth and the new employees can pick up the tasks without much hassle
Understanding the Importance of Delegation: Realize that to scale and grow, you cannot do everything yourself. Embrace delegation as a means to free up your time to focus on core business activities that generate revenue.
Brooke emphasizes that the scaling strategy and exit strategy for a business are essentially the same - "documented systems and processes that are delegatable". She encourages business owners to start planning their exit strategy from day one, focusing on creating systems and processes that can be delegated, which forms the foundation for scaling the business.

Navigating Growth with Automation and Deligation for Your Therapy Practice

In this episode, we delved deep into the realms of automation and delegation, two pivotal aspects in scaling a therapy practice. Brooke Borup, with her rich experience and insights, guides business owners on how to navigate the complex yet rewarding journey of business growth. As James aptly puts it, the show is where "we ask you to take small steps towards big growth." Remember, the journey to a successful and sustainable business is a continuous learning process, and as Brooke emphasizes, it's about "using the tools that are available to you to make sure that you're not doing the redundant tasks that something else can do for you." Join us as we continue to explore these themes in the upcoming season, guiding you every step of the way to achieve remarkable growth in your therapy practice.

Guest Links and Resources

Get support with your automation and delegation at My Clone Solution
Book a 22-minute call with Brook!
My Clone Solution on Facebook
My Clone Solution on Instagram
Brook on LinkedIn

Links and Resources

Validate My Course Topic Idea - Do you have a passion you can teach? Validate your topic as something people are searching for with this worksheet
Descript Audio and Video editor - edit a video with the transcript, its like magic
PsychMaven - Online Training for Therapists
Beginner’s Guide for Creating Knowledge Income - Passive Income Course for Therapists
Join the discussion group on Facebook for Assistants, Automation, and AI for Mental Health Providers
Builder Type Assessment - Grow without the grind

Scaling Therapy Practice: Digital Course Creation for Clinicians, Coaches, and Content Experts

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