BSIH Ledger55

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Monday 9/218

Review Board Prelim

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whit mai

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Pick up laundrty

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cancel vitamin order Zach (?)

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Vitamin Labs

Get back to Vitamin Lives about the design.

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\"For Current Patients\" Website Update

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Patient Instruction Handout

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cryotherapy

burn off past

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Completed today

Review labs

Enjoy new app

DPC Enrollment Landing Page

Build a focused enrollment page with minimal distractions, clear eligibility, pricing, benefits, FAQs, and enrollment button.

To-Do9

Linked-In Profile Build/Generate

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Resume

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Executive Physical Sales Materials

Create related DPC sales collateral and conversion copy.

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Thai Massage Follow-Up

Follow up on Thai massage.

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Group Weight Loss Follow-Up

Follow up on the group weight-loss program.

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Insurance Broker Outreach

Approach an insurance broker about referral, employer-plan, or partnership opportunities.

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October 23 Event

Refine/fix the October 23 event webpage, especially the flyer integration.

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HealthMate Pilot

Prepare the HealthMate-style program for a January pilot after fall enrollment.

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Karen Kipp text and then also

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Website18

October 23 Flyers

Make sure the two October 23 flyers are clearly incorporated into the event page.

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Website Videos

Get service/class videos onto the website.

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Practitioner Service Links

Improve direct booking/service links for individual practitioners.

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RingCentral Modifications

Review and make needed RingCentral modifications.

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Sherry Dance Classes in Mindbody

List Sherry’s dance classes in Mindbody.

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Verified voice controls

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Tim Meditation Listing

List Tim’s meditation offering/service clearly.

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Men’s Health

Build a stronger men’s-health pathway around the $395 physical.

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Employer Executive Physicals

Package executive physicals for employer groups.

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Telehealth Employer Plan

Revisit the $35/month telehealth-only employer plan.

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One-Click Member and Yoga Widgets for Mindbody

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Yoga Therapy Add-On

Market yoga therapy as a DPC/add-on service.

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Counseling Add-On

Market counseling/integration counseling more directly to DPC members.

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Tirzepatide Sales Page

Build/strengthen a dedicated weight-loss/tirzepatide conversion page.

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Sound Healing

Strengthen Yvette’s sound-healing service pathway and booking links.

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Supplements Landing Page

Create a future supplements / functional mushrooms / Mediterranean diet landing page.

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Service Booking Paths

Make the path from website → service → booking simpler and more direct.

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Executive Physical Lab Matrix

Finalize included vs. optional labs and present them in a clean visual grid rather than a dense paragraph.

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Development41

Werth new items new task to the bottom list on the top

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AI auto response text

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create home page

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DPC Sales

Move Direct Primary Care into active selling/marketing mode.

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Mindbody API Automation

Build a custom Mindbody API/Codex workflow for repetitive service/profile updates.

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Mindbody/Codex Path

Decide whether to use normal Mindbody admin, a custom API workflow, or Codex for bulk service updates.

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ClassPass Research

Research ClassPass for the Yoga Pad.

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Mindbody Bulk Cleanup

Use automation to standardize service names, descriptions, prices, and booking links.

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Services Landing Page

Create one strong “All Services” landing page linking directly into Mindbody.

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DPC Employer Push

Create an employer-facing DPC sales campaign.

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Service-Specific Landing Pages

Build dedicated pages for high-value services rather than relying on provider pages.

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Family Yoga Pass

Add a family-member yoga pass.

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Employer Yoga Add-On

Develop and add employer yoga add-on plans.

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Custom Supplement Auto AI with Vitamin Labs

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90-in-90 Campaign Page

Create a temporary campaign page built around the 90-patients-in-90-days growth push.

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Monthly Services Push

Rotate one high-value service as the featured monthly promotion.

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Virtual Family Add-On

Revisit the $75/month virtual family add-on.

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Veterans Outreach

Build a veteran-specific outreach version of the KAP/DPC materials.

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Medical Professionals Outreach

Build outreach specific to nurses, physicians, EMTs, and other medical professionals.

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Community Partnerships

Identify local businesses/organizations for referral and employer-plan partnerships.

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Review Booking Friction

Test website-to-Mindbody booking flows on phone and desktop.

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Tracking

Add simple campaign/source tracking to major service links.

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DPC Referral Campaign

Create a member-referral or community-referral campaign.

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Executive Lab Menu

Turn the executive-physical lab options into a polished menu/checklist.

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Executive Physical Upgrade Tiers

Consider standard / expanded / premium executive physical packages.

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Homepage DPC Conversion Audit

Re-review the homepage specifically for whether a new visitor understands DPC, sees the price/value quickly, and knows exactly how to enroll.

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Persistent DPC CTA

Add or strengthen a consistent “Become a Patient” call-to-action across high-traffic pages and mobile views.

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DPC Pricing Clarity

Make the $20 / $55 / $75 membership structure exceptionally easy to understand with no hidden-step feeling.

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DPC Mobile Audit

Test and correct the full enrollment journey on iPhone/Android-sized screens, including buttons, forms, pricing, and Mindbody/Atlas handoffs.

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Website Broken-Link Sweep

Run a complete site-wide check for broken links, stale buttons, missing images, old pages, duplicate navigation, and obsolete booking paths.

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Services-First Navigation

Revisit navigation so users can find DPC, executive physicals, counseling, weight loss, KAP, yoga therapy, meditation, reflexology, and sound healing by service rather than by person.

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Conversion Footer

Turn the footer into a stronger conversion area with DPC enrollment, service booking, employer plans, phone/contact, and location.

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Lead Capture Form

Add a simple “I’m interested” form for people not ready to enroll immediately, with DPC / employer / executive physical / other-service choices.

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DPC New-Member Welcome Kit

Create a polished digital/print welcome packet that explains access, communication, what is included, and how to use membership.

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DPC Local Outreach List

Build a prioritized outreach list of nearby employers, gyms, schools, churches, first-responder organizations, civic groups, and small businesses.

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Employer Health Plans Page

Create a dedicated employer-plan landing page for 5–50 employee organizations with clear plan choices and contact CTA.

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Employer Cost Illustration

Build a simple example showing what a small employer might spend for telehealth-only versus in-person + telehealth options.

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Employer Enrollment Kit

Create an onboarding packet for employers with roster template, employee handout, enrollment instructions, billing contact, and launch timeline.

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Employer Pilot Targets

Choose a small first group of local employers to pilot the 5–50 employee plans before a broader push.

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Employer Yoga Bundle

Package DPC + Yoga Pad as an optional employee wellness combination with simple employer-facing pricing.

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Executive Physical Follow-Up Package

Define the deliverable after the exam: results review, written summary, risk priorities, referrals, and next-step plan.

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Content & Ads21

Insurance Add-On

Commercial vs 65+ plan medicare

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Executive Business Cards

Create and print executive-physical / executive-services business cards.

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Executive Physical Flyer

Create the executive physical flyer.

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Print Mini Advertisements

Print business-card-sized / micro-flyer advertisements for BSIH services and campaigns.

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Employer Yoga Add-On

Revisit employer yoga membership add-ons.

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DPC Comparison Sheet

Create a simple DPC vs. traditional primary-care comparison handout.

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$155 Walk-In Physical Sign

Create a walk-in sign advertising the $155 physical.

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DPC Referral Toolkit

Give current members an easy referral card/link/QR code they can share with friends, family, and coworkers.

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Local Print Distribution

Build a list of locations to distribute DPC and executive-physical flyers.

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Email Campaign Versions

Convert service promotions into reusable email campaigns.

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Reflexology

Strengthen Penny’s reflexology service pathway and booking links.

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Mass-Market DPC Flyer

Create a general-public DPC flyer aimed at families and individuals unfamiliar with direct primary care.

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DPC Postcard

Create a simple postcard/direct-mail version of the DPC offer for neighborhood and community distribution.

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DPC “Why Switch?” Flyer

Create a flyer centered on access, relationship, transparent pricing, same/next-day communication, and avoiding rushed fee-for-service visits.

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DPC Family Flyer

Create a family-oriented version showing how membership can work across adults, children, and virtual family options where applicable.

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Employer One-Sheet

Create a one-page employer sales sheet that HR/owners can understand in under two minutes.

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Employer HR FAQ

Create a concise FAQ covering eligibility, enrollment, family add-ons, access, billing cadence, what DPC is, and what it is not.

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Executive Physical Core Flyer

Create the primary high-end executive physical flyer with premium positioning, clear price, time commitment, labs, exam, and follow-up.

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Executive Physical Employer Flyer

Create a corporate version for owners, leadership teams, and key employees.

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Executive Physical Individual Flyer

Create a consumer-facing version aimed at busy professionals who want a comprehensive annual evaluation without fragmented visits.

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Executive Physical Booking Workflow

Make a high-touch booking process with a dedicated inquiry form, scheduling instructions, pre-visit questionnaire, and payment/deposit path.

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Office/Studio2

You Don\'t own the walls - VINES

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Door Knocker Front Door

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Back Burner3

Schedule Open Houses

Plan and schedule BSIH / Yoga Pad open houses.

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Website Businesses Reselling

revert 10-20 brands into one central purchasing agent/site

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Try different supplement brands with same product

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Events3

Food Drive

Organize a community food drive.

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Clothing Drive

Organize a community clothing drive.

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Group Nutrition Program

Build the upcoming group nutrition program as a DPC/add-on service.

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Atlas Improvement2

Check Enrollment Options for Age/Price

how can people enroll and sign up for a $600 physical?

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API chat gpt plug-in tool

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✓ Done / Archive (10)

Review labs

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Enjoy new app

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Fix to do plugins

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Ozark Festival Files — TODAY

Add/upload the needed files for the Ozark Festival today.

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finish app

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Finish To-Do Build

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Turn Ledger into App

Convert the BSIH Daily Task Ledger into a stable website-hosted app while preserving existing task IDs, lanes, search, editing, drag/drop, backups, and shared cross-device persistence.

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AI/Codex

Use AI/Codex-style tools for the next design/content pass where useful.

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Mindbody Service Organization

Reorganize categories/descriptions so services are easy to find before provider bios.

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DPC Enrollment Landing Page

Build a focused enrollment page with minimal distractions, clear eligibility, pricing, benefits, FAQs, and enrollment button.

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