Joey ZoccaliAbout 3 minutes

    Turn a job title into a real job.

    Pick the seat. You'll get a one-page role card: why the seat exists, what they own, what done looks like, their number, and what still comes to you.

    Pick the seat

    • Not yet: A name on the card. A seat with no name is still yours.
    • Done: Three to seven things they own. More than that is two seats.
    • Done: A number they can hit each week.
    • Done: A dollar amount they can decide without you.

    Office Manager

    Also called office admin, operations coordinator, practice manager. Held by ________.

    This seat exists so the office runs the same way every day, whether the owner is in the building or not.

    What this seat owns

    1. Answering, booking, and confirming every customer
    2. Billing: invoices out the same day the work is done
    3. Collections on anything past 30 days
    4. Ordering routine supplies and managing vendors
    5. First response to every unhappy customer

    Done looks like

    • Every call and message is answered or returned the same day
    • No finished job goes more than one day without an invoice
    • Nothing past 60 days without a call and a note

    Their numbers

    • Invoices sent within 1 day: 95%
    • Money owed over 30 days: Under 10%

    They decide

    • Booking and moving appointments
    • Payment plans up to 60 days
    • Credits and refunds up to $500
    • Routine purchases up to $500

    They bring to you

    • Any credit or refund over $500
    • Hiring, firing, or pay changes
    • A customer who asks for the owner by name, after you tried
    • Anything with a lawyer in it

    See the rest

    The numbers, the decisions, and what still comes to you are the rest. Print it after.

    The number is the start. The seat is the work.

    Joey Zoccali works with owners who are still the bottleneck. Thirty minutes. Bring this result.

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