Ep16 | 3 Takeaways From the PT Biz Live Event

Last week was one of the biggest events of the year for cash-based clinic owners—the PTBiz Live Event. If you weren’t there, or you’re still processing everything you learned, this episode is for you. We break down the key insights from the event and how to implement them in your clinic without getting overwhelmed.

Key Takeaways:

🔹 Focus on Fundamentals Before Fancy Tactics – Too many clinic owners get distracted by new marketing trends, automation tools, or advanced strategies before nailing the basics. The most successful clinics consistently follow up with leads, engage with patients beyond sessions, and systemize their touchpoints—things many owners overlook.

🔹 Marketing is the Lifeblood of Your Business – Most clinics rely too much on word of mouth or sporadic workshops instead of actively marketing. If you're serious about growth, you need a structured marketing plan: face-to-face networking, paid ads, SEO, email campaigns, and social media engagement. Clinics that treat marketing as a core function—not an afterthought—win in the long run.

🔹 Set Clear Expectations for Staff PTs – If you have a team, you need clearly defined roles, responsibilities, and performance metrics. Clinics that scale successfully have structured staff scorecards, track session counts, conversion rates, and continuity percentages, and hold regular check-ins. Without these, managing staff becomes a guessing game.

🔹 Refine Your Patient Journey – From booking to follow-ups, every patient touchpoint should be smooth, clear, and optimized for engagement. One of the biggest missed opportunities? Making it easy for potential patients to book appointments online and ensuring seamless follow-ups post-evaluation. Small tweaks in this process can massively impact retention and referrals.

What’s Next? Take just two or three of these takeaways and commit to executing them over the next quarter. Break them down into monthly, weekly, and daily action steps. That’s how real progress happens.

If you have questions or want to hear specific topics covered, reach out via Instagram at @_jeremydupont. Like, subscribe, and stay tuned for more episodes packed with actionable business insights!

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