

101: What Are The Specific Things I Need My Leads To Do?
If your practice is growing but accountability feels like it’s slipping through the cracks, this episode is for you. Jason dives into the real, practical steps for defining exactly what your leads should be doing day in and day out.
Using a case study of a large, successful practice on the verge of expansion, he unpacks how to bring structure to the front desk and beyond—without flipping everything upside down. You’ll learn:
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Why accountability charts and clearly defined “hats” matter
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The 80/20 split of leadership vs. patient-facing tasks for leads
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How checklists, scorecards, and meetings drive accountability
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What effective one-on-ones look like (and how they build trust)
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How to empower leads to actually lead instead of running every issue back to the doctors
This is not about cookie-cutter consulting. It’s about building systems that fit your unique practice while giving your team the tools, clarity, and confidence to step into leadership roles.