WEEK 06 RESOURCES

Find the tools, handouts, and bonus materials for this week below.

 October 20, 2026

Training & Delegation

 

Why Your Leadership Shapes Your Practice

In this 5-minute video, Melissa explains why most of your team’s engagement traces back to how they’re led, and why that’s good news. Learn why delegation breaks down at the handoff, how to define what “done” looks like, why specific recognition helps keep good staff, and how solo practitioners can use AI and simple systems to lead too.

📎 Grab extras not found in other weeks below.  

 

NCA Link here

Train the Team: Delegation & Leadership Handout

A quick-reference handout for practice owners who are carrying too much. Learn the most common delegation mistakes, seven practical fixes you can start this week, and the research on why leadership shapes team engagement and retention. 

 

Handout Download

Who Owns It? The Recurring Task Worksheet

A fill-in worksheet that helps you assign one owner, a clear finish line, and a frequency to every recurring task, and flag which ones AI can take on. Includes three front desk scripts your team can start using right away.  

 

Worksheet Download

Using AI for Administrative Stuff Makes Sense

Whether you are looking to maximize your staff by peeling away menial tasks, or you are solo and need help so you don't sweat the small stuff...learn the guardrails, bite the bullet, and give it a try.  

AI Assistant Download

Continue Your B2B Journey

 

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