From Model to Action: The Business Builder’s Toolkit for Healthcare Professionals

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About Course

This course is the practical follow-up to Building Your Business – Business Models. It’s designed for healthcare professionals who are ready to move from ideas into action. While the first course helped you shift your mindset and understand different models, this one gives you the step-by-step playbook to actually build, structure, and grow your business.

You’ll learn how to turn your vision into a simple, workable plan, set up systems that save time, and create real opportunities beyond the clinic. Through guided lessons, real examples, and ready-to-use templates, you’ll see exactly how to find customers, build partnerships, manage operations, and market your services in a way that feels authentic and professional.

By the end of the course, you won’t just be inspired — you’ll have your own 90-day action plan and toolkit to guide your next steps. Whether you want to start a side venture, grow an existing service, or expand your reach through collaboration, this course gives you the clarity and confidence to make it happen.

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What Will You Learn?

  • By the end of this course, you will:
  • Turn your business idea into a working model using the Business Model Canvas tailored for healthcare.
  • Create a practical business plan and budget that’s simple, realistic, and aligned with regulatory requirements.
  • Define your brand and customer strategy so you know exactly who you serve and how to reach them.
  • Build partnerships and collaborations that expand your reach and reduce the burden of working alone.
  • Market your services ethically and effectively, using tools like social media calendars, referral systems, and funnels.
  • Set up systems and operations for patient/client management, invoicing, and daily workflows.
  • Develop a growth and scaling strategy with clear KPIs and roadmaps to expand without burnout.
  • Walk away with a 90-day action plan and toolkit filled with ready-to-use templates to guide your next steps.

Course Content

Module 1: From Idea to Business Model in Practice
What You’ll Learn: Quick recap of models vs plans Choosing the right model for YOUR healthcare context Case examples (telemedicine, diagnostics, wellness coaching, medical supplies) Template: Business Model Canvas for Healthcare Lessons: Media: PPT: YouTube Embed: Video Quiz: 15

  • Lesson 1.1: Business Models vs. Business Plans
  • Lesson 1.2: Selecting the Right Model for Healthcare
  • Lesson 1.3: Case Studies in Action
  • Lesson 1.4: Breaking Down the Business Model Canvas
  • Lesson 1.5: Workshop: Drafting Your Own Canvas
  • Module 1: Quiz

Module 2: Planning Your Business Smartly
What You’ll Learn: Lean business planning – keeping it practical Setting realistic revenue & cost goals Regulatory & compliance basics in healthcare Templates: One-Page Business Plan, Healthcare Budget Planner Lessons: Media: PPT: YouTube Embed: Video Quiz: 15

Module 3: Building Your Brand & Finding Customers
What You’ll Learn: How to define your value proposition clearly as a doctor/health pro Where your customers really are (beyond clinic walls) Simple branding that works (personal brand + practice brand) Templates: Patient/Customer Persona Sheet, Brand Identity Worksheet Lessons: Media: PPT: YouTube Embed: Video Quiz: 15

Module 4: Partnerships & Collaboration
What You’ll Learn: How to identify and approach strategic partners (labs, gyms, corporates, NGOs) Moving beyond working alone – creating joint ventures Templates: Partnership Proposal Template, Collaboration Checklist Lessons: Media: PPT: YouTube Embed: Video Quiz: 15

Module 5: Marketing & Sales in Healthcare
What You’ll Learn: Ethical marketing in medicine Building trust before you sell Digital channels (social media, webinars, referrals) Templates: Social Media Calendar, Referral Program Sheet, Simple Funnel Planner

Module 6: Systems & Operations
What You’ll Learn: What tools/software you actually need to start Setting up processes for client/patient management Financial tracking made simple Templates: Patient/Client Tracking Sheet, Invoicing Template, SOP Framework

Module 7: Growing & Scaling
What You’ll Learn: When and how to grow (new services, locations, or digital) Avoiding burnout while expanding Measuring success with the right KPIs Templates: Growth Roadmap, KPI Dashboard

Module 8: Your 90-Day Action Plan
What You’ll Learn: Pulling everything into a short-term, doable plan Accountability & keeping momentum Templates: 90-Day Roadmap, Weekly Tracker, Progress Review Sheet

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