
• What daily tasks take up the most time for your team?
• Are you overwhelmed by repetitive or manual work?
• Is your front desk team buried in client calls and scheduling?
• Have you considered tools like live chat or chatbots to reduce client wait times?
• Have you tried automation or AI

• What systems or tools are you currently using?
• Are there gaps in how clients interact with your practice online?
• Which tasks or roles could be handled remotely to ease your staff’s load?
• What are your top priorities for the next 6–12 months?
• How comfortable are you with using AI-powered tools to support your team?

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