Free workbook · Bring your own AI

A five-year plan for your practice, built with the AI you already use.

A spreadsheet that interviews you. Open it in ChatGPT, Claude, Gemini, or an Excel or Sheets add-in; it asks one question at a time, gives you something useful in the first fifteen minutes, and builds outward from there. No patient data goes in. Nothing connects to us.

What it walks you through

  1. Quick Win — three tensions, three routes, one next move. Fifteen minutes, no reports needed.
  2. Practice Map — the handful of facts that could change a decision: authority, panel, payer mix, capacity, constraints.
  3. Financial First Look — rough estimates or a real P&L, normalized with definitions preserved.
  4. Opportunity Explorer — follow the money, find hidden capacity, improve care and revenue together, navigate value-based contracts.
  5. 90-Day Build — one test with a measure and a stop rule.
  6. 5-Year Plan — the long view, with sources and unknowns kept honest.

Twelve tabs. Every item is labeled confirmed, source-derived, estimate, assumption, or unknown, so you always know what the plan is standing on. It opens with a five-minute safety and compliance checklist — including a rule that no patient rows, claim rows, or credentials ever go in.

Get the workbook

We email the .xlsx file and a short how-to. That's it — no drip campaign.

How to build your 5-year plan

Start in one minute

  1. 1. Save the attachment from our email to a drive your practice owns.

  2. 2. Open a new chat in ChatGPT, Claude, or Gemini and drag the file into the message box, or attach it with the + or paperclip button.

  3. Read the 1 Journey Dashboard tab and follow its instructions.

    3. Paste this and press Enter. The workbook takes it from there, one question at a time.

The whole path, once it's open:

  1. Save your own copy. Put the workbook on a drive your practice owns. The file is the system of record; the chat is not.
  2. Open it with your AI. Upload it to ChatGPT, Claude, or Gemini, or open it in Excel or Google Sheets with an AI add-in. Then say: "Read the 1 Journey Dashboard tab and follow its instructions."
  3. Get a Quick Win in fifteen minutes. Tab 1 is a five-minute safety check: no patient rows, claim rows, or passwords ever go in. Tab 2 names three tensions, three routes, and one next move.
  4. Map the practice and the money. Tabs 3 and 4: who decides, panel and payer mix, capacity, and rough finances. Estimates are fine; the workbook labels each number by how sure you are.
  5. Choose one 90-day test. Tabs 5 to 7 compare routes, including care-management programs and value-based contracts, then turn the best one into a test with a measure and a stop rule.
  6. Write the plan and keep it current. Tab 8 is the five-year plan. Review results each quarter in tab 9, and save after every session with tab 11 so you can pick up where you left off.

Why a spreadsheet, and why bring your own AI

Because you should own the plan. A workbook on your drive, in a format your accountant and your partners already use, is a system of record. An AI session is not. The workbook tells whichever AI you open it with how to behave — one question at a time, value before homework, label every number by how sure you are — and the AI does the interviewing. When you close the file, you have the plan; we have nothing.

If the plan turns up a question about what your practice is actually collecting versus what it earned, that is the question our billing audit answers.