Day-One Leverage Map
Day-One Leverage Map

You cannot be the CEO if you are still doing everybody else’s job.

Build your real week first. Then turn on Health Coach, VA, and Technology leverage and watch what changes.

Step 1 — Set up the problem

What are you still doing yourself?

Check anything that currently lands on you. Adjust the weekly hours so this reflects your real practice.

Patient implementation + support

Coach work
Portal questions + between-visit support
Health Coach
Patient accountability + follow-up
Health Coach
Lifestyle + habit coaching
Health Coach
Sleep, movement + mindfulness support
Health Coach
Reinforcing supplement + lab instructions
Health Coach
Checking who is falling behind
Health Coach
Learning portal + EHR patient questions
Health Coach

Admin + coordination

VA work
Scheduling + confirmations
VA
Forms, intake + document chasing
VA
Billing coordination + routine messages
VA
CRM, trackers + reports
VA
Referral follow-up + onboarding logistics
VA

Practitioner judgment

Keep with you
Clinical interpretation + diagnosis
Practitioner
Treatment decisions + clinical changes
Practitioner
Complex case review
Practitioner

CEO work you still have to do

Build the business
Marketing
CEO
Sales / consultations
CEO
Operations + systems
CEO
Team leadership
CEO
Financials, KPIs + strategy
CEO
Important: if you open this file in Apple’s iPad file preview, the boxes may be clickable but the live math may not run because that preview does not reliably execute JavaScript. Once hosted on a normal webpage, the totals and leverage toggles update instantly.
Your current reality
Total workload
0 hrs/wk
Practitioner
0
Coach work
0
Admin work
0
CEO work
0
Choose your workload to see what is actually consuming your week.
Step 2 — Choose your patient volume
Initial program price
$
Active patients
INITIAL PROGRAM INCOME
$40,000
10 × $4,000 = $40,000 income
Step 3 — Turn on leverage

Watch the work move.

Health Coach Staffing

$150 / patient / month
Monthly cost
$1,500
Conservative capacity
25+ hrs/mo

Coach owns implementation

  • Lifestyle, habits + behavior change
  • Identity shift, movement, sleep, meditation + mindfulness
  • Accountability + adherence
  • Unlimited portal support
  • Monthly 1:1 support
  • Weekly group office hours
  • Proactive outreach 1–3×/week as needed
  • EHR/EMR + learning portal help
  • Reinforces practitioner-directed supplement + lab instructions
  • Catches drift and surfaces clinical issues back to practitioner
The coach doesn’t replace practitioner judgment. The coach makes the practitioner’s plan more likely to get implemented.

Virtual Assistant

$19 / hour

Choose support:

Monthly cost
≈ $823
Available capacity
≈ 43 hrs/mo

VA owns coordination

Scheduling, reminders, forms, intake chasing, document collection, confirmations, referrals, onboarding, billing coordination, CRM updates, routine communication, trackers, reports and workflow support.

You may not need an employee. You may need 10 good hours.

Technology

Automate before you delegate repetitive work.

Good technology targets

  • Appointment reminders
  • Form collection
  • Scheduling workflows
  • Follow-up triggers
  • Repetitive education
  • Intake workflows
  • Templated routine communication
Illustrative admin reduction
0 hrs/mo
Step 4 — Before vs. after
Before leverage
0 hrs/week
work currently living on you
After leverage
0 hrs/week
estimated practitioner workload after selected support moves
Hours returned
0 hrs/mo
Leverage cost
$0/mo
INITIAL PROGRAM INCOME
$40,000
Cost vs income
0%
Turn on leverage.

See how much of your month you can get back.

Step 5 — See where the work went

Still with you

Nothing selected yet.

Moved to leverage

Turn on leverage to move work.
Step 6 — Become the CEO

What will you build with the time you got back?

Allocated: 0 hrs/moStill available: 0 hrs/mo
The lesson

You do not scale by working faster. You scale by stopping the wrong work from landing on you.

P — Practitioner
Judgment
A — Admin
Coordination
C — Coach
Implementation
T — Technology
Leverage

Practitioner = clinical judgment + CEO.