WEEK 04 RESOURCES

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

 October 6, 2026

Your Software Stack  

 

Your Software Stack: Is It Carrying the Load?

This week, we’re taking a closer look at the tools behind your practice what you’re paying for, where systems aren’t talking to each other, and how automation and AI can save valuable time. You’ll also get a simple worksheet to identify your biggest technology gap and the one workflow that needs attention most.

Does Your Software Leave Gaps

Most practices have pieced together 6+ software tools that don't play nicely in the sandbox. It's not just a money cost, but staff hours and mistakes. 

Document Download

Identifying Leaks and Fixes

See the gaps, the unused tools, and the manual workarounds you and your staff are doing to connect the dots for less than seamless workflows.

Worksheet Download

Continue Your B2B Journey

Back to the B2B Resource Hub