Allie is not a perfect alternative compared to the spreadsheets you're using to support your practitioners, but it does have some really simple, time saving, alternative approaches that might just get the job done in a way that integrates more of the things you're doing.

Let me show you how. So one of the key things with Allie is that you can spend more time analysing the performance of a therapist and identifying the opportunities to improve their performance. Save time on all the data stuff, get it automated, but it's in the mentoring support and actions as to where the rubber really hits the road.

So if we choose a practitioner here, Toby Wheelwright, may or may not be my alias and alter ego, from what going to it. The Toby Wheelwright is a made up fictitious person. Let's say we're working with Toby and we have some key actions, desire statements, some, goals, some client related follow-up.

And we can use the actions as our centralised place for all of those things to occur. If you're running the spreadsheets, you have to have a good system or habit of looking at the different tabs and not missing anything.

In here, we're integrating it in one view and one workflow. So what's really useful is for us to come over to creating a note.

This allows you to add a lot of customisation to the notes that you write in the actions that you create. Let's take for example a desire statement. So I've prepared some notes a little bit earlier here. I'm going to say this is my desire statement. Now it doesn't have all of the you know colorful structural elements that you would on a spreadsheet or a Google slide, but it's still practical.

You can enter the data. The quality of a desire statement really is in the specifics and meaningful elements that you document underneath each of the heading. Personal, Finance, Career, Relationship etc. So we're going to my desire statement, right? Make that bold. We're going to have personal section and then I've just shortened it here.

Finance ABC relationships and the list goes down. Now let's say we've got a couple of uh key actions here that are related to that desire statement.

So yeah we don't want this just to be pie in the sky. Here's one of the actions because I said I want growth mindset, mastering my field to read two conferences a day, Et cetera. One of the actions then is for this practitioner to register for the Australian Physiotherapy Association conference in October 2024 by the end of March. I'm going to add that. I'm then going to suggest that this person wants to read a book. It's a really good book called the "Grow your Clinic" book by the end of March 2024 so we're going add that action. Cool. So we're going to click save over here and I'll just hide the sidebar.

But what we've got now are Toby's actions. And we can see register for the APA conference and finish this book. And the little header there is my design statement. That's a quick piece of context that that's what it relates to.

If I click it, it opens up and displays what's going on. "Ah, that's why we set that action. Here's the context of my design statement." Now I can tick it off over in the in the sidebar or I can tick it off over here. Doesn't really matter.

But we're gonna go ahead and we're gonna create another note. I'll just hit the this expand bar over here and we're gonna say that as part of my quarterly goal over here which is to get more ideal clients and I want to work with more of them. We could be really specific here, and boost my clients per day from 8 to 10. Well what are the key actions out of our mentoring session is going to be by the 30th of April, to deliver a talk at the local footy club or school, wherever it is, at, you know, and get 5 bookings. Let's add that as an action and now we're going to click save.

So what we can see over here in our actions for Toby is we've got a quarterly goal, more ideal clients, got a desire statement here. And we've got those actions all related.

Let's go to another one here and we're going to add a note. You don't always need to add a note but this is really useful context. One of the things I see is that there's a diffusion of actions, a diffusion of context. Meaning there's a lack of cohesiveness, coordinated integrated notes and actions when we use spreadsheets.

You might have a really useful way to get around that. That's cool. I want to offer you an alternative here in Allie.

So let's say that we're going to focus on referrer nurturing. I'm going to jump straight to the actions here and say we want to deliver an in-person CPD at the podiatry clinic. So I'm going to say, Referrer nurturing is a key activity, you know, we want to work with partners that already refer. And you might want to put here my referral list. And you could easily just hyperlink that here. And it links out to a different spreadsheet perhaps where you are tracking those. Or you might just have a bullet pointed list of, you know, I'm just going to use doctors as an ex- example. So you've got a few different doctors here that you want to work with and you could set, you could add them just as little tick boxes different from actions.

If you wanted, but I'm going to go ahead and say, referrer nurturing because I want more ideal clients. We're going to click save. I'll close this side bar over to the right again. And now we get to see this action list really start to come to life.

Now it's very easy for us. As we scan through to be able to drag and drop these to reprioritise them.

And when they're ticked off, they can disappear from the list. Or we can bring them back, show completed, and it will show when they're completed, time stamped and who ticked them off.

Let's say we want to bring it back online. We could just untick that. So untick it, untick it. Now they're back online, so to speak. So I'll tidy this up and we'll just- fill it so these are all the ones that have not yet been done.

And so what you can see here is with clever little use of the notes and the titling or the first sentence of your notes, you can give this really clean look to actions that allows you immediately to understand why that action is there. Oh this is related to my desire statement is to finish the book and you can tick that off, or this is around I'll move my head, Referrer nurturing because I want to get more ideal clients and I've put the date there.

We'll add more functionality to Allie over time. Similar to how you might be used to things in Asana or Trello, etc. But he's a really practical way that you could navigate that today and make the shift of more of that practitioner hub over to Allie.

I realise it's not a perfect solution but no technology is a perfect solution to how you're currently doing it. It's a little bit of change management. But I encourage you, If you would like to simplify what you're doing and you're already using Allie, this is how I would go about doing it.

If you have any questions please let us know that this is a really practical way for you to embrace more of what Alllie has to offer you in a really simple integrated and coherent fashion.

Alright, I'll see you on the other side of this. Ask me any questions. Bye bye!