Get Your Entire Team Onboard
Get Your Entire Team Onboard
Whatever plan you decide to implement at your practice, you’ll need to gain the support of your whole team to help ensure it succeeds. The more involved they feel, the more willing they will be to do their part. You can do this by including them at various points in the process:
- Let them know about the plan in the early stages when they can offer input
- Hold a kick-off meeting with your team where they can ask questions
- Use staff meetings and tracking information from your SMART goals to let everyone know how it’s going. Problem-solve, if needed, and celebrate successes.

Fill Them In
At the kick-off meeting, you should provide your staff with essential information. For instance, if you’re recommending a pet insurance provider, give them a brief overview of the plans and how they work. You can also offer supporting materials, such as brochures and links to provider websites, so they can read more about it on their own and feel more confident discussing it with clients.
You should also make sure your team understands the benefits of the new plan. Knowing the “why” as well as the “what” can help motivate them to put in the effort. In the case of recommending pet insurance, explain how coverage can help relieve financial worry for pet owners, improve care for pet patients, and increase the number of client visits. It can be helpful to share stories based on your own experience, like a pet owner who was only able to afford her dog’s surgery because she was insured.