Scaling Practice Management by Talkie.ai

Talkie.ai

Scaling Practice Management is the show for healthcare practice leaders who want to grow smarter, not harder. Real stories, proven strategies, and emerging tech — all to help you scale your clinic without burning out your team or sacrificing patient care.

  1. Jul 3

    People Before Profits: Scaling a Practice on Integrity | Dr. Louis Gilbert, MD

    When you're growing a practice, it's easy to let the numbers start making your decisions for you. Dr. Louis Gilbert refuses to. Dr. Louis Gilbert, founder and CEO of Cornerstone MD, is building a multi-location family medicine group across Houston and Pasadena, Texas - with a goal of opening a new clinic every year. He joins Jakub Grajcar to talk leadership, integrity, and growing a practice without losing sight of the people it serves. He also talks about his experience as a client of Talkie.ai, implementing an AI receptionist at his practice. We dig into: 🏥 Dr. Gilbert's #1 tip for growing a practice - grow people before you grow locations, because culture and problem-solvers are what actually scale🚶 The "Walk with a Doc" program - how a monthly community walk turned patients into family and grew the practice🌱 "Grow where you're planted" - why the Pasadena and Houston clinics run differently, and how one core standard still holds both together⚖️ People before profits - what integrity looks like in the everyday decisions practice leaders actually face📞 Covering the calls you're missing - how Dr. Gilbert kept his front desk and let Talkie AI triage the overflow instead of hiring a 20-person call center👥 The 3 I's of hiring (via Warren Buffett) - intelligence, initiative, and integrity, and why initiative is the hardest to spot Resources mentioned: 👤 Guest: Dr. Louis GilbertLinkedIn: https://www.linkedin.com/in/louis-gilbert-26b646184/Instagram: https://www.instagram.com/_drlouisgilbert_/ 🏥 Cornerstone MD: https://cornerstonemd.healthLumé Haus (medical spa): https://www.lumehaus.health/myWelli (healthcare app in development): https://www.mywelli.health/ 🏛️ Texas Medical Association - supported the launch of Walk with a Doc 🧠 Also mentionedWarren Buffett's "three I's" hiring framework - intelligence, initiative, integrity 🎥 See how Talkie.ai works - AI medical receptionist demo: https://www.youtube.com/watch?v=oOiJ3ITTrLY&list=PLLjcCBHYN2KoBqm-Dx-8lIwWLuU-CHXSg

    People Before Profits: Scaling a Practice on Integrity | Dr. Louis Gilbert, MD

  2. Jul 2

    The Marketing Strategy Framework Most Practices Skip | Saul Marquez

    Most practices chase marketing tactics - SEO, ads, podcasts, webinars - before they ever settle on a strategy. Saul Marquez calls that the treadmill, and he says it's where most growth quietly dies. Saul spent two decades in medical device sales, left a VP role, and bootstrapped Outcomes Rocket into a global healthcare marketing agency - now 1,900+ interviews deep with founders, CEOs, and clinicians. He joins Jakub to lay out the exact framework he uses to help healthcare companies grow. We dig into: 🏥 Saul's #1 tip for growing a practice - keep your team as close to patients as possible, and let technology carry the repetitive load🧭 The 3D model - Discover, Define, Deliver - and why strategy has to come before any tactic🔁 The "treadmill" trap - how to tell real progress from busywork📊 Why only 28% of healthcare marketers document their strategy - and why the other 72% are your opportunity🧱 Owned, earned, paid - the order to build your marketing in, and why paid comes last🎯 The "three uniques" - the questions that force out what your practice does that nobody can match🤖 Why every practice needs an AI strategy before vetting vendors - "if you don't have a plan, you become part of somebody else's plan" Resources mentioned: 👤 Guest: Saul MarquezLinkedIn: https://www.linkedin.com/in/saulmarquez1/Outcomes Rocket: https://outcomesrocket.com 🎙️ PodcastsHealthcare Marketing Executive (Saul's podcast, Jakub was a guest): https://www.youtube.com/watch?v=B6-SxLblM5oOutcomes Rocket (Saul's original podcast, 1,900+ interviews): https://www.outcomesrocket.com/podcast 🏢 People & companies mentionedPat Williams, iScribe Health 🧠 Frameworks & referencesThe 3D model: Discover, Define, Deliver"Tactics are the noise you hear before the war is lost" - Sun Tzu, The Art of WarAristotle's appeals of persuasion - ethos, pathos, logosMcKinsey - only 28% of healthcare marketers document their strategy"Positive discontent" 🎙️ Related SPM episodeEvan Steele of rater8 on reputation management (ep. 9): https://open.spotify.com/episode/5detjLcslSPFokVcObgkcs?si=f80bfbcb401b4076 🎥 See how Talkie.ai works - AI medical receptionist demo: https://www.youtube.com/watch?v=oOiJ3ITTrLY&list=PLLjcCBHYN2KoBqm-Dx-8lIwWLuU-CHXSg

    The Marketing Strategy Framework Most Practices Skip | Saul Marquez

  3. Jun 25

    What Nurse Practitioners Get Wrong About Owning a Practice | Amanda Guarniere, NP-C

    Can a nurse practitioner build more than a one-person practice that just replaces a salary? Amanda Guarniere says yes - and most NPs never find out because nobody shows them what's possible. Amanda is a Yale-educated NP with 15 years of clinical experience, VP of Enterprise Partnerships at Guardian MD, and the founder of The Resume RX. She also runs her own wellness and aesthetics practice - so she sees both the clinical and the business side. She joins Jakub Grajcar to break down how NPs can legally own, run, and scale a practice. We dig into: 🏥 Amanda's #1 tip for growing a practice - know exactly who your future patient is before you build, then create messaging that attracts them and repels everyone else🧠 Why most NPs never scale past replacing their own salary - and the mindset shift that changes it⚖️ The compliance buckets every NP must understand - practice ownership vs. medical oversight, and why they're different in every state📍 State-by-state reality check - from fully independent states to Texas, Georgia, and the rare in-person supervision rules🚨 What actually triggers an audit (usually a complaint) - and why so much runs "on your honor" until it doesn't👥 The real signal you're ready to hire - a full schedule and a 2-3 week waitlist, not just the wish to grow🔮 Where NP regulations are heading post-COVID - and why it comes down to lobbying power, not logic Resources mentioned: 👤 Guest: Amanda Guarniere, NPLinkedIn: https://www.linkedin.com/in/aguarniere/Guardian MD - remote medical directors & compliance infrastructure: https://guardianmedicaldirection.com/The Resume RX - career resource for nurses & NPs: https://www.theresumerx.com/ 📚 BooksThe Big Leap by Gay HendricksBuilding a StoryBrand by Donald MillerVivid Vision by Cameron Herold 🧠 Frameworks mentionedEOS (Entrepreneurial Operating System) - the "seats" concept: delivery, growth, operations"Glass balls vs. plastic balls" - priority triage 🎙️ Related episodeCornelius Schmahl on scaling (ep. 28): https://www.youtube.com/watch?v=H2jC5oyfrhg&list=PLLjcCBHYN2KoABUtTOYaMLQMARJjb_8zS&index=1&pp=iAQBsAgC 🎥 See how Talkie.ai works - AI medical receptionist demo: https://www.youtube.com/watch?v=oOiJ3ITTrLY&list=PLLjcCBHYN2KoBqm-Dx-8lIwWLuU-CHXSg

    What Nurse Practitioners Get Wrong About Owning a Practice | Amanda Guarniere, NP-C

  4. Jun 16

    $3.7 Billion Scaling Advice for Medical Businesses | Cornelius Schmahl

    What does scaling Uber across 300 cities have to do with running a medical practice? More than you'd think. Cornelius Schmahl spent five years at Uber launching the service across Europe and Africa, finishing as interim CEO of a national branch where he led a $3.7 billion merger. He went on to become COO of a telemedicine company, made 100+ angel investments, and now coaches founders of high-growth companies. He joins Jakub Grajcar to translate startup scaling lessons into something any practice owner can use. We dig into: 🏥 Cornelius's #1 tip for growing a practice - treat it like a business, not a place where you "doctor people"🎯 The dollar-amount rule that lets your team make decisions without you - and how to test it safely📚 Why building a shared knowledge base (and rewarding people for it) is how Uber scaled to hundreds of new cities📞 The first thing to automate in your operations - and why it gives you visibility you never had🧠 Fixed vs. growth mindset - why doctors get stuck on "I'm the hero" and how to let go of control📣 The most overlooked lever in healthcare - and how to catch up on it Resources mentioned: 👤 Guest: Cornelius SchmahlLinkedIn: https://www.linkedin.com/in/cornelius-peter-schmahl/Coaching: https://unicorn.coach 📚 BooksThinking in Systems by Donella MeadowsMindset by Carol DweckThey Ask You Answer by Marcus SheridanBuilding a StoryBrand by Donald Miller 🧠 Also mentionedIkigai (Japanese purpose framework)The EOS "seats" concept for delegating roles in a business 🎥 See how Talkie.ai works - AI medical receptionist demo: https://www.youtube.com/watch?v=oOiJ3ITTrLY&list=PLLjcCBHYN2KoBqm-Dx-8lIwWLuU-CHXSg

    $3.7 Billion Scaling Advice for Medical Businesses | Cornelius Schmahl

  5. May 12

    Designing an AI-First Primary Care Practice from Scratch | Dr. Zeshan Rajput, MD

    What if you could design a primary care practice from a blank canvas - AI at the front door, overhead at half the industry average, and every minute saved reinvested in the doctor-patient relationship? Dr. Zeshan Rajput is doing it. A physician, clinical informaticist, and MBA with 15+ years across EHR implementations and federal health IT strategy, he's now building New Hope Primary Care in Columbia, Maryland from the ground up. We dig into: 🏥 Dr. Rajput's #1 tip for growing a practice - design every patient touchpoint the way Disney would, and ask whether you'd want to be your own customer 🤖 The four-bucket framework for deciding what AI should and shouldn't touch - human only, human-first/AI review, AI-first/human review, and AI only ⚠️ Printers, passwords, policies - the three failure modes of every tech rollout, and why policy is the one most practices get wrong 📊 The #1 reason healthcare tech implementations underdeliver - and it's not the go-live, it's the optimization window that follows 💰 Targeting 25-35% overhead in a world where most practices run 65-80% - and the provider-only staffing matrix behind it 🔥 The hot take that might get him in trouble - which subspecialties of medicine could become AI-first first Resources mentioned: 👤 Guest: Dr. Zeshan Rajput, MDLinkedIn: https://www.linkedin.com/in/zrajput/🏥 New Hope Primary Care: https://newhopeprimarycare.com/?utm_campaign=talkie-podcast📚 Books mentioned:If Disney Ran Your Hospital: 9 1/2 Things You Would Do Differently - Fred Lee 🧠 Frameworks mentioned:The 4-bucket framework for AI vs human work - credit to Dr. Mark Kramer 📝 Also referenced:Talkie blog post - How Much Do Missed Calls Cost a Medical Practice? (with embedded calculator): https://talkie.ai/blog/how-much-do-missed-calls-cost-medical-practice/ 🎥 See how Talkie.ai works - AI medical receptionist demo: https://www.youtube.com/watch?v=oOiJ3ITTrLY&list=PLLjcCBHYN2KoBqm-Dx-8lIwWLuU-CHXSg

    Designing an AI-First Primary Care Practice from Scratch | Dr. Zeshan Rajput, MD

  6. May 5

    The HR Playbook Most Medical Practices Are Missing | Mike Lyons, SPHR

    Most practice managers got promoted into leadership without anyone teaching them how to lead. The result is real, daily knowledge gaps that quietly cost practices in turnover, denied claims, and legal exposure. Mike Lyons, SPHR - founder of Seasoned Advice and host of Eye Care Leadership Live - spent nearly six years building the HR function at Austin Retina Associates before going independent. He joins Jakub Grajcar to break down how to hire, manage, and develop the leaders who actually scale a practice. We dig into: 🏥 Mike's #1 tip - why you cannot scale a practice without great managers🤝 Hiring for people skills - what to look for and why promoting from within wins🗓️ Managing the manager - the weekly cadence and skip-level habit that keeps it accountable🙏 Gratitude as the ""Swiss army knife of leadership"" - and the two-part praise structure that lands🔪 Sharpening the knife - why stepping back, delegating, and pouring into others is how managers actually create more time📝 Documenting performance - kinder to the employee, and your best legal protection📚 The books Mike recommends most Resources mentioned: 👤 Guest: Mike Lyons, SPHRLinkedIn: https://www.linkedin.com/in/mikelyonshr/Website - Seasoned Advice: https://seasoned-advice.com🎙️ Podcast - Eye Care Leadership Live (for ophthalmology practice managers and leaders)YouTube: https://www.youtube.com/playlist?list=PLIW9O_gj4Ew_9I2ENW4VtjYT6vb80PG3mSpotify: https://open.spotify.com/show/3ORgeP9UqtEcEco3lEQaaS 📚 Books mentioned The Advantage - Patrick LencioniThe Ideal Team Player - Patrick LencioniThe Energy Bus - Jon GordonChange Your Brain, Change Your Life - Dr. Daniel AmenThe 7 Habits of Highly Effective People - Stephen Covey 🎤 Also mentioned Toastmasters International - https://www.toastmasters.org (both Mike and Jakub credit Toastmasters as foundational leadership development)Jacqueline Waterhouse, COT - prior podcast guest who connected Jakub and Mike - watch Jacqueline's episode: https://www.youtube.com/watch?v=qiuFJRnG9Lk 🎥 See how Talkie.ai works - AI medical receptionist demo: https://www.youtube.com/watch?v=oOiJ3ITTrLY&list=PLLjcCBHYN2KoBqm-Dx-8lIwWLuU-CHXSg

    The HR Playbook Most Medical Practices Are Missing | Mike Lyons, SPHR

  7. Apr 27

    Is Your Practice Website a HIPAA Lawsuit Waiting to Happen? | Tim Bouchard

    Is your practice website quietly setting up the next HIPAA lawsuit - and is your marketing message actually landing with patients who don't yet know they need you? Tim Bouchard, CEO of Buffalo-based agency Luminus and host of the Healthcare Marketing Edge podcast, joins Jakub to share 20+ years of healthcare marketing lessons. From building patient-centric brand messages to fixing the analytics setup that's quietly exposing practices to legal risk, Tim breaks down what every practice manager should be auditing right now. We dig into: 🏥 Tim's #1 tip for growing a practice - why every message should start with the patient's outcome, not your tech or certifications🦵 The "knee replacement test" - how to write top-of-funnel copy that reaches patients who don't yet know they need you⚖️ The HIPAA trap in Google Analytics - why CCPA and Colorado's CPA make standard tracking a legal risk regardless of your state🔧 The Matomo workaround - how to run analytics, Meta ads, and email lists without exposing PHI🌱 The community advantage - why small practices can out-brand PE-backed competitors with grassroots presence🖥️ The biggest medical website mistake - sticky headers, persistent CTAs, and a homepage "sandwich" that reduces signup friction Resources mentioned:👤 Guest: Tim BouchardLinkedIn: https://www.linkedin.com/in/timbouchard/Luminus Agency: https://luminus.agency/?utm_campaign=talkie-podcast 📋 Free downloadLuminus Healthcare Website Compliance Guide: https://luminus.agency/healthcare-website-compliance-guide/?utm_campaign=talkie-podcast 🎙️ Tim's podcast: Healthcare Marketing Edge: https://luminus.agency/healthcare-marketing-edge-podcast/?utm_campaign=talkie-podcast⭐ Recommended episodes: → Social Media Secrets for Authentic Patient Connection w/ Amanda Clark @ Atria Social: https://www.youtube.com/watch?v=UPa0Gs84KT0→ Aligning Marketing and Operations for Sustainable Healthcare Growth w/ Michelle Hart @ BostonSight: https://www.youtube.com/watch?v=frJui5Fv45s 📊 ToolsMatomo (HIPAA-compliant analytics alternative to Google Analytics): https://matomo.org 📺 Other referencesJakub's favorite horror podcast - The Magnus Archives: https://www.youtube.com/watch?v=AdiUHYacaRI&list=PLqwvYKgb9yRaxgDWwoMk6RFDmdvqxghqyDark Side Off-Road (Tim's YouTube channel): https://www.youtube.com/c/darksideoffroadThe Story Till Now (off-roading YouTube channel): https://www.youtube.com/c/thestorytillnow 🎥 See how Talkie.ai works - AI medical receptionist demo: https://www.youtube.com/watch?v=oOiJ3ITTrLY&list=PLLjcCBHYN2KoBqm-Dx-8lIwWLuU-CHXSg

    Is Your Practice Website a HIPAA Lawsuit Waiting to Happen? | Tim Bouchard

  8. Apr 14

    ER Doctor Turned CEO on Building a Culture That Heals | Dr. Joy Evers, MD

    What does it actually look like when a practice puts culture first - not as a slogan, but as an operating system? Dr. Joy Evers - board-certified emergency physician, CEO and founder of Healthtopia Clinics, and host of the Your Doctor Wants to Quit podcast - joins Jakub Grajcar to share how she built a four-location integrative primary care practice serving 35,000 patients in Southern California. From same-day walk-ins to real-time curbside consults between conventional and naturopathic providers, Dr. Joy breaks down what makes Healthtopia's model work - and why it starts with how leaders show up every day. We dig into: 🏥 Dr. Joy's #1 tip for growing a healthcare practice - why positive culture is the foundation everything else is built on🧠 What self-reflection and daily writing practice have to do with being a better leader👩‍⚕️ How Healthtopia blends conventional medicine with integrative care under one roof - and why that model scales📋 The scheduling structure that makes same-day appointments and walk-ins possible (20- and 40-minute slots with built-in buffer)🤝 How real-time curbside consults and a provider curriculum make team-based care actually work💊 Why Dr. Joy chose insurance-based care over direct primary care - and the accessibility trade-offs involved Resources mentioned: 👤 Guest: Dr. Joy Evers, MDLI: https://www.linkedin.com/in/joy-eversIG: https://www.instagram.com/doctorjoymd/🏥 Healthtopia Clinics: https://healthtopiaclinics.com/ 🎙️ Podcast: Your Doctor Wants to QuitApple: https://podcasts.apple.com/us/podcast/your-doctor-wants-to-quit/id1799382185Spotify: https://open.spotify.com/show/6lEmwFrsY94K9436zLOKG9YouTube: https://www.youtube.com/channel/UCH8eEFDbJzYWqFzHmzAJm5A⭐ Recommended episode: "Doctor Doctor" - featuring Dr. Alyssa Burnham & Dr. Michael Turner: https://open.spotify.com/episode/3198m5k6zv16VvHaOAM8SE 🎥 See how Talkie.ai works - AI medical receptionist demo: https://www.youtube.com/watch?v=oOiJ3ITTrLY&list=PLLjcCBHYN2KoBqm-Dx-8lIwWLuU-CHXSg

    ER Doctor Turned CEO on Building a Culture That Heals | Dr. Joy Evers, MD
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Scaling Practice Management is the show for healthcare practice leaders who want to grow smarter, not harder. Real stories, proven strategies, and emerging tech — all to help you scale your clinic without burning out your team or sacrificing patient care.

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