Get Free Access to Our Membership Practice GPT Toolkit
Five custom GPT assistants built for concierge medical and direct primary care membership practices to help you research your market, sharpen strategy, plan operations, and systemize your team.
Research competitors by city + radius, ZIP codes, or counties (with source links)
Build a step-by-step launch or improvement plan with timelines and checklists
Make smarter decisions on pricing, panel size, staffing, and growth
Generate a department-based org chart and role-based job descriptions
Create detailed SOPs with quality checks and exception handling
Use these tools to help you reach your practice goals.
What You Get
After you request access, you will receive a short email series. The first email delivers the toolkit links. Then you will get one email per day showing how to use one tool at a time.
Toolkit List:
Membership Medical Practice Intel: Competitor and market research by city + radius, ZIP codes, or counties, with source links to key facts.
Patrick: Practice planner that builds prioritized timelines and checklists for launching or improving a membership practice.
Dr. Avery: Strategy and decision support for pricing, panel size, staffing, financial modeling, employer groups, and HSA/FSA and invoice language topics (general information only).
OrgChart MD: Department-based org charts including roles, reporting structure, vendors, future hires, and optional role-based job descriptions.
SOP Builder MD: Detailed step-by-step SOPs for clinical, admin, billing, marketing, and tech workflows, including quality checks and exceptions.
Who This Toolkit Is For
Concierge medical and direct primary care membership practices
Physicians, nurse practitioners, physician assistants, practice managers, and team leads
Practices launching, rebuilding, or tightening operations for growth
How It Works
Step #1
Request free access using the form below
Step #2
Receive the toolkit links in Email 1
Step #3
Get one email per day with prompts and instructions for one GPT at a time
Step #4
If you want help implementing, schedule a call with our team
Request Free Access
Enter your details and we will email you the toolkit links plus a short daily walkthrough.
Want help implementing this?
If you want to do this yourself, that is great. If you want help implementing these tools inside your practice, schedule a 30 minute video call here: www.cmmkg.com/schedule