Episode Details

In today's episode, I'm pulling back the curtain on the internal systems we use at Genesis Lifestyle Medicine to scale and manage dozens of clinics across the country. From team communication to training and HR, it all comes down to choosing the right platforms early and building around them. I talk about how we've used Workplace for Meta—essentially a business version of Facebook—to keep everyone connected, whether they're in the U.S., the Philippines, or Colombia, and how we're now transitioning over to Workvivo as Workplace phases out.

I also break down how critical our Learning Management System (LMS) is for onboarding and training. Everything from provider protocols to clinic director training to onboarding paperwork runs through our LMS. It's what ensures that no matter which clinic you walk into, you're getting the same Genesis experience. I can't stress enough how important it is to have these systems in place if you want to scale without losing your company's culture or standards. And when it comes to payroll and PTO tracking, I share why we rely on ADP—and why trying to manage payroll manually is a recipe for disaster as you grow.

The bottom line is this: the right systems will carry you from one location to dozens. We've scaled Workplace, our LMS, and our payroll systems from four clinics to dozens, and they're still serving us well today. In this episode, I'll walk you through why these platforms matter, how they help you avoid major headaches down the road, and why you should always be thinking about the next step in your growth. Let's dive in.

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