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13Phases
40Steps
12Month rollout
Establish the Firm and Professional Entities Step 6 of 40

Establish the Firm and Professional Entities · Step 6

Connect professionals to topics

Every expert should be associated with a defined group of subjects. For each person, list:

  • Primary topics
  • Secondary topics
  • Services
  • Industries
  • Questions they can answer
  • Content they should review
  • Publications they should author
  • Podcasts or interviews they should pursue

Example

Expert Primary topic Secondary topic Service
Jane Smith Medical license defense Board investigations Healthcare law
David Lee Practice acquisitions Transaction structure Healthcare transactions
Maria Gomez Billing compliance Medicare audits Regulatory consulting

Deliverable

Create an expert-to-topic matrix.

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