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Free DPC template

Map your first 100 DPC members before you start posting.

The first 100 members usually come from trust, not a magical ad campaign. Use this worksheet to turn vague launch energy into a real list of people, partners, employers, and weekly actions.

Copyable worksheet

First 100 DPC members

First 100 DPC Members Worksheet

1. One-sentence offer
My practice helps: [specific patient/community]
By offering: [direct access, longer visits, clear pricing, family care, employer care]
In a way they can explain as: [simple sentence]

2. Member map
Existing trust/patient relationships: ___ members
Pre-launch list: ___ members
Referral partners: ___ members
Small employers: ___ members
Community groups/events: ___ members
Local press/search/social: ___ members
Other: ___ members
Total: 100 members

3. Referral partner list
Partner name:
Type: PT / chiro / therapist / gym / pharmacist / cash-pay specialist / other
Who they hear from:
Best patient-fit example:
Next outreach step:

4. Small employer pitch
"Your team has insurance, but they still cannot get primary care quickly. DPC gives them direct access to a doctor for everyday care at a predictable monthly cost."

5. Founding-member offer
Why this window exists:
What founding members get:
When enrollment closes:
How they join:

6. Weekly launch rhythm
Talk to 10 local people
Contact 3 referral partners
Contact 2 small employers
Publish 1 clear explanation
Email the pre-launch list once
Improve 1 part of enrollment
Review where people got stuck

7. Workflow readiness check
Where do new-member tasks live?
Who owns messages?
How are labs tracked?
How are refills tracked?
Where do follow-ups live?
What does the team review every morning?

One-sentence offer

Write the sentence a patient can repeat to their spouse. If they cannot repeat it, they cannot refer it.

Primary care for [specific audience] who want [specific relief] without [specific old-system pain].

Member map

Do not write 'marketing.' Put names, communities, employers, and partner categories next to the first 100.

30 existing trust, 20 pre-launch list, 15 referral partners, 15 community groups, 10 employers, 10 search/social/local press.

Referral partners

Go where trust already lives: PTs, chiropractors, therapists, gyms, pharmacists, cash-pay specialists, and local organizers.

If you hear someone frustrated by rushed care or high-deductible confusion, I would be happy to be a resource.

Employer pitch

Small employers do not need a benefits thesis. They need a practical answer to poor access and expensive confusion.

Your team has insurance, but they still cannot get primary care quickly. DPC gives them direct access at a predictable monthly cost.

Weekly rhythm

A launch gets real when the founder keeps bringing the offer into the world every week.

10 local conversations, 3 partner touches, 2 employer touches, 1 useful explanation, 1 email, 1 enrollment improvement.

Workflow readiness

The first 100 members create work immediately. Onboarding, labs, refills, welcome messages, follow-ups. Give it a place to live.

One shared place for patient context, tasks, owners, and follow-ups before the founding-member push starts.

One more thing before the launch push.

Demand creates work immediately: onboarding, records, labs, refills, messages, follow-ups. If that work lives across the EHR, messaging app, lab portal, and someone's memory, the first 100 members will feel heavier than they should.

Tabflows gives new DPC teams one shared workflow layer around the tools they already picked, so the launch does not turn into tab chaos.