TSD: S1| E3 - A Smarter Client Onboarding System (Without Overcomplicated Tech)
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TSD: S1| E3 - A Smarter Client Onboarding System (Without Overcomplicated Tech)
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Letto da:
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Di:
A proposito di questo titolo
📌 What We Cover:
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Why onboarding isn’t just admin — it’s client relationship building
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How to use Practice Better Programs to make onboarding feel like a course
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Using Google Workspace to automate intake and email
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What to include in your welcome email (and why you need one!)
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Creating a values-aligned intake form that doesn’t feel cold or clinical
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How to incorporate conditional logic so forms don’t overwhelm clients
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Tips for making your communication boundaries crystal clear
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How to send less email (while still being super supportive)
🛠 Quick Wins from This Episode:
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Write your onboarding welcome email template
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Record a short “Welcome to the Portal” video
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Review your intake forms for inclusivity and length
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Set up one simple automation from booking → welcome email + intake form
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Don’t overthink it: just make it warm, clear, and consistent
🧠 Tools Mentioned:
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Practice Better
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Google Workspace
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Mailman for Gmail
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Zoom (for recording quick intro videos)
📥 Free Resource:
Download the Ultimate Systems Checklist to help you map out your tech, communication, and automation flow:
👉 cliniciancrew.com