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