TSD: S1| E3 - A Smarter Client Onboarding System (Without Overcomplicated Tech)

📌 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)

🛠 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)

📥 Free Resource:

Download the Ultimate Systems Checklist to help you map out your tech, communication, and automation flow:
👉 cliniciancrew.com