Highlights:
00:02 – Why automating doesn’t mean losing your personal touch
04:15 – What to automate: scheduling, reminders, forms, and payments
09:40 – Tools that make automation easier (without adding another subscription)
13:20 – How to set up automated post-session check-ins that actually help
18:05 – What should never be automated — red flags, emotional follow-ups, and referrals
25:10 – The concept of “hybrid automations” and how Courtney uses them
28:50 – A mini-challenge: audit your weekly tasks and automate one thing
Mentioned Tools & Ideas:
Practice Better
Google Workspace scheduler
TidyCal & Calendly
Stripe, Square, QuickBooks
Hybrid automation ideas (template-plus-personalization)
Next Steps:
➡️ Audit your weekly tasks to find one thing to automate.
➡️ Create one new email or intake template to save future you some sanity.
➡️ Write your “never automate” list for clarity and boundaries.
Connect with Courtney:
💻 decletdesigns.com
🧠 cliniciancrew.com
✉️ Follow The Tech-Savvy Dietitian Podcast for more practical systems talk — minus the buzzwords.
Websites, local SEO, and marketing strategy for dietitians in private practice. Hosted by Courtney Vickery, web designer and dietitian, helping you build a site and online presence that actually gets you clients.
In each episode, we'll tackle the practical side of private practice: websites that actually convert, tech tools that don't give you headaches, and strategies to streamline your workflow. Whether you're drowning in admin tasks or just starting your practice, we're here to help you spend less time managing your business and more time doing what you love - helping your clients.
Join us as we chat with successful dietitians and practice management experts who've figured out how to make technology work for them, not against them. We'll share real solutions for real practices, focusing on what actually works in the world of weight-inclusive care.
From fixing your scheduling nightmares to making your website work harder for you, Tech Savvy Dietitian: Websites, Local SEO & Marketing for Dietitians in Private Practice brings you practical strategies you can implement right away. Because your time is better spent helping clients, not fighting with tech.