📌 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
đź§ 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
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.