📌 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