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.