In this episode of the Dietitian Boss Podcast, host and founder Libby Rothschild discusses how to set up a simple and stress-free client workflow for dietitians starting or pivoting into private practice. Libby introduces the Done-For-You Client Form Toolkit available in the Dietitian Boss Library, which includes seven editable forms designed to streamline administrative tasks and improve client relationships. By alleviating the backend setup challenges, these forms help dietitians look professional and confident from day one.

Key takeaways include the importance of intentional workflows, the benefits of discovery calls, and the necessity of policy and consent forms.

00:00 Welcome to the Dietitian Boss Podcast

01:05 The Importance of Client Workflows

01:52 Introducing the Client Form Toolkit

02:28 Detailed Breakdown of Each Form

06:30 Practical Tips for Using Forms

12:26 Real-Life Success Stories

14:59 Conclusion and Next Steps

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Connect with Libby:

Instagram: @libbyrothschild | @dietitianboss 

YouTube: Dietitian Boss

Resources:

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