Your clients can order pizza in two minutes. How long does it take them to book their first appointment with you? If the answer makes you uncomfortable, you're not alone.

In this episode, Greg Mount reveals why most Canadian professionals are losing clients to outdated onboarding processes and shares three battle-tested solutions for creating seamless client experiences without sacrificing privacy or professionalism.

Get the full story: Easy Client Onboarding for Busy Solo Professionals

Key Topics:

• The disconnect between modern consumer expectations and professional practices
• Why automation fears are costing you clients (and how to overcome them)
• Three proven onboarding paths for different practice types
• How to maintain Canadian privacy compliance while embracing automation
• Common pitfalls that sabotage even well-intentioned onboarding systems

Episode Chapters:

• (00:00) - Introduction to Client Onboarding

Resources Mentioned:

• FluentBooking - WordPress booking plugin
• FluentForms - Form builder with privacy focus
• Moxie - All-in-one practice management
• PracticeQ - Healthcare-compliant EHR system
• Jane - Canadian healthcare practice management
• Practice Better - Alternative healthcare platform
• PIPEDA - Canadian privacy legislation
• PHIPA - Ontario health information protection