📌 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: