Tech-Savvy Dietitian

TSD: S1 E4 - What to Automate (and What You Should Keep Human)

Listen Later

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.

        ...more
        View all episodesView all episodes
        Download on the App Store
        Tech-Savvy DietitianBy Courtney Vickery