📌 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: 👉 cliniciancrew.com