Easy Client Onboarding For Busy Solo Professionals Smart Solo Practice podcast

Easy Client Onboarding for Busy Solo Professionals

5M ago 17:43

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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In this episode, Greg Mount reveals why most Canadian professionals are losing clients to outdated onboarding processes and shares three battle-tested solutions for creating seamless client experiences without sacrificing privacy or professionalism.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
(01:15) - The Digital Business Card Problem
(02:08) - The Automation Advantage
(03:06) - Three Onboarding Solutions
(04:04) - Path 1: Website Booking & Intake
(08:07) - Path 2: Website with Moxie
(10:43) - Path 3: Website with PracticeQ
(13:55) - Common Onboarding Pitfalls
(16:23) - Your Systems Should Support You

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

5 episodes