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Easy Client Onboarding for Busy Solo Professionals
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المحتوى المقدم من Greg Mount and Armoury Media. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Greg Mount and Armoury Media أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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In this episode, Greg Mount reveals why most Canadian professionals are losing clients to outdated onboarding processes and shares three battle-tested solutions for creating seamless client experiences without sacrificing privacy or professionalism.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
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