487. Deep Dive Into Client Onboarding w/ Brie Chrisman

Join Brie Chrisman, Founder and CEO of Boss Co, as she shares her expertise in operations management for mental health practices. Learn the essentials of an effective client onboarding process, focusing on communication and follow-up strategies to enhance client experience. Brie addresses common pitfalls during onboarding and discusses the importance of systems to alleviate burnout. Plus, discover valuable tools like Google Forms for data collection and the benefits of using a CRM tool for better inquiry management.