487. Deep Dive Into Client Onboarding w/ Brie Chrisman

Would you rather read the transcript? Click here. Today, I’m here with Brie Chrisman from Boss Co. to discuss the importance of operations and onboarding in our practices. Brie shares insights on the client onboarding process, emphasizing the significance of effective communication and follow-up strategies to enhance the client experience. We tackle questions like: * What are “operations” in a psychologist’s practice? * What are the primary steps in the client onboarding process? * Where do we typically go wrong when onboarding clients? * How many follow-up calls is too many? If you’ve ever wrestled with knowing exactly how to onboard clients, this is the episode for you! Cool Things Mentioned * The Testing Psychologist mastermind groups and business consulting * Brie’s onboarding paperwork checklist Featured Resources I am honored to partner with two AMAZING companies to help improve your testing practice! PAR is a long time supporter of the Testing Psychologist podcast, and I will continue to bring you featured items from their catalog! Listen to each episode for specific product recommendations and links. Learn more at www.parinc.com. TherapyNotes is the leading EHR system for mental health practitioners. I’ve used TherapyNotes for over 10 years, and it just keeps getting better. Use this link and the promo code “testing” to get two free months and try it for yourself! www.therapynotes.com/testing The Testing Psychologist podcast is approved for CEU’s! I’ve partnered with At Health to offer CE credits for podcast episodes! Visit this link to access current and past episodes available for CE credit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health! About Brie Chrisman Brie Chrisman is the founder and CEO of Boss Co, an operations management company that works 100% virtually. With over 15 years of experience in the project management and operations fields, Brie has taken a different approach to making an impact on businesses. She has revolutionized the way businesses operate by introducing the solution for overwhelm for CEOs. Her commitment to being human-first has led her to serving CEOs in the mental health field. Get in Touch * Website: www.heybossco.com * IG: @hey_bossco * LinkedIn: https://www.linkedin.com/company/heybossco/ * Email: brie@heybossco.com About Dr. Jeremy Sharp

Om Podcasten

Come check it out as Dr. Jeremy Sharp covers everything you need to know to start or grow psychological assessment services in your private practice. We talk about finances, marketing, time management, self-care, technology, and life as a mental health practitioner. Jeremy chats with successful clinicians who share their experiences in testing and private practice to give you straightforward ideas for building thriving assessment services. Dr. Sharp is a Licensed Psychologist specializing in psychological and neuropsychological testing. Over the past seven years, he has grown the Colorado Center for Assessment & Counseling from a solo practice to a multi-clinician clinic with over 1000% revenue increase. http://www.thetestingpsychologist.com