Hi everyone,
I’m excited to share a new blog series that’s been in the works for a while!
As you might know, the Getting Started in Private Practice Course is currently underway and I thought this would be useful for new therapists to private practice and might also be helpful for those of you who have been in private practice for some time and many want to review your onboarding process for new clients.
As many of you know, building and maintaining a successful private practice is about much more than just seeing clients—it's also about creating efficient systems that allow you to serve clients effectively and run your business smoothly. I’m going to share my system for onboarding clients with you - from the first enquiry through to them walking into my office or seeing them on zoom.
I get lots of questions about how to manage client enquiries and streamline the onboarding process. That’s why I’m launching a brand-new 5-part blog series on and sharing the first five emails I send to every new client so you can copy and paste the templates and save yourself some time.
This series will walk you through:
How to build the "know, like, and trust" factor from the very first email
Setting professional boundaries and ensuring clients are a good fit
Offering appointment options while reinforcing policies and expectations
Preparing clients for their first session so they feel confident and informed
How to gather key information and make the entire process seamless
Each email plays a crucial role in helping me attract engaged clients who are the right fit for my private practice. This system has made all the difference in creating a more predictable and manageable caseload. And now, I’m sharing these insights with you!
Below is Part 1: The First Email I send to clients, the Template and the Initial Contact form Template I send out for completion. Along with links to the rest of the email templates in the series
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