Episode Details

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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 Ch