Tech Savvy Dietitian: Websites, Local SEO & Marketing for Dietitians in Private Practice
[00:00] Introduction * Why follow-ups matter: It's not just lost income, it's broken trust * The reality of running a practice: sessions, sick kids, and things filed under "later" [02:00] Common Follow-Up Moments That Get Forgotten * Potential client inquiries * Discovery calls that went quiet * Clients who ghosted mid-package (yes, even prepaid ones!) * Unanswered portal messages * People who downloaded freebies but never heard from you again * These are relationship moments, not just admin tasks [04:00] Gmail & Google Workspace Solutions * Using labels and folders (Courtney's an inbox zero + folder person!) * Smart inboxes in Apple Mail desktop app * Courtney's favorite folders: * Meetings folder (automatically sorts all meeting invites) * To-Do (using orange flag + orange heart emoji) * Waiting on Reply (purple flag + purple heart emoji) * Pro tip: Use emoji to remember which flag color = which folder [07:00] MailButler Game-Changer * Creates tasks directly from emails * Integrates with Apple Reminders * Why Courtney switched from big project management tools to Apple Reminders for small tasks * "It's the little things that slip through the cracks and cause the most risk" [09:00] Practice Better Tips * Use tags to flag clients who haven't booked their second session * Create tasks within Practice Better * Filter clients who don't have recent bookings [10:00] The Natural Flow Question * Just like habits with clients: if it doesn't come naturally, you won't use it * Look at what you ALREADY use (email, calendar) and build on that * Google Tasks is right there in Google Calendar—use what's in your face * Don't create a Google Sheet tracker if you never open Google Sheets [12:00] What to Actually Say in Follow-Ups * Don't overthink it—keep it short and warm * For inquiries: "Hey, I just wanted to follow up in case my last message got buried. I'm still happy to chat if you're interested." * For ghosted clients: "I've been thinking about you and wanted to check in. There's no pressure, but I'm here if you're ready to reconnect." * For missed questions: "Apologies for the delay. I missed your message earlier, but I wanted to circle back." * Remember: We're connecting, not selling [14:00] The Power of Email Templates * Save brain power by having templates ready * Reference to previous episode on email templates * These feel-good follow-ups are perfect template candidates [15:00] Action Items Choose 2 of the following: 1. Create a "Waiting For" label/folder in Gmail and assign to 3 emails NOW 2. Calendar block: "Follow-Up Friday" (30 minutes weekly to sweep missed replies) 3. Add a "Follow-Up Needed" custom field in Practice Better 4. Create a follow-up tracking board (Notion/ClickUp/SmartSuite) 5. Try MailButler (or similar email management extension) [17:00] Courtney's Current Setup * Apple Mail (never bothered before, but now loves it) * MailButler extension * Busy Cal coordination * SmartSuite for big project boards * "You won't know what works for you until you try something" [18:00] Final Thoughts * Pick the EASIEST action item—we're not trying to be fancy * Following up doesn't make you pushy, it makes you reliable * Stop leaving money, trust, and client progress on the table * Available services: Strategy sessions + system setup at Declet Designs, or join Clinician Crew [19:00] Next Episode Preview Digital boundaries: What to do when clients message you at 10 PM on Saturday Connect with Courtney: * Website: decletdesigns.com * Community: cliniciancrew.com * Schedule a strategy session for system setup help Leave a Review: If this episode helped your practice feel a little lighter, follow the show and leave a review!
30 episodios
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