Client Onboarding
3 articles about client onboarding.
When a New Client Doesn't Finish the Intake Form
The half-finished intake form is not the client giving up. It is a small message about your first impression, and there are quiet, non-pushy things you can do about it. A practical look at why people stall, what to send, and how to shorten a form without losing what you need.
Writing a Short Intake Form: What to Actually Ask
Most wellness intake forms have grown by accretion. A question gets added after a difficult session, another after a billing surprise, and three years later the form is four pages long and nobody fills it in fully. Here is how to write a short intake form that does its job.
How to Get Intake Forms Filled Out Before the First Session
Most practitioners blame the form when the real problem is the request around it. Here is how to redesign the ask so most new clients complete the intake before they walk in.