Your clients can order pizza in two minutes. How long does it take them to book their first appointment with you? If the answer makes you uncomfortable, you're not alone.In this episode, Greg Mount reveals why most Canadian professionals are losing clients to outdated onboarding processes and shares three battle-tested solutions for creating seamless client experiences without sacrificing privacy or professionalism.Get the full story: Easy Client Onboarding for Busy Solo ProfessionalsKey Topics:The disconnect between modern consumer expectations and professional practicesWhy automation fears are costing you clients (and how to overcome them)Three proven onboarding paths for different practice typesHow to maintain Canadian privacy compliance while embracing automationCommon pitfalls that sabotage even well-intentioned onboarding systemsEpisode Chapters:(00:00) - Introduction to Client Onboarding

(01:15) - The Digital Business Card Problem

(02:08) - The Automation Advantage

(03:06) - Three Onboarding Solutions

(04:04) - Path 1: Website Booking & Intake

(08:07) - Path 2: Website with Moxie

(10:43) - Path 3: Website with PracticeQ

(13:55) - Common Onboarding Pitfalls

(16:23) - Your Systems Should Support You
Resources Mentioned:FluentBooking - WordPress booking pluginFluentForms - Form builder with privacy focusMoxie - All-in-one practice managementPracticeQ - Healthcare-compliant EHR systemJane - Canadian healthcare practice managementPractice Better - Alternative healthcare platformPIPEDA - Canadian privacy legislationPHIPA - Ontario health information protection

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