Looking to WOW your new clients? Don’t have the time for tutorials and run-throughs of how they can use Better (even though you know it’s an amazing system that will help them see results)?

Take your Practice Better Plus account to the next level with this 10 module, white-labeled client welcome guide!

By giving your clients the same welcome guide, you are not only automating a huge chunk of time in supporting your clients but you’re also ensuring they have the tools and resources to best use the Practice Better client portal.

Modules included in this template include:

  1. Welcome Letter/Video
  2. Package Overview
  3. The Client Portal Experience
  4. Timeline & Important Dates
  5. All About Your Sessions
  6. Journals
  7. How We Will Communicate
  8. Your Supplement Store
  9. BONUS: Access to ____
  10. Superbill Steps (optional)

Take the structure that is already set in place in this evergreen course and customize it with your own links, attach any forms you may require, and follow the suggestions I include that help you create your own personalized welcome guide for each of your clients.

Book an RD Business Strategy Call with me if you’d like 1:1 support in determining your packages, services, automation, and more!

Note: As this is an evergreen course, you must have the Practice Better Plus plan, which includes access to evergreen courses.

Reviews

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  • This welcome guide is fantastic!

    Creating a welcome guide in Practice Better was on my list. It was so much easier to start with Jen’s guide and customize for my practice.
    The modules are easy to follow and easy to edit.
    This evergreen program has helped streamline my client onboarding, and I am getting fewer questions from the clients.
    I highly recommend the Client Welcome Guide for Practice Better.
    It has been an all-around timesaver for me.

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