Course curriculum

    1. Follow-up email templates

    2. Client intake forms

    3. coming soon: client satisfaction surveys

    4. coming soon: match with a therapist

    5. coming soon: Free consultations: intake worker or clinican? My hot take

    1. Using Claude to create dashboards with your EHR data

    2. Module 1: Track your metrics!

    3. Weekly KPIs

    1. Pre-interview screening form

    2. Interview questions, with a client retention slant

    3. Coming soon: onboarding flow

    1. Quarterly meetings

    2. Explaining the 'why' of client retention to your team

    1. Oct 1 coaching call replay

About this course

  • Free
  • 14 lessons
  • 0 hours of video content

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