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A smooth client experience starts before the first appointment.
This free checklist helps wellness practitioners review the information they give new clients and spot the small gaps that can lead to extra emails, repeated questions, and unnecessary admin.
Use it to quickly audit your current client experience, including:
arrival + parking information
what clients should bring or prepare
intake forms + first-visit expectations
payment + direct billing details
cancellation + rescheduling information
accessibility + contact information
what happens after the appointment
You’ll also get a simple 5-minute client experience test to help you look at your practice from a new client’s perspective.
Perfect for wellness clinics, therapists, RMTs, naturopaths, chiropractors, nutritionists, and independent practitioners.
Download it, work through the checklist, and identify a few simple ways to make your new-client experience feel clearer, more organized, and more intentional.
Free download
A smooth client experience starts before the first appointment.
This free checklist helps wellness practitioners review the information they give new clients and spot the small gaps that can lead to extra emails, repeated questions, and unnecessary admin.
Use it to quickly audit your current client experience, including:
arrival + parking information
what clients should bring or prepare
intake forms + first-visit expectations
payment + direct billing details
cancellation + rescheduling information
accessibility + contact information
what happens after the appointment
You’ll also get a simple 5-minute client experience test to help you look at your practice from a new client’s perspective.
Perfect for wellness clinics, therapists, RMTs, naturopaths, chiropractors, nutritionists, and independent practitioners.
Download it, work through the checklist, and identify a few simple ways to make your new-client experience feel clearer, more organized, and more intentional.
Free download