Today, I’m here with Brie Chrisman from Hey Boss Co. to discuss the importance of operations and onboarding in our practices. Brie shares insights on the client onboarding process, emphasizing the significance of effective communication and follow-up strategies to enhance the client experience. We tackle questions like:
What are “operations” in a psychologist’s practice?
What are the primary steps in the client onboarding process?
Where do we typically go wrong when onboarding clients?
How many follow-up calls is too many?
If you’ve ever wrestled with knowing exactly how to onboard clients, this is the episode for you!
Cool Things Mentioned
The Testing Psychologist mastermind groups and business consulting
Brie’s onboarding paperwork checklist
Featured Resources
I am honored to partner with two AMAZING companies to help improve your testing practice!
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The Testing Psychologist podcast is approved for CEU’s!
I’ve partnered with At Health to offer CE credits for podcast episodes! Visit this link to access current and past episodes available for CE credit. You can use code “TTP10” for a discount on ALL the course credits you purchase from At Health!
About Brie Chrisman
Brie Chrisman is the founder and CEO of Boss Co, an operations management company that works 100% virtually. With over 15 years of experience in the project management and operations fields, Brie has taken a different approach to making an impact on businesses. She has revolutionized the way businesses operate by introducing the solution for overwhelm for CEOs. Her commitment to being human-first has led her to serving CEOs in the mental health field.
Get in Touch
Website: www.heybossco.com
IG: @hey_bossco
LinkedIn: https://www.linkedin.com/company/heybossco/
Email: brie@heybossco.com
About Dr. Jeremy Sharp
I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.
As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.
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The post 487. Deep Dive Into Client Onboarding w/ Brie Chrisman appeared first on The Testing Psychologist.
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This post is Copyright: Dr. Jeremy Sharp: Licensed Psychologist & Private Practice Consultant | January 23, 2025
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