Adding automated features to a small, growing practice may at first sound horrifying. You pride yourself on being able to reach your clients in person, providing that additional personal touch. Today we’re going to discuss ways to automate your practice that will quicken your administrative tasks and support your clients, without losing the one-on-one attention and care.
Automated emails can be a fantastic resource for both you and your clients. If you are not currently sending out emails before or after a consultation, an automated email can be another great point to connect and share handouts or educational guides to continue that support. You can automate this process either by connecting it to your scheduling platform or by scheduling the email once the appointment is made.
(With Healthie, we offer an automated email feature that works for a variety of purposes that will allow you to customize your messages that syncs naturally with your Healthie calendar!)
Automate the messages you send to your clients! We know a number of nutrition professionals who have utilized motivational text messages as a way to support their clients and keep them on track. While it may make sense to send encouragement a few clients individually, it is not scaleable to send unique messages to every client as your practice grows and expands. Even sending each message one by one can be streamlined into something faster and easier. Adding an automated messaging system to your practice can allow you to continue to send support to your clients in a way that is scaleable, so that you can save time on the little things.
When searching for an automated messaging service, remember to check their privacy and security laws to be sure that each client’s identity remains protected. Healthie offers a HIPAA compliant messaging feature called “Message Blasts.” Through this function, you can send images and text to your clients in a way that feels individualized and allows for easy, organized, personal responses.
Another fun point of connect with clients to automate is “weekly updates.” This aspect may require a little more focus than the other two, but a weekly update may be a valued point of connection that will continue to build the relationship between you and your clients. This segment would include a little more writing. We’ve seen nutrition professionals create monthly updates when each week felt like too much to maintain.
Your weekly update is a great tool to help your clients get to know you further and see your work on a broader stage. This is a great place to share nutrition-related articles you’ve written, recipes you’ve shared on your blog, along with fun side things like new foods worth trying or seasonal eats you can’t get enough of. With a weekly update, you can continue to build a bond with your clients.
Looking for more tips on time-saving strategies? Let us know in the comments below or contact us at firstname.lastname@example.org. We always love to help!