While clients are searching for the most suitable practitioner for their needs, practitioners should be taking the same approach by filtering prospective clients by asking: Is this client the right fit for my specialty and approach?
One way you can refine your new client screening process is by using a Practice Better Public Form. You can proactively filter prospective clients before speaking with them by creating an application and/or readiness form and sharing it on your website. This is a great way to determine if clients are the right fit for your practice or to preemptively set your professional tone and attitude before speaking with them. The public form can include purposeful questions that will provide just enough information to help you determine your ideal client or if you should partake in a Discovery Call with an applicant. This will streamline your assessment process and can save you a lot of time.
For example, aside from basic demographic information, you can create a meaningful application form by including the following questions:
Public forms can be shared directly with prospective clients as a URL, or added to your website as a button or widget.
To learn more about sharing your public form link, click here!
Embedding a Public Form widget and adding it to your website is as easy as copying and pasting your form widget code onto your website.
Here’s a sample of what a form widget can look like on a website.
To learn more about embedding a form widget on your website, click here!
Practice Better is the complete practice management platform for nutritionists, dietitians, and wellness professionals. Streamline your practice and begin your 14-day free trial today.
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