Highlights:


	
	00:02 – Why automating doesn’t mean losing your personal touch
	
	
	04:15 – What to automate: scheduling, reminders, forms, and payments
	
	
	09:40 – Tools that make automation easier (without adding another subscription)
	
	
	13:20 – How to set up automated post-session check-ins that actually help
	
	
	18:05 – What should never be automated — red flags, emotional follow-ups, and referrals
	
	
	25:10 – The concept of “hybrid automations” and how Courtney uses them
	
	
	28:50 – A mini-challenge: audit your weekly tasks and automate one thing
	


Mentioned Tools & Ideas:


	
	Practice Better
	
	
	Google Workspace scheduler
	
	
	TidyCal & Calendly
	
	
	Stripe, Square, QuickBooks
	
	
	Hybrid automation ideas (template-plus-personalization)
	


Next Steps:
➡️ Audit your weekly tasks to find one thing to automate.
➡️ Create one new email or intake template to save future you some sanity.
➡️ Write your “never automate” list for clarity and boundaries.


Connect with Courtney:


	
	💻 decletdesigns.com
	
	
	🧠 cliniciancrew.com
	
	
	✉️ Follow The Tech-Savvy Dietitian Podcast for more practical systems talk — minus the buzzwords.

Tech-Savvy Dietitian

Courtney Vickery

TSD: S1 | E4 - What to Automate (and What You Should Keep Human)

OCT 29, 202516 MIN
Tech-Savvy Dietitian

TSD: S1 | E4 - What to Automate (and What You Should Keep Human)

OCT 29, 202516 MIN

Description

Highlights:00:02 – Why automating doesn’t mean losing your personal touch04:15 – What to automate: scheduling, reminders, forms, and payments09:40 – Tools that make automation easier (without adding another subscription)13:20 – How to set up automated post-session check-ins that actually help18:05 – What should never be automated — red flags, emotional follow-ups, and referrals25:10 – The concept of “hybrid automations” and how Courtney uses them28:50 – A mini-challenge: audit your weekly tasks and automate one thingMentioned Tools & Ideas:Practice BetterGoogle Workspace schedulerTidyCal & CalendlyStripe, Square, QuickBooksHybrid automation ideas (template-plus-personalization)Next Steps: ➡️ Audit your weekly tasks to find one thing to automate. ➡️ Create one new email or intake template to save future you some sanity. ➡️ Write your “never automate” list for clarity and boundaries.Connect with Courtney:💻 decletdesigns.com🧠 cliniciancrew.com✉️ Follow The Tech-Savvy Dietitian Podcast for more practical systems talk — minus the buzzwords.