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

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.