The Library
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Welcome email for a new client
Sent the moment someone signs up. Sets expectations, says what's next, makes them feel like they made the right call.
New client intake agent
Pre-first-session workflow: takes a client's intake form, returns clinician summary + flags + first-session focus + welcome email + Medicare/insurance check.
Client intake + welcome agent
Builds the full new-client onboarding pack — welcome email, intake form, kickoff agenda, and the first-week deliverable.
New client welcome email
Sent after a new client books. Sets expectations, tells them what to bring, what to expect, where to park.
New client first booking sequence agent (confirm, prep, arrival)
A 3-message new-client sequence: confirm with warm tone, prep them 48 hours out, and a calm day-of arrival SMS - plus a memory hook for their next visit.