I hope you had a good weekend and you are feeling bright and positive this Monday morning.
This is a short email course on spring cleaning your practice - 5 emails, one every day this week.
Let’s start with client notes.
The goal: Have your client notes organised
The strategy: Sort them in 3 categories for review.
Current (seen in the last 3-4 months)
Recent/regular (seen in the last 6-12 months)
Past (not seen in the last year)
I tidy up my client notes like this every few months and I always learn something in the process. 💡
It helps me think about the profile of my ideal client, and also who has done well on homeopathy, and why that might be.
It also helps me realise which cases make my heart sink or who I realise were not a good fit for some reason.
When you’ve sorted them in to three piles, you can archive the Past Clients files.
To start with you can put these in a dated box somewhere you don’t need to see them every day. 🗃
Eventually you might like to review them by date when you last saw them and shred them if you no longer need to keep them, or (as I do) have them collected by a secure data company to have them scanned and securely disposed of.
Either way, you should now be left with two piles.
Current clients
Recent/regular clients
These can all be kept together in an alphabetised system.
The pile of Recent/regular clients could be a list of people to send a short ‘hello’ email to.
Reaching out to past clients to say hello is something I’ve been doing for years.
I regularly hear from other homeopaths who say that this strategy has been really helpful for them.
So many replies from busy people saying - ‘You must be telepathic! I’ve been meaning to get in touch with you.’
One last tip, make sure you have plenty of client forms printed and ready for use.
Wipe and clean your filing system, maybe spray with some space clearing spray or essential oils and you’re all done. ✨
That’s all for today.
Tracy 👩🏼💻
P.S. My new webinar, Practical Homeopathy for Women in their 40s and 50s is this Friday, and also available on replay. 🪶