Before: Sarah spent 3 hours per new client drafting customized intake forms — reformatting every template for each insurer. After 3 months she onboarded 14 new clients without touching a document.
**Primary outcome:** 14 clients in 90 days
private pay solo
Solo Therapist Inbox Zero
Before: Sarah spent 3 hours per new client drafting customized intake forms — reformatting every template for each insurer. After 3 months she onboarded 14 new clients without touching a document.