4 Steps to Converting Callers to Clients for Therapy Practices

1) Create an Ideal Client Avatar.  This is a profile of a fictional client who is your ideal client- the person you are best aligned to help and with whom you would most enjoy working. 

2) Use the information in your Ideal Client Avatar to inform all of your marketing efforts: blog posts, social media posts, website content, and how your intake coordinator describes your practice to callers. 

3) Hire an intake coordinator who uses a streamlined system to walk callers through an easy step by step that answers questions before they've even been asked, and who can confidently describe the therapists in your practice and get callers scheduled for their first session all on the first call.

4)  Have a workflow for your intake coordinator that includes best practices for making sure clients keep that first session: getting a credit card on the call, having a cancelation policy, sending forms for the client to fill out before the session, setting up reminder emails and texts in your EHR, and making the client feel confident that your practice is the right place for them. 

If you need help with any of these steps, schedule a free consultation call today!