Episode 261 | Wondering How to Get More Therapy Clients? How Mid-Size Practices Can Optimize Their Client Intake Process with Uriah Guilford

The Group Practice Exchange

Is your client intake process holding you back from getting more therapy clients?

In this episode of The Group Practice Exchange Podcast, I’m diving into the all-important topic of how to get more therapy clients with my guest, Uriah Guilford from The Productive Therapist. We’re zeroing in on what’s often the biggest roadblock for practices: an inefficient client intake process.

If therapy clients are struggling to book appointments or connect with your practice, this episode is for you. Uriah and I share strategies to simplify your client intake process, making it easier for clients to get started and for your team to deliver a seamless experience. We also discuss how optimizing your client intake process is not only how to get more therapy clients, but can lead to a more efficient admin team, happier therapists, and ultimately, a thriving practice.

Here’s what you’ll learn in this episode:

• Why people drop off during the client intake process—and how to get more therapy clients by fixing this common issue.

• The dangers of overwhelming potential therapy clients with too many contact options and how to simplify for better results.

• How tracking metrics can transform your client intake process and help you make smarter decisions for your practice.

• How to leverage AI and other tools to streamline the client intake process and create a stress-free experience for therapy clients.

• Real-world lessons from Uriah’s “secret shopping” of other practices—discover what works (and what doesn’t) to improve your client intake process.

Your client intake process is the foundation of how therapy clients first experience your practice. If it’s overly complicated or inefficient, you risk losing clients before they ever get through the door.

Uriah shares practical advice on how to get more therapy clients by ensuring your client intake process is streamlined, user-friendly, and designed to convert inquiries into scheduled appointments.

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