If your Axis is off-balance, your whole practice feels it. Without a strong client relationship management process in place:
Prospective clients reach out and never get a call back—discouraging them and costing your practice revenue
Communication between therapists about no-shows or client termination is unclear—leading to fewer intakes and inaccurate retention data
Clients receive inconsistent follow-up on paperwork, benefits, and scheduling—especially when everything is done manually
Long waitlists become impossible to manage—and you can’t tell who’s still interested
1:1 or small-group coaching for intake teams focused on increasing inquiry conversion rates. We train team members to lead prospective client calls with confidence, empathy, and clarity—overcoming common objections while preserving client trust.
Each training engagement includes a custom Call Flow Script with key phrases and guidance, designed specifically for your services and team voice. It’s a repeatable tool you can use for onboarding new hires and leveling up current staff.
We work with leadership teams to streamline intake from the inside out. This includes mapping your current client journey, identifying bottlenecks, and designing automation strategies to reduce workload and improve consistency.
Deliverables include a Client Intake Navigator SOP—a custom-built intake manual for your team—and strategic consultation on how to use your CRM (including Admirra) to automate key touchpoints, follow-ups, and handoffs.
We train clinical and leadership teams on how to communicate clearly and compassionately in situations like enforcing a 24-hour cancellation policy, rescheduling no-shows, or discussing payment. These workshops are grounded in behavioral psychology and language strategy—so your team can maintain clinical rapport while holding appropriate boundaries.
An ongoing coaching group for front office staff to roleplay client conversations, build confidence, and track performance through key intake metrics. We help coordinators understand and improve KPIs like conversion rates, follow-up timelines, and inquiry drop-offs—then send those reporting insights back to leadership.
