Transcript Effective Strategies for Getting and Keeping Clients

Effective Strategies for Getting
and Keeping Clients
HOWARD BAUMGARTEN LPC
MAY 17, 2013
FREEDOM CENTER MONTHLY CO-OP
MEETING
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The Questions
 Who am I looking to treat?
 What services do I provide?
 Where do I look for populations to serve?
 Why look there?
 When is it most appropriate for me to engage in
looking for referrals?
 How do I go about it?
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Diversification
 “The act of introducing variety” - Google
 “A necessary and relevant strategy for gaining,
retaining, and maintaining clients” – Howard
Baumgarten
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Networking and Marketing
 Networking is:
 Active, Social, Process Oriented
 Marketing is:
 Passive, Emotional, Content Oriented
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Networking
 Where –
Physicians
 Psychiatrists
 Colleagues
 Agencies/Hospitals
 Managed Care
 Clients
 Other Professionals

© 2013 HB Enterprises LLC
Networking
 How –
Develop interest in others
 See if you can find a way to help
 Ask if you can refer clients to them
 Be prepared to answer questions about you and your practice
 Answer only what is asked
 Get contact information
 Follow-up and refer!

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Marketing
 Practice Announcements
 Business Cards
 Flyers
 Office Sign
 Managed Care Lists
 Develop a therapeutic technique card with your
information on back
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Marketing
 The World Wide Web
 Website
 Social Media Links
 Newsletter
 Online Scheduling
 Easily Modifiable
 Links to Therapy Listings (Psychology Today)
 Networkable!
TherapySites.com – Use Code: “PromoHB” for a free month
Website Hosting and easy site management with many features!
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Client Retention Strategies
 Behave ethically and do what is clinically right for
the client!
 Consider session formatting and program
development – time and content
 Tapering the client as they improve
 Recommend “well check ups”
© 2013 HB Enterprises LLC
Summary
1. 5W’s and How of Getting and Keeping Clients
2. Diversification
3. Diverse (Networking + Marketing) = Success
4. Retain Clients Responsibly
More information: www.smartpracticecentral.com
© 2013 HB Enterprises LLC