Fundamentals series:
Finding Your Ideal Clients and Screening Referrals
Gain clarity on who you do your best work with, learn to write website copy that draws people in, figure out your "dealbreakers" to help screen referrals, and use my word-for-word scripting to get a ton of info within a short 15 minute introductory phone call!
Write your awesome label here.
What to Expect
Video Tutorials
60+ minutes of video training detailing exactly how to attract your ideal clients to your practice and screen new referrals with confidence!
Worksheets
Download and complete worksheets to identify your ideal clients, build website copy that speaks directly to their needs, and understand your own "dealbreakers" to help refer out people who aren't the best fit for your practice.
Word for Word Scripting
I'll walk you through the flow for your first phone contact with potential new clients, with word-for-word scripting that you can print out and practice at home! We'll even go over some of the "tough stuff," like receiving a call from a person in crisis or assertively ending a call that's pushing over your consultation time allotment.
Referral Tracking Form
Keep all of those potential client contacts in order so you don't misplace information or neglect to follow up!
** Before You Enroll **
Would you like even more support starting your private practice? Because I've already created your entire intake and documentation process ... with attorney approved paperwork!
Check out our 5+ hour training ...
Fundamentals of Private Practice: Everything You Need to Welcome New Clients Into Your Practice Today!
The Fundamentals course covers everything found in the ideal client training PLUS:
* 5+ hours of video tutorials* attorney approved intake paperwork * how to talk to clients about the financial stuff* 10 page Biopsychosocial History templates for children and adults* how to complete a Mental Status Exam* risk assessment template* sample crisis plan and template for your clients* scripting for your first session* how to talk about a diagnosis* sample treatment plans for both children* treatment plan template that stands up to an audit* a dozen sample goals for common diagnoses* how to write a 90 second session note (for real!)* care coordination with other providers* termination process* tutorial on the most common CPT codes used by private practice therapists
PLUS you'll walk away with a rock solid understanding of exactly what insurance companies are looking for so you can rest easy knowing your documentation will stand up to an audit!
Private practice doesn't have to be a long-term dream for "someday" down the road ... with this training, you'll have everything you need to feel confident jumping into your dream practice right now!
Patrick Jones - Course author
Jill Williams, LCSW
Jill opened her private practice in 2014, welcoming children, adults, and families into her office. Coming from a background of community mental health and hospital work, she carried the mentality that she should work with anyone and everyone who needed support, as screening out referrals just wasn't a thing in her previous jobs. TBH ... it was pretty exhausting.
Over time, however, she realized that she does her best work with a specific client population so she started speaking to them directly on her website, screening out folx who weren't the best fit, and now she feels energized and excited by her work!
Over time, however, she realized that she does her best work with a specific client population so she started speaking to them directly on her website, screening out folx who weren't the best fit, and now she feels energized and excited by her work!
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