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The Secret to Client Retention: A Little Follow-Up Goes a Long Way







Therapist taking notes while client is speaking.

































It's no secret that getting new clients is important, but what about retaining them? 

Unfortunately, we hear from many practices that potential clients drop off before or after their initial intake session. Not only can this be frustrating for the therapist, and concerning regarding the client, it can also affect your bottom line. But, there are ways to boost retention rates and reduce drop off when it comes to running a therapy practice.

First off, let's talk about the importance of follow-up. Before and after that initial intake session, it's crucial to stay in touch with your client. This can be as simple as sending a quick email or text message to check in to confirm the session details, ensuring that both you and the client are on the same page.

This is where a good system for Client Relationship Management (CRM) can help. Our Practice Axis CRM, designed specifically for therapy practices, allows you to keep track of all your prospective client interactions in one place. The time-consuming process of follow up can become a breeze with automated emails and reminders, ensuring that no client falls through the cracks.

Another tip is to have your therapists set realistic expectations from the start. During the intake session, it's important to discuss what the client can expect from your practice and what you expect from them. Of course, this is easier said than done! 

Practice Axis can help by sending automated surveys to the therapist and client after intake sessions. These surveys provide valuable feedback and insights into how the session went and help you identify any areas for improvement. By addressing any concerns and connecting clients with the right therapist, you can increase retention rates and ensure that clients feel heard and supported.

And, of course, happy clients are more likely to refer others to your practice, so it's worth investing the time and effort to keep them engaged and motivated! A main goal of our system is to help practice owners build solid relationships as the client works with a therapist to receive the ongoing care they need. 

To learn about how we can help your practice, schedule a demo here.