Client Care Mastermind is a training group built specifically for intake teams. We meet with them weekly to go over metrics, swap strategies, coach on best practices, and train to ensure peak effectiveness in their role.

Put simply, we empower intake teams to get more clients the help they need in less time.

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There are countless clients out there looking for the perfect fit therapist to help them get better. There are so many options to choose from and it can be overwhelming. Often, when a client is finally ready to reach out, there’s only a short window to get them scheduled before they give up and allow shame to prevent them from seeking care.

Your client care team is the bridge between those clients and your practice. If your client care team isn’t adequately trained, compassionate, and efficient, your practice could lose those leads.

You can’t afford to have an intake team that is not empowered to serve your clients well.

Let’s be honest. Often the client care position is the hardest to staff. It has the most turnover, and if things go south, some days some days you’re just happy to have a warm body in the seat answering the phone.

But that’s not enough.

Your Client Care team sets the pulse of your practice and they have to operate with heart. Your ability to convert clients and care for them appropriately hinges on your intake team’s ability to respond compassionately and efficiently to inquiries, pair them with a therapist who will be a good fit, and continually follow up to ensure they are getting what they need.

Not just anyone can do all of these things.

The Client Care position is really a very sophisticated position masquerading as an “administrative role.”

You don’t need someone to send emails and answer the phone…

You need a Client Care Extraordinaire.

Transform Your Intake Team Into Client Care Extraordinaires

What makes an intake team extraordinary?

In our research, based on 400+ hours of Zoom consultations with Intake Teams, we’ve determined that every successful intake coordinator possesses the following three learnable skills: 

They Know the Numbers

They Have Emotional Intelligence

They Operate Efficiently

 Not everyone will naturally have all three when you hire them and that’s okay. But someone has to teach them, and as the practice owner, we know you don’t have time for that!

That’s where we come in!

Sign Up for the Mastermind.

Send Your Client Care Team.

See the Results.

Sign Up for the Mastermind

Client Care Mastermind Meeting

This weekly zoom call offers accountability by reporting in on Intake KPI’s, a supportive place to discuss wins/challenges, and a new weekly strategy to put into practice.

 

 

Monthly Intake Reports Sent to Practice Owner

At month end, Practice Owners receive a KPI report on the metrics we guide your Client Care Team to track at each meeting. You receive insights and recommendations based on the intake metrics and trends.


Training on Best Practices to Optimize Intake

Actionable strategies are released weekly to increase conversions, track metrics, handle difficult client conversations, and become a trusted guide for every prospective client.

 

 

Online Community Access 

Between live meetings, Client Care team members chat online to swap ideas, share resources and pose questions to the hive-mind when feeling stuck!

 

Complementary Access to Professional Development Workshops

Free access to skill-building workshops for your Client Care Team on client relationship building and management, incorporating best practices from inside and outside the industry.

Monthly Insight Analytics Sessions for Practice Owners

Live calls on drawing insights from the intake reports for Practice Owners and Practice Leadership team members to consult with Berit, ask questions, and get feedback.

 

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Our Clients Are Saying…

Meet Berit Elizabeth,
Founder of Practice Axis & Emotive Agility Training

Berit created and launched the first Clinical Client Relationship Management System (aka CRM software) designed for mental health practices. 

In the process, she built custom intake workflows at group practices of all sizes. The results she saw after 400+ hours of consulting with Practice Owners and Intake Coordinators to optimize the intake process were undoubtedly consistent: When the Client Care Team follows a streamlined intake process, more clients get the care they need in less time and practice owners get the reporting insights they need to scale. 

Berit’s extensive business development and leadership expertise draws on 15 years of experience in various industries, including expanding a national fitness franchise, consultative sales for business owners in property management, leading a team of financial services agents and creating a theater-based personal development technique, Emotive Agility Training.

Every training Berit leads builds emotional intelligence skills to navigate difficult conversations with the goal of enhancing new client relationships. In alignment with her mission to increase emotional wellness, she modifies traditional sales and business strategies in a thoughtful way that empowers Client Care Teams at mental health practices in their unique and vital role.

So, if you’re worried about your conversion rate…

If you wonder what your clients hear when they pick up the phone…
If you want to better retain your intake team…

or, if you just want to keep better track of your KPIs…

This is the mastermind to transform your practice.

A little encouragement can go a long way. 

With remote work becoming more common, Client Care Team members can often feel like they’re on an island. Just having a collaborative place to hear how others handle the same challenges can inspire confidence. 

This group is designed for experienced Client Care Team members who want to level up their skills and for new team members who want to accelerate their progress upon joining your team.

Join the mastermind today and let’s empower your intake team to become Client Care Extraordinaires!

Join the Client Care Mastermind

Client Care Mastermind

$250/m

Includes...

  • Client Care Mastermind Meeting
  • Weekly Intake Strategies
  • Online Community Access
  • Skill-Building Workshops
  • Reports on Intake KPI's Sent to Practice Owner
  • Quarterly Practice Owner Calls
Sign Up Today!

Client Care Mastermind Meeting

This weekly zoom call offers accountability by reporting in on Intake KPI’s, a supportive place to discuss wins/challenges, and a new weekly strategy to put into practice.

Monthly Intake Reports Sent to Practice Owner 

At month end, Practice Owners receive a KPI report on the metrics we guide your Client Care Team to track at each meeting. Insights and recommendations are offered based on their intake metrics and trends.

Training on Best Practices to Optimize Intake

Actionable strategies are released weekly to increase conversions, track metrics, handle difficult client conversations, and become a trusted guide for every prospective client.

Online Community Access 

Between live meetings, Client Care team members chat online to swap ideas, share resources and pose questions to the hive-mind when feeling stuck!

Professional Development Workshops

Monthly skill-building workshops for your Client Care Team on client relationship building and management, incorporating best practices from inside and outside the industry.

Quarterly Calls for the Practice Owner

Live calls on Making Sense of Metrics for Practice Owners to consult with Berit, ask questions, and get feedback.

Join Now

Need More Info Before You're Ready to Get Started?

Fill out the form below to request more information about Client Care Mastermind.