Client Care Mastermind is a goal-focused mastermind built specifically for Client Care Teams. We meet weekly to report on Intake KPI's, coach on strategies to reach practice goals, and create a supportive space to exchange ideas and resources.

Put simply, we empower Client Care Teams so they can get more clients the help they need in less time.

Join Now!

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 somebody 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 learnable skills: 

They Know the Numbers

They Have Emotional Intelligence

They Operate Efficiently

If you've worked with a client Care Coordinator Coordinator who has all three, you know what a game changer this is. 

You also know how much support a Client Care Extraordinare deserves. Yet, you're probably spread too thin to coach and check in with them as much as you want to.

That’s where we come in!

Sign Up Your Client Care Member(s)

Set Goals for Each of the Top 5 Intake KPI’s

Your Team Attends the Weekly Mastermind Meeting

You Get a Monthly Summary of Intake Reports & Insights

Sign Up for the Mastermind

What Goes On Inside the Community?

Coaching & Strategy Discussion

Every week, we ask the community to consider a new strategy. They'll watch a short video and complete a weekly "challenge" before the next meeting.

Some of our favorite conversations have been about:

  • Having Difficult Conversations
  • Best Practices for Processes
  • Follow Up Calls
  • Waitlist Conversion Analysis
  • Becoming a Trusted Guide for New Clients 

 

 

Tracking KPI's and Conversion Rates

When we first started the mastermind, we realized that many teams were struggling to identify what numbers to track and how to do so consistently. We set these Top Five KPI's to help solve this problem:

  1. Intakes Booked 
  2.  Intakes Complete
  3.  Converted Clients
  4.  Marked as Lost
  5.  Added to Waitlist

 

We’ve been running this online community for nearly a year - now we’re opening it up to all practices!

Join the Mastermind!

If You're a Client Care Extraordiaire, Watch This!

Liquid error: Nil location provided. Can't build URI.

Client Care Mastermind Meeting

This weekly group meeting offers accountability by reporting in on Intake KPI’s, a supportive place to discuss wins, challenges, and swap new strategies.

Strategies to Optimize Intake

Actionable strategies are released via weekly challenges to help 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 best practice, exchange resources, and pose questions to the hive-mind when feeling stuck!

Professional Development 

Access to periodic training workshops on Client Relationship Building will be included for all members. Topics include process optimization and emotional intelligence.



Insights & Analytics Monthly Call

These live monthly calls for Practice Leadership focus on drawing insights from the Intake KPI's and analyzing reports. This is a place to get feedback and consult with Berit on ideas and decision-making, guided by your practice data.

Monthly Intake Reports Sent to Practice Owner

At month end, the Top Intake KPI's are sent to Practice Leadership with a Report Summary of insights and suggestions based on the goals you set for each metric for your practice.

Join Now

Here's What Client Care Extraordinaires Are Saying…

Meet Berit Elizabeth,

the Mastermind Behind the Mastermind!

Berit Elizabeth is the founder of Practice Axis, the first Clinical Client Relationship Management Software (CRM) designed for mental health practices. Through that process, it became abundantly clear to her that 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 has experience scaling multiple businesses in the last decade, including a national fitness franchise, a sales team of financial services agents and her own training and development firm, Emotive Agility Training. Berit now passionately combines business development strategies with emotional intelligence skill-building to empower Client Care Teams at mental health practices across the US in their unique and vital role with every new therapy client.

 
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.
 
With remote work becoming more common, Client Care Extraordinaires 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 team members who want to level up their skills AND for new team members who want to accelerate their progress.
 
Join the mastermind today and let’s empower your Client Care Extraordinaires!
Join the Client Care Mastermind

Client Care Mastermind

$250/mo

  • Client Care Mastermind Meeting
  • Weekly Intake Strategies & KPI Tracking
  • Online Community Access
  • Supportive Coaching & Discussions
  • Intake Reports Summary Sent to Practice Owner
  • Monthly Insights & Analytics Calls
Sign Up Today!

Client Care Mastermind Meeting

This weekly group meeting offers accountability by reporting in on Intake KPI’s, a supportive place to discuss wins, challenges, and swap new strategies.

Monthly Intake Reports Sent to Practice Owner 

At month end, the Top Intake KPI's are sent to Practice Leadership with a Report Summary of insights and suggestions based on the goals you set for each metric for your practice.

Strategies to Optimize Intake

Actionable strategies are released via weekly challenges to help 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 best practice, exchange resources, and pose questions to the hive-mind when feeling stuck!

Professional Development Training

Access to periodic training workshops on Client Relationship Building will be included for all members. Topics include process optimization and emotional intelligence.

Insights & Analytics Monthly Call

These live monthly calls for Practice Leadership focus on drawing insights from the Intake KPI's and analyzing reports. This is a place to get feedback and consult with Berit on ideas and decision-making, guided by your practice data.

Join Now

What Seat Do You Fill?

Practice Leadership Seat

Anyone who manages the intake process but doesn’t routinely field inquiries, interact with potential clients to book an intake session. Practice Owners, Clinical Directors, Operations Managers. 

 

Expectations/Commitment:

  • Review Intake KPI Sheet & Monthly Reports Summary
  • Join Monthly Intake Analytics Q&A whenever possible

     

 

 

Client Care Extraordinaire Seat

No matter what your title (intake coordinator, office manager, client care coordinator, desk angel, etc), CCE Seat is for anyone on the intake team who routinely fields inquiries and interacts with prospective clients to match them with a therapist and book intake sessions. 

Expectations/Commitment

  • Attend Weekly Mastermind Meeting 
  • Keep Weekly KPI’s Sheet up to date
  • Participate in online community at least 1x per week through quick challenges

 

Alternate Client Care Extraordinaire

This role is for anyone else who may be involved in the intake process. This could be a part-time or backup CCE, an office manager, or someone entirely different. But if they may be in the role of fielding inquiries and matching clients to therapists, they are a great fit.

Expectations/Commitment

  • Join weekly Mastermind meeting as often as possible
  • Track weekly KPI’s when CCE Seat is unavailable

 

 

 

You Could Be Both.

If part of your daily job is to interact with clients and book intake sessions, and you are ALSO responsible for tracking KPI’s and reporting numbers, you may be the point person for two seats.

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

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