In this episode, Julie Herres, the host of 'Therapy for Your Money' speaks with Sarah Riley, the business development manager at Green Oak Accounting, about reimagining the role of an intake coordinator to work more like a salesperson. They discuss how a sales-oriented approach can significantly improve a therapy practice's conversion rates, making it more profitable. They also explore practical tips on how to implement this approach, deal with ethical concerns, and how choosing the right person with a sales mindset can help provide better service to clients.

In this episode, you will discover:

• The role of intake coordinators as salespersons in therapy offices
• The benefits of having a sales-minded intake coordinator
• Different sales positions that could be a good fit for an intake coordinator role
• The importance of a sales mindset for intake coordinators
• How a sales-minded intake coordinator can improve conversion rates
• The potential impact of a sales-focused intake coordinator on practice caseloads
• Different compensation structures for sales-minded intake coordinators, and ethical considerations in sales tactics.

Section Highlights

• 00:04 Introduction to the Podcast
• 00:15 About the Host and Her Mission
• 00:49 Introduction to the Topic: Intake Coordinator as a Salesperson
• 01:31 Guest Introduction: Sarah Riley
• 02:05 Understanding the Sales Role in Therapy Practices
• 04:07 The Importance of a Sales Mindset in Intake Coordination
• 08:14 Benefits of a Sales Mindset in Therapy Practices
• 17:47 Potential Concerns and Ethical Considerations
• 20:15 Conclusion and Preview of the Next Episode

LINKS & RESOURCES
GreenOak Accounting - www.GreenOakAccounting.com
Therapy For Your Money Podcast - www.TherapyForYourMoney.com
Profit First for Therapists - www.ProfitFirstForTherapists.com
Profit First Academy - www.ProfitFirstForTherapists.com/Academy

Podcast Production and Show Notes by Course Creation Studio