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Episode 128: Why your intake coordinator should be a sales person - Part 2 (with Niki Ramirez)
During this podcast episode, the hosts discuss the shifting mindset from viewing intake coordinators strictly as administrative support to seeing them as essential salespeople in mental health practices. By redefining the role, conversion rates can increase, benefiting the practice and the clients. When it comes to putting the right person in the role, it's important to hire someone with a sales mindset capable of tackling tasks like efficient follow-ups and exploring all possible patient options while still being likable and relational.
Three questions this episode will answer are:
- What are some past jobs to look for when hiring an intake coordinator
- What are some jobs that might not be a good fit for experience (it's not what you think)
- What are some of the skills to look for when hiring an intake coordinator
Timeline:
- 00:04 Introduction and Welcome
- 00:50 Guest Introduction: Niki Ramirez
- 01:37 The Role of an Intake Coordinator in Therapy
- 04:31 The Importance of Sales Skills in Intake Coordination
- 07:57 Identifying Potential Candidates for Intake Coordinator
- 15:51 Structuring the Job Description and Compensation
- 25:05 Encouraging People to Think About a Carrot in Any Industry
- 25:34 Favorite Business Book and Its Impact
- 26:36 Connecting with HR Answers
- 27:08 Introducing the Concept of Intake Coordinator as a Salesperson
- 27:52 The Role of Business Development Manager at Green Oak Accounting
- 28:37 Changing the Perception of Sales in the Industry
- 35:36 The Importance of Persistence in Sales
- 38:29 Potential Sales Positions for Intake Coordinators
- 40:29 Compensation Structures for Sales Positions
- 44:07 Addressing Ethical Concerns About Sales in Therapy Practices
- 46:36 Wrapping Up the Discussion and Looking Forward to the Next Episode
Guest Resources
- HR Answers
Links and 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
Get our free KPI tracker to see how you practice measures up to others in the industry!
www.therapyforyourmoney.com/kpi
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By Julie Herres
4.9
4949 ratings
During this podcast episode, the hosts discuss the shifting mindset from viewing intake coordinators strictly as administrative support to seeing them as essential salespeople in mental health practices. By redefining the role, conversion rates can increase, benefiting the practice and the clients. When it comes to putting the right person in the role, it's important to hire someone with a sales mindset capable of tackling tasks like efficient follow-ups and exploring all possible patient options while still being likable and relational.
Three questions this episode will answer are:
- What are some past jobs to look for when hiring an intake coordinator
- What are some jobs that might not be a good fit for experience (it's not what you think)
- What are some of the skills to look for when hiring an intake coordinator
Timeline:
- 00:04 Introduction and Welcome
- 00:50 Guest Introduction: Niki Ramirez
- 01:37 The Role of an Intake Coordinator in Therapy
- 04:31 The Importance of Sales Skills in Intake Coordination
- 07:57 Identifying Potential Candidates for Intake Coordinator
- 15:51 Structuring the Job Description and Compensation
- 25:05 Encouraging People to Think About a Carrot in Any Industry
- 25:34 Favorite Business Book and Its Impact
- 26:36 Connecting with HR Answers
- 27:08 Introducing the Concept of Intake Coordinator as a Salesperson
- 27:52 The Role of Business Development Manager at Green Oak Accounting
- 28:37 Changing the Perception of Sales in the Industry
- 35:36 The Importance of Persistence in Sales
- 38:29 Potential Sales Positions for Intake Coordinators
- 40:29 Compensation Structures for Sales Positions
- 44:07 Addressing Ethical Concerns About Sales in Therapy Practices
- 46:36 Wrapping Up the Discussion and Looking Forward to the Next Episode
Guest Resources
- HR Answers
Links and 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
Get our free KPI tracker to see how you practice measures up to others in the industry!
www.therapyforyourmoney.com/kpi
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