PODCAST · business
Productive Therapist Podcast
by Uriah Guilford, MFT
Essential listening for smart therapists. This podcast will help you get more done, so you can have more fun! Discover the best strategies to grow your practice and help more therapy clients without burning out.
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237
The AI Receptionist Blueprint
What happens when someone finally works up the nerve to call your practice? Someone who's been sitting with something heavy for weeks. Maybe months. Who talked themselves out of reaching out over and over again. Who finally said, "Okay, I need help," and picked up the phone. That moment is everything. And what your practice does in the next few minutes (or hours) determines whether that person becomes your client or ends up on someone else's intake form. In this episode, Uriah shares a story that kind of changed how he thinks about all of this (a personal one, from the other side of the phone) and then breaks down a framework that completely reframes intake. Not as an admin problem. As a care problem. This is the AI Receptionist Blueprint. 🎙️ https://productivetherapist.com/blueprint/
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From Clinician to CEO
This week's guest is Lisa Catallo, group practice champion. Nobody hands you a leadership manual when you start a group practice. You just... figure it out. Or you don't. 😬 Lisa Catallo figured it out, twice, and now she helps other group practice owners do the same. Lisa Catallo is a psychotherapist turned business coach who helps Canadian therapists build profitable, sustainable group practices, without losing their minds (or their values) in the process. She's the founder of the Group Practice Network, host of the Empower to Lead podcast, and someone who has genuinely lived the messy, beautiful, complicated journey of building not just one but two group practices from scratch. And fun fact, she got her master's degree the week she turned 50. Late bloomer energy, fully activated. 🌟
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Fix Your Intake, Get More Clients
Ever wonder if your intake process is quietly costing you clients? Yeah, we hear that a lot. That's why in this episode, Uriah is tackling the real problem practice owners keep running into — not marketing, not clinical skills, but intake. Specifically, what happens in that critical window between someone reaching out and someone actually responding. We're talking about the stats that will make you rethink everything. The four solutions most practices try. The honest pros and cons of each. And the one combination that actually works: AI for speed, humans for care. These aren't hypothetical scenarios. This is what's happening in group practices every single day. So we figured it was time to lay it all out, plain and simple. Hit play, and find out what your intake process has been missing.
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How To Build Your Perfect Intake System
Ever wonder if AI actually belongs in a therapy practice? Yeah, we get that a lot. That's why in this episode, I'm sitting down with Luci to tackle the real questions practice owners are asking before they take the leap with Simple Intake; the AI-powered intake system built specifically for mental health practices. We're talking about stuff people are actually nervous about. The "but what if my clients hate it" fears. The phone number drama. The crisis call scenarios. All of it. These aren't hypothetical questions. These are the conversations we're having every single day. 👉 Curious about what AI intake could look like for your practice? Learn more at productivetherapist.com/simpleintake
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My 4 Favorite AI Tools Right Now
Ever wonder what AI tools are actually worth your time, and which ones are just hype? Yeah, same. That's why I'm pulling back the curtain on the 4 AI tools I use every single day to run Productive Therapist and InTune Family Counseling. In this episode, I'm walking you through Claude (my go-to for basically everything), Gemini (underrated until recently, trust me on this one), Wispr Flow (the dictation tool that types faster than I think), and SimpleIntake, which is doing things I honestly didn't expect, like booking calls at 6:30am while I was still asleep. These aren't tools I'm testing. These are tools I can't work without. If you've been curious about AI but don't know where to start, or you're already using some of these and want to go deeper, this episode is for you. Check it out at productivetherapist.com/simpleintake.
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My 2026 Tech Stack
Ever find yourself drowning in software subscriptions and wondering if there's a better way? Yeah, me too. That's why I wanted to pull back the curtain and show you exactly what's in my 2026 tech stack: the tools that actually run both InTune Family Counseling and Productive Therapist. In this episode, I'm walking through my practice management tools, team collaboration setup, phone system (and why I don't recommend what I currently use 😬), and how SimpleIntake replaced SIX different platforms I was paying for. The best part? I'll share my golden rule for choosing tech tools that'll save you from the shiny object syndrome. Whether you're building your first practice tech stack or looking to simplify the one you've got, this episode will help you make smarter choices. Want to see SimpleIntake in action? Check it out at productivetherapist.com/simpleintake.
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Four Support Services That Unlock Growth
Ever feel like you're running on empty trying to do it all yourself? I used to feel that way too! That's exactly why I finally hired an executive assistant, and within a week, she freed up 5-10 hours of my time. Wild, right? In this episode, I'm breaking down the four support services that truly unlock growth in your practice (plus two that are nice to have). We're talking about the kind of leverage that doesn't just save you time, it actually opens up opportunities you didn't even know were waiting for you. Whether you're a solo practitioner white-knuckling it or a group practice owner trying to scale past that 3-5 clinician mark, this one's for you. Want more options? Check out our business directory for providers across all these categories. And if you’re curious about our intake and admin support, let’s talk.
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Lo-Fi to Lizzo: What It Really Takes to Run a Group Practice
In this episode, I sit down with Wendy McSparren, licensed clinical social worker, group practice owner, and co-founder of Admirra, a CRM built specifically for mental health practices. Wendy’s story is one of my favorite kinds, she didn’t wake up one day and decide to build software. She was living inside the chaos of running an insurance-based group practice during the pandemic and simply needed a better way to survive it. When the tools on the market didn’t fit the reality of how therapy practices actually operate, she and her husband (a software engineer) built what they couldn’t find. Links: Admirra - CRM for mental health practices Westmoreland Psychotherapy Associates
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How a Virtual Assistant Can Save Your Sanity (and Fill Your Caseloads)
Ever feel like you're drowning in intake calls while trying to actually run your practice? You're not alone. In this episode, Uriah sits down with Luci Carrillo, Productive Therapist's Director of Operations, to talk about how virtual assistant services can transform your intake process and give you your life back. Luci walks through the typical journey of a growing practice owner (spoiler: it involves a lot of stress and challenges) and explains how a dedicated intake specialist can handle everything in between the first contact and the first session. Whether you're a solo practitioner feeling the squeeze or running a 45-clinician practice that needs serious support, this conversation will help you figure out if a VA is the right move for you. If you're tired of checking emails at 9:30 PM and wondering if you missed another potential client, this episode is for you. Book a strategy call with Luci to explore how our team can help you grow without the overwhelm.
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Encore: The Perfect Intake Call Script
At Productive Therapist our virtual assistant team turns calls & clicks into clients. Every single day. Therapists want to know how we do it. We get asked all the time for our secret sauce. Here’s the thing. Creating a great first impression is vital. A potential client’s first interaction with your practice is key to helping them know, like and trust you. A good call script is an important first step in optimizing your intake process. In this episode Uriah breaks down the 7 elements of the Magic Call Script and explains the intention and importance of each one. It's a short listen, but a good one! Download our Magic Call Script HERE.
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Encore: How To Replace All Your Marketing With One Story
What if you could replace ALL your marketing with a single story? And grow your practice with less effort. Yes, please. Sign me up. If that sounds awesome and almost too good to be true, give this episode a listen. I interviewed Kris Jones, a storytelling expert who turns expertise into sales success. She has a background working with major brands like Adidas, Nike and Guinness. She was also hand selected for mentorship by StoryBrand's Donald Miller. Kris explains how a single, compelling story can transform your marketing efforts and significantly increase your revenue. And she shares her proven story selling system that helps businesses scale effectively without the need for endless content. Don't miss this one. Hope you enjoy the episode! Find out more about Kris Jones and her services at Red Door. And of course, check out the amazing resources over at productivetherapist.com.
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How Leah Built a 7-Figure Practice (By Listening to Podcasts)
Ever wonder what happens when you listen to 10+ hours of business podcasts a week? You might just end up with a seven-figure group practice. 🎯 Dr. Leah Clionsky wasn't kidding around when she decided to double down on business strategy. While most of us are trying to squeeze in one podcast episode during our commute, she turned podcast consumption into a full-blown business accelerator—and the results speak for themselves. In this conversation, we dive into Leah's entrepreneurial origin story (spoiler: it started at age 7 with possibly the best birth announcement ever), how she's using podcasts as her MBA program, and why she likes to stay "slightly terrified all the time." Plus, we talk about the creative rush of launching new things, the systematic magic that makes running multiple podcasts feel easy, and why curated content might just be your secret weapon in 2025. What you'll hear: The unusual path from birth announcement to seven-figure practice ownerHow to actually implement what you're learning from podcasts (not just consume them)The power of experimentation when things feel uncertainWhy being slightly terrified might be good for business Whether you're podcast-curious or podcast-obsessed, this one's worth your time. Connect with Leah: Worth It Practice PodcastSign up for her free newsletter (seriously, do it—it's curated gold)Educated Parent Podcast
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How To Scale Your Group Practice in 2026 ft. Nicole McCance
Nicole McCance is back for round two! She's a psychologist turned business coach who scaled her practice to 55 therapists and multiple seven figures in just three years—with twin toddlers at home. She sold her clinic in year four and retired as a psychologist in year five. In this episode, we dive into: Nicole's five-step scaling method Why you MUST systemize before you delegate (or you'll regret it)The power of email marketing for client retentionOvercoming the identity shift from therapist to CEOThe future of group practice ownership and why Nicole's optimistic about what's ahead Key takeaway: The fundamentals of scaling haven't changed: systemize your operations, stay consistent with what works, and tune out the noise about what's coming. Also, listen to episode 198 - How to Scale to a 7-Figure Group Practice Connect with Nicole: Podcast: The Business Savvy TherapistWeekly live masterclass on the five-step scaling method Perfect for therapists ready to scale by working smarter, not harder.
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5 Ways to Use AI in Your Practice in 2026
You know AI could help your practice, you just don't know where to start. Most therapists are either overwhelmed by AI or ignoring it completely. But there's a sweet spot in the middle where AI becomes your secret weapon for getting more done while avoiding burnout. In this episode, I'm sharing the top 5 ways you can use AI in your practice in 2026. (#5 is definitely my favorite!) What You'll Learn: 1. Write your clinical notes – Stop working late by using AI to draft your notes in minutes instead of hours. Tools like Berries, Blueprint, SimplePractice's Note Taker, TherapyNotes' TherapyFuel, and Quill can transform your documentation workflow. 2. Get 24/7 business coaching – Build an AI Advisory Team that gives you expert help with marketing, finances, and strategic planning without the hefty price tag. I'll tell you about Sam, Brenda, Jason, and Steve (my AI team members). 3. Enjoy marketing again (or at least hate it less 😅) – Use AI to write blog posts, create email campaigns, and generate social content in your voice. You edit and approve, but the heavy lifting is done. 4. Speed up every admin task – From sorting your inbox to creating email templates, AI can help you reclaim 5+ hours a week by handling the busywork. 5. Never miss another call – Your AI receptionist can answer every single call and respond to every chat instantly, 24/7/365. This solves the #1 problem all practice owners face: missing new inquiries. Resources Mentioned: Clinical Notes: Berries, Blueprint, SimplePractice Note Taker, TherapyNotes TherapyFuel, QuillBusiness Coaching: Claude, ChatGPTMarketing: Claude, ChatGPT, Canva AI, Ideogram, Google AI StudioAdmin Tasks: Claude, ChatGPT, FyxerAI Receptionist: SimpleIntake Pick ONE of these to try this week. Just one. Start small, test it out, and see if it saves you time or makes your life easier. Remember: AI isn't about replacing the human connection in therapy. It's about freeing you up to provide more of that human connection to the people who need it most. Ready to never miss another call? Check out SimpleIntake and see how it's changing the game for practices tired of missing calls and losing clients.
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Early Lessons From Our AI Receptionist
I've been testing AI Receptionists with dozens of therapy practices. Here's what I'm learning. The good, the challenging, and the surprising. What's tricky: 👉 Some therapists worry their clients aren't ready to talk to AI about therapy. 👉 Setup takes some patience, it's not 100% plug-and-play (yet). 👉 Complex scenarios (cancellations, routing to specific staff) can be tricky to configure. What's working: ✅ Response time drops from hours (or days) to seconds, for every single call. ✅ We can get an AI Receptionist up and running in a few days and it requires very little time or effort for the practice owner. ✅ The quick response plus consult booking features are a game changer, especially for busy admin teams. Quite an elegant solution. ✅ This tech is brand new and improving weekly. What works well now will work brilliantly soon. If you're getting 10+ inquiries a week and hate missing calls, this might be your new favorite tool. Every call answered. Every client connected. That's the goal. Want to experience it yourself? Listen to a few AI demo calls and talk to my team about your specific setup. http://productivetherapist.com/info/
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Keys to a Confident Practice
Tired of being the chief fire-putter-outer in your practice? In this episode Emily Ferguson shows you how to stop living in the weeds and start leading like the visionary you're meant to be. What Emily Does She helps practice owners stop firefighting and start running profitable practices. Get out of the weeds, be the visionary. Services: Operations manager services (temporary or long-term)Intake coordinator training (50%+ conversion rates)Client retention training (aiming for 90%+ retention)Comprehensive business coaching (rates, metrics, hiring, SOPs, the works) The Big Mistake You're stuck doing admin tasks instead of leading your practice. Solution: Get an operations manager who actually knows the therapy business. Do This Week Calculate your retention rate. Under 90%? Figure out why some therapists retain clients better than others. (Hint: therapeutic alliance + smart processes) The Real Talk Hire someone with expertise who solves problems, not just someone who follows instructions. Short-term investment, potentially hundreds of thousands in long-term profit. Reach out to Emily at confidentprivatepractice.com for a free consultation + resources.
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Introducing SimpleIntake (and why we built it)
Meet Your New AI Receptionist (No Benefits Required) 🤖 After 7 years of saying "sorry, we don't do live answering," we are announcing SimpleIntake, our AI-powered solution that finally answers your phones 24/7. The backstory: Every since Productive Therapist began in 2018, practice owners have been asking if we can live answer their phones. It was never possible, until now. Enter SimpleIntake: The AI receptionist that never sleeps, never takes lunch breaks, and definitely never calls in sick with "food poisoning" after a long weekend. Here's what it actually does: Answers calls 24/7 with full knowledge of your practiceKnows your fees, insurance, specialties, and policiesBooks consultation calls directly with your human intake coordinatorIncludes an AI chatbot for your website (that people actually want to use!)Comes with a full HIPAA-compliant CRM if you want the whole enchilada Most importantly: This isn't replacing your intake team, it's making their lives better and their jobs easier. The AI handles the "Do you take Blue Cross?" questions at midnight. Your human coordinator handles the heart-to-heart connection work during business hours. The numbers: $97/month + 19¢ per minute vs. $2-4 per minute for call centers. Yup, the math checks out. Ready to never miss another call? Listen to demo calls and sign-up at productivetherapist.com This is an exciting time for the team at Productive Therapist. And we are excited to help more therapists connect with more clients. Thanks for listening!
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How To Never Miss A Client
People need your help. Every day they're calling, texting, searching... and landing in voicemail purgatory. 🤦🏻♂️ Picture this: Sarah calls at 11 PM after a panic attack. Your AI receptionist answers immediately, gets her info, and schedules her with your intake coordinator first thing tomorrow morning. How It Works: AI receptionist answers 24/7Human intake coordinator connects and schedulesYour practice is there when people need you most The AI knows EVERYTHING about your practice—fees, insurances, modalities, policies. It answers their questions AND seamlessly hands them off to your caring human team. They called 10 practices. Yours was the only one that answered. That's a win-win. ✨ Listen to a few demo calls: productivetherapist.com/info
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Finding Your Financial Story
Tired of avoiding your practice numbers? Nate Hendrikse from Navigator Bookkeeping gets it & he's here to help therapists turn financial fear into financial confidence. What we cover: Why therapists dodge their financials (hint: it's not about being bad at math)The 15-minute monthly check-in that changes everythingSimple tracking that actually works This week's action step: Start a basic dashboard. Track visits, cash in, cash out. That's it! 🎯 The money quote: "I can't tell you how many times therapists thought they had a terrible month, then we looked at the numbers and it was actually pretty good." Connect with Nate: Website: navigatorbookkeeping.usYouTube: Free therapist-specific resourcesLinkedIn: Nate Hendrikse
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My Favorite AI Dictation App
AI Voice Dictation Apps: My New Secret Weapon for Getting Stuff Done Ready to 4x your writing speed? (Yeah, I said 4x!) 🚀 In this episode, I'm geeking out about AI-powered voice dictation apps that have completely changed how I work. Spoiler alert: I literally can't function without these anymore. What You'll Learn: Why AI dictation apps beat regular voice-to-text (hint: they actually make you sound smart)My honest comparison of Super Whisper vs. Wispr FlowHow I use these tools for everything from emails to AI conversationsAn easy HIPAA-compliant way to write therapy notes fasterLive demo of how ridiculously fast this actually works Key Takeaways: ✅ Super Whisper (Mac only) vs. Whisper Flow (all devices) are both game-changers ✅ Auto-formatting and grammar fixes happen on the fly ✅ Perfect for collaborating with AI tools like Claude and ChatGPT ✅ Wispr Flow has a free tier with 2,000 words/week ✅ HIPAA-ready option available for therapy notes The Bottom Line: If you're still hunting and pecking your way through emails, you're doing it wrong. This isn't just about typing faster, it's about thinking out loud and letting AI clean up the mess. Trust me, once you try this, there's no going back. Links Mentioned: Super WhisperWispr Flow Pro Tip: Start with the free version of Whisper Flow and see how it feels. Your keyboard might get jealous, but your productivity will thank you! 😉
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Taking the Guesswork Out of Bookkeeping
In this episode of the podcast, Uriah chats with Greg Higdon, owner of Grow The Books, a bookkeeping service dedicated to helping therapists manage their finances with confidence. Greg shares the most common financial mistakes he sees therapists making, the benefits of having regular check-ins with a knowledgeable bookkeeper, and how outsourcing your books can actually give you more clarity, confidence, and peace of mind as a practice owner. Whether you’re a solo practitioner or run a group practice, this conversation is full of valuable tips and simple steps you can take to get a better handle on your cash flow—all so you can focus on what you do best. Ready to stop guessing about your business finances? Listen in for practical advice and insights you can implement right away! Resources mentioned: Grow the BooksProductive Therapist Directory Don’t forget to subscribe, leave us a review, and check out more support resources at ProductiveTherapist.com.
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From Google Sheets Chaos to CRM Clarity
📊 If you've ever lost a potential client in a Google Sheet maze, this one's for you. In this episode, I'm chatting with Brent Stutzman from TheraSaaS—a guy who watched his wife's therapy practice drown in spreadsheets and said, "Nope, there's gotta be a better way." Spoiler alert: there was. We're talking about the moment when 80 people on a waitlist and color-coded chaos became a streamlined, lead-converting machine. But this isn't just another "buy our software" pitch. It's a real conversation about the mistakes that are costing you $4-6K monthly (yep, that's what falling through the cracks looks like), why 85-90% of your leads are closing via text (not email, friends), and how your intake coordinator could save an hour daily with the right system. Plus, we dive into why transparency matters, how to stop playing hide-and-seek with your leads, and why flying blind on your conversion data is like driving with a blindfold on. 🚗💥 If you're tired of wondering "Did they ever call that lead back?" or watching your intake team drown in manual tasks—this episode's your wake-up call and solution, rolled into one. ▶️ Hit play and let's turn that spreadsheet chaos into CRM clarity. Find out more about Brent Stutzman and TheraSaaS: Check out TheraSaaS at https://therasaas.com Schedule a demo and see what's possible for your practice
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Marketing Smarter with AI ft. Greg Goodman
🤖 If you’ve ever opened ChatGPT and thought, “Wait... is this cheating?”—you’re not alone. In this episode, I’m sitting down with Greg Goodman—founder of Goodman Creatives, marketing wizard, and one of the first folks in the therapy space to say, “Yep, AI’s here, and it’s actually kinda amazing.” But this convo? It’s not a “rah-rah robots are taking over” fest. It’s a grounded, nuanced, actually kind of inspiring exploration of how AI (specifically large language models like ChatGPT) is changing the way therapists show up in the online world—ethically, intentionally, and maybe even… joyfully? 😄💻 We also talk transparency, consent, HIPAA (yep, that again), and how your philosophical stance on AI might shift once you realize it can give you your Saturday back. So if you’re a therapist who wants to market ethically and efficiently, or you’re still feeling a little icky about handing over your writing to a robot—this episode’s your warm hug and reality check, all in one. Grab your favorite beverage and get comfy. Let’s decode the ethics, artistry, and opportunities of AI—together. ▶️ Hit play and let’s dive in. Find out more about Greg Goodman and the work he is doing: Check out Greg’s Website https://goodmancreatives.com Goodman Creatives on Facebook https://www.facebook.com/GoodmanCreatives/ Follow Goodman Creatives on Instagram https://www.instagram.com/goodmancreatives Connect with Greg on LinkedIn https://www.linkedin.com/in/greggoodman10044/ Subscribe on YouTube https://www.youtube.com/@goodmancreatives
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The Power of Slow Growth ft. Melvin Varghese
Have you ever felt allergic to networking events? Allergic to being “the brand,” or just plain overwhelmed by the loud, shiny world of online business… you’re gonna want to hear this one. 👀✨ Because in this episode, I’m sitting down with Dr. Melvin Varghese—psychologist, podcaster, and the original Quiet Builder. Now, Melvin didn’t take a single business or marketing class. No MBA. No corporate blueprint. Just a deep love for meaningful work, a steady commitment to service, and a whole lotta curiosity. And yet—he built one of the most respected platforms in the therapist world. (Hi, Selling the Couch fam 👋) So, how did he do it? Spoiler: no dance reels required. 💃🚫 Instead, Melvin shares the story of how growing up between two cultures—India and the U.S.—shaped his perspective on legacy, leadership, and building a business with roots and reach. He talks about the power of building around your energy (not your ego), why margin is the unsung hero of a sustainable business, and what it means to grow something that outlives you. From seeing a man handcraft combs on the side of the road in India, to reflecting on his great-grandfather’s selfless act of feeding an entire village during wartime, Melvin threads it all together in a way that’ll make you pause… and maybe even tear up a little. (I did. No shame.) This episode isn’t a pep talk—it’s a grounded conversation with someone who’s been through the hustle, hit pause, and chose to build something sustainable instead. Think of it as a gentle nudge to look inward, reassess what you really want, and maybe start planting something of your own. So whether you’re burned out from client work, exploring new offers, or just craving a business model that doesn’t drain your soul... this one’s for you. To find out more about Melvin and the work he's doing, check out the following links: Selling The Couch https://sellingthecouch.com Listen to Melvin’s Podcast https://selling-the-couch.captivate.fm/listen Connect with Melvin on LinkedIn https://www.linkedin.com/in/melvinvarghesephd/
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213
Old School Therapy in a High-Tech World ft. Candice Thompson
Let’s be real - most therapists were trained to be the calm in the storm. Stay grounded. Stay humble. Stay in your neatly labeled little lane. 🙃 But what happens when a therapist doesn’t play small? When she starts questioning shady practices, calling out corporate nonsense, and using her voice online to shake things up? Well, it looks a lot like Candice Thompson. In this episode, Candice shares how a casual preschool drop-off convo turned into a deep dive into LinkedIn... and how LinkedIn turned into a platform for advocacy, viral posts, and a growing chorus of therapists who are done being quiet. Candice is a licensed marriage and family therapist in CA & OR. She considers herself a well-rounded generalist, with twenty years of experience in the field of mental health; fifteen practicing psychotherapy. This episode is your permission slip to take up space. To speak your truth. To remember that you are the expert—and your voice matters. Whether you're curious about dipping your toe into LinkedIn, dreaming of private practice, or just trying to keep your head on straight in a loud (and sometimes sketchy) industry, this convo is a breath of fresh air. So grab your coffee (or LaCroix—we don’t judge) and get ready to feel fired up. 💬✨ Find out more about Candice here: https://candicecandelaria.com https://candicecandelaria.com/dateology https://www.linkedin.com/in/candice-thompson-lmft/
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Revolutionary Ideas For Group Practice ft. Sarah Buino
What if the structure of your group practice is actually holding you back? The hierarchy. The unspoken rules. The way you’ve always done things. It might be time to shake it up. In this episode, I talk with therapist, consultant, and unicorn-in-human-form Sarah Buino about the dysfunction that shows up behind the scenes in group practices — and what to do about it. Sarah runs Group Practice Revolution, a bold new platform that supports both practice owners and employees. She’s on a mission to rebuild group practice culture from the ground up — with more transparency, collaboration, and heart. We dig into the real issues: power struggles, trust breakdowns, and why doing your own inner work isn’t optional if you want to lead well. Whether you're a seasoned owner or just starting your group practice journey, this conversation will stretch your thinking — and maybe even spark your own mini-revolution. To find out more about Sarah and the work she’s doing, check out the following links: https://grouppracticerevolution.com/ https://www.headheartbiztherapy.com/
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How To Protect Your Practice ft. Karen Pavlidis and Fran Schopick
Consent isn't just paperwork. It's protection, prevention, and partnership. You might be surprised to hear this, but informed consent is your #1 risk management tool. It's also an underrated way to provide better care to your clients. This is your invitation to revisit your informed consent process. Maybe even rethink the way you're using it in your practice. What happens when a social worker turned lawyer teams up with a clinical psychologist? Listen to this episode to find out. Clinical experts Dr. Karen Pavlidis and Fran Schopick from The Working Alliance share powerful insights on creating consent processes that are intentional, relational, and legally sound. Whether you're a solo therapist or leading a group practice, this conversation will change the way you think about consent—and help you sleep better at night. You’ll learn: Why consent is more than a signature—it's the foundation for trust, boundaries, and safer client relationshipsHow transparent onboarding and over-communication can protect your practice and prevent future rupturesHow ongoing consent conversations support clarity and safety when working with teens, families, or in high-conflict cases Visit https://theworkingalliance.com/ to learn more and use coupon code PTFANS25 to get 25% off their document package.
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210
The Magical Power of Community ft. Christy Pennison and Stephanie Korpal
Sometimes, strangers from the internet make the best business besties. Sounds weird, but it’s true. Growing a private practice can be super lonely. And super hard. But the right community? It can make all the difference. Like the old saying goes: “If you want to go fast, go alone. If you want to go far, go together.” That’s exactly what I talked about with my friends Christy Pennison and Stephanie Korpal from The Practice Collab. In this episode, we dive into the power of community, collaboration, and accountability for practice owners—and why you don’t have to figure it all out on your own. We cover: How authentic relationships can fuel your business growthPractical tips for finding your people—online and IRLWhy advice from people who get it beats anonymous internet threads every time Oh—and there were plenty of laughs mixed in with the strategy. Hope you enjoy this one!
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209
How To Replace ALL Your Marketing With One Story ft. Kris Jones
What if you could replace ALL your marketing with a single story? And grow your practice with less effort. Yes, please. Sign me up. If that sounds awesome and almost too good to be true, give this episode a listen. I interviewed Kris Jones, a storytelling expert who turns expertise into sales success. She has a background working with major brands like Adidas, Nike and Guinness. She was also hand selected for mentorship by StoryBrand's Donald Miller. Kris explains how a single, compelling story can transform your marketing efforts and significantly increase your revenue. And she shares her proven story selling system that helps businesses scale effectively without the need for endless content. Don't miss this one. Hope you enjoy the episode! Find out more about Kris Jones and her services at Red Door. And of course, check out the amazing resources over at productivetherapist.com.
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208
3 Keys To Productivity (with AI)
This is one of my favorite frameworks. The 3 keys to productivity EliminationAutomationDelegation I've been talking about this for years. All the way back to episode 10 of the Productive Therapist Podcast! But now it's 2025 and I have an update. The 3 keys . . . powered by AI.
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207
The (Almost) Perfect Intake Call
You're a caring therapist and you love connecting people to helpful resources. Especially counseling services that can change their lives. Me too! In this episode I break down an almost perfect intake call that I did a few years back. Grab our FREE resource, the Magic Call Script to learn the exact words to say to turn more callers into happy therapy clients. Also, text a friend or colleague and tell them about the Productive Therapist Podcast!
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206
Mastering Margins in Private Practice ft. Carla Titus
Fake it until you make it. Not great advice when it comes to business finances. For many years, I was just winging it. Using my undeveloped instincts to make financial decisions. Oh boy! That is until I built my money team and gained the financial knowledge I needed. It has made all the difference in the world. In this episode I interview Carla Titus, the CEO of Wealth & Worth Within. Our conversation was both fun and informative. Here are the 4 things you will learn: Understanding gross margins and net profitEffective compensation structures for group practicesHow accountability drives profitabilityHow a CFO can help you grow your business Visit Carla's website to learn more and sign up for her email newsletter.
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205
How To Work Successfully With a Virtual Assistant
Working with a virtual assistant can be a huge hassle. Or it can change your life. Listen to this episode to avoid the most common mistakes and find success working with a virtual assistant. Also, learn how Uriah used Notebook LM to create this engaging podcast episode from his online course, The Virtual Advantage.
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204
Your Effective Client Follow-Up Process
An effective follow-up process will absolutely increase your conversion rates! People are busy and life is full. Also, many people are somewhat ambivalent about starting therapy. Your consistent helpful follow-up might be just the nudge they need to follow through on getting help. This episode provides some simple tips to improve your follow-up process. For access to our full course on streamlining your intake process, check out Intake Accelerator.
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203
The Perfect Intake Call Script
At Productive Therapist our virtual assistant team turns calls & clicks into clients. Every single day. Therapists want to know how we do it. We get asked all the time for our secret sauce. Here’s the thing. Creating a great first impression is vital. A potential client’s first interaction with your practice is key to helping them know, like and trust you. A good call script is an important first step in optimizing your intake process. In this episode Uriah breaks down the 7 elements of the Magic Call Script and explains the intention and importance of each one. It's a short listen, but a good one! Download our Magic Call Script HERE.
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202
How To Replace Your Intake Coordinator ft. John Clarke
You should fire your intake coordinator. Here me out. I found a way that you can save money and still provide great client care. No, I'm not talking about replacing a human with artificial intelligence. Something a bit more unexpected. Empowering your clinicians to do their own consultation calls. For many practices this would be a huge change. But, you might be surprised how well it could work out for you. In this episode I talk with John Clarke about his recent experiments with changing up his intake processes. Removing the need for an intake coordinator. Completely revamping the client journey and seeing some positive results. John has a group practice in San Francisco and has also been a business consultant for therapists for many years. I always enjoy talking to him and learning from his insights. Top 3 thing you will learn: How to increase your conversion ratesWhile saving money by replacing your intake coordinatorAnd empowering your clinicians to do their own initial consults A Few Links: Magic Call ScriptCalm Again CounselingPrivate Practice Workshop
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201
How To Book More Clients by Responding Faster
You are losing potential clients by responding too slow. Uh-oh! If it was humanly possibly . . . You and I both would answer every single call on the spot. We would respond to absolutely every email and text within minutes. Of course that's not super realistic. Still, there are some great ways to increase your response time to new inquiries. In this episode we share tips for solo practices and group practices. If you want to grow your practice with more happy clients, don't miss this episode. Top 3 things you will learn: The impact of outstanding client care3 quick response tips for solo practices3 quick response tips for group practices A few quotes: "The first person that they actually speak to, is likely to be the practice that they go with." "It takes so much courage for someone to pick up the phone for the first time and call a therapy practice. You want them to feel like they're seen and heard as a human being." A few links: Well ReceivedIntake AcceleratorThe Power of Online Scheduling14 Qualities of a Great Intake CoordinatorQuiz - Are you ready for an intake coordinator?
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200
3 Best Ways To Grow Your Practice
You want to grow your practice in 2025. Here are the 3 best ways. Enjoy your work moreEngage in communityInvest in support services Listen to the episode for details on each option. Need help? Reach out to us at [email protected]
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199
How To Get More Clients From Your Therapy Website
You want more clients. You also want your website to work for you 24 hours a day. Good news. You can have both of those things! In this episode, Uriah Guilford and Luci Carrillo share some valuable tips that you can apply to your website today. You will learn how to get more clients from your therapy website by creating: Clear messagingClear call to actionClear next steps for new clients A Few Links: Intake AcceleratorInTune Family Counseling
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198
The Best Software For Your Intake Process
Are you using the best software for your intake process? The ultimate goal is to create a seamless intake experience. To effortlessly guide your potential client from first contact to first session. The answer: Choose the best tools and using them effectively. This will help you turn more calls and clicks into clients. Something every therapist wants! Enjoy this episode with Uriah Guilford, the Head Nerd and Luci Carrillo, the Director of British Accents. 😁 Top 3 things you will learn: The important intake tech tools you needOur best software platform recommendationsHow to use tech to create a streamlined intake process A few quotes: “A tech stack is a collection of software platforms that you use to run your therapy practice.” "Choose the best tools and learn how to use them to simplify the client journey." "Secret shop yourself. Go through your entire intake process, so you can find things to update and streamline." A few links: Intake AcceleratorWaybookAdmirraTheraSaasPractice AxisTherapy Flow CRMSquarespace / Brizy.aiSimplePractice / TherapyNotesLuxSci / Paubox
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197
The 4 Stages of The Private Practice Journey
Growing a private practice can be a thrilling and scary adventure. Every adventure needs a hero and the hero for this adventure is you! Listen to this short episode to learn more about the four stages of the private practice journey. The four main stages are: The call to adventureThe initiationThe transformationThe return Let's talk about the therapist's hero journey! You can also read the full post here.
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196
How to Scale to a 7-Figure Group Practice ft. Nicole McCance
Ready to dive into the world of group practice scaling? This week's guest is Nicole McCance. She's a retired psychologist turned business coach, shares her transformative journey from growing a thriving group practice in Toronto to coaching therapists on how to scale to seven-figures. Nicole provides insights into her 5-step scaling method. Simple, yet profound. We explore her passion for empowering therapists, discuss the challenges of scaling, as well as some tips on making it a smoother journey. Join us as Nicole imparts valuable advice on building successful group practices and the importance of aligning business efforts with personal strengths. Whether you're a seasoned group practice owner or just getting started, this episode offers practical tips to scale your practice. Top 3 takeaways: Nicole's 5 step scaling methodHow to work less and make more moneyThe challenges and opportunities of group practice ownership A Few Quotes: The team will set you free.Consistency is the key to success. A Few Links: Nicole's InstagramNicole's Facebook groupFree MasterclassWant To Expand Your Practice Starter Kit Special Bonus: Use this link to sign up for Jane and get one free month! Just use the coupon code mccance1mo.
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195
How To Outsource Your Marketing
Many practice owners struggle with marketing their practice. What are some simple ways to market your practice effectively? Join me, Uriah Guilford, as I share with you some simple tips for optimizing your marketing. Click to listen now!
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194
How To Use AI Tools In Your Practice ft. Kym Tolson
Here's a shocking statement. You never have to write progress notes again! Recently, Kym Tolson and I recorded a podcast episode all about using AI note writing tools. Kym is my go to person for: Insurance billingAll things travel + telehealthUsing artificial intelligence in private practice You don't want to miss this one. Top 3 things you will learn: Kym's favorite AI note writing toolThe pros and cons of using AI note writing toolsHow to choose the best option for your private practice A few links: The Clinical AI ClubBilling Assistant ProThe Traveling Therapist
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193
The #1 Tool For Smooth Scaling ft. Mike Bandar
Growing a business can be agonizing. It's quite a roller coaster. Thrilling at times 🤩 Other times nauseating 🤮 Sometimes the most boring things can lead to the most exciting things. Here's one example: Documenting and organizing your policies and procedures. Not super fun, but it will 100% help you scale your practice 📈 It’s also critical when building a team that will enable you to take a real vacation! That's the fun thing 😁 I recently chatted with Mike Bandar, the co-founder of Waybook. In This Episode, You'll Learn: ✅ Why Documentation Matters: Find out why documenting your processes can seriously up your efficiency game. ✅ From Google Docs to Waybook: Mike explains why switching from Google Docs to Waybook is like trading in a bike for a Ferrari. ✅ Cool Waybook Features: Get the scoop on step-by-step implementation plans, the AI editor, and their brand-new 'Glossary' feature.
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192
How To Travel The World While Your Business Thrives
Do you dream of taking a vacation and not having to worry about your practice? Join me, Uriah Guilford, as I share the simple (and not-so-simple!) secrets to being able to vacate your mind while on vacation!
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191
The Secrets of Great Clinical Matching
Does your intake person make great clinical matches? Consistently connecting your clinicians with their ideal clients. This episode shares tips that will benefit brand new intake coordinators AND seasoned ones. This is just one lesson of many from Therapy Intake Pro. Our industry-leading training for intake coordinators. It's packed with comprehensive training on every aspect of the intake process. Share this episode with your intake person. Empower them to turn more calls into clients. Every single day. Enjoy this content? Find more at TherapyIntakePro.com Click to listen now!
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190
How To Make Your Intakes Easy ft. Luci Carrillo
Intakes are the lifeblood of any practice. How can you optimize your intake process so you convert more callers into clients? Join me, Uriah Guilford, and my Director of Sales & Marketing, Luci, as we share some simple tips for streamlining and supercharging your intakes. Click to listen now!
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189
How To Easily Track KPIs For Your Practice ft. Tory Krone
Tracking KPIs, metrics, and data is not the most exciting part of being a practice owner! But having easy access to this information can give you huge advantages as you grow your practice. Is there an easy way to track the data you need? Find out as I chat with the founder of PracticeVital, Tory Krone, about how to automate this vital part of your practice. Click to listen now!
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188
How To Eliminate Phone Tag
Phone tag can be so frustrating! It can seem impossible to get a potential client back on the phone once they're reached out to your practice. Are there any simple, proven strategies for improving or even eliminating phone tag? Join me, Uriah Guilford, as I share with you the strategies that we've found consistently work. Click to listen now!
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ABOUT THIS SHOW
Essential listening for smart therapists. This podcast will help you get more done, so you can have more fun! Discover the best strategies to grow your practice and help more therapy clients without burning out.
HOSTED BY
Uriah Guilford, MFT
CATEGORIES
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