Episode 127: Why your intake coordinator should be a sales person Part 1 (with Sarah Riley) Artwork

Therapy For Your Money

Welcome to Therapy for your Money, a podcast about all things money and finance for private practice owners! If you are ready to feel confident and in-control of your financial life, then you are in the right spot. Therapy for our Money is hosted by Julie Herres, the CEO and Founder of GreenOak Accounting. She and her firm specialize in working with private practice owners across the United States, and have assisted hundreds of private practices with increasing their financial stability and profitability. She is on a mission to share her best practices she's learned along the way through her successful career as an accountant, discusses financial topics with a wide variety of guests, and help her listeners make data driven decisions to help their businesses.

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Therapy For Your Money

Episode 127: Why your intake coordinator should be a sales person Part 1 (with Sarah Riley)

February 02, 2024 • Season 4 • Episode 127

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