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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.
Therapy For Your Money
Episode 207: Missed Calls = Missed Revenue: Using AI to Convert Inquiries into Appointments
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
When inquiry volume slows down, every single call matters.
In today’s private practice landscape, you can’t afford to miss opportunities simply because you didn’t respond fast enough. Research shows that the first practice to respond often wins the client — even if they weren’t the client’s first choice.
In this episode of Therapy for Your Money, Julie sits down with Uriah Guilford of Productive Therapist to talk about how AI-powered intake tools are helping solo and group practices answer every call, respond instantly, and convert more inquiries into booked appointments.
We’re breaking down what AI can (and can’t) do, how it impacts your bottom line, and why speed might be your biggest competitive advantage in 2026.
If you’ve ever wondered whether AI belongs in your private practice, this conversation is for you.
Why You’ll Want to Tune In
- Why being “first to respond” often matters more than being the “best fit”
- How missed calls directly impact your revenue
- What an AI intake assistant actually does (and how it hands off to a human)
- The real cost comparison: human call centers vs. AI answering systems
- How solo practices and large group practices can both use AI strategically
- What happens when AI goes wrong (and how to avoid frustrating your clients)
- How faster follow-up can increase conversion rates without increasing marketing spend
Links and Resources
- Productive Therapist: https://productivetherapist.com
- Explore Simple Intake AI: https://productivetherapist.com/simpleintake/
- Subscribe on YouTube: https://www.youtube.com/@GreenOakAccounting
- Money for Therapists Practice Startup - https://www.greenoakaccounting.com/startup
- 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, Audio Mixing, and Youtube Video Production by James Marland
If this episode got you thinking about where money might be slipping through the cracks in your practice, share it with a fellow practice owner.
Because missed calls don’t just mean missed connections.
They mean missed revenue.
And every practice deserves to be profitable. 💚