Many mental health professionals open a private practice to help more people and make more $$$. The problem is they lack a clear plan to generate growth and attract new clients.
In this podcast we interview private practice owners and digital marketers to give you business development and marketing strategies to grow your private practice or your caseloads.
At the end of the day, we want you enjoy the freedom of having a pipeline of new clients and becoming the #1 trusted private practice in your community. Because when you build a sustainable & profitable private practice you can create a life you love!
Who is this for?
✔️ Therapists
✔️ Psychologists
✔️ Psychiatrists
✔️ Private Practice Owners
If you're in the people helping profession this podcast is for you!
all right good morning
everybody getting people
into this to the chat
stream all right we got
some viewers here great so
yeah welcome welcome
welcome welcome in a couple
things here is in the
comment section let me know
you can hear me okay and I
have a couple starter
questions to get us going
Get some of my slides ready to go.
I'm really excited about this webinar.
I probably spent... I probably spent...
20-some hours getting the
slides ready and kind of
thinking through the process.
And it's going to be a full webinar,
so lots of details are
going to be coming at you.
But you can always watch the
replay and go back over it.
That's kind of my idea is
when I like to do webinars
is to give a lot of
information and you can
always go back and watch it,
make it really practical
and straightforward for you.
So, yeah, let me know if you can hear me.
Say, I can hear you in the chat.
That would be great.
Otherwise,
I'm just talking to myself in my office.
I'll wait a few more minutes
for people to jump in since
I did start a little early today.
Other thing you can do,
let me know if you can hear me,
but put a one in the chat,
in the description,
in the comments there.
Okay, good.
Thanks, Jess.
You can put a one in the
chat if you have a newsletter.
Put a two in the chat if you
don't have a newsletter.
And as we go along,
I would love for you to put
questions into the chat.
So when I go to questions,
there's a few ready for me
to answer because I do
expect this one to go the full length.
All right.
Thanks, Anthony.
All good.
Put a one in the chat if you
have a newsletter,
two in the chat if you
don't have a newsletter,
and cue some questions up
for me along the way.
I'll wait one more minute,
and then we'll get going.
Something to fill the time
with is that it's...
It's trying to be spring here in Chicago.
It's like trying so hard.
Some of the magnolia trees are coming out.
Or plants or flowers have
started coming out of the ground.
But then it's getting cold again.
So it's going to be in the 30s and 40s.
And spring breaks right around the corner.
And I'm hoping it warms up
just enough so our kids can
just play outside a lot.
We can have some campfires at night.
So looking for some time with the family.
But man,
spring is trying to break forth in
Chicago,
and it's just struggling a little bit.
All right, so let's go ahead and jump in.
A couple housekeeping things.
So the webinar today is how
to start an email
newsletter for your private practice.
Many of you know about the
group practice scaling
summit coming up in Chicago
that I'm hosting.
It's in Oak Park.
Thank you, Anthony.
Number two.
All right.
I see that you don't have a
newsletter yet.
And OK, so, yeah,
the group practice scaling
summit is coming up.
It's for group practice owners.
I'm limiting it to 50 and
it's going to be kind of a nice, intimate,
small setting.
I like to think of it as
like a TED talk that you
can hear some great content
and then ask a lot of
questions and learn from
the wisdom of the group.
Lots of great topics.
I'm going to be talking
about three dashboard
metrics every group
practice owner needs to scale.
Alexandra Hare from Optimum Joy.
She's got a practice of 50
people working for her,
and she's going to be
talking about how to create
team culture that retains
clinicians and grows your brand.
My wife, Susan,
is going to be talking
about how to create an
in-house training program
to scale your clinical team.
And then
Nate's going to be talking
about financial numbers and
then a special guest,
Dr. Kathleen Kelly is going
to be talking about how to
offer intensives,
counseling intensives for
your private practice and
her system and how she does it.
So, uh, if you're a group practice owner,
check it out.
It's just a day and a half.
Um, this, the, um, 30 on LI.
Okay.
Um, let's see here.
Um,
Therasass, yes.
Today's webinar is sponsored by Therasass.
I'm going to show you how
Therasass can actually help
you build a newsletter too.
So stay to the end.
All right,
here we go on how to build a
newsletter for your private practice.
Here's what private practice owners want.
Practice owners want a
powerful sales funnel that
consistently provides a
steady pipeline of new
clients coming to their practice.
And a crucial component of
that sales funnel is an email newsletter.
So practice owners want a
simple and easy system to
create that newsletter that
builds a brand,
a newsletter that can build
trust at scale,
a newsletter that will
further position you as a
trusted guide with current clients,
but also with those who are
not ready to buy your services yet.
The problem is, however,
is that practice owner's
time is your time is
limited and you may be
confused on what to write about.
Maybe you're even a little
cynical about email marketing.
Maybe you're frustrated by
the technical setup of a newsletter.
Well, here's the deal.
If you don't have a newsletter,
you're missing out on a
massive opportunity for
growth and to grow your brand.
And here's why.
Here's the image I refer
back to quite often.
So people come to your
website and they have this,
they have curiosity around your services,
right?
They're asking, can you solve my problem?
And then they get into the
enlightenment stage.
If they say, yes,
I think you can solve my problem.
They're asking, can I trust you?
And you'll see here that email
and even a lead generator
can be assets to help build that trust,
okay?
So that's where they're at
in the buying stages of
your sales funnel and where
a newsletter plays an important role.
Here's some other things
that it's important why you
need to have a newsletter.
So I've heard from a lot of
course creators and 95% of
their sales of courses come from email.
Almost 100%.
40% of B2B,
so business to business marketers,
say email newsletters are
most critical to their
content marketing success.
73% of millennials prefer
communications from
businesses to come from email.
I want to show you this
other crazy statistic.
This is email marketing
revenue from 2020 to 2027.
So you'll see in 2023,
there was $10 billion from
email marketing.
Of course, this is buying stuff,
but I want you to know that
email plays an important
role in growing a business.
And they're projecting it's
only going to go up and up and up.
And it's true,
everything that I'm reading
from marketers, just everywhere,
is that email marketing is
becoming more and more important.
And here's why.
So engagement rates.
So I don't know exactly how
this study ended.
measures engagement,
but they're saying TikTok
has an engagement rate of at least 5%.
And then you have Instagram, Facebook,
and Twitter at less than 1% engagement.
That could be a, you know,
touch on an ad or, you know,
a comment or something.
There's lots of ways you can engage,
but I think the overall,
what they're saying here is
that engagement rates,
at least for the meta
platforms and Twitter are low.
However,
When it comes to email,
and this might be a little
difficult to see,
but when it comes to email,
can I zoom in here?
Yeah, there we go.
You'll see here in 2022 and
2023 that email open rates
average was about 28%.
And then what you'll see
here on click-through rates,
this red line down here, this is why.
So if there's a link inside the email,
they click on it, is you're almost at 3%,
which is important because
if you remember the last slide here,
the social media is less than 1%.
So your engagement rate goes way up.
And that's what you want.
You want people to engage
with your content.
Rand Fishkin at SparkToro argues,
he compiled a bunch of data,
and he's arguing that
Google's click-through
rates and social media
engagement has fallen.
Email has remained a marketing workhorse.
He argues that, accordingly,
that statistically,
it's better to trade 1,000
new social media followers
for one single email subscriber.
He says,
that's how lopsided the exchange is.
And this is true.
Like in my own services I
provide for my clients, like I rarely,
rarely touch social media
because it's pay to play.
You have to pay Meta and
TikTok to see your posts.
Essentially TikTok's a
little more generous on the
organic engagement,
but eventually every one of
these services, social media services,
it's going to be pay to play.
All right, so here are the stakes.
What are the stakes?
As I said in my sales funnel
webinar not too long ago,
if you don't have a sales funnel,
you're not going to grow or
you're gonna at least struggle to grow,
okay?
So here it is.
Email is an essential part
of your sales funnel,
which we talked about.
Social media is on borrowed land,
meaning if social media
changes one aspect of their
algorithm or if Google
changes an aspect of their algorithm,
You could just completely disappear.
Your stuff will not be seen.
And I've seen it happen.
You will see influencers and
other people on social media.
They're going to try to get
you over to their email address.
They're going to use social
media to then promote maybe
their lead generator or
their lead magnet to get your email.
The other thing is email is
still sacred space.
And it allows you to speak
directly to your audience.
So that's what's at stake.
It's about building your brand.
All right.
So I'm going to let you know
if you stay to the end of the webinar,
I'm going to I'm going to
show you Therasass,
how it can actually help
build your newsletter and
be your intake CRM.
But it's also I have a
really great discount where
you basically get four
months free of Therasass.
So stay to the end and I'm
going to show you that and that discount.
One more thing on your
newsletter and why this is
important is that it
positions you as an authority, right?
So you get right into the
email inbox where you can
speak to your ideal client.
It's going to demonstrate
your ability to teach.
It's going to build a
relationship with that
reader and build that trust and intimacy.
that they need to be able to
trust you to buy and
schedule an appointment with you.
It's also going to help
build a relationship with their inbox.
And what does that mean?
It's basically if you do it
right and the timing of your emails.
So if you're consistent
every day of the week or, you know,
a certain time of the week
or certain time of the month,
they're going to be
expecting that email from
you and they're going to be
expecting to hear from you.
That's the power of email.
Couple of things about me
that could be helpful.
Is that seven years ago,
my wife came home and she said,
I wanted to start my own
private practice.
And for those who know the story,
I did not have a marketing degree.
We, as you can see,
we had twin girls who were under two.
My wife was pregnant with Simeon.
I think she was seven months
pregnant with Simeon.
We lived in Chicago.
And so in order to live in Chicago,
most couples,
most families need two
family incomes to be able
to financially make it work for them.
And we couldn't live on my
salary alone with our growing family.
And so we needed to make this work.
So I went down the rabbit
hole of marketing, website building,
all the things.
And Susan said, if, if,
if I was going to launch
this private practice, she says,
I want it to be a hundred
percent private pay.
I just want to work with
kids and I need you to do
all the marketing and branding.
So that's what I did.
And creating videos and then
having a newsletter was a
major part of that.
And so here's where we are today.
My beautiful family.
And now Kid Matters,
just to kind of close that story loop,
Kid Matters has nine clinicians.
It's 100% private pay.
It's grossed a million in revenue.
And we have over 3,000 email subscribers.
And I will share one quick story.
We had some friends over a
couple weeks ago for dinner.
And we had like a two-hour
conversation with them.
They're at our house.
The kids were playing together.
It was a lot of fun.
And towards the end of the dinner,
the mom said, you know, Susan, I actually,
I've been reading your
email and watching your
videos for the past two years.
And she said they've been
incredibly helpful for her
as a parenting a young boy.
Email newsletters absolutely
work and they build your brand.
So this this is very kind friend.
She knew about Susan way
more about her because
she's been engaging with
Susan through email for the
last couple of years.
So today, seven years later,
I just saw about seven years into this.
Now I have I've launched
over seven or 12 private
practices across the
country and scaled them up.
at various capacities.
I consider myself a
full-stack marketer and a
full-stack content creator.
So I've done all the marketing things,
and I'm going to be showing
you today more about the newsletter.
My mission is to help grow, launch,
and scale 10,000 private
practices by 2030.
And I have a couple of businesses here.
Play Therapy Toolbox,
which is an e-course for play therapists.
Therasass,
which is a CRM private pay
practice for those who want to launch,
grow private pay practices.
And then brand your practice,
which is the services side of things.
And they all have an email newsletter.
They all have a lead
generator in order to
collect emails and build a
relationship with you all.
In fact,
you all came to this webinar
because of an email, most likely.
All right.
Here's the plan for the day.
The plan is we're going to
go over the four common
types of newsletters.
And then we're going to jump
into frequency, length,
and different topics that
you can talk about.
And then I'm going to do a
little bit of a live demo
building a branded newsletter.
I'm going to show you a
little bit behind the
scenes how that works.
All right,
so I'm going to just switch over
to a bigger picture here.
All right,
the four common types of
newsletter content.
And I want to say this
before I jump in one more, in my opinion,
I think private practices,
their newsletters at
minimum should be providing value,
value in a way that's
really helping potential
clients and current clients
solve a problem or a host of problems.
And I recommend that most
private practice
newsletters should be on
like 90% of them should be
educating or informing.
And there's like maybe 10%
of entertaining if you want, but really,
again,
Building that trust through
education and information
to potential clients or
your current clients is
just going to build your
brand trust like crazy.
All right, here we go.
The first kind of newsletter format,
I call this long form.
These are short stories.
They can be opinion pieces
or like letter to the editor type pieces.
They typically are just one
topic at a time.
They're not usually flashy newsletters.
It's just a bunch of text and that's okay.
And an example of this would
be a lot of people on Substack.
So
Uh, I,
I highly recommend Brandon Meeks on
Substack.
He writes about Southern
culture and it is beautiful.
I mean, the,
the brother can just write and
there's times I just cry
after reading his, his stories.
Uh, and I, I think if you're going to be,
you know, writing a lot,
then I think you need to be
reading other people who
write better than you.
And so, um, I found him, I don't know,
somebody recommended him
and I've been recommending
to a lot of people, but long form.
This isn't a,
he just writes short stories
and something about Substack.
And this is also to show how
important email newsletters are.
Substack has a 20 million
monthly active subscribers.
They hit 2 million paid subscriptions.
So I think I pay,
I think there's free content from Brandon,
but I pay like five bucks a
month because I think his
content is so valuable and
I'm learning how to be a better writer.
And I'm also just uplifted
and encouraged through his work.
Um,
there's more than 17,000 writers that
get paid on Substack and
the top 10 authors on
Substack made 25 million per year.
And just to show you that
email is not dead.
All right.
So maybe some ideas for long form,
long form ideas for
practice owners is you
could take a mental health
topic and go really deep.
So think of it as like a
very in-depth blog post.
It could be very long.
You could have images if you want.
Um,
you could also take a mental health
topic and tell a story about it.
So if you're passionate about, um,
treating trauma,
you could make a story around trauma.
Maybe it's a two or three part story, um,
and use that as part of your newsletter.
It's not common, but, um,
if you're passionate about
writing a short story
telling this could be, this could,
this could be you.
All right.
The second one is I call the launch pad.
The Launchpad email or
newsletter is really, it's a short email,
and the goal is to click on
a link that will lead to a
blog post that you wrote or
maybe it's a resource that you created.
It's mostly to get people to your website.
It could also be a resource
you're wanting to share somewhere else,
but it's very short, text-based usually.
Here's an example.
This is from Neil Patel at neilpatel.com.
Most of his emails are very,
very short and it's just
one or two links out
usually to one of his resources.
He also said,
I thought this could be
helpful for us is that,
I think I'll share this later actually,
but he did this test where
what's the length of an
email and his emails,
he finds that works well
for him is usually 99 words or less.
and that's where he gets the
most engagement,
most people clicking on his stuff.
So that's one idea is the launchpad.
So maybe for practice owners,
you could create a simple
text-based email that acts
as a launchpad to get
people to your website.
Maybe it's a blog that you've created,
or maybe it's a, hey,
we hired a new clinician,
and it goes to that, to the profile page.
All right, let's go to the next one here.
is the curated newsletter.
So this is like a digest of
news or products,
usually in a very specific industry.
There's usually multiple links to articles,
sponsors, or affiliates.
It's a very simple design.
Or it could be a highly
designed newsletter,
so lots of images and graphics.
So let me give you a couple
ideas here of what this looks like.
The Morning Brew got
hundreds of thousands of followers,
of subscribers, and what they do
is they talk about the financial news,
stock markets, businesses,
things that are related to
really just the US economy,
the world economy.
And they do it in kind of a fun way.
It's highly stylized, lots of pictures,
lots of graphics.
It's a mix of like pithy
opinion statements and then
links to their own articles
or links to articles that
are all over the internet.
They have sponsorships,
they have affiliates, it's all in there.
It's the morning brew.
So you can subscribe to them
if you want some ideas.
The other one is another
example is the free press.
And this one is particularly
their TGIF roundup.
It happens weekly on a Friday.
The morning brew is daily.
The TGIF email is every Friday.
It's a roundup from the news
that they've curated from
their website or from other websites.
It's usually very funny
opinions of what's
happening into the world.
Sometimes it's lighthearted,
sometimes it's not.
But basically their formula
is you'll see that there's like an arrow,
right?
So you have an arrow,
a bold kind of a hook
And then there's a little bit of opinion,
but you'll always see that
there's a link somewhere
inside of this paragraph.
So what does this mean for
practice owners?
Well, curate ideas for practice.
So you could start a
newsletter where you collect articles,
social posts, news, statistics,
other blogs, and you can share that,
but it's typically all
around an idea or a topic.
So it could be around anxiety.
It could be around parenting, OCD, ADHD,
something like that.
You could build a beautiful newsletter,
just curating information
from around the internet or journals or
and sharing it with your
audience that way.
So the next one I'm going to
show you is the branded,
I call this the branded email newsletter.
Highly stylized.
It's 90% focused on your
brand and products.
There's a consistent sending schedule.
And what you'll find is it's
really a combination between long form,
launchpad,
and the curated newsletter styles, okay?
There's a lot of overlap
between all three of those.
So let's jump into the
Brighter Vision example.
So many of you have a
Brighter Vision website.
I'm gonna be doing a
Brighter Vision webinar on Tuesday.
So here's their newsletter they sent out.
You'll see at the top here,
you'll see there's a branding section.
Then there's a feature blog.
Like here's, we want you to read this.
They have an upcoming.
So this is going to be, oh, look at that.
There I am.
How to position your
business as the number one
trusted private practice in
your community.
Okay.
Yeah, that is me.
There I am.
Brent Stutzman.
Reserve your spot.
And then here's other
content that they link to
on their website.
And this,
I believe this could be weekly or
semi-monthly.
All right.
So I'm going to show you a
walkthrough of mine.
So you'll see up here is...
We have the branding.
So I call it the insider
growth tips for private practice owners.
I got an image.
So I,
what I typically do is I have like a
short story or something
that links to something
that's already in the newsletter.
It's being highlighted.
But there's sort of like a little,
you know, a word from me, right?
So I'm trying to build that
relationship with my readers.
I have my sponsor,
which is the group practice
scaling summit.
And then I'll have a featured resource.
And then it continues.
I have these other called
external resources that are
called Clickworthy.
So I'll put together other
stuff that I've done,
a social post I've done,
a YouTube short I've done,
or I link out to other
resources that I found on
the internet that are helpful.
We also have this thing
called the team culture building.
So my virtual assistant, Layla,
who sends out this email every Friday,
we're a virtual office.
So every Friday we get
together on Zoom and she
asks a question around that
helps build culture in the team.
So we include that question
in our newsletter.
And then again,
another resource highlight.
So it's a pretty long email.
Towards the end,
you're going to see my face,
a couple other and say, hey,
connect with me on LinkedIn
or book a coaching call.
And I have this thing called
the superscript.
I can't remember who did this,
but this is at the very bottom,
sort of like the PS.
So if they get to the very bottom,
there's an opportunity for
you to share more information.
So I say, hey,
if you want additional resources,
Whether you're launching, growing,
or scaling, click here.
And it's just a way that
we've organized our
information on our website.
So that is my newsletter.
And you can see here how long it is.
You do not have to do this.
Let me show you another example.
Therasass is a little bit shorter.
You have the branding up here at the top,
featured resources,
which is our YouTube page.
channel and videos we've created there,
a new resource that we've created,
and then here's a little promotional,
right?
So it's a little bit shorter.
And then we have a brand.
This is one of my clients, Pivot,
and we have a very short
newsletter for them,
but you can see it's branded at the top.
We have a featured resource
and we have a superscript right there.
Very simple.
And that's sent out monthly.
All right.
So ideas for you all.
You could do something like that,
but you just got to keep it
simple and use templates to save time.
All right, so I'm going to stop there.
I'd love for someone to kind
of throw a question in here
for me in the chat if you
have a question regarding
the newsletter before I
jump into frequency, length, topics.
So if you have a question,
I don't know what the delay
is between the chat and how
long it actually takes to come through.
So have that question, pull that up.
And I'll stop once I see one.
I'll keep going,
but I'll stop once I see a
question and respond to it.
Okay, frequency.
Frequency.
So a couple of ways you can
think about frequency,
you can think of as like ad
hoc or timely.
So, for example,
if you want to have an that's not weekly,
maybe you could do
something around Mental
Health Awareness Day or
when you hire a new
clinician or if there's a
local event or a tragedy.
that's also a really great time to,
or sorry,
that's also a good time to send
out an email.
If you live in a small community,
tragedies happen all the time,
and maybe you can use your
email to bring comfort or
clarity around that situation.
I know occasionally there's
a death of a young child in
our community from sickness
or a tragic event.
And Susan will use her
newsletter to be able to
speak to that a little bit
and provide some resources on grieving,
things like that.
You can also send the yearly, you know,
deductibles are resetting.
So heads up about that.
New Year's informed consent reminder.
No EHRs.
A lot of EHRs will not allow
you to download all your or
they will not allow you to
send mass emails.
But you could download a
list of your of your EHR
from clients from your EHR and upload it.
into a newsletter and send
out a mass email saying, hey,
sign all your consent
papers for the new year.
You could highlight,
if you have a new blog post,
if you don't write every
week or every month, but you have one,
you can highlight that.
You can highlight a Twitter
post or an inspirational quote.
All right, where do we get a template,
Elaine asks.
Great question.
Most email service providers,
which we'll get to in a minute,
will have templates for you
to use or you would be able
to easily create one.
And the Therasass email
builder will do that.
And a lot of email service
providers like MailChimp
will do that for you too.
And I'll show you that in just a minute.
Good question.
All right, so should, you know,
newsletters that are
evergreen using automation.
So a lead magnet automated series,
and I'll show you this more
in detail later,
but you could have an evergreen,
meaning it's not necessarily, it's not,
Timely meaning like a current event,
but something that's evergreen,
meaning anytime you can
share this information or a
newsletter anytime during the year,
and it's going to be applicable.
So when somebody downloads a lead magnet,
they can get a series of
emails from you over the
course of a few days or a few weeks,
or it could be over the next 20 weeks,
however long you want it.
That's what an evergreen
newsletter looks like as it
relates to frequency.
Okay, let's talk about sending times,
the highly debatable sending times.
When is the best time to
send your email newsletter?
Typically, from the research I found,
Tuesday through Thursday in
the morning is when you get
your most engagement rates.
But it also depends on your audience,
and you do need to test for yourself.
Just always be testing to
see what the best time is.
You know,
my favorite newsletters actually
come on Friday and Sunday evening.
The ones that I spend time
reading that I make sure I
get to because I think the
content is great.
Fridays and Sunday evenings is for me.
For me,
I would recommend pick a time and
be consistent because you
are training your audience
how to interact with your brand.
Frequency, best time.
So this is from ConvertKit.com.
And you can see the number
of emails sent by day in 2022.
So you see Tuesday, Wednesday,
and Thursday being pretty high days.
Friday as well.
So Tuesday, Wednesday, Thursday,
and Friday is when the most
emails are sent.
So you see here Sunday,
like that could be an
opportunity for you to send
it on a Sunday because the
inboxes may not be as full.
You know, it just all depends.
You have to test it out.
I have another question from Anthony.
Some email generators abuse the inbox.
Yes, they do.
Yes, they do.
So that's why you want to be
providing valuable content
so you're not abusing
people's inboxes and people
will click on it and read it.
Let's go to the next slide here.
Oh, I got to zoom out.
There we go.
All right,
basic target metrics to be
hitting when you are
sending out a newsletter.
So you have your open rate.
So when somebody actually opens the email,
the click through rate is
when somebody actually
clicks on a link inside of it.
And the bounce rate is how
many emails don't actually make it,
but you're sending.
So they're like phony emails.
So this is the health and
wellness sector and then education.
So anything above 40% is
going to be a good open rate.
That has to do a lot with
your subject line.
So making sure it provides
enough interest for somebody to open it.
The click-through rate, it changes.
Sometimes you will have a
newsletter that doesn't
have any links in it.
Like those opinion, like the long,
the short form emails or the longer form,
they may not have any links at all.
And that's okay.
That's okay.
And a bounce rate of,
Anything between less than
1% is going to be really good for you.
So make sure you have a clean email list.
And the length, you know, the format,
long format, curated, branded,
it just depends on your
audience and your testing
of how long your email should be.
Here's that test from Neil Patel.
This is what I wanted to show you.
So he said, this is back in February.
We recently ran an A-B test
to find the perfect email length.
And here's what we learned.
Emails containing 100 to 250
words consistently got the
highest click rates above
3.5% in our experiments.
Next came emails with 99 words or less.
and emails with 250 to 500 words.
Emails over 500 words
performed the worst with
click rates under 1%.
Now you remember Neil is
just straight text.
Like this is literally his
email that he sent.
And he said he tested this with several,
like 26 different companies
in different industries.
And he just goes to show
that it's important to run
your own tests because what
works for him may not be working for you.
You know,
think about how you consume
emails and how you consume newsletters.
Do you want to be short, long?
Do you like the highly designed ones?
You know,
and also just depends on like how
you want to do it too.
All right.
As it relates to topics.
So my kind of the Venn
diagram here is like, what are the ideal,
your ideal clients problems
they're facing with?
What are you, what are they facing?
Those are some topics you can get going.
The other thing is like your
own mental health interests.
So what are you interested
in the area of mental health?
Is it neuropsychology?
Is it all this really
fantastic research that's
coming out with the brain?
Uh, is it somatic, right?
All this other research
about the mind body
connection and how people
heal from trauma.
It really has to start with
the body before you get
into the mind and all this stuff.
Um,
Could it be parenting?
Could it be something else?
I don't know.
Could it be helping veterans
recover from trauma?
Whatever your interests are
and then your ideal client
in the middle is that's
where your newsletter is going to be.
Because you want to be able
to like write about things
you're interested in, right?
It keeps you writing,
but it should be at least
addressing problems that
your ideal client is experiencing.
So there's your newsletter.
I think we talked a little
bit topics already,
but I want to share a little bit more.
So if you're a child therapist,
write about parenting or
childhood development.
If you work with trauma clients,
write or curate around that.
If you work with couples,
talk about communication and intimacy.
Maybe there's a new staff hire,
mental health awareness, testimonials,
support groups that you're starting,
mental health apps.
I'm starting to work on a
really big blog post right
now on AI tools for private
practice owners.
This stuff's coming out all the time.
Maybe there's a Q&A session.
You know,
if you have a lot of common
questions that people are
asking you in session,
you could use those to
write or you could ask
people to write in their
questions and you can answer them.
Maybe you can curate the
best mental health books
for kids or for adults or
for relationships.
People love people love book
recommendations.
You will get a lot of
engagement from that.
All right,
so the action item here is just start.
Maybe just pick the third
Wednesday of every month to
send out an email to your newsletter,
to your subscribers.
All right,
so now I'm going to be talking a
little bit how to build
your own email list and newsletter.
So I'm going to get a drink of water here,
but I'd love for you to ask
another question.
Just put it in the chat.
If you have a question,
I'd love to answer that.
And if I have a little queue in there,
that's gonna be helpful too.
I can answer a bunch at once.
So now we're gonna be
talking about like how to
build your own email list and newsletter.
It's starting to get more practical.
So we're going to be going
through is how like how to
choose an email service provider.
We talked about opt in and
consent and we're going to
talk about contacts.
OK,
that's kind of where we're at for that.
We're at for the next session or section.
All right,
let's talk about email service providers.
OK, we're talking ConvertKit, HubSpot,
ActiveCampaign, MailerLite, MailChimp,
and also adding Therassass
there on the bottom right.
Now, what these will provide,
and this is going back to
Elaine's question,
they're going to provide
you with a template builder,
an email news builder that you can use.
They're also going to be
setting you up with a sending domain.
They most likely will
connect your website domain.
Let's just say brandyourpractice.com.
This is what, or like Theris asks,
you know,
I'm going to have a separate
email domain.
It'll be like a subdomain, like Theris.
Let's just say like
replies.therasass.com or
go.therasass.com or
MailerLite will set this up.
It will kind of use your email,
your domain as like a masking,
but underneath there's a
subdomain going on.
And that's to help with
sending rates and making
sure that Google and others
will trust your newsletter
as a safe newsletter.
They will also probably act as a mini CRM.
So this is a client
relationship management tool.
So manage all those contacts.
There's going to probably be different,
depending on the plan,
there's going to be
different automations built in.
The other thing that's going
to be important to consider
is HIPAA compliance.
So if you are going to have
patient emails in there and PHI,
then you're going to want a
HIPAA compliant option.
You just have to look and
see which ones offer that.
I think ActiveCampaign does.
We do at TheraSAS,
we are HIPAA compliant as well.
All right.
So there's that.
Let's keep going.
All right.
Let's talk about opt-in consent.
So opt-in can generally be
defined as a situation
where contacts themselves
submit their email address
to an organization and have
the expectation that
they'll receive marketing
emails as a result.
Okay.
So you want consent email
providers are cracking down
on this even more.
And so what does that look like?
So this is actually a form from Therasas.
I'll zoom in a little bit here.
It says,
I understand the use of email and
SMS text messages are
inherently insecure and
thus pose a risk to the
security and
confidentiality of my
protected health information.
And I consent to Kim Matters therapist.
This is really just that.
That part is just to cover you.
But Kid Matters therapists
or staff communicate with
me via email or text message.
So I consent to that and
they have to click on that box.
So when they consent, then they're saying,
hey, you can send me messages.
They can always unsubscribe if they want.
Here's another example is you'll see here.
Let me scroll down a little bit.
is this is built on TheraSAS as well,
but you'll see a lot of forms like this.
So that get free access,
this is like consent.
Send me emails with that information,
with this helpful tool, okay?
Okay, so how do we build your email list?
So, for example, with Therasass,
I recommend people having a
button on there like that
will that inform consent,
but also you could say,
would you like to receive
our best mental health
advice through email?
And from the very beginning
of the intake form of the
client lead filling that out,
they're not even a client yet.
They're just raising their hand saying,
I'm interested in services.
You can say, hey,
would you be willing to
allow me to send you some
emails more about our
practice and offerings?
And there you go.
You can start building it.
Even if they don't become a client,
you can start building that
relationship with them.
You could use a lead magnet,
which I'll show some examples.
I'm going to be doing
another webinar on purely
just lead magnets,
ideas that you could use.
But a lead magnet is helpful
and you get consent just
like that last image I showed you.
Or you could also download
your EHR contacts if you want,
because they've already
most likely they've already
consented for you to
communicate with them
through the EHR and email.
And so you can send them
helpful information in your newsletter,
too.
All right.
Because you've waited.
Uh, thank you for waiting so far thus far.
So the bonus is 40% off Therasass.
We're running a March special right now.
The code is March 40,
and that gets you basically
four months free of Therasass.
And why this, why Therasass, I like, uh,
Therasass is because it really combines,
it can combine your intake CRM.
So you can quickly qualify
people who are raising
their hands for services.
You can quickly qualify them,
communicate with them,
see if they're a good fit.
And then they can move into
your EHR if they do become a client.
But you could also build
lead form magnets or lead
magnet forms and design
emails and send emails from Therasas.
So it really combines them
into two and then you can
integrate them so easily,
especially with that checkbox.
And we are HIPAA compliant.
And HIPAA verified.
All right, so let's,
I don't see any questions.
So I'm going to move right into the demo.
So what that means is I need
to reshare a different part of my screen.
I think it's this one here.
Okay,
so I'm gonna look over here on my
other screen for this demo.
So this is the Athera SaaS email builder,
and this is gonna look very
similar to a lot of other
email service providers as well.
Don't worry about this.
These are just instructions that I provide,
say how to use this and how
to update it and test
before sending the contacts.
But you'll see here,
you can put your logo right here.
This is a simple drag and drop builder.
So you can just move things
around real easily.
What I like about this here
is we talk about building trust at scale.
This is a custom field that
will just pull the first
name inside of TheraSaaS and say, hello,
you know, let's say, hello, Brent.
And then you can write a
little section here, a brief introduction,
and then you can sign off.
And then you have different
sections you can easily design.
Welcome a new team member,
or here's some other helpful resources.
Check these out.
So you can design a really
beautiful email.
And there's a lot of just
custom elements that you
can drag and drop in here,
call to action buttons, things like that.
OK, so yes, I can actually show this.
I forgot this.
Does their SaaS have
templates for other kinds of providers?
Uh, I am a speech and language,
but I don't have like, you could just,
you can customize this however you want.
So I, you know,
there's assets primarily of therapists,
but you can, you know, uh, you can, uh,
easily use this and
customize it for yourself
for speech and language
pathology for your services.
It's all very simple.
And I use this for a lot of my clients.
I just use a template and
redesign it for them real
quick because there's a template.
Now that you have a template,
you can send campaigns for it.
yeah the code the code again
let me set up let me throw
up my banner here there we
go I'm trying to learn the
stream yard a little bit
better so thank you uh for
asking that question
anthony I think that was anthony
Yes.
All right.
So let's go to the next one here.
So here's another example of
an email builder.
So when new clients submit, say, hey,
I'm interested in an appointment.
You can use a template like this and say,
hey, you know,
what is play therapy and
how can my child carries it
as a play therapist?
And also here,
I want you to meet the rest
of my play therapists as well.
So just another example of a
branded newsletter that you can use.
All right.
So now we're going to talk a
little bit about the form
and the consent.
Okay.
So this is a inside their
SAS and other email builders.
You're going to,
you're going to be able to
build a form on the backend
and then you're going to be
able to embed it on your website.
So this is what this looks like.
I'm going to put this link
on it in case you guys are interested.
This is a lead generator.
So this is the intake course
that I've created.
And you can just experience
that and funnel hack it if you want.
Reverse engineer it for your own practice,
how it goes.
But this is the consent right here.
Get free instant access.
Name and email address.
But it all starts with the form.
Also here,
this is a TheraSAS form that a comment,
this is a template that all
practice owners who use
TheraSAS get this form to
help qualify and communicate,
at least quickly qualify leads.
I think it's helpful.
You'll see right here,
how would you like to
receive our best mental
health advice sent to your email?
We got consent here and we
also have consent here to
email and then also to text message them.
But I also thought this is really,
this is great to,
how did you hear about us?
And you can capture referral
sources right off the top,
which is really helpful for
your marketing.
So this is how you get
consent to be able to send
emails to them.
I think that's really important.
There's a lot of people who don't get,
I get emails all the time.
I was like,
I never signed up for this email address.
I must've been on some list.
And then I hit the spam button.
All right,
let's get to the automation side
because this is where it's
really important because
you are busy practice
owners and you don't have
time to do all this.
So let me take you,
this is the backend of
Therasass and the automation builder.
So every automation is
kicked off when somebody
fills out the form that's
here for the how to convert
calls in the clients.
That's the trigger for the automation.
And then I'm going to get an
email that says, Hey,
somebody signed up for your
free calls into clients email course.
Right?
So that email goes to me.
Some other things happen on the backend.
I'll,
I'll hit them with a tag
that says this person
downloaded the course so I
can easily search them in
my CRM inside their SAS.
And then what I'm going to
do is they are then going
to get a series of emails from me.
So they're going to get the
first email right away.
I'm going to be using a
template right here.
The subject is you made a great decision.
I feel like I'm going to put a,
I'm going to put an
exclamation point there.
I'm going to hit save.
Make sure that goes.
All right, so that's the subject line.
Let me show you what that
email template looks like.
So I created this template right here.
You see the branded right here.
Let them know they're in the right place.
And I'm going to share with
them all the things that
they're going to be getting
from this email course and
bonus training and some
other teaching here.
The five essential qualities
of an intake coordinator.
So that's what they get.
This is the first email that they get.
And then there's a wait step.
They're going to wait a day
and then you're going to
get email number two.
I'm going to wait another day.
Email number three.
And you'll also see here
that there's people inside
of the funnel right now.
These are live happening.
So this person's on a wait step.
I'm going to click on this
so you can see the different email rates.
So 100% have been delivered.
81% have been open.
That's the open rate.
So that's a really high open rate.
And 18% have clicked into it.
Look, I even got some replies in there.
So that's good.
0% bounce rate.
So you can see all the
different statistics about
this right here.
You might be able to dive in even more.
So, okay.
So that is the automation behind that.
And this is how you build trust at scale.
You have an email newsletter
that helps solve a
particular problem or a
series of problems for your ideal client.
You're building that trust
and it's all automated.
So what I've done,
is when somebody submits a
new client appointment form
using their SaaS,
what I'll do then is set in
an automation email where
they get like a welcome email
And then they might get
another email that says, you know,
that might pull in a few Google reviews.
It could also then say,
here's a couple of
resources from our website.
That might be email number three,
because they're most likely
not gonna be scheduled right away.
There might be a little bit
of a wait in between.
So that's where, you know,
that's just the beginning
of how to use automation.
If you have a lead
generating PDF or a lead magnet,
you can even build it longer.
You can build a 50 day email
list or newsletter if you
want and use automation.
So that is a little bit
about newsletters and how
you can start one for your
own private practice.
Let me go back to answer any questions.
So yeah, if you have any questions,
please put that in there.
I'll put the code back up
here for Therasass.
I will also do this here.
I'll put the code in it.
So it's March 40.
I'll also go to TheraSass.com for you.
If you click on the Get TheraSass,
schedule a demo call with
me and see if we're a good fit.
I am on spring break next week.
So it might have to be a
week for the following week in April.
And then I can send you a...
Actually,
that doesn't make sense to have that.
If you're just totally
convinced that Therasass is for you,
let me share that link.
You can also shoot me an email.
It's brent at therasass.com.
But I'll send you a link as well.
If you're like, yes, sign me up.
I want that March discount right away.
So make sure you only choose one.
I'll put that link right in there.
Let's say you're the essentials.
A lot of people use the essentials.
March 40.
That will work for you.
Okay?
So that's how you do that.
Let me know questions in the chat.
Shoot me some questions if you'd like.
I'll go back to this right here.
trying to think if there's
other common questions as
the questions are coming in.
Thanks Brent.
Yep.
You're welcome.
Elaine.
This is usually the last
step in the sales funnel.
That's the most hard,
like the most difficult to
pull off because it takes
your time and attention.
And I know you're really busy.
This is where you have to be
so intentional.
And you,
if you talk to anyone who does
marketing like myself,
they're going to say they
wish they started their
email newsletters sooner.
And it's the same with me.
I didn't start it for a couple years ago.
And I started using lead generators,
so checklists and things like that.
People love checklists.
I'll be talking about this
in another webinar on what
kind of lead generators can you make.
But people love checklists.
And you will be surprised
how fast your email will grow.
And the thing is you need this asset.
So let's say, you know, sometimes,
you know,
intakes at the beginning of
March just like completely
slowed down for a lot of my clients.
Everyone on spring break, it seems like.
And so not a lot of intakes coming in.
That's an opportunity to send an email.
Say, hey, you know,
you came back from you came
back from spring break.
Maybe you spent time with
your family and you're even
more confused now and maybe
you need some counseling.
You know, we have some,
we have appointments available this week.
If you are interested, you know, whatever,
any,
any reason why you need to
communicate kind of in a
more sales pitch.
Hey, we got a new clinician.
She's fantastic with kids.
We'd love for you to schedule appointment.
If you haven't done yet,
click here to schedule.
Anytime you need to be able to communicate,
you have a direct access to
that ideal client, to your client leads,
those who aren't clients yet,
and those who are clients.
You can talk to them.
You don't have to compete on
social media for their attention.
You have a direct access to their email.
So that's why it's so important.
That's why it's so important
to have an email address or
to have a newsletter.
All right,
so I have not seen any extra
questions that have come in,
but thank you for jumping
into this webinar with me.
I'm going to end here in just a minute.
and jump on to the private
pay practice monthly implementation call.
So I'm going to speak to
some practice owners over there.
Thank you so much again for
joining me for the webinar.
And you will get an email
about the replay shortly once it's done.
And I look forward to seeing
you all on the next webinar.
And I believe that will be
next month on a Thursday,
probably the second Thursday.
And we're going to be talking about...
different lead generators
that you can create lead magnets to,
to start building your
email list even quicker.
All right.
Thank you all for joining.
And I will talk to you later.