Skills and Checklists for a Thriving Practice

Sep
9:00am
Skills and Checklists for a Thriving Practice

By Tracy
Unlisted
You deserve a thriving practice filled with clients who trust you and value homeopathy.

As homeopaths, we have a tendency to undervalue our time and energy because we want to help people.

We can also find it hard to set boundaries, which undermines our own well-being and peace of mind.

Does this sound familiar?
When I started training as a homeopath I thought that everyone I worked with would feel the same way about homeopathy as me.

I thought if I just share how much it had helped me, that would be enough to 'convert' people and soon I would have a thriving practice.

I took it for granted that my clients would trust me, respect my boundaries, and see their homeopathy treatment as an ongoing process.

I found the reality of my first few years in practice to be quite different.

Client management issues when I started out:
it wasn't easy to find people interested in homeopathy
often people would only come once or twice and I didn't know why
rearrangements and cancellations were stressful
I wasn't earning as much as I hoped from my new career
everything was much harder than I thought it would be
Client management issues when I got busy:
I had lots of discovery calls but not everyone would book
increased emails and messages were time-consuming
my boundaries could get pushed by long-term clients
I was earning more but felt under pressure to maintain it
work-life balance for myself was an ongoing challenge
Client management or client retention, or both?

In this webinar, I hope to make your journey easier by sharing what I've learned, whether you are just starting out or more established and refining your practice.

As my practice has evolved, my client management has been through 3 phases of growth, each building on the other.
Initially, I focused on avoiding cancellations and keeping people coming back.
Later, I focused on systems for payments and communication to support my work-life balance.
Now, I focus on attracting and retaining ideal clients and letting go of the rest.
Some of the things I've learned on my journey:
6 client archetypes that help me adapt my communication
4 client behaviour types that help me predict situations
strategies to manage people with anxiety/neurodiversity
what needs to be on the FAQ page
what needs to be on the Consent form
questions to ask during the Discovery Call
importance of 'red flags' and when to refer on
ethical 'grey areas' to avoid
what to say to clients who are new to homeopathy
what to say to clients who have tried homeopathy before
how to structure the first appointment
how to structure a follow-up
when to offer a check-in call
what to do when there is a 'plateau'
how to use email to communicate well
how to handle rearrangements and cancellations
how to handle late payments
when to offer discounts or packages
Webinar content
1. Managing homeopathy appointments
Intake process, systems and templates
Red flags and grey areas
What to say in the Discovery Call
Strategies to manage expectations
2. Client retention strategies
Identify and understand archetypes
When to offer discounts or packages
How to respond to cancellations etc.
The role of reflection and intuition
3. Encouraging ideal clients
How to identify your ideal client archetypes
How to encourage and attract more ideal clients
System templates to keep track of clients
Email templates for staying in touch
The last session of the webinar includes time for your questions and discussion. I know that client management raises a lot of questions so I am committed to giving time to address all of them!

I'm excited to teach on this topic as I believe it is important for homeopaths to be able to help people without undermining their own time and energy.

We offer and give a valuable service and we deserve to work with people who trust us and value homeopathy.

There is a clear set of notes available in advance for printing.

This includes templates, examples of emails and forms for the systems I share with you.

Friday 29th September, 2023
10am - 2pm

£50 

Join live, or watch on replay.

If you have any questions, please email:
[email protected]
hosted by
Tracy