How Counseling Practices Can Get More Clients & Book More Appointments in 2026
Free Live Training for Therapists & Private Practice Owners
Learn how to get found by more prospective clients, turn inquiries into appointments, and use websites, CRM tools, and automation with client privacy in mind.
Choose Your Live Session
Tuesday, October 20 at 1:00 PM Central
OR
Thursday, October 22 at 1:00 PM Central
Free Online Training • Counseling Practices Only • Live Q&A
What You’ll Learn
Get Found on Google
Learn how prospective clients find counselors through Google Search and Google Maps, and how your website, Google Business Profile, service pages, and local SEO affect your visibility.
We’ll discuss how to show up for searches related to your specialties, such as anxiety therapy, couples counseling, trauma therapy, or child counseling.
Get Found in AI Search
Prospective clients are using tools like ChatGPT and other AI search experiences to research therapy options. We’ll explain how to make your practice’s specialties, clinician profiles, locations, and services easier to understand across traditional and AI search.
Turn More Website Visitors Into Appointments
Getting traffic is only part of the process. We’ll break down the prospective client journey:
Searches for Help → Finds Your Practice → Visits Your Website → Reaches Out → Books → Attends → Begins Care
Learn where inquiries are commonly lost and how to make contacting your practice feel simple, clear, and welcoming.
Build a Website That Earns Trust and Handles Inquiries Carefully
Your website should help visitors understand who you serve, what to expect, and how to take the next step. It also needs a thoughtful approach to the information people share.
We’ll cover:
- Clear specialty and clinician pages
- Consultation and intake calls to action
- Contact forms that ask only for appropriate information
- Scheduling and inquiry workflows
- Questions to ask about website tools, analytics, and tracking
Use a CRM to Keep Inquiries Organized
A CRM can help your team respond promptly and see which prospective clients still need a follow-up. For a counseling practice, the setup and use of that system matter as much as its features.
We’ll discuss how to evaluate a CRM for handling sensitive information, including vendor agreements, access permissions, connected tools, and the way information moves between forms, messages, and your team.
Use AI Chat and Voice With Appropriate Boundaries
See how chat and voice tools can help answer general questions and capture inquiries when your team is busy or the office is closed.
We’ll discuss how to use these tools to provide basic practice information, help visitors request an appointment, and route questions to a person when clinical judgment, urgent support, or sensitive details are involved.
Improve Communications and Follow-Up
We’ll show how a thoughtful workflow can help your practice respond without relying on someone to remember every message:
New Inquiry Follow-Up
Respond when someone reaches out but has not scheduled.
Appointment Confirmations and Reminders
Keep clients informed about their upcoming appointments through appropriate channels.
Missed Call Follow-Up
Give callers a clear way to reconnect when your team cannot answer.
Referral Follow-Up
Track inquiries from physicians, schools, and other referral sources.
Careful Marketing Communications
Understand why newsletters, promotions, testimonials, and outreach to current or former clients may require a different review from routine appointment communications.
Build a Modern Counseling Practice Growth System
GET FOUND
Google + Google Maps + SEO + AI Search
↓
BUILD TRUST
Website + Specialty Pages + Clinician Profiles
↓
CAPTURE INQUIRIES
Phone + Forms + Appropriate Chat
↓
BOOK
Consultation Requests + Scheduling
↓
FOLLOW UP
Missed Calls + Unscheduled Inquiries + Reminders
↓
PROTECT PRIVACY
Thoughtful Workflows + Vendor Review + Team Access Controls
Make Privacy Part of Your Marketing System
A counseling practice may use several connected tools: a website, forms, analytics, advertising platforms, CRM, email, SMS, scheduling, live chat, and AI. We’ll discuss how to review the full path information takes through those tools.
We’ll cover questions to ask about protected health information, Business Associate Agreements where applicable, website tracking, permissions, and the difference between routine client communications and marketing messages.
This training is educational and is not legal or compliance advice. No software purchase alone makes a practice HIPAA compliant; the vendor, configuration, connected tools, and actual workflow all need to be evaluated.
Bonus: Complimentary Counseling Practice Growth & Automation Review
At the end of the training, participating practices can request a complimentary review of their current system.
We’ll look at areas such as:
Google Visibility • AI Search Visibility • Website Clarity • Inquiry Conversion • Booking • Missed Calls • CRM Follow-Up • Communication Workflows • Privacy Considerations
We’ll identify where prospective clients may be dropping off and what we’d prioritize improving.
Who Should Attend?
This training is designed for LPCs, LMFTs, LCSWs, psychologists, solo practitioners, group practice owners, practice managers, and counseling teams who want to reach more of the right prospective clients and improve how inquiries are handled.
About JP Marketing
JP Marketing has worked with 50+ clinics, helping practices improve their online visibility, generate inquiries, and connect prospective clients with their teams.
Tuesday, October 20 or Thursday, October 22 at 1:00 PM Central