2019 has been an incredible year of professional growth. My practice has grown exponentially – a good, no make that – great problem to have – but when you are a sole practitioner, too much growth too fast can bring some pretty big growing pains.
This year I was finding myself more and more drowning in the weeds. As a sole practitioner, I’m the one scheduling, re-scheduling, following-up on emails, answering the phone and doing consults, marketing, networking, working odd and crazy hours and doing all the things that keep my practice up and running.
But did I mention the errors I was making? Like, having the receptionist text me saying “Your 4:00 is here.” And then: “Oh, and your other 4:00 is here.” Or telling a client I’d email them something and then completely forgetting to do it until three days later I’d get an email saying, “sorry to bug you, but can you send me that thing we talked about in session?”
Yikes.
Full disclosure: last month, I made a huge appointment screw-up and lost a great new client – she was super-mad and I don’t blame her one bit. But instead of beating myself up (which I admittedly did for a full afternoon), I knew something had to change. And fast.
After whining and crying about my life to a trusty mentor, she suggested I hire a business coach.
I’m in a women’s entrepreneurial networking group that meets monthly here in San Antonio, and a woman in that group recently launched her own coaching business. Her name is Robin and since we already had an established relationship, I knew that she’d be up for the task of looking at my business practices and helping me tweak where needed.
And to help me get my business shit together.
Off the bat, she told me this: you’ve got to get your calendar under control. It has to be automated. No more excuses, just get it done. I use Google calendar, but it only sent appointment reminders to me, so if I was off (or if my client input a wrong date), there was no check or balance system in place. I’m currently in the process of using a new calendar system through www.therapynotes.com and it’s already a game-changer, sending automated appointment reminders and confirmations (which yours truly was doing, sporadically at best, and obviously not doing it well). Eventually a link will be added to my website so clients can schedule or re-schedule themselves 24/7 without my direct involvement.
Another problem was my crazy schedule. Most days I work 8-8 with a few breaks in the day but my schedule was killing me. I also began adding 7:00 a.m. appointments to accommodate my busy business executives. I was never home to eat dinner with my family and when I was walking through the door at 8:30 or 9:00, I was certainly not my best self. Robin told me to allocate, at most, one or two nights a week for late appointments for my “grandfathered” clients, but offer only daytime hours to any new clients.
Robin is coaching me on other aspects of my business and helping me plan and strategize for future goals (stay tuned!!) that I’ve been too overwhelmed to think about, much less implement. She is helping me narrow my focus as well as develop a timeline/schedule of action-steps and realistic deadlines (which this procrastinator desperately needs).
So my advice to any fellow practitioners, or small business owners struggling with either growing your business or simply keeping up with your current pace is this: getchu a business coach, and getchu one now. It is an invaluable investment in your business and yourself. My only wish is that I’d done it sooner!
I started writing this “Private Practice Chronicles” series two years ago when I opened my practice. It was a way for me to write about the ups, downs and everything in-between. My chronicles of PP have been some of my most-read blogs, and it’s been fun for me to re-read them to see how far I’ve come in a relatively short period of time.
I’ve written about my mistakes here and here. Looking back over the last two years, though….well, I know I’ve made mistakes but, dang, I’ve also done a lot of things right. So today, I’m sharing six things I feel I’ve done well:
- I don’t try to solve everyone’s problems – When I first started out, I felt immense pressure to fix everyone and everything that walked through the door. That’s what a good counselor does, right? WRONG. I know here are some things that are simply not fixable. The only thing that can change is the level of acceptance in the client, and my job is to help them get there anyway I can.
- I set boundaries – Of course, I’m admittedly still a work in progress on this one, but I’m getting much, much better. I’m not answering every email or phone call or text that comes through on the weekends (or all hours, for that matter), and I end my last appointment of the day at 7:00 p.m. (I used to take 9:00 pm appointments, even on a Friday)!
- I keep the hustle up – Just because your practice starts taking off doesn’t mean you can sit back and rest on your laurels. I am constantly marketing myself and thinking of new ways to get new business in the door.
- I screw up – and own it. Double-booked clients? Been there. Called a client by another client’s name? Done that. Completely forgot about a business meeting I set up with someone I admire who squeezed me into his busy schedule? Yup, that’s me. I’m a human being. I’m imperfect. I never make excuses for my mistakes, I can only own them, apologize, then do my damndest not to repeat them.
- I stick to my guns – People told me to take insurance (I don’t). People told me to see everyone that walks through me door to grow my business (I don’t). People told me to take on a partner (I haven’t). People advised me to take on business contracts that, while lucrative…..would be the only reason why I was doing it. People told me to do lots of thing that, in my gut, I knew weren’t right for me or my business. It’s your practice, to run your way – not anyone else’s.
- Listen to others – Contrary to my previous point, there have been times where I have sought out advice from older and more experienced clinicians in private practice. Something a colleague said to me has resonated with me since my early days. We were talking about marketing and he told me he doesn’t spend a lot of time or money on it. Why not? I asked him, almost incredulous at his answer. He said this: “I spend my time reading and learning and just trying to be the best therapist I can be for my clients, and when I do that, I find that my business grows itself.” He has a successful practice, and this statement of his is true on many levels.
So there you have it, the six things I’ve done well. I’d love to hear from you and what you do well in your practice. Keep going and keep growing.
I’m a year-and-a-half into owning my private practice (woot, woot!!). I wrote a blog back in June about my first set of Rookie Mistakes, and now I’m back to share Part Two of a few things I’ve learned the hard way.
I know in retrospect when I read these they seem so obvious…like, DUH-obvious……but the fact of the matter is these things are easy to overlook when you’re flying solo.
So here are five more Rookie Mistakes for you to avoid if/when you are thinking of opening your own private practice:
1) Keep your Forms Updated – Then Update some More – I had an emergency contact space on my original form…..oh wait, no I didn’t!!! I mean, can you believe I did that? How did I discover this huge oversight? When I had a client in a really bad situation contact me and I needed to get in touch with a family member. Only when I pulled his file did I realize this horrible mistake. I now get at LEAST one emergency contact name and number per client. And I’m constantly updating my forms to add other crucial info (pregnancies, miscarriages, etc.)
2) RUN the Credit Card your Clients give you to Keep on File – One of my business practices includes keeping a client’s credit card on file to charge future appointments (or no-shows and less than 24-hour’s notice of cancellation). I have a form where clients voluntarily fill in their Credit Card info, then I manually run them at the end of the day. Oh, how naive I was to think they were writing down the correct number!!!! This is especially crucial for a cash-pay only business. Run that card with them in the office first to ensure it is a valid card.
3) Don’t Scrimp on Office Space – My first office space didn’t have a window, because, quite frankly, I didn’t have any clients and a window seemed like an unneccessary luxury. My practice grew quickly, and soon my tiny windowless office just wasn’t adequate for my clients – or myself. Upgrading to an office with a window makes all the difference in the world. So get the best office space you can (even if it means you have to hustle extra). I chose a secure building in a nice area with a shared receptionist and coffee/tea service included. It’s a nice space for my clients, who are spending their hard-earned money to come and see me. And now they have a window!!!
4) Wasting Precious Advertising Dollars – When you start out, everyone and their brother is going to call you (and call on you) to advertise with them. I have a marketing background, so I know the value of advertising and I needed to grow my business. One of the worst investments I made was buying a very expensive print ad in a local paper. I didn’t receive one call or email from that ad, and I think I’m the only person that saw it. My dollars would have been better spent on online advertising, where I receive the most return on my investment.
5) Not Setting Personal Boundaries – Starting a business is a 24/7 venture. It’s not a 9-5, Monday through Friday job. You must feed it constantly, or it simply won’t grow. But here was my problem: You want a 7:00 a.m. slot? Yes. You want an 8:00 Saturday morning slot? Yes. You need to text me at 10:00 at night? Yes. You need an 8:00 pm slot? Yes. Answer my business line at 10:00 a.m or 10:00 p.m. on Sunday? Yes. Pretty soon all of these “Yeses” were taking a personal toll, on both myself and my family. I’m still working hard on this one, but I’m setting more limits starting with phone and email activity, and I have a hard and fast last 7:00 p.m. appointment during the week.
My mistakes are and have been an amazing way for me to learn and grow, both personally and professionally. What are your (if any) rookie mistakes? I’d love to hear about them, how you discovered them, and how you handled them.
The holidays are approaching, and maybe you’re thinking of gifts to get yourself or your small business.
While I found I didn’t need much to get my practice up and running, these are some things that I have found invaluable for keeping my business running smoothly and efficiently :
Line2 – When I was setting up my practice, I was going to buy a completely separate phone, and didn’t want the a huge expense. When asked a few other clinicians how they handled their business line, a trusted mentor told me about the Line2 app. It costs 9.99 a month (10.81 with tax), and completely interfaces with my iPhone. It has the calling and texting features I need, and when it rings it comes through the app so I know it’s a work-related call. The only drawback is that sometimes it “acts up” and there is a delay in texts. Other than that, it’s easy to use and I love love love it. So I have one phone but it functions as two.
Bluehost – My website is hosted there. They are reasonable for hosting fees ($12.00 per month) and customer support is available 24/7 if there are problems.
Gmail – It’s just the best email system out there. Nothing else to say here.
Google Calendar – I keep all appointments in a Google calendar. It took a little time for me to get used to using it, but now I – and my business – couldn’t survive without it. I also sublease my office for a few hours a week, and my calendar is shared so my officemate and I can book appointments around each other’s schedule.
Quickbooks – My CPA will be so happy with me at tax time! I love the ease of Quickbooks for tracking all of my income and expenses. They have a cool mileage feature as well as an easy way to upload any business-related receipts.
Square – I use this for my credit card )processing. There are admittedly a lot of features I don’t use (like appointment reminders but the reports are awesome and it’s really user-friendly. I did have to order another chip reader this year (mine conked out , of course, just after the 1-year warranty) and since I’m cash-pay, most of my transactions are done through credit card.
Vsee – This is a HIPPA-compliant platform that I use for distance counseling. It can be used for both calls or for video conferencing. I currently am utilizing this more frequently with clients that don’t live in San Antonio. It’s a great option for people that have transportation issues, or feel more comfortable in their own home. Best of all….it’s free!!!
I’m always seeking ways to improve and be more efficient at work. What are your Favorite Business things? I’d love to hear.
It’s been exactly one year – today – since my first paying client walked through my private practice office door and sat on the couch. It’s been a great year, and I’ve been doing a ton of reflecting on the past 12 months. There are things I’ve done right, many I’ve done wrong and just about everything in between.
I’ve loved writing about my experience in my “Private Practice Chronicles” series, and due to the positive feedback I’ve received, I plan to continue to write about the things I learn in the upcoming year.
For this anniversary post, I’m sharing a few thoughts on my past year, and the most important things I’ve learned:
You Can’t Network Too Much – My daughter is a competitive baton twirler, and when she complains about practice time, I always remind her that no one has ever gone to a competition and said, “I practiced too much.” But the opposite is certainly true. The same goes for business networking – you can’t do “too much” of it! My networking has been an important and crucial part of growing my practice. The coffees, lunches, tours, emails, cold calls and meetings have been invaluable for making new contacts in my industry – as well as referrals.
Trust the Process – When I graduated from my Master’s, one of my favorite professors gave me a bookmark and wrote this phrase on the back. I didn’t quite understand what she meant at the time, but now I do. Therapy is a process. Owning a business is a process. There are ups and downs, and quite honestly, some days are better than others. Mistakes are made, but you learn from them and move on. But you must trust the process, and each and every lesson it teaches.
Diversify – Besides my private practice, I also write this blog, contract with a local opioid clinic and write and handle social media for other therapists. I am also working on a few other collaborative therapy-related business ventures. Don’t pigeon-hole yourself into only seeing clients in your clinic in case there is a slow month (and there will be slow months!) Have other options – and other revenue sources.
Enjoy Yourself – opening up your own business is scary, and there are lots of unknowns. There’s no steady paycheck, paid vacation time, insurance benefits or matching 401(k). There were times in the past year when my phone was silent and my clinic was empty, and other weeks where I couldn’t keep up with the demand. Through it all, I’ve enjoyed every minute of it and am excited and energized to see where my business goes -and grows – in the upcoming years. I love what I do, and the best feeling in the world is when a client tells me how much I’ve helped them or changed their life.
I can’t imagine going back to work for someone else again after taking the plunge and venturing out on my own. It was a long and thought-out decision, and one I’m happy I made. I find it an honor and a privilege to work with my clients. I love meeting and connecting with new people in my industry. Every day I walk into my cozy office and I can’t believe I get to do what I do for a living. I’ve never been more energized or excited about my work.
Happy Anniversary to me, and hopefully, many, many more!
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