How many phone calls has your practice received in the past 2 weeks?


How many people reached out in the past month looking to become a new client?

Calls Per Week

How many of those @How many total phone calls ... total calls went unanswered when they first came in?


How many of those @How many total phone calls ... total calls were from potential new clients?

Missed Calls Percentage

Inquiry Percentage

Onboarding Rate

Lost Clients

Lost Revenue New Clients

Missed Inquiries

Lost Revenue Missed Inquiries

About how many hours would you need to set aside every month to manage new client inquiry related tasks?

Weekly Intake Time

What’s your hourly/session rate?

Intake Cost

One additional client revenue

Inquiry Rate

Lost Clients Not Onboarded

Lost Revenue Not Onboarded

Additional Income Potential

Min Weekly Income

Max Weekly Income

Slow Week Underperformance

Slow Week Lost Income

Monthly Income Loss Potential

Busy Week Burnout

Busy Week Additional Income

Schedule Volatility Score

Caseload Misalignment Score (ideal higher)

Caseload Misalignment Score (avg higher)

What is the fewest number of clients you’ve seen in a week in the last 6 weeks?

What is the greatest number of clients you’ve seen in a week in the last 6 weeks?

How many hours per week do you need to comfortably keep up with all of your administrative tasks?

Admin Cost

Which of the following are a substantial source of stress for you?

On a scale of 0 to 10, how stressful are your admin responsibilities?


🧠 Diagnose the Constraints of Your Therapy Practice

Part 1 Results

How many phone calls has your practice received in the past month?

How many of those @How many phone calls has yo... total calls were from potential new clients?

In the past month, how many new clients did you onboard and schedule?

In the past month, how many people reached out across all platforms looking to become a new client?

Missed Inquiry Rate

Screening

Guilt over not responding or turning people away

Worrying I’m missing opportunities by responding too late

Explaining the same information over and over again

I actually enjoy it — it’s just time-consuming

Whenever I find a free moment — it’s not very consistent

I often forget or some slip through the cracks

I didn't respond and it might be too late to respond now

Part 2 Results

What do you personally find stressful about screening new clients?

When do you usually go about returning missed calls or replying to email inquiries?

In the past month, what was your longest response time for any Psychology Today or email inquiry?