On this Episode of PsychBiz, Howard and I are talking about How to get on Third Party Payer Panels, Managed Care Panels. We share insights on: How to get on Managed Care Panels Steps that you need to take in order to get on as an in-network therapist with managed care companies What does the word credentialing means? We hope you find this episode i…

On this Episode of PsychBiz, Howard and I are talking about Managed Care services. We share insights on: The value of Managed Care What are the pros and cons of Managed Care Three different main models of Managed Care We hope you find this episode insightful and inspiring. If you do, please consider subscribing, leaving a review or a comment.…

On this Episode of PsychBiz, Howard and I are talking about how to set up your services so you can make the best decisions for your practice and attract the right clients. We share insights on: The difference between Marketing and Networking How Marketing and Networking integrate with one another How to create smart networks that are effective We h…

On this Episode of PsychBiz, Howard and I are talking about how to set up your services so you can make the best decisions for your practice and attract the right clients. We share insights on: Difference of Marketing and Networking Some approaches to your Marketing Research Strategy Top 3 Marketing Tips (Website, Directory and Blogs) We hope you f…

On this Episode of PsychBiz, Howard and I are talking about how to set up your services so you can make the best decisions for your practice and attract the right clients. We share insights on: The Four W's and One H of your service plan How to find your niche? And more! We hope you find this episode insightful and inspiring. If you do, please cons…

On this Episode of PsychBiz, Howard and I are talking about how you can use the power of the 4 C’s to steer your private practice in the right direction. Howard shares his insights on: How therapists can benefit from using the 4 C’s instead of a traditional SWOT analysis How to identify your personal and professional capabilities, challenges, chanc…

On this Episode of PsychBiz, Howard and I are talking about how to use branding in a way that connects and resonates with your ideal audience. We share insights on: Why therapists need to create a brand The importance of being consistent with your branding How to craft the perfect tagline for your practice The pitfalls to avoid when designing your …

On this Episode of PsychBiz, Howard and I discuss the importance of having a mission statement for your private practice. We share insights on: What a mission statement is How to turn your story and “why” (see episode 14) into a mission statement for your private practice The importance of a concise and targeted mission statement Examples of great …

On this Episode of PsychBiz, Howard and I discuss creating a business plan to help you achieve your private practice goals in a strategic way. Howard shares his insights on: The individual elements that go into creating an effective private practice business plan Why the planning process itself is important The 4 C’s exercise And more! Download you…

On this Episode of PsychBiz, Howard and I discuss the three main things you need to consider for your private practice business plan. Howard shares insights on: The right and wrong reasons for going into private practice The importance of defining yourself as a practitioner and understanding your ‘why’ Why regular reflection of whether your practic…

On this Episode of PsychBiz, we’re talking to licensed clinical social worker and CEO and Founder of The Comfy Place, Lisa Ibekwe about building a group practice. In this interview, Lisa Ibekwe shares her insights on: How she grew her group practice during the adversities of a global pandemic and what she learned along the way Understanding liabili…

On this Episode of PsychBiz, we’re talking to counselor turned private practice business expert, podcaster and author, Jane Travis about overcoming imposter syndrome as a therapist. In this interview, Jane Travis shares her insights on: The unrealistic expectations we set for ourselves that hold us back in our business The importance of showing up …

In this episode of the Customer Strategy Podcast, I'm talking with Kirt Manecke. Kirt is the author of the best-selling book SMILE Sell More With Amazing Customer Service. We had an interesting conversation about how Kirt has transformed the businesses he's run and worked for through incredible customer service. It's often the simple things that wh…

In this episode of the Customer Strategy Podcast, I'm talking with Sri Ganesan, Founder, and CEO of Rocketlane. Rocketlane helps businesses accelerate customer time to value by delivering a transparent, consistent, and delightful customer onboarding journey every single time. Sri and I had an interesting conversation about what it was like to have …

On this Episode of PsychBiz, we’re talking to psychotherapist, business coach and author, Lynn Grodzki about discovering private practice success and integrating coaching techniques into your therapy methodologies. In this interview, Lynn Grodzki shares her insights on: Finding the best methods for being successful in your therapy business Knowing …

In this episode of the Customer Strategy Podcast, I'm talking with Gil Baumgarten, founder, and CEO of Segment Wealth Management. Gil built a billion-dollar advisory firm in less than 10 years on the back of incredible customer engagement strategies. Gil and I get into the specific strategies that have enabled his success. Here are some of the stra…

On this Episode of PsychBiz, we’re talking to best-selling author, psychologist and humanitarian, Dr. Chris Stout about getting started in - and getting better at - private practice. In this interview, Dr. Chris Stout shares his insights on: Pushing out of your comfort zone Doing more than therapy Creating a work/life balance We also chat about his…

On this Episode of PsychBiz, we’re talking to international mindfulness expert, psychotherapist, award-winning author and former Buddhist monk Donald Altman. In this interview, he’ll be sharing his expert insights on: Finding balance Building resilience And experiencing joy from within using your passion as a clinician We talk about writing, his wo…

This is a sequel to the episode Recognizing Compassion Fatigue and Burnout in Therapists. In this Episode of PsychBiz, we’re talking about burnout prevention, compassion fatigue awareness, theory, intervention, and self-care. How clinicians and therapists can manage their stress effectively How therapists can benefit from stress rather than suffer …

In this episode of the Customer Strategy Podcast, I'm talking with Howard Tiersky, author of the Wall Street Journal Bestseller: Winning Digital Customers, The Antidote To Irrelevance. Howard is one of the top 10 Digital Transformation Influencers in the world and has worked with brands like Verizon, NBC, Nutrisystem, Viacom, Avis, Universal Studio…

In this episode of the Customer Strategy Podcast, I'm talking with Wayne McCulloch who is the author of the brand new book: The 7 Pillars of Customer Success. This book is a blueprint for how to build a world-class Customer Success organization and should be read by every Customer Success professional. Wayne does a brilliant job of distilling his v…

In this episode of the Customer Strategy Podcast, I'm talking with Donna Weber who is a customer onboarding expert and the author of the book Onboarding Matters: How Successful Companies Transform New Customers Into Loyal Champions. In our discussion, we talked about the need for an orchestrated customer onboarding, the 6 stages of an orchestrated …

As a therapist, do you feel at risk of compassion fatigue and burnout? If so, then what should you be doing to protect yourself? On this episode of PsychBiz, we’re talking about all things compassion fatigue and burnout, including: What compassion fatigue and burnout are How to tell the difference between compassion fatigue and burnout How compassi…

Episode 5: Therapy Directories: Everything You Need To Know! (Show Notes) As a therapist, should you be listed on therapy directories? If so, then which one is right for you, and how do you make the most of that investment? On this episode of PsychBiz we answer all your questions about Therapy Directories, and give you some really practical suggest…

As a therapist, should you have a website? If so, then what should go on it, how should you get one, and what pitfalls should you be sure to avoid? On this episode of PsychBiz we answer all your questions about Therapist Websites, and give you some really practical suggestions about how to make your website shine! You'll learn: 1) Why should you ha…

Videos can be an extremely effective way to connect with potential clients! In Episode 3 of the Psychbiz Podcast, we discuss why videos are a great tool, and how to use them effectively for your own practice! You'll learn: -Why videos are so powerful. -What to do if you find the idea of making a video overwhelming or intimidating. -How Howard used …

Marketing your private practice can feel overwhelming and also uncomfortable! In Episode 2 of the Psychbiz Podcast, Howard and Sarah break down the how and why of marketing your therapy practice in ways that are practical, ethical and effective. You'll learn: -What the term Smart Marketing means and how it applies to your practice. -The #1 Mistake …

PsychBiz is a podcast for therapists - and our goal is to help you be as confident running your practice as you are running your sessions! Our first episode is a chance to get to know our two hosts, Howard Baumgarten and Sarah Gershone. Howard is an experienced licensed professional counselor, the author of PRIVATE PRACTICE ESSENTIALS, an internati…

In this episode of the Customer Strategy Podcast, I'm talking with Dana Soza who is the founder and CEO of customereverything.com. Dana has just released an e-book called How To Land & Succeed in a Customer Success Career: The Success Playbook for Your Employment Journey. Dana used Customer Success frameworks from me and other thought leaders to cr…

In this episode of the Customer Strategy Podcast, I'm talking with Matt Barnett, Founder, and CEO of Bonjoro. Bonjoro is a personalized video messaging service that can be used at specific points in your sales or customer success processes to engage in a meaningful way with your customers. The user is presented with a notification that something ha…

In this episode of the Customer Strategy Podcast, I'm talking with Ruben Rabago, Chief Customer Officer (CCO) at Intellum, and Greg Rose, Chief Experience Officer (CXO) at Intellum. Intellum is combining Customer Experience and Education to help large brands and fast-moving companies achieve the business outcomes that really matter. Ruben just join…

In this episode of the Customer Strategy Podcast, I'm talking with Shreesha Ramdas who is the co-founder of Strikedeck, which is now a Medallia company and serves as Senior Vice President and General Manager. Shreesha and I talk about how companies can better achieve retention, expansion, and advocacy in their customer base by utilizing customer he…

In this episode of the Customer Strategy Podcast, I'm talking with Alex Katzman, the chief growth officer at Enervee. Alex and I talk about how to develop a joint roadmap that's aligned between the customer and Enervee in a way that allows them to deliver value as soon as possible and help Enervee grow down the line. Enervee provides Choice Engines…

In this episode of the Customer Strategy Podcast, I'm talking with Sara Bochino, Director of Customer Success at Integrate. Sarah and I got into an interesting conversation around how to build an executive sponsorship program that not only scales but also gets executives involved early in the process. With everything going on in the world today, yo…

In this episode of the Customer Strategy Podcast, I'm talking with Jennifer Chiang. Jennifer is the Director of Customer success at Yup. Jennifer and I got into an interesting conversation about the challenges she was facing when onboarding new employees in the company. Up to now, Jennifer has been able to spend a lot of time with every new hire in…

In this episode of the Customer Strategy Podcast, I'm talking with Maranda Dziekonski, the VP of Customer Success and People Operations for Swiftly. With everything that is going on right now with the global pandemic, Miranda and I talked about the challenges and some strategies for handling engagement and renewal conversations with their customers…

In this episode of the Customer Strategy Podcast, I'm talking with Jake Jorgovan. Jake is the founder and CEO of Content Allies, a firm that specializes in helping industry experts and consultants become thought leaders through content marketing. Jake and I got into an interesting conversation around how to drive the urgency and engagement of his c…

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In this episode of the Customer Strategy Podcast, I'm talking with Kelley Turner, the VP of customer success at Upland Kapost. Kelly and I got into a really interesting conversation around how to handle the turnover at the executive level of their accounts, and the reality is that at the leadership level of their clients, turnover is a constant cha…

In this episode of the Customer Strategy Podcast, I talk with Stephanie Stapleton, the VP of customer success at Udemy for Business. In this episode, we talk about adoption and specifically how the Udemy for Business CS team can engage their clients in a meaningful way throughout the entire customer lifecycle. We also cover how to make a small psyc…

In this episode of the Customer Strategy Podcast, I talk with Brett Andersen, the VP of Client Success at Degreed, a learning experience platform on a mission to 'Jailbreak the Degree’. Brett and his team of client success managers at Degreed are on a mission to inspire transformative learning practices in companies around the world. Brett and I go…

This episode of the Customer Strategy Podcast is a special one. I'm the guest on the show and I'm interviewed by my good friend Jake Jorgovan, who is the founder and CEO of a company called Content Allies. Jake and his team at Content Allies turn consultants into thought leaders through content marketing. So if you're an expert in your field, but n…

In this episode of the Customer Strategy Podcast, I talk with Joe Schmitt, the vice president of customer success at Upkeep Maintenance Management. Joe and I got into a really interesting conversation, as they have two primary tiers that their customers are on - a high-touch model and a low-touch model. We took a look at what the gold standard is t…

In this episode of the Customer Strategy Podcast, I talk with my good friend Gray Skinner, the CEO of MasterBorn Software. MasterBorn Software is a development outsourcing firm based in Poland that serves customers in Silicon Valley. Gray and I first met several years ago when he moved to Bend, Oregon, to become a professional triathlete. He ended …

In this episode of the Customer Strategy Podcast, I talk with Magnus Hillestad, the CEO & co-founder of Sanity.io. Sanity is a platform for structured content. It comes with an open-source editing environment called Sanity Studio that you can customize with JavaScript and a real-time hosted data store. They're essentially a developer tool that enab…

In this episode of the Customer Strategy Podcast, I talk with Coleen Bachi, the Customer Success Lead at Hotjar. Coleen and I had a fascinating conversation around prioritization. Hotjar operates in a one-to-many world, and there are so many different programs and areas that Coleen and her colleagues can focus on. However, she wasn't sure where the…

In this episode of the Customer Strategy Podcast, I'm talking with Angela Carmack, Director of Customer Success at Journeyfront. Journeyfront uses hiring data and machine learning to accurately predict candidate performance and retention. They offer a predictive hiring platform that helps teams make better hiring decisions through easily collecting…

In this episode of the Customer Strategy Podcast, I'm talking with John Bosch, Director of customer success at HqO. John and I get into a lot of really interesting topics because what he's dealing with is a B2B2C environment with his customers. And oftentimes, there are multiple companies involved with one individual customer. What we talk about - …

In this episode of the Customer Strategy Podcast, I talk about what customer strategy is and why it’s important to have one for your business. Deep down, we all want to be led. We want to have a prescriptive experience from an expert. We want someone who knows more about their functional area than we do, to tell us what we need to do that will get …