Automated Sales & Marketing Funnels for Therapists

Scale your therapy business without significantly increasing your workload or overwhelming your admin team.

Automated sales funnels and Marketing funnels for therapists

Work smarter, not harder.

Yellow accent lines as a metaphor for therapist marketing agency and therapist website design
Yellow accent lines as a metaphor for therapist marketing agency and therapist website design
Admin tasks, lead generation, followup, and marketing can be time-consuming. In busy times, they might even get neglected when your intake coordinator is unavailable or when your practice is bustling. Embracing automation is the key to bypassing staff-related challenges and streamlining your operations. The efficiency gains alone can give you a positive ROI. Together, we will choose and implement the best automations to meet the evolving needs of your practice.

An automated marketing funnel can help you:

The journey from dream client to paying client takes time.

An automated marketing funnel keeps leads engaged at every step. The key is to thrill them with relatable, effective content and provide genuine value to their lives. That way, when they finally are ready to reach out, your practice will be the only one they consider.

When we collaborate, your automated marketing system will be customized to the unique needs of your practice.

That said, there are certain “musts” for a successful therapist marketing funnel. To truly scale your practice and get leads on autopilot, you need to start with a proven system and take it from there. Keep reading to discover some of our most effective methods.

Get fresh leads with Google and Facebook PPC ads.

To get a predictable stream of visitors to your website, you need to run ads. Google is great for finding people who are looking for therapy now.

Facebook is more for helping people who are likely to maybe want therapy to find you. One advantage of Facebook is that your ads also appear on their massive network of external sites

As a busy practice owner, you probably don’t have the time or desire to become a PPC expert or spend hours tinkering with ad campaigns.

My team of therapist PPC experts is here to take charge of crafting compelling ad content and fine-tuning targeting parameters. Our hands-on approach ensures that these automated lead generation systems work seamlessly for you, without your involvement.

Create a newsletter welcome sequence.

You need to send out at least 2 newsletters per month to stay on your dream client’s radar. Honest question — how close are you to that?

A newsletter signup is your dream client’s way of saying, “I like you, but I’m not quite ready yet.” It’s your golden opportunity to showcase your expertise, offering valuable insights, inspiration, guidance, and support along their journey onto your couch.

To kickstart your email automation strategy, we’ll leverage my time-tested ‘welcome sequence’ that guarantees five months of effortless content for you.

Moving forward, we can collaborate to design a tailor-made series of email masterclasses, engaging quizzes, video content, and more. Our primary goal is to build trust, nurture relationships, and enrich your dream client’s life, even if they never take that final step to reach out for help.

Keep track of leads with a CRM.

Scaling a therapy practice becomes an uphill battle when spreadsheets and post-it notes are your go-to tools for managing leads. Many therapists find themselves in this predicament, only to wonder why potential clients slip through the cracks or fail to follow up.

A Customer Relationship Management (CRM) system is your ticket to streamlined lead management. Think of it as an EHR for people who haven’t signed their paperwork yet — a place where you can consolidate all emails, phone calls, and conversations in one organized hub.

In my 18-year career, I have implemented CRM systems for practices of all sizes. This has equipped me with a unique understanding of what works, what to avoid, and the complex variables at play.

Navigating the path to CRM success amid HIPAA regulations and specific licensing board requirements may seem daunting, but rest assured, I’m here to guide you through it.


Stay in touch with retargeting ads.

98% of your website visitors depart without taking action. Yet, their journey doesn’t have to end there. They can still seamlessly enter your automated marketing funnel and potentially become clients down the road.

Our retargeting technology thoughtfully showcases ads to those who’ve previously explored your website — even if they never signed up for your newsletter or followed you on social media.

These ads serve as friendly nudges, gently guiding potential clients back to your site. This potent strategy substantially enhances conversion rates, guaranteeing that no valuable leads slip through the cracks.

Automate your website to get more leads.

If your website is static, it’s not living up to its potential. Automations create an infinity loop between your website and marketing, which keeps your dream clients engaged and coming back until they’re ready to schedule their first appointment.

As a therapist website designer, I’ve seamlessly integrated a wide array of automations, including CRMs, online scheduling, exit-intent popups, newsletters, lead magnets, chatbots, social media feeds, AI-driven assistants, and much more.

Rather than navigating the complexities on your own, entrust me to craft and oversee a finely tuned automated funnel for your therapy practice website. Together, we’ll transform your www into a thriving hub of client engagement and conversion.

Offer 24/7 support with a website chatbot.

“You’re going to put a robot on my website?” That was the response I got the first time I suggested adding an automated chat to a therapist’s website.

Fast forward to today, and the landscape of therapist websites has undergone a transformation. The cost of acquiring new clients has surged, compelling successful practice owners have embraced innovative strategies for converting leads into loyal clients.

When wielded responsibly, chatbots can be an invaluable source of support, information, and engagement — with a focus on maintaining a supportive and respectful environment.

As for results, my clients get an average of 2-5 new leads per month for less than the price of a cup of coffee. To learn more about the chatbot service I recommend, click here.

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"Greg is a pleasure to work with, highly skilled, and an asset for any company.​"

“Greg was instrumental in getting our company off the ground. We needed to work with an outside expert who was self managing and understood what was, and what was not essential for an early stage company. His commitment and diligence in building our website, sales decks, and marketing collateral made it easy for my cofounder and I to stay focused.”

Cameron Yarbrough, LMFT
Co-Founder of Torch Executive Coaching 

Meet Greg Goodman, Mentor and Expert Business Coach For Therapists

How does one share their accomplishments while still remaining humble? That’s the struggle I face as I write this. With nearly two decades of experience helping therapists at every stage of their careers, there is no one else like me out there.

In addition to my work helping solo practitioners and budding group practices, I have served as marketing director for several large mental health companies. My proven, integrative mix of web design, copywriting, and marketing has filled caseloads around the world.

Yet, my approach remains compassionate, collaborative, and down-to-earth. As a coach, I excel at harnessing your strengths … and giving you an added push when needed.

My work with business coaching for therapists is the culmination of all my experience. It’s my way of teaching, sharing, and giving back. I love helping the helpers and find endless fulfillment in seeing YOU thrive.

A small sample of the practices I have helped

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