How I got more Therapy Clients with Simple Tech Fixes

Today, I want to share a few simple tech fixes that helped me significantly increase referrals to my practice. The best part? Most of these are things you can start implementing right away.

Before we dive in, I’ll be honest—I don’t love juggling multiple subscriptions or platforms. I much prefer a streamlined process: fewer logins, less friction. That’s why most of the tools I’ll walk through today are part of the software included in the strategy package I am now offering to you all.

I’ve worked hard to bundle not just the tools and systems, but also the support that can actually help you grow your practice. These are the exact things I use in my own business—I’m not watching from the sidelines. I’m a therapist with an active caseload, running a group practice. I’m in it with you.

If any of what I share resonates, there’s a link below where you can book a free call to learn more.

Tech Fix #1: Texting from Your Phone System

Having a phone system that allows you to text clients has been huge for our practice. I don’t mean Google Voice—I’m talking about a HIPAA-compliant, A2P-verified phone system that’s fully integrated into our CRM.

Think about it—how many of us prefer a quick text over email? It’s fast, direct, and effective. When a potential client reaches out, they’re immediately added to our CRM, and we can start texting them right from within the platform. It’s seamless—and honestly, one of the most impactful changes we’ve made.

Tech Fix #2: Basic Automations

This ties right into texting. We’ve set up simple automations so when someone contacts us through our website, they automatically receive a text with our FAQs and key info. It saves time for everyone—and if they’re ready, there’s a link to book a consult right in the message.

The best part? We set it up once, and now it runs on its own. This all happens within the software included in my strategy package, and it creates a frictionless experience for the client.

Tech Fix #3: A Smart Online Scheduler

Next up: your consult scheduler. I’m not just talking about a basic Calendly link. I mean a scheduler that reads your other calendars to prevent double bookings and plugs directly into your referral pipeline. Even better? You can attach a custom form to it, so you gather the info you need before the call.

Tech Fix #4: Integrated Forms

That brings us to forms. When your website forms are built to collect the right data and sync with your CRM, everything runs more smoothly.

In our practice, clients can select their insurance and even upload their card. You can customize these forms to collect whatever you need. Ours are embedded on our website and linked to the consult scheduler, so we can quickly determine whether someone’s a fit—before we even get on the phone. And yes, the forms feed right into our CRM pipeline.

Tech Fix #5: A Referral Pipeline

Lastly, you need a pipeline to track referrals. This has been a total game-changer. Everything flows into one organized dashboard, making it easy to follow up, respond quickly, and move clients forward with less friction.

Conclusion

If you integrate some of these “small” tech fixes, you will see a big impact in your practice.

Everything I’ve walked through here is included in the software that comes with my strategy package. You can try it free for 30 days—and if you want to chat, you can book a quick 10-minute call with me.