Ask Joe: 10 Tips to Grow Your Caseload Quickly | POP 874

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Ask Joe: 10 Tips to Grow Your Caseload Quickly | POP 874

Do you want to take a couple of weeks off over the summer? How can you prepare your practice to cope financially and systematically without you being there, hands-on? What are the tenets to boosting your client base and expanding your audience?

In this podcast episode, Joe Sanok discusses 10 tips to grow your caseload quickly.

Podcast Sponsor: Therapy Notes

An image of Therapy Notes is captured as the sponsor on the Practice of the Practice Podcast, a therapist podcast. Therapy Notes is the most trusted EHR for Behavioral Health.

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In This Podcast

  • Start with your ideal client
  • Network!
  • Optimize your website
  • Consider offering some free consultations
  • Leverage social media
  • Offer package deals
  • Ask for reviews – ethically!
  • Get listed in directories
  • Offer teletherapy
  • Stay up to date

Start with your ideal client

This is the very first step to increasing your caseload is to know who your ideal client is so that you can streamline your marketing strategy and hone in on the right copy to connect with them.

Identify your niche and your target audience so that you can tailor your market to them. What I really recommend is giving this person a name, an age, and maybe even finding an image that, to you, represents that person.

Joe Sanok
  • Where does your ideal client work?
  • What do they do?
  • What are their weekend hobbies?
  • What types of pain points are they struggling with?
  • How can you specifically meet and resolve their needs?


If you’re looking to boost your caseload, you want to get out there and meet people. Attend conferences, join local professional organizations, and connect with other therapists in your area.

Joe Sanok

Reach out, follow up, meet up, and nurture a professional connection.

Soon you will both be sending one another referrals and finding ways to support each other’s practice.

Look for therapists both inside and outside of your niche.

Optimize your website

Your website is often the first impression that people have of you. This is where your curious ideal clients will go to get more of a feel of you while they are deciding where to place their money.

By optimizing your website, you can show these curious and undecided clients exactly why you are the right choice and how well you understand them and their needs.

Remember to make your website:

  • Easy to navigate
  • Appealing to scroll through and look at
  • Can direct your clients to where they need and want to go

Consider offering some free consultations

Think about the possibility of offering a free 15-minute chat with a curious client that is interested in working with you.

This can really give potential clients a chance to chat with you and see if you might be a [good] fit. [They can] get a sense of your tone, and it allows them to see if you might be someone that can help them out.

Joe Sanok

Remember this is entirely optional. If this is not possible for your budget or time, then there are other techniques you can employ to boost your caseload!

Leverage social media

What’s your favorite social media? Don’t just be on all of them to trawl through potential clients, and instead be intentional with where you spend your time and how.

Do you love reels? Great, then try to make some!

Do you live to chat with clients and your audience? Then try weekly live videos!

Offer package deals

If you have clients that fit within a specific niche or have a specific need, then consider offering them a package deal with different offers.

The package may include:

  • Some group work
  • E-courses
  • A checklist or weekly track sheet of progress

If you know that people are going to have the most success if they come a certain number of sessions, you may say, “I do six-session packages because I know that if people don’t commit to at least six sessions then it’s [difficult] for them to get the progress that they want”.

Joe Sanok

Ask for reviews – ethically!

Make sure to check your license within your state! For most codes of ethics, therapists cannot ask their clients directly for reviews. However, you can always ask other colleagues or referral sources to review you.

Get listed in directories

List your private practice, or yourself, under a handful of reputable online directories, such as:

Offer teletherapy

Teletherapy is one of the best ways to get new clients because it can help you to reach clients who live outside of your immediate area, in the state that you’re licensed in.

Joe Sanok

Teletherapy can help you to expand your client base to boost your caseload.

Additionally, you can optimize your SEO for towns other than the one that you are based in, allowing you to reach a wider audience.

Stay up to date

Keep your finger on the pulse of the therapeutic world:

  • Attend conferences
  • Keep up with the latest trends and research in the field
  • Read journals
  • Participate in continuing education credits

Sponsors mentioned in this episode:

Useful links mentioned in this episode:

Check out these additional resources:

Meet Joe Sanok

A photo of Joe Sanok is displayed. Joe, private practice consultant, offers helpful advice for group practice owners to grow their private practice. His therapist podcast, Practice of the Practice, offers this advice.

Joe Sanok helps counselors to create thriving practices that are the envy of other counselors. He has helped counselors to grow their businesses by 50-500% and is proud of all the private practice owners that are growing their income, influence, and impact on the world. Click here to explore consulting with Joe.

Thanks For Listening!

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