Quarter Two Planning Series: How to Assess Your First Quarter & Create a Clear Roadmap for Your Private Practice [Ep 108]

Is quarter two planning the momentum shift your private practice needs? Before you dive into the next quarter, let’s pause, reflect, and get intentional about your business growth. In this episode, I’ll walk you through a simple but powerful process to assess your Q1 results and pinpoint the areas that will create the most significant impact moving forward. 

We’ll talk about marketing strategies, sales conversions, and financial metrics - breaking them down into simple steps so you can gather the data you need without feeling overwhelmed. I’ll also share why understanding your average fee and making thoughtful financial improvements can change how you approach your business and life. 

So grab a notebook, set aside some time, and let’s get to work on creating a plan that sets you up for success this quarter!

Topics covered in this episode: 

• How to assess your first-quarter performance and identify areas for improvement in your quarter-two planning.
• Key marketing metrics you should track in your private practice.
• Understand your sales conversion rates and retention metrics to improve client onboarding and retention.
• Calculating your average fee and addressing financial challenges in your practice.
• The importance of strategic investments and balancing personal and business finances for more effective quarter-two planning.
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Resources from this episode:

• We Should All Be Millionaires: A Woman’s Guide to Earning More, Building Wealth, and Gaining Economic Power by Rachel Rodgers
• Wealthfront High Yield Cash Account - earn interest on your tax money!
• Wealthfront Automated Index Investing Account - get $5000 managed for free (aff link)

Other episodes you might enjoy

• What I Learned Building My New Course for Therapists: The Fee Formula [Ep 88]

Connect with Felicia:

• Get my freebie & join the email list: The Magic Sheets
• Instagram: @the_bad_therapist
• Website: www.thebadtherapist.coach
• Facebook group: Healing Money

Quote:

"Planning is your best friend and one of your biggest assets as a private practice therapist." - Felicia