I can help you build a practice that energises your team, helps clients, and makes money.
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Whether you want a program to train your team to improve their performance metrics, personalised consulting, or a live coaching for your clinic or mastermind group — here’s where to start.
The Client Retention System
Client Retention…but make it relational.
I’m the first to admit: the term “client retention” sounds kind of corporate and salesy.
But here’s the thing: while client retention is great for business, it’s even better for clients. Why? Because the research on change in psychotherapy indicates that clients start to experience a significant reduction in symptoms and meaningful shifts in old patterns after a minimum of 8 sessions. That’s why client retention is, at its heart, a client-centred process.
Most conversations about client retention focus on the importance of booking sessions in advance. And while that’s important, booking is actually the end result of a sequence of relational and client-centred interactions that make the client actually excited to book more sessions.
This program covers the full client journey — from the first consultation call through to preventing premature dropout. Eighteen video modules, practical worksheets, scripts, and templates your team can implement immediately.
What’s inside:
A full retention roadmap from consultation call to session five and beyond
Talking points and scripts for the booking conversation, first sessions, and treatment planning
Tools for identifying and addressing retention leaks in each clinician’s caseload
Role plays, worksheets, and follow-up email templates ready to use immediately
Who it’s for:
Group practice owners who notice their therapists are leaking clients, but can’t seem to get through to them on how to stop it
Individual therapists who are skilled and caring, but see client retention as pushy and too business-centred
Group practice owners who would like to improve client average number of visits so they can get more out of their marketing spend, or decrease it
Practice owners and therapists who want a relational approach to client retention
1–4 therapists
$500
per seat · lifetime access
5–9 therapists
$300
per seat · lifetime access
10+ therapists
starting at $2000
per seat · lifetime access
Interested in clinic-wide access? Let’s chat!
“Elana’s Client Retention program has helped the therapists on my team have productive conversations that have led to positive outcomes. Her videos and templates provide client-centred language that support clinician discussions with clients around the treatment course.”
Rebecca Rauscher, M.Ed, RCC-ACS
Clinical Director and Founder of Boundless Heart Counselling Group, Vancouver, BC
1:1 Consulting
For clinic owners who want a precisely tailored strategy for their practice.
Retention. Hiring. Financial sustainability. Leadership. Staying visible in a highly saturated industry. Group practice ownership involves particular challenges. And let’s not talk about those razor thin profit margins (actually…let’s).
I’m not usually the first consultant group practice owners have worked with. My clients usually arrive at me after they’ve had some early support setting up their systems, hiring, and getting started. I tend to see people when they’re set up…but not quite reaping the benefits of group practice ownership.
Most of my clients engage my consulting services engage on an ongoing basis — monthly when things are steady, every couple of weeks when there’s a specific problem to work through or a shift they’re trying to make. Once they see continuously reliable results, my clients usually contact me on an as-needed basis. Much like therapy, my greatest accomplishment is when my clients no longer need me.
When there’s a problem to solve, we’ll look at the full picture: systems, structure, procedures, team dynamics, financial realities, and mindset. If you’re not already tracking your performance and money metrics, this will be one of our first orders of business!
Most people arrive feeling discouraged, frustrated, or lost in the weeds. The first priority is always to find where we can make the most immediate difference, so that you leave with clarity, a sense of possibility, and a concrete plan for moving forward.
Who this is for:
Group practice owners navigating a specific challenge — retention, growth, team performance, or leadership
Clinic owners who’ve completed the Client Retention System and want personalised support applying it to their team
Owners who want strategic thinking, not just checklists and boilerplate advice
Group practice owners who have set up their systems and hired their team, but still aren’t making enough money
Single session
$275 per one-hour session
Deep dive package
$1,500
6 sessions · $250 per session
Team Training
Sometimes a program isn’t enough — you want your team in the room (or on a screen) together, working through the material, asking questions, and leaving with a shared framework they can hold each other to.
Team training sessions are tailored to your clinic’s specific context — your team size, your current retention challenges, and where your therapists are in their clinical development. Format is flexible: a half-day workshop, a full-day intensive, or an ongoing series of shorter sessions. In-person or virtual.
Every session is grounded in the same principle as the Client Retention System: retention is a training issue, not a talent issue. Your team leaves with practical tools, a shared language, and a clear next step.
Who it’s for:
Group practice owners who want their team to be inspired and excited to implement client retention strategies
Clinics going through rapid growth or onboarding a cohort of new therapists
Practice owners who want to complement the Client Retention System with live coaching and Q&A
Bring the retention conversation to your clinic, live.
Common questions…
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The math maths. Think about it: if a therapist retains one additional client per month who continues for four to six more sessions, the program pays for itself within the first month. Similarly, if a therapist applies these strategies and increases their average number of visits per client even incrementally, the increase in revenue blows this investment out of the water.
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Fair question. Most online programs fail for the same reason: they’re too long, too abstract, and too easy to deprioritize when things get busy. The Client Retention System was built with that in mind.
The modules are short and focused. The tools — scripts, templates, worksheets — are designed to be used in the next session, not filed away for later. And the content is clinically grounded, which means therapists find it credible rather than salesy. In my experience, therapists engage with training when it feels relevant to their actual work and provides them with an immediate win. This program delivers on both fronts.
That said — no program works without accountability. Which brings us to the next question.
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Accountability is everything, and it has to come from you as the clinic owner. A few things that work well: build completion into your onboarding process so it’s an expectation from day one, use your quarterly check-ins to discuss what therapists are applying and where they’re getting stuck, and consider making completion a condition of certain privileges or opportunities within the clinic. In my clinic, I sent each therapist a small gift card when they sent me a screenshot of their completion certificate. It’s amazing how a tiny incentive can motivate people!
If you purchase the program and want specific guidance on rolling it out with your team, reach out — I’m happy to talk through an accountability structure that fits your clinic’s culture.
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I’ve been running and expanding my own group practice since 2021, and working in the field for over twenty years. I have also been a client to many business consultants and coaches. I’ve received financial coaching specifically for group practice owners, coaching on how to build out a niche program, marketing consulting, and leadership coaching. I’ve consulted with HR experts, lawyers, and financial experts. The strategies I implement stem from my own extensive learning, as well as firsthand experience building my own successful clinic. I've tested my methods on my own team, and refined them through years supervising and coaching other therapists and practice owners.
I’m also a seasoned therapist. That matters because the challenges group practice owners face aren’t just business challenges. They require someone who understands both the business side and what actually happens in the therapy room. I've lived on both sides of that equation, and I bring both to every engagement.
“Elana has a particular knack for zoning in on key performance and client retention issues. Being a relational therapist, she knows the importance of maintaining attunement, repairing ruptures, and following up with clients without being intrusive.”
Colette Mrazek, M.Ed, RCC-ACS
Founder of Colette Mrazek & Associates
Not sure which option is right for you?
If you’re looking at this page and thinking “I need something but I’m not sure what,” that’s a totally normal place to be. Let’s hop on a free Zoom call, and we can figure it out together.
Zero pressure.