Free Tools & Resources
Practical frameworks your team can use immediately to increase client engagement and retention.
The Retention Audit
Find out exactly where your practice is losing clients, diagnose the most frequent performance issues, and compare them to best practice benchmarks. This self-assessment walks you through three key reports in Jane so you can measure retention, spot patterns, and know where to focus first.
How to Book Clients in Advance (for multiple sessions!)
Three rebooking scripts that sound natural, collaborative, and respectful. Three different scripts for three different types of clients. Share them with your team to help therapists fill their calendar with repeat bookings.
The First Session Framework
The first session is where the foundation of therapy is shared. If done well, it goes a long way to motivating clients to commit to therapy. This easy to follow guide gives your therapists a simple, effective structure for turning an intake into a committed client.