Transitioning Clients from Yourself to team members

One of biggest challenges a team can face is being able to move clients onto other practitioners when some practitioner’s diaries get too full.

It’s also a common occurrence for when successful allied health professionals and business owners need to grow their team and transition new clients onto the new therapist.

Unfortunately, it can be a somewhat daunting task and one that many practitioners get wrong. Not through any fault of their own, but just because it is a delicate situation that they have never been trained in.

You see, everyone wants to see the practitioner they were told they would see. Whether it was a family member, doctor or any other referral source, the trust lies with the person’s name that they were told to go and see.

But if that practitioner’s diary is completely full, no chance for them to be seen etc., then ultimately, we need to be able to ensure they get the appropriate treatment, an amazing experience and fantastic solution at the earliest possible time.

There’s a very simple way that this can be achieved and the model we work from ensures that it works perfectly from an ethical standpoint with the client’s needs at the forefront of what we say and do.

The best news is that the client gets everything they need. The business is able to grow. The team members feel supported, confident and in control. Everyone wins.

This great podcast as a talk with one of our clients about how he can leverage this model himself and transition more successfully, more of his clients from himself onto his latest team member.