Client Retention Boot Camp

A 6-week program for clinicians ready to master the art of creating steady, engaged caseloads


Oof. You’ve just had a supervision meeting and worked through yet another “Mysterious Case of the Disappearing Client.”

What the heck happened? You (or, if you're a practice owner, your clinician) thought things were going ok, but then the client just sort of stopped scheduling.

And, when you tried to ask the client for feedback, they were super vague and said things like “I’m just feeling like I need to take a break for now” or worse, they just ghosted your clinician without a word.

You’re noticing that this is starting to feel like a pattern, sort of, only you’re not sure what the common thread is.

Sometimes clients say they’re leaving because of financial issues, sometimes it’s scheduling (“life is just super busy at the moment and I can’t find the time”), and sometimes they stay on the calendar but want to shift to bi-weekly or monthly sessions when your gut says they really need more frequent support.

Once or twice, you’ve even gotten feedback from a client or from your office manager that the client said “it just didn’t feel like a good fit,” “something was missing,” or “I think I need someone with a different style.”

Your caseload numbers are waffling all over the place, and so is your paycheck, leading to anxiety and insecurity that are creating even more concerns.

You’re starting to feel a tightness in your chest just thinking about your productivity numbers, and you’re worried about finding a way to course correct before it’s too late. Cancellation emails and message notifications are becoming emotionally triggering.

At times, a part of you wonders if you’re doing enough to support movement toward better client retention. At other times, you question whether this is simply normal and you just need to up your marketing and find more referrals to fill the scheduling gaps.

Bottom line, you know something is wrong and that you shouldn’t have THIS much trouble filling a caseload and keeping it full, but you can’t quite put your finger on the problem and definitely don’t know how to fix it.

Imagine for a moment that you could get to the bottom of this mystery, resulting in clients sticking around for 8, 12 or even 30+ sessions, leading to clients making valuable progress toward their therapy goals.

Imagine not constantly worrying about whether you’re doing a good enough job, or whether your office schedule will have too many open spots next week.

Imagine feeling confident that you (or your group practice therapists) are making a difference in their clients' lives - because they keep coming back!

Great news - The Mystery of the Disappearing Client isn’t really such a mystery, after all!

Client retention concerns typically fall into a few main categories:

  • Clinicians are struggling to effectively connect with clients
  • Clinicians haven’t learned the assertive communication and sales (yes, sales) tricks to keep clients returning week after week
  • Clinicians are working with the wrong clients for them

Uh huh! And, we typically find that clinicians struggle with all three. Ouch! For supervisors or practice owners especially, you can only spare so much time to address these concerns each week, and turns out there’s a LOT we all didn’t learn in grad school (ha!). 

Sarah's client retention tips are pure gold! Super practical with examples that show you how to start using them immediately. I wish I had this training for myself and my team years ago.

Uriah Guilford, MFT, Owner of Productive Therapist

Enter our 6-Week Client Retention Boot Camp

In this action packed, LIVE virtual course, program participants will be expertly coached through three modules that will take clinical caseloads from spotty to spots - FULL!


→ 6 weeks of LIVE teaching sessions in two-hour blocks

→ Worksheets & Independent Exercises between sessions

→ Access to not one, but two experienced facilitators

→ Pre-Module with bonus Client Retention Assessment

→ Individual Participant Portal - access the content, tune into lives, watch replays, download homework and track your progress!

→ BONUS: One-on-One Individual Problem-Solving Session with Facilitator (scheduled separately)

This is 20 - 25 solid hours of live teaching, customized content, and support valued at over $5,500! Don’t worry - our price is muuuuch lower!


A special note for practice owners out there:

Can you imagine how much time and human resources this program will save you?! I know none of my supervisors have an extra 25 hours to spare of 6 weeks to provide this level of support to a growing intern or new-to-the-field clinician! THIS is the solution you’ve been looking for! With an investment of $1,799 per participant and an average 90837 reimbursement of $120 - $130, your clinician only needs to meet 8-session retention minimums for TWO clients in order to MORE than make up the cost of this program! 🤯 You’ve already invested thousands in onboarding and marketing your clinicians, and you do NOT want to throw that away. Why not invest in their future success? If that’s not a no brainer, I don’t know what is!

BONUS: We love our fellow practice owners so much that we want to offer a special GROUP DISCOUNT for groups of 15+. Get together with your favorite networking buddies - trust me, they ALL have this issue, it pops up in group ownership Facebook groups all the time! - and pool together your list of clinicians and interns who would most benefit from this program. Ready to help your struggling clinicians become some of your most valued practitioners? Get đź‘Ź them đź‘Ź in đź‘Ź here đź‘Ź! Your practice - and your Profit & Loss Statements - will thank you!

Interested in our 6-week Client Retention Boot Camp for yourself or an employee?

Here’s a sneak peek at what we’ll cover when you sign up!

EVERY bullet point on our program outline below is a fundamental contributing factor to ensuring quality clinical work resulting in steady, engaged clients.

MODULE 1 (Weeks 1 & 2)

Improving Foundational Clinical Skills

  • Clinical Presence 
  • The Art of the Intake
  • Pacing
  • Self-Disclosure
  • Connecting with “Closed-Off” Clients

By the end of this module, you’ll have a clear understanding of what qualities most clients are looking for and how to make small but effective adjustments that will vastly improve how you are perceived. You’ll also learn how to pace your sessions effectively and create a welcoming atmosphere from the very first intake session.

MODULE 2 (Weeks 3 & 4)

Increasing Assertiveness & Effective Communication

  • Boundaries, Professionalism & YOUR Value
  • Scheduling Concerns
  • Becoming a Self-Led Communicator
  • Imposter syndrome
  • Soliciting & Integrating Feedback

Become a confident and assertive communicator who sets clear boundaries and values their own worth. Say goodbye to imposter syndrome and hello to a newfound sense of professional confidence that commands attention and respect.

MODULE 3 (Weeks 5 & 6)

Establishing Your Clinical Identity

  • Naming Your Niche & Ideal Client
  • Tracking Toward Advanced Trainings
  • Managing Career Expectations
  • Professionalism
  • Marketing Language
  • Building Referral Systems

After we finish up this module, you will have a roadmap for identifying and attracting your ideal client. You’ll also have a strong trajectory for continuing to draw in those clients and serve them well, leading to a massive increase in client satisfaction (and your own!).

Bonus: Your registration comes with a FREE 1:1 Problem-Solving Sesh with one of our two Client Retention Facilitators. Use this time to hone in on your most difficult client retention concerns, seek direct feedback, and receive game-changing support! 

Join the Client Retention Boot Camp

By the end of this 6-week course, you’ll know exactly what factors may be contributing to your mysterious client disappearances, AND how to address them!

You’re going to LOVE the feeling of confidence you walk away with, knowing that you have a full and complete grasp of mannnny factors that have affected your practice’s client retention in the past. Key word there? PAST! You’ll exit our program with tips and tools that grad school simply couldn’t have prepared you/your clinician for in the private practice world, leading to a radical turnaround in your client retention success rates.




Sarah Czopek is a Licensed Clinical Professional Counselor, Group Practice Owner, and, with a personal client retention rate that consistently stays in the 90% range and above, a bit of a Client Retention Guru. With a unique background blending a Bachelor’s of Business Administration with a Masters of Professionals Counseling, Sarah routinely coaches her team members to client retention success using assertive communication tips, techniques borrowed from Marketing & Sales fields, and a strategic approach to wiping out internal self-doubt and “imposter syndrome” - all while helping clinicians develop a stronger sense of clinical identity, niche, and professionalism.

Over the course of her practice-building journey, Sarah recognized a common and problematic pattern occurring in the group practice industry: client retention woes. With the rise of private practice as one of the most desirable internship and post-graduate job placement settings, more and more “new-to-the-field” clinicians have begun to find their way into the 1:1 outpatient therapy room. Often, these newer clinicians have made it through grad school without a clue how to truly navigate client resistance, get through difficulty with rapport building, set appropriate boundaries & expectations for therapy scheduling, or solicit critical feedback from clients. This, combined with totally natural feelings of insecurity and nervousness on the part of newer clinicians, inevitably leads to clients dropping left and right, leaving clinicians scrambling to fill caseload gaps and feeling frustrated or hopeless about not being “good enough.”

Our 6-week Client Retention Boot Camp is Sarah’s solution to helping clinicians everywhere learn and implement fundamental skills that we ALL wish we’d learned in grad school!


Tabitha Jirsa is a seasoned clinician, presenter, and Clinical Team Manager with a PhD in Counselor Education and Supervision (abd). Tabitha has a sharp perspective on the importance of counselor education, having held various positions in the mental health field as well as mentored & supervised masters-level interns seeking guidance and support.

While completing her doctoral level studies, Tabitha noticed firsthand a shift in the field as more and more master’s level interns and recent grads have sought placement in private practice settings in recent years. This change in the outpatient hiring landscape has led to newer clinicians struggling to “catch up” and learn vital skills necessary for maintaining productivity and client satisfaction goals in the private practice setting.

Tabitha utilizes her finely honed clinical supervision skills to help clinicians target their specific skill gaps, identify strengths, and make strides toward advanced level competencies. When working with Tabitha, clinicians can expect to laugh, cry, and face change with empowerment and grit. Tabitha looks forward to meeting our next cohort of CRBC’ers and helping them on their journey to solid client retention!

Who is and who isn't right for the Client Retention Boot Camp?

This program is tailor-made for those who are ready to take charge of their client retention struggles and transform them into STRENGTHS. If you find yourself nodding along with the challenges we've discussed - feeling the weight of inconsistent caseloads, the frustration of clients slipping away, and the uncertainty of your own capabilities - then this boot camp is designed specifically for you. If you’re a group practice owner and are similarly nodding along but thinking of a particular clinician (or two, or three, ahem) then enrolling your individual clinicians in this program may be the answer to saving you countless hours of training and consultation to get your clinicians where you need them to be (don’t miss our group discount!).

Let's be clear, this program isn't for everyone. If you're content with the status quo, if you're not willing to roll up your sleeves and dive headfirst into improving your client retention skills (especially when it may mean facing uncomfortable truths about your current skill level or fears), then this might not be the right fit for you. And that's okay. We understand that not everyone is ready for this level of commitment, and we totally respect that.

Now, let's imagine a future where your caseload is not just full, but thriving. Picture yourself confidently navigating client interactions, setting boundaries with ease, and attracting clients who are aligned with your passion and expertise. Envision the positive impact you'll make as you guide your clients toward meaningful progress and transformation!

That future is within reach, and the Client Retention Boot Camp is your roadmap to get there. Don't let uncertainty hold you back any longer. Join us on this transformative journey and unlock the potential within you to create lasting change in your practice and in the lives of your clients.

The possibilities are endless, and we can't wait to see you thrive!


Frequently Asked Questions