STP 180 | How to Sell What You Know When AI Knows it Too
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Brent Stutzman: She has a whole hiring paradigm. She will record the first interview, throw it into Claude, then she will have them take an assessment with Kobe, the Kobe assessment. put those results in the Claude. Have a second interview. Put that transcript into Claude and she'll ask, what am I missing? I'm looking for these positions. Do I have any blind spots? I, I think that's just one use case. and how leverage, uh, how practice owners can leverage AI for hiring, finances, marketing.
Welcome back builders to the Scaling Therapist podcast. Whether you're running a practice or creating digital products, having strong, reliable systems in place is what separates a thriving business from constant overwhelm.
If you need help to clean up your practice's systems, make sure to check out the live HIPAA compliance toolkit workshop with Dr. [00:01:00] Natasha Guess on September 18th. The link to register is in the show notes. now, building sustainable systems beyond the therapy room is also at the heart of today's interview.
I'm joined by Brent Stutzman, founder of TheraSaaS CRM. Brent got started in this world after helping his wife launch her counseling practice all the way back in 2016. Since then, he's helped launch private pay practices across the country. He's also created the private pay practice program and has spent years helping therapists think about marketing, intake, and how to build something beyond the therapy room.
Today, we're talking about the hard truth about AI and online courses, what's changing, and what content creators may need to do differently. Here's my conversation with Brent
James Marland: β[00:02:00] Hello and welcome back to the Scaling Therapist Podcast. This is the show where I help you turn your wisdom into online income. Today I'm here with Brent Stetson. He's the owner of Theas, and he is going to talk to us today about the hard truth about AI and courses. Brett, welcome to the show.
Brent Stutzman: Hey, it's great to, great to be here. Thanks for having me.
James Marland: first, uh, just give us an introduction to yourself. Who are you and what do you do?
Brent Stutzman: Who am I and what I do? So the most recent iteration of myself, I should say my second, my second career kind of, it all started when my wife came home one day. She was getting her internship hour, getting her hours in her pre-licensed hours. She's a therapist at a large agency and she told me. When I'm done getting my hours, I'm gonna start my own practice. I want it to be private pay and I need you to do the branding and marketing. And I'm like yeah, that sounds great. I have no idea how to do branding and marketing. So I [00:03:00] had to learn how to do that. At the time we had three kids under three. Actually, yeah, 'cause my wife was pregnant with our son Simeon. And we lived in Chicago and so we had to make this work. We wanted to live by family and most people who live in a metropolis, it's like a two income type of thing we needed in the family. And I never started a business. We didn't have money to pay someone to build us a website or anything, so we were starting from scratch, but we had to make it work so that. That started a journey on understanding marketing, digital market, all the things, marketing and branding. So I became a StoryBrand guide helped a lot of other practice owners launch and scale across the country. And that's where RISAs came to play as a, as a CRM. Because if you do your marketing and you're branding well, you're gonna get a lot of clients.
And at some point your Google Sheets are gonna break or they're gonna, you're dropping client leads. And if you're private pay, like my wife's practice, it's really important to keep track of those and not have them fall through the cracks. I just needed marketing data at the end of the day. So A CRM really provided all that organization and [00:04:00] and also the marketing data newsletter, all those things that are important. And even now with like in the last five years since COVID with. I call big therapy. All that venture capital money that came into the market, like Better Help and all those others, it's starting to suck, suck up market share, and so practices are now really having to take their marketing seriously, and you need to CRM to support that.
Just like you have QuickBooks for your finances or an EHR for your operations. A CRM is really to support your sales and marketing, your intake team. we've been growing like crazy and it's been a lot of fun. So yeah, there's a
James Marland: Wow.
Brent Stutzman: little overview, but in the meantime, I've done courses, I've sold courses I have, and my wife has a course, and I'll be breaking some of those numbers down.
I'll talk revenue and what's working and what's not working in the age of ai.
James Marland: Yeah. Great. And great introduction to the topic because AI has really been a disruptor. With uh, well, everything uh, you know, marketing, Google [00:05:00] search, SEO, webpages copywriting social media like, just everything. And it's not slowing down. Like I, I, now, every time I open up Facebook, it's like, get this AI certification.
You do this with ai, run your business with ai. Every ad in my email has AI in It,
Brent Stutzman: Yeah.
James Marland: I feel like I'm pretty far ahead of a lot of people on ai 'cause I use it every day and I'm in it.
Brent Stutzman: Yeah.
James Marland: still way overwhelmed by all the options and all the things that are going on with ai
Brent Stutzman: Yeah.
James Marland: and, and it just seems like you choose one.
Like I, I use chat GBT. Pay for it. I love it. But then I, then I hear oh, Claude, Claude can do these things and Claude can do agents for you. I'm like maybe I should go with Claude. Ugh.
Brent Stutzman: over to Claude.
James Marland: Oh man. But it's too much to learn. It really is.
Brent Stutzman: yeah. You gotta just pick one and stick with it.
James Marland: Yeah.
Brent Stutzman: it really is changing. I think I clicked [00:06:00] on, on my Twitter feed and my X feed. I clicked on two Claude articles and now that's all I get.
James Marland: Oh yeah.
Brent Stutzman: It's
James Marland: Yep.
Brent Stutzman: is Claude stuff.
And I'm like, okay, then I'll bookmark it. And they're like, actually, I don't have time to learn that. But here's the thing is that therapists are gonna, they need it. They,
James Marland: Tell me why. Tell me why they're gonna need it. I agree with you, but why?
Brent Stutzman: Yeah it's, I, I would think, not from a therapy standpoint, but just from an operation standpoint. I host along with Nate from Navigator Bookkeeping, the Group Practice Scaling Summit in Chicago.
We just finished our third year
James Marland: Oh, yeah.
Brent Stutzman: Yeah. And we had I said to the speakers, I'm like, if you're using ai, talk about how you're implementing it. And Nicole Brewer out in, las Vegas. She has a whole hiring paradigm. She will record the first interview, throw it into Claude, then she will have them take an assessment with Kobe, the Kobe assessment. put those results in the Claude. Have a second interview. Put that transcript into Claude and she'll ask, what am I missing? I'm looking for these [00:07:00] positions. Do I have any blind spots? And she actually created her own grading system for it. So what does that mean? My wife just hired her to do some coaching on how to do the exact same thing because it's cutting down on the amount of hours it takes to hire and it helps you with, it's just like a coach for 20 bucks a month. And it's gonna save you hours. I, I think that's just one use case. And so actually I think at the next group Practice Scaling Summit, I'm meeting with Nate today. It's all gonna be AI and how leverage how practice owners can leverage AI for hiring, finances, marketing. All that stuff and just how can we create Claude or chat GT as an assistant in these things? And then how can you leverage AI for your team as far as your clinical director? I just think it makes them way more productive at the end of the day, and you have to, you'll be able to hire less admin, top admin team. So that's kind of my take on it. I'm having my team use AI all the time. I [00:08:00] want them using ai, like it's almost mandatory.
I want them using it 'cause I want my team to remain small and I can pay them more with bonuses at the end of the day. So I'm gonna incentivize 'em to do that. So for what? 60 bucks a month for my team, a
James Marland: Yeah.
Brent Stutzman: a month. It's not a, it's a no brainer to me it is gonna be really important and it's even more important that you have to learn how to use AI when it comes to courses.
And I'll, I can share more on like how I think people selling courses need to pivot with ai.
James Marland: let's get into that topic then. talk about AI and how it's disrupting courses and what you've been learning about that.
Brent Stutzman: Yeah. I think there's a couple problems. One is the question is like, why should anyone pay for information when it's just a click away, right?
James Marland: sure.
Brent Stutzman: problem. So the old model, of course, is like, I know these things and you can pay me to get to know these things. the, I think the first problem is. What I consider like the good enough problem, so AI doesn't have to be better than your course. It [00:09:00] just has to be good enough for the inpatient like buyer, so it can get you, I think AI can get you. there. So why would they $300 for the course when they can spend 20 minutes with chat GPT and walk away that they feel like they got 70% of the problem that they're looking to solve? so that's one. I don't think AI is gonna replace expertise, but it's gonna have that, I think the commod, the commodization of frameworks. I was, I was StoryBrand guide. five years. So I was paying Don Miller a lot of money for that. And then along comes ai and I could, I just asked it, do you know the StoryBrand framework, SB seven framework?
They're like, yes. Here it is. I'm like you do a little more digging? How much do you know? And it would, it outlined the entire thing. So now your framework that you might have has become less valuable, and it's making it harder to communicate why you're different. Than your competitors. Right. So
James Marland: Yeah.
Brent Stutzman: so I've worked, with [00:10:00] people who were like, oh, I don't want to use AI 'cause it'll learn my stuff. And I'm like,
it
James Marland: it already knows.
Brent Stutzman: It already knows.
James Marland: If you type in, how do I do my topic? It will give you 70, 80% of the way it.
Brent Stutzman: Yeah. Easy. Yeah. So I think, information products are the ones that are, they're gonna feel the most threat to that. I think the one way you can start to differentiate yourself is kind of on the transformation side. So if your course is really about changing behavior or holding them accountable, like they can, you can have information in your course, but if your course is around helping accountability, right?
That's something AI can't really do well yet making sense that someone actually understands them. I think there's the human element that can still be helpful. That's one approach. And then, you could probably charge a little bit more. 'cause that's gonna involve your time. Now if you don't want it to be all of your time in the creating a community, [00:11:00] I think there's, you can start to build AI tools inside of your program. you can use. I'm gonna share a, an equation that I like to use. This is, is an Alex Hors equation. And so if you can kind of imagine let's do a little math here. So let's do this. You Dr. The dream outcome times perceived likelihood of achievement divided by time delay. Times effort and sacrifice.
Okay, so let me kind of get that in your mind. I'm gonna say it again. Dream outcome times perceived likelihood of, of achievement. That's on the top and on the bottom, divided by time, delay and effort and sacrifice. So what does this mean? You want to be able to communicate in your course You want to communicate the dream outcome and that perceived likelihood of achievement of what they want. What is that course providing and what is that kind of transformation you're taking on that dream outcome and that perceived likelihood of [00:12:00] achievement? You wanna increase that and you wanna decrease the time delay and the effort and sacrifice it
James Marland: Okay, I under, so I understand the math, it, the bigger the top number and the smaller, the lower number. The, the, the more you get, right? If you have 10, if you have 10 up top and two down below, it's a five.
Brent Stutzman: yeah,
James Marland: But let's say you have one up top and two down below, it's a 0.5 and that means, that you're not, the, what you're getting is less.
So you need to maximize what they're getting while shrinking what they're, what they're giving up to get there.
Brent Stutzman: You wanna maximize what they're
James Marland: Got it.
Brent Stutzman: by, by decreasing that time delay, how fast they can get it, and how much effort and sacrifice it takes.
James Marland: so here's a problem though, because people promise with ai you can get it instantly, but it. Being in [00:13:00] business for your, for myself for about three years, it, it doesn't feel instant at all. So,
Brent Stutzman: Yeah. I mean, like, so like you, you have to be honest with it, but also really clear, like,
I have this sheet of paper. I always keep that formula like
James Marland: yeah. Okay.
Brent Stutzman: my desk right there as we're talking about it. So here, here's the way I'm thinking about courses here. So let me give you a. Tale of two courses, and I'm gonna start with the first one.
It's, it's called the Private Pay Practice Program. So I co-founded this with Dr. Deb Leggy and out of Buffalo, New York. I'm
James Marland: Go Buffalo. Go Bills, sorry. They're my team.
Brent Stutzman: Oh, good.
James Marland: I grew up in upstate New York, Syracuse area,
Brent Stutzman: okay. Okay. My parents live out outta Erie, so it's not close enough to Buffalo. So it's all about growing a private pay practice. She's really great on the organic side, organic marketing, connecting with referral sources. I brought in the digital side when it
comes to [00:14:00] SEO and things like that. So the course was it used to be $3,000. You would get the content, our frameworks, our templates, all those things. And it would have a, a, a, a coaching call twice a month. And so when chat GPT and things were coming out, we were discussing what if we would pivot to create some custom chat gpt as tools inside the program. The price point for therapists is high, we had some sales, but they, when once AI started coming out, they dropped a lot. And so what we did was okay. I, I created a custom chat, GPT when it comes to brand messaging. It would ask certain questions and then pump out a brand script and you could ask it to then create social media posts and things like that. Same thing with a website. It could take that brand script and I could, it, it would wire frame a website and have it SEO ready to go so you can send it to your web developer. [00:15:00] She also then created a chat GPT for customized referral letters. So if you wanted to reach out to different referral sources, psychiatrists, whatever, you could use this custom chat GPT to create that content very quickly. Alright.
James Marland: One GPT or multiple GPTs because when I'm
Brent Stutzman: we have multiple chat gpt
James Marland: because when I make 'em.
Brent Stutzman: I don't wanna make 'em confused, like they have a very specific
James Marland: Yes. Yeah, I've been making the GPTs by task because when I tried to jam, webpage plus email or whatever, you know, I'm gonna make your webpage, your email, and your social posts and one GPT. It just, it got confused. It like, hallucinated it, it, it, it, it was like, okay, I, I understand your problem. I'll fix it with this instruction.
But then the instructions got too big. Yeah. Anyways. Okay.
Brent Stutzman: Yeah.
James Marland: just making sure I'm doing.
Brent Stutzman: yeah, we spent a lot of time putting our frameworks in there and giving it boundaries and say,
James Marland: [00:16:00] Yeah.
Brent Stutzman: outside of these things. And so what does that mean? So in that framework, we, poten before they would take our templates and the therapist would have to sit down and write everything out,
James Marland: Oh yeah. Mm-hmm.
Brent Stutzman: So it was taking a lot of time. It would take longer. With the custom chat GPTs, we are reframing how we're selling this and we're saying, look, you can actually get what you want faster using our chat gpt, so it's less sacrifice and less time delay. So we were decreasing that bottom formula
James Marland: Mm-hmm.
Brent Stutzman: fast. Now, the dream outcome, perceived likelihood of a treatment, I would imagine that was going up because we were giving them tools to get to that quicker. we would, we'd stay Hey, this takes time to build a private paper. You gotta put in the legwork, right? You gotta
James Marland: Oh, sure. Yep.
Brent Stutzman: giving you now tools that. Basically customize these things for you in just a matter of minutes instead of taking hours. And so what we did is like, all right, we're gonna drop the course price down from $3,000 to $300 [00:17:00] and we're gonna take away the coaching calls. And because the coaching calls like the, it was starting to dwindle down like it. And so the ROI on that for us wasn't, and now we started to see, we had a couple sales start to pick up. So when it was like kind of quiet. when it comes to actually for SEO and things is another issue, so now you have to think about promoting a little bit differently. But I wanted to share that case study, how we've been rethinking of courses and using chat GPTs and tools. And I want your audience to think, okay, maybe I need to learn about custom chat gpt, and it doesn't take long to do. Doesn't take long to learn, but how can you start to use and leverage AI in your own courses to help decrease that time, delay and effort and sacrifice for your students? think that will up the value and they'd be more willing to purchase. Does that make sense, James? In what
James Marland: Oh yeah. What I'm, what I'm going over in my head is what, what if they don't know how to build them? Could [00:18:00] somebody build it for them?
Brent Stutzman: Mm-hmm.
James Marland: And then the other thing is the community side. Because I'm a big believer in community, and I think anybody in the people space understand that there is immense power in doing things with other people.
Even just even talking with you in this conversation, I confirmed that I was doing the right thing by saying, oh, I separated my GPTs into different functions. And you're like, oh, I did that too. And now instead of wondering, am I doing the right thing, do other people got this figured out better than me?
Somebody who's done it before has told me this is how I did it, and now I can go further faster because I have confidence. You know that I, I'm doing things the, the right way or the way other people are doing them. So where does the community, am I jumping topics here, but where does the community come in if you're stopped doing like these coaching calls or these in-person things?
Brent Stutzman: Yeah, it's a [00:19:00] great question. I think it just depends on how you wanna structure your time. You're probably already busy as a practice owner. I had, one or two businesses I was doing Mark, so I just didn't have time for the community aspect. Same with Deb. So we decided to just take a pause on that and slash the slash the price.
James Marland: Yeah.
Brent Stutzman: It's totally up to you. It takes time to build community. It takes consistency. It takes years. Six months to a year once you get people in there. It's, the long game I think it's worth it. In my equation, I was like, it's not worth it. I would rather just create these tools and videos on how to create, you could create, you could easily James, you could create a, a course and sell for a hundred bucks on how to create custom chat, GPTs learning it from you.
They could go to YouTube and look it up,
James Marland: Sure.
Brent Stutzman: you are very specific in the course world. Your brand is trusted. You could easily do that, and someone would be willing to spend a hundred bucks, get, get to that information, learn it in [00:20:00] an hour, and be ready to go. Right. And then maybe you could say, look for an extra 300 bucks, I'll throw in an hour coaching call or whatever if they
James Marland: yeah. Yeah.
Brent Stutzman: know?
James Marland: That, that is kind of where I am going just to, to pull back the curtain. I used to sell my, a year of coaching calls and, and all the content and frameworks for $5,000, but over the last year those sales have gone way down. And I'm re redoing things to be like, here's a ton of free content.
And if you wanna build together, here's a, here's a free set, here's a free thing to build together. And if you want more here, you can buy more. You get a lot for free. And then if you want to, buy more frameworks or buy more GPTs and time, you can do that. I'm still in the development stage because what I was doing and what a lot of course people were doing just didn't in the age of where you can.
AI your question and you can get [00:21:00] 70% of the way there. That that's like the antidote or the inoculation for people to want to invest more and they think they've gotten the answer, but often do they, do they, even without support and accountability, do they get as far as they wanna go?
I always wonder. Okay, they got the information, but did they get the result? I don't, I don't know. I don't know how to find that out. But that is, that's where I am going with, with some sort of community aspect because I, I still believe in doing stuff with a group you like and trust is going to give you the emotional support and hope and data to continue going on.
Brent Stutzman: yeah,
And there's people who want that. And then there might be people like me who's I actually don't have time to
James Marland: No.
Brent Stutzman: months. I. $200 to learn this thing as fast as possible. And
James Marland: Fast as possible. Yep.
Brent Stutzman: I use AI to fill in the gaps.
James Marland: Yeah, true. [00:22:00] So how do you convince people that they need AI or GPTs then? Because I don't, most many people. They're still on the fringes. Like we're in the early adoption for these types of things, and I think when AI is on your refrigerator, it's gonna be easier.
But we're still in the early adoption of these types of things, especially for people who, who might be AI resistant, averse.
Brent Stutzman: Oh yeah, there, totally, I've heard comments that like, AI makes you dumber. And then I was like, no. And
James Marland: It depends on how you use it.
Brent Stutzman: I literally did this. So my wife had me take the Kolby assessment,
James Marland: Mm-hmm.
Brent Stutzman: and then I had the, I also had my own Myers-Briggs and then the YOS personality, like, understand your why.
Why do you do these things? Why do, why do you do the things you do? So I basically put it in Claude. I put all [00:23:00] those results in and I said, tell me about myself. What am I missing? What? What are my strengths? And it literally created a. Beautiful webpage. a standalone HTML page. I'll outline my strengths and everything. And then I shared it with the uh, the person who said, AI makes you dumber. And I said, this is what AI did for me. Do you understand me a little bit better now? And it did it in about 60 seconds. And now I can say, if you're working with me in any project, I can say, here's who I am. This is how I work. This is how I don't work.
Just so you understand. So I think when it comes to adoption, can start now or you could do it later. For me, I'd rather just try to be ahead of the curve and under. I wanna understand it for my kids. I wanna understand it for my business. I also love trying to stay small as a business. I, you
James Marland: Mm-hmm.
Brent Stutzman: I'm married to a practice or I'm married to a therapist and practice owner.
I work with practice owners. Margins are small and so you want to not have a ton of. Pay a ton of money [00:24:00] on when it comes to overhead, you should consider adopting ai. my wife was a little bit suspicious, and then she's like, I need to hire a director of operations. That's what I need. And I said, okay, here's your clo.
Here's a Claude account. want you to spend the weekend with Claude. I'll watch the kids. You disappear. So she spent like eight, 10 hours just. nuts on it. And by the end of the weekend, she had an entire job description ready to go with what she needed because she didn't wanna do these things like a very specific thing. Now, if you were hired a HR person to do that for you gonna con a consultant, how much would that cost? Hundreds, thousands of dollars. You know, She did for $20 in a weekend and now she just leaped frog. Weeks worth of work with somebody. So it's things like that that I think therapists could really take advantage of and cut costs dramatically.
so
James Marland: And the [00:25:00] future is here.
Brent Stutzman: Yeah. I'm happy to share another case study with
James Marland: Yeah. Go.
Brent Stutzman: So play therapy toolbox, online courses obviously for play therapists. So my wife and I saw a lack of play therapy training that was recorded live. And usually in front of in front of people in a more immersive way. Usually the audio was terrible. It was just maybe a talking head thing. We all know this, we understand, we've, we've done done Pepsi courses, I think and you, so it's been in existence for eight years. Started off partnering with a lady called Lisa Dion. She created some of the early courses for us, and now Susan has created most of these courses. She's a play therapist. She started it because a lot of the hires that she was hiring. New, new therapist. They had no idea how to work with kids, so she's like, I just need to train them. So we recorded 'em. So we have 21 courses on play therapy, two toolbox. We have two, three teachers. Actually we have a third one who did some supervision.
Susan started to do that more. eight years. Our revenue over those course of eight years was [00:26:00] $35,000. $4,000 a year. So this is a passion project, but we've had 1700 students come through. Our sales funnel has been this. We had a, a guide on how to become a play therapist because the Play Therapy Association, association for Play Therapy has the most convoluted process to becoming a registered play therapist.
So we needed their own website was confusing. So we created a, a power page, a lead generator checklist for that. But ai, you know, we started slowly not ranking. Google likes to take your content and then create its own content based on your content, their AI overviews. But that got us a lot of emails.
And then the other thing that we created was a free course on how a guide to creating play therapy notes. Now therapists are at a point where they rather trust another play therapist than ai at this point when it comes to creating case notes for the. In ethical case notes. But those have been kind of the two big lead generators.
[00:27:00] So now. Susan is, doesn't have a community. She's been busy with, being a mom, being a practice owner, but it's all in place for her. She's actually thinking about doing more consulting. She's a registered play therapist supervisor. She's been doing some consulting. She's also gonna be a therapist, the play supervisor as well.
She's been doing that, so everything's kind of in place for her to maybe jump in and do maybe a monthly meeting. Or monthly meetup with the group. But we kinda laid the groundwork for that years ago for her to be able to have that as an option to pursue the kind of these, kind of a passion project. we haven't done anything with AI with that other than just straight taking courses. You can buy 'em, you can get CEUs for them. They can go towards being a registered play therapist. Susan is MBCC certified for that. She's doing a lot of it just for her own team for training. But now I've seen other, other practice owners who have play therapists.
We've [00:28:00] bundled together pay 500 bucks and you can get, a thousand bucks or, I can't remember. We had like special deals and they can basically get all this play therapy training and then so Susan can train them on, on play therapy if the practice owner isn't a play therapist. So there's some interesting things going on there. So I wanted to share that as like another case study.
James Marland: Yeah. And that, that's interesting. Lot, lot of students, 1700 is a lot of students. I think that type of experiential would, with watching somebody do it with good audio is probably gonna be more difficult for AI to, to like, oh, Google how to do play therapy. It'll tell you, but it can't necessarily show the, that human side of it.
So those types of things. It could probably be, you could, you could have AI help you with I don't, I, I'm not sure, like the writing of the script and the writing of things, but not necessarily showing you how to do it,
Brent Stutzman: [00:29:00] yeah. And the thing is, is got the, you got people in the classroom and so we have good audio for that as well. So the questions that they're asking are
James Marland: Oh, very good. Yeah.
Brent Stutzman: that. The listener, the watcher's asking as well. And so especially in play therapy, if you're doing sand tray therapy, you need
cameras up close.
James Marland: Mm-hmm.
Brent Stutzman: just seeing how people are doing it, and, and, and,
how Susan's interacting with them.
James Marland: Cool.
Brent Stutzman: yeah, it's pretty cool.
James Marland: All right. So very interesting discussion. We probably could go off and on more tangents, but I, I love what you brought to the table. I love the formula and the case studies. We started out talking about the SaaS and marketing. Can you tell us again where the, what Thepath, Ugh.
Tell us again
Brent Stutzman: Sarah Sa.
James Marland: problem Thera SaaS solves for therapists. And where can people find more? And I know you have probably lots of free resources and you have a video, like a blog or,
Brent Stutzman: got videos.
James Marland: podcast and video. Yeah. Tell us about that.
Brent Stutzman: I focus on YouTube primarily [00:30:00] for the
James Marland: Okay.
Brent Stutzman: but if you go to feras.com, T-H-E-R-A-S, s.com, uh, you can see what a CRM can do, helping you organize client leads, communicating with them using automation, your centralizing your leads, your centralizing your communications for your intake team so no one is falling through the cracks. You have transparency from top to bottom 'cause your intake coordinator sometimes quits or sometimes go
on vacation and then you're left wondering where it, where are we at? You as a business owner, as a practice, you cannot have that happen. If, if that sounds like you and your Google Sheets are not working for you anymore, or the paper and pencil, go schedule a demo with me and I'll show you the really cool thing about their sas.
It's really, it's built on a, on a popular CRM platform. So we just customize it for the for therapists and practice owners. So I have an amazing support team, and you can read the Google reviews or if you go to the productive therapist website directory and look up the, as you can see, all the [00:31:00] practice owners, it's saving them a ton of time and money. But one interesting aspect inside of the is it has a course builder and so you can build out a course if you want. You could, I've had people build out courses and give it away for free on their. is like a lead generator. Let's say if you're a marriage therapist, you could do a short course on couple on communications with between communication skills with couples, and you can build your brand that way. The other thing that my wife loves to do is she doesn't like to waste her time as a practice O owner, so she's built internal training. inside of Theta. So if she hires somebody new, she has a whole course just for new hires on mandated reporting, how to write case notes. Here's how, these are the videos you need to be watching for the EHR. And so that she just created an internal course just to standardize her onboarding process, which is so powerful and it saves a ton of money. So I, I hope your audience can hear that there's multiple ways you [00:32:00] could. Take courses and sell them publicly, but you can practice creating courses by just doing internal trainings for your team to get access to. Daras has all of that. Thanks for letting me share a little bit about the CRM
James Marland: Yeah. Awesome. I, I think it, it saves a lot of time, money, and frustration.
Brent Stutzman: Oh
James Marland: Yeah. Just hearing you talk about it, it's oh, that sounds really, really neat, really cool, really, really useful. E especially where if somebody goes on vacation, it goes away. Where is that information? Does it live on their spreadsheet locked, behind the two factor authentication or something
Brent Stutzman: Well,
James Marland: Yeah.
Brent Stutzman: like my intake, our intake coordinator she's in her seventies and. She uses Theis ask very well, but when we had 80 people on a wait list and 60 leads a month coming in, she's B Brent, I'm gonna kill you. This spreadsheet is, I hate this thing. was and and she was right.
She was right. And clients weren't falling through the cracks. We weren't responding quickly. And so Theis ask just all of that. And allows [00:33:00] for a team of people, even if it's just one or two people, to be able to interact with clarity and transparency. you now, you don't have to wonder like, did we ever get back to that person? Did we text them or did we email them? And you have to search all these different platforms to find that, but there's that solve centralized. amazing. Yeah.
James Marland: Brent, thank you so much for being on the show. I really enjoyed our conversation.
Brent Stutzman: Thank you for having me.
James Marland: Listeners. It's AI is coming it's, it's already here. There are plenty of tools to help you get. be efficient and it's now time to level up your practice with clarity and transparency and maybe a little bit of ai
Brent Stutzman: Yeah.
James Marland: put your mission in motion.
We'll see you next time.
Speaker 2: Thank you for listening to today's conversation with Brent I wanna remind you about the upcoming workshop with Natasha Guess on HIPAA compliance and the HIPAA compliance toolkit.
Click the [00:34:00] link in the show notes or visit coursecreationstudio.com to register. As we end, I wanna remind you to check out scalingtherapistservices.com. That's our featured resource designed to help practice owners eliminate business bottlenecks and scale sustainably
Our partners are Arc Integrated, Bosco LLC, Course Creation Studio, Freedom Business Solutions, Humor Speaks, Private Practice Elevation, Profit Comes First, RevKey, River Street Studios, The Practice Co-Lab, Therapy Flow, and Wealth and Worth Within. Thank you so much to our sponsors
