Mastering the Consultation Call: The Key to Client Retention with Dr. Nadia Alsamadi
03/19/25 • 35 min
In this episode of The Mental Health Business Mentor Podcast, host Dr. Margo Jacquot welcomes Dr. Nadia Alsamadi, a queer and non-binary Palestinian-American clinical psychologist, educator, and founder of Beyond the Binary Psychotherapy & Consulting. Together, they discuss the critical role of the initial consultation call in client retention and practice success.
Dr. Alsamadi provides a structured, five-step approach to conducting effective consultation calls, ensuring both clinicians and potential clients benefit from the process. As the mental health landscape shifts post-pandemic, fewer clients are readily available, making it more important than ever for therapists to refine their approach and create a welcoming, structured, and intentional client experience.
Throughout the conversation, Dr. Alsamadi emphasizes the importance of setting expectations, determining administrative fit, and balancing compassion with the business side of therapy. They also highlight best practices for addressing client risk factors and communicating identity and approach in a way that fosters trust and therapeutic alignment.
Resources:
- Dr. Alsamadi's guide to an effective consultation call. This free version includes a sample of scripts, with info to contact Dr. Alsamadi for the full paid version.
- Dr. Alsamadi continuously updates this resource guide that includes crisis and warm lines, support/peer spaces, and coping skills.
- Dr. Alsamadi's Psychology Today profile and practice website.
Additional Resources:
Connect with Dr. Alsamadi:
[email protected]
https://www.linkedin.com/in/nadiaalsamadi1/
Dr. Margo Jacquot is the award-winning founder and Chief Care Officer of The Juniper Center, one of the largest woman-owned counseling and therapy practices in the Chicago area. With over 20 years of experience, she specializes in trauma recovery, addiction treatment, and LGBTQ-affirming therapy. Dr. Jacquot is also the host of the "Mental Health Business Mentor" podcast, where she shares insights on running a successful mental health practice.
Connect with Dr. Margo Jacquot:
Website: thejunipercenter.com
Instagram: @thejunipercenter
Facebook: The Juniper Center
Dr. Margo Jacquot is the award-winning founder and Chief Care Officer of The Juniper Center, one of the largest woman-owned counseling and therapy practices in the Chicago area. With over 20 years of experience, she specializes in trauma recovery, addiction treatment, and LGBTQ-affirming therapy. Dr. Jacquot is also the host of the "Mental Health Business Mentor" podcast, where she shares insights on running a successful mental health practice.
Connect with Dr. Margo Jacquot:
- Website: thejunipercenter.com
- Instagram: @thejunipercenter
- Facebook: The Juniper Center
In this episode of The Mental Health Business Mentor Podcast, host Dr. Margo Jacquot welcomes Dr. Nadia Alsamadi, a queer and non-binary Palestinian-American clinical psychologist, educator, and founder of Beyond the Binary Psychotherapy & Consulting. Together, they discuss the critical role of the initial consultation call in client retention and practice success.
Dr. Alsamadi provides a structured, five-step approach to conducting effective consultation calls, ensuring both clinicians and potential clients benefit from the process. As the mental health landscape shifts post-pandemic, fewer clients are readily available, making it more important than ever for therapists to refine their approach and create a welcoming, structured, and intentional client experience.
Throughout the conversation, Dr. Alsamadi emphasizes the importance of setting expectations, determining administrative fit, and balancing compassion with the business side of therapy. They also highlight best practices for addressing client risk factors and communicating identity and approach in a way that fosters trust and therapeutic alignment.
Resources:
- Dr. Alsamadi's guide to an effective consultation call. This free version includes a sample of scripts, with info to contact Dr. Alsamadi for the full paid version.
- Dr. Alsamadi continuously updates this resource guide that includes crisis and warm lines, support/peer spaces, and coping skills.
- Dr. Alsamadi's Psychology Today profile and practice website.
Additional Resources:
Connect with Dr. Alsamadi:
[email protected]
https://www.linkedin.com/in/nadiaalsamadi1/
Dr. Margo Jacquot is the award-winning founder and Chief Care Officer of The Juniper Center, one of the largest woman-owned counseling and therapy practices in the Chicago area. With over 20 years of experience, she specializes in trauma recovery, addiction treatment, and LGBTQ-affirming therapy. Dr. Jacquot is also the host of the "Mental Health Business Mentor" podcast, where she shares insights on running a successful mental health practice.
Connect with Dr. Margo Jacquot:
Website: thejunipercenter.com
Instagram: @thejunipercenter
Facebook: The Juniper Center
Dr. Margo Jacquot is the award-winning founder and Chief Care Officer of The Juniper Center, one of the largest woman-owned counseling and therapy practices in the Chicago area. With over 20 years of experience, she specializes in trauma recovery, addiction treatment, and LGBTQ-affirming therapy. Dr. Jacquot is also the host of the "Mental Health Business Mentor" podcast, where she shares insights on running a successful mental health practice.
Connect with Dr. Margo Jacquot:
- Website: thejunipercenter.com
- Instagram: @thejunipercenter
- Facebook: The Juniper Center
Previous Episode
The Power of KPIs: How to Grow & Sustain Your Therapy Practice
Success in private practice isn’t just about seeing clients—it’s about tracking the right data to grow and sustain your business. In this episode of Your Mental Health Business Mentor, Dr. Margo Jacquot and Dr. Mark Jacquot (brother and sister) dive deep into Key Performance Indicators (KPIs) and how they can transform the way you manage your practice.
📊 What You’ll Learn in This Episode:
✔️ Why KPIs Matter: Track the right metrics for business success
✔️ Client Retention & Therapist Support: Key insights for keeping clients engaged
✔️ Delegation & Efficiency: When and how to offload admin tasks to scale your practice
✔️ The Role of Financial Metrics: How understanding your numbers leads to better decision-making
✔️ Creative Marketing Strategies: How to attract the right clients and fill your practice
✔️ Working Smarter, Not Harder: Systems and strategies to prevent burnout
💡 Whether you’re a solo therapist or a group practice owner, this episode will give you the tools to measure, refine, and grow your practice using data-driven decisions.
Dr. Margo Jacquot is the award-winning founder and Chief Care Officer of The Juniper Center, one of the largest woman-owned counseling and therapy practices in the Chicago area. With over 20 years of experience, she specializes in trauma recovery, addiction treatment, and LGBTQ-affirming therapy. Dr. Jacquot is also the host of the "Mental Health Business Mentor" podcast, where she shares insights on running a successful mental health practice.
Connect with Dr. Margo Jacquot:
- Website: thejunipercenter.com
- Instagram: @thejunipercenter
- Facebook: The Juniper Center
Next Episode
Delegating for Growth: How Virtual Assistants Can Help Scale Your Practice with Lairen Knott
In this episode, we dig into one of the biggest barriers holding back practice owners from scaling: being too deep in the weeds. Our guest today is Lairen Knott, founder of National Virtual Assistants, a service committed to helping business owners like you offload administrative, creative, and operational tasks.
From handling emails and calendars to managing cohorts and sitting on insurance calls (yes, really), Lairen and her team are reshaping what support looks like for therapy practices and service-based businesses.
We cover:
What a virtual assistant (VA) can do for your mental health business
How to know you’re ready for a VA (even just 3 hours/week)
Customizing support based on your business's needs and budget
What to ask when hiring a VA
Building trust and communication systems for a successful VA relationship
🌟 The 4 A’s of a Successful VA Relationship:
Accountability – Trust your VA to help you follow through on what matters.
Adaptability – A good VA learns your systems and flexes with your business.
Acceptance – They take ownership of their role and responsibilities.
Anticipation – They’re always thinking ahead and ready for what’s next.
📣 About Our Guest:
Lairen Knott is the founder and CEO of National Virtual Assistants, a Michigan-based virtual admin company supporting business owners across the country. With a strong background in operations, executive support, and workflow management, she partners with business owners to help them work smarter—not harder.
📧 Contact Lairen
🌐 Website: https://www.nationalvirtualassistants.com
📩 Email: [email protected]
📱 Text or Call: 313.475.0570
If you’ve been feeling stuck in the day-to-day grind, this episode is for you. It’s time to step back into your CEO role and let someone like Lairen help move your practice forward.
🎧 Don’t forget to subscribe, share, and leave a review if this episode resonated with you!
Dr. Margo Jacquot is the award-winning founder and Chief Care Officer of The Juniper Center, one of the largest woman-owned counseling and therapy practices in the Chicago area. With over 20 years of experience, she specializes in trauma recovery, addiction treatment, and LGBTQ-affirming therapy. Dr. Jacquot is also the host of the "Mental Health Business Mentor" podcast, where she shares insights on running a successful mental health practice.
Connect with Dr. Margo Jacquot:
- Website: thejunipercenter.com
- Instagram: @thejunipercenter
- Facebook: The Juniper Center
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