Kate and Katie Talk about S&M | PoP 288

Kate and Katie Talk about sales and marketing

What is the first thing that comes to mind when you think of sales and marketing? Do you hate the idea of ‘selling’ yourself? Do you consider sales and marketing to be one of the ‘less important’ facets of your business?

In this episode, Joe Sanok speaks with Kate and Katie about sales and marketing.

Podcast Sponsor

We’ve created a lot of stuff, i.e.: opt ins, PDFs, e-books. At Practice of the Practice, we’re constantly developing things and making them accessible to you. But, sometimes, it’s hard to keep track of it all. So we’ve set up a landing page, practiceofthepractice.com/resources, where we have put all of our free stuff. We have five free e-books there: the ‘Practice of the Practice’ e-book; the ‘HIPAA and Security’ e-book that I wrote with Roy Huggins; the ‘Adding Insurance to Your Practice’ e-book; the ‘How to Start a Group Practice’ e-book that Alison and I created; and the ‘How to Start a Practice That Thrives’ e-book.

Also, we’ve got checklists there galore! We’ve got your ‘Website’ checklist, your ‘Pinterest’ checklist, your ’28-Step Checklist for Starting a Practice’, and your ‘Group Practice’ checklist. Also, we’ve got some guides there: there’s ‘A Guide to Creating a Website’, ‘Comprehensive Guide to a Kick-Ass Content Strategy’, ‘A Guide to Start a Private Practice’, and tons more infographics, and worksheets. We have over 20 different, free resources there for you! It’s over at practiceofthepractice.com/resources. Go grab them before we start charging!

Meet Kate and Katie

We’re 2 Licensed Marriage and Family Therapists (LMFTs) who live, work and play in South Florida. We both created our successful 6 figure private practices (Bayview Therapeutic Services & Lemieux Solutions Unlimited) from the ground up.

Believe us when we tell you the path to success was NOT a straight line, rather it was one that had many twists, turns, spikes and drops much like the stock market.

We learned a lot along the way and have fallen in love with business, marketing, and entrepreneurship, and we’re passionate about inspiring other mental health professionals to fulfill their private practice dreams!

Kate and Katie’s Story

Kate and Katie met in 2006 under licensure supervision. They realized that they worked really well together and, so, decided to work together. So, they started doing trainings together over and above running their own, individual practices.

In This Podcast


In this episode, Joe speaks to Kate and Katie about their partnership, how it came to be and what keeps it going strong. Even amidst, for example, hurricanes. One of their tips, from the get-go is to consider building up other means of income for when disaster strikes, i.e.: hurricane. They also cover invaluable tips and advice regarding sales and marketing.

Partnership Tips and Advice

  • Treat business as if it’s a marriage and discuss divorce first, i.e.: discuss what would happen if the partnership had to end
  • Transparency in communication
  • Systems
  • Don’t take things personally
  • Hand things off to one another
  • Started off as business partners and then became friends
  • They have different strengths
  • Both have a similar work ethic

What Is S&M?

S&M stands for sales and marketing. It’s one of the biggest things you need to invest your time, energy, and money into. Many people consider physical things, like office furniture, to be more important than sales and marketing, but in fact, S&M is one of the fundamental facets of business.

Sales and marketing is about building relationships and nurturing these. It’s about creating a conversation with your ideal client where you communicate to them that you are going to help them with their struggles. If you do it right, you don’t need to ‘sell yourself’. It becomes an organic part of how you do business.

Tips and Advice Around Sales and Marketing

  1. Knowing your ideal client is essential
  2. Have a budget for marketing
  3. Identify 3-5 strategies that you align with
  4. Find clear systems, i.e.: Calendly, Simple Practice, Slack, Trello, etc.
  5. Track and analyze
  6. KISS – Keep It Super Simple

Useful Links:

Meet Joe Sanok

private practice consultantJoe Sanok helps counselors to create thriving practices that are the envy of other counselors. He has helped counselors to grow their businesses by 50-500% and is proud of all the private practice owners that are growing their income, influence, and impact on the world. Click here to explore consulting with Joe.






Thanks For Listening!

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