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Never Miss Another Client: How to Design an AI-Powered Intake Process With Uriah Guilford, MFT | WP 149
Manage episode 503969430 series 3559787
If you’ve ever missed a call from a potential client and thought, “Ugh… there goes another one,” you are not alone.
In today’s Wise Practice Podcast episode, I’m sitting down with my good friend and tech genius Uriah Guilford to talk about something that could completely change that story—using AI to design an intake process that works around the clock, never misses a lead, and still feels personal and client-centered.
We’re diving into real, HIPAA-compliant tools that can answer calls 24/7, book consultations instantly, and make sure no one slips through the cracks—without adding more to your already overflowing plate. Whether you’re an AI skeptic or you’re ready to go all in, you’re going to walk away from this conversation with practical ways to bring your intake system into the future.
Let’s get into it.
06:19 How Uriah got into AI 08:05 AI explained for therapists 11:40 The big intake problem 17:08 24/7 voice AI in action 22:08 Chatbots and centralizing referrals 23:28 Will clients hate AI? 29:48 Phone numbers and setup 33:18 AI handling texts 34:22 Can AI manage tough calls?
Show Sponsor Practice at Scale
This episode is sponsored by Practice at Scale, the growth engine for therapy practices ready to scale without burnout. If you’re tired of wondering where your next client will come from or constantly tweaking your website and SEO with no results, Practice at Scale will build and run your full growth engine. That means local SEO, Google Ads, systems support, and marketing execution, all tailored to your unique practice and values. They specialize in helping therapy practices put their practice growth on autopilot.
Start with a free marketing and website analysis at practiceatscale.co/wise-analysis. Your next chapter of sustainable growth starts here.
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