Designer Practice Podcast 124. Client Referrals vs. Retention: Responsibilities of Group Practices & Independent Contractors
Jul 8, 2025
Discover the essential responsibilities of group practice owners and independent contractors in client referrals and retention. The discussion emphasizes the crucial role of effective communication and well-defined policies for success. Learn how nurturing these relationships can benefit both practitioners and clients, boosting overall practice effectiveness.
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Marketing Responsibility of Group Practices
- Group practice owners are responsible for marketing to bring in clients for independent contractors.
- Without a consistent client flow, both practice and contractors' revenues decline.
Independent Contractors' Client Role
- Independent contractors should not be expected to bring in clients themselves unless paid for marketing time.
- Independent contract work is unpredictable and unlike employee roles with guaranteed hours.
Client Retention Responsibilities
- Independent contractors must focus on retaining clients after referral by converting consults to paid sessions.
- Building strong client relationships is key for consistent income for both contractors and practice.