It started in conversations.

I talk to a lot of counselors, coaches, therapists, and doctors… it goes something like this:

Them: “Casey, I have a client I want to refer to you.”

Me:  “I am full right now.  I do have a waiting list if that's possible for them.”  

Them:  “I don’t get it. How do you only see two clients a day, two days a week?  I’d go broke and couldn’t pay for this office or my staff.”

Me:  “I know; I had to experience a crisis actually to make the changes.  It’s not for everyone.”

Them: “Yeah, OK, but how?”

Me: “When I got fired, I had to replace my income immediately.  There was no check coming the next month.  I had zero ramp-up time.”

Them:  “But that’s only four clients, right?”

Me:  “No.  I see my clients only once a month.  So I can see about 16 total.  They all pay a monthly subscription fee of $400 ($100 a week).  I want it to be affordable and about the same as a month of copays, as I don’t take insurance. While we only meet once, I give them four weeks of homework assignments which are automated on my site within the multimedia courses and automatic emails.  My site sends out monthly and quarterly online forms for them to complete, and I ask them to contact me (usually by text) between sessions.  There are more touch points when needed.  For example, some meet with me in a group format.  All sessions on video calls. 

The cool part is that I have had many clients stay in the program for over three years now.  Those don’t need to meet with me monthly anymore; they are content that I’m on ‘retainer,’ they have access to the coursework I’ve created, and occasionally they will text or email with a question or an issue I handle with a quick reply.  When they move to this ‘maintenance phase,’ I consider that slot open and admit a new client.  

If half of my caseload is in later phases of the program, I can easily have 32 total, as half are not taking session time.  My annual income is over $75K at that point.  

However, I have no overhead.  Barely any expenses. All clerical work is automated in a ‘set it and forget it’ manner.  But I also have some particular clients that pay more.  

Now let me ask you, what two months does your income go down?”

Them, “Easy, August and December.  Clients are no show or don’t schedule because of school starting and Christmas.  Summer gets lean too.”

Me: “Me too!  My clients don’t schedule as much during those seasons. Half of them skip those months. But since they pay a monthly subscription (like Netflix), my income stays the same, and I do less work, which is perfect because I have kids starting school and holidays myself.  My income has much less fluctuation now.”

Them:  “But it sounds like your clients are getting the short end here.  How do you think your clients do in your system?”

Me:  “The most common comment I get from clients is “This is the smartest system I’ve seen!”  They are getting much more for much less money and time investment.  From the comfort of their home or anywhere -with any internet-connected device, they get 24/7 access to dozens of course topics.  They never waste time in a waiting room or phone calls that take too long with receptionists to make or reschedule appointments.  

I’ve automated about 80% of what I used to do in-session.  Now we have the time to go further and faster in session.  It is much more productive.”

Them:  “How do you set this up?  Was transitioning your clients hard?  How do you… uh.  Will you help me?”

“Yes.”  

Then I set up this program to help.