Practice Axis is the first Clinical Client Relationship Management Software (CRM) for Mental Health Practices. Our HIPAA Compliant CRM streamlines your intake process to save time on admin tasks, helps to manage and filter your waitlist to get more clients the care they need in less time. Our email campaign and done-for-you workflows nurture current clients and stay in touch with potential and former clients without manual follow up. Our suite of Appointment Request Forms and Surveys link to a dashboard of reporting insights that you need to make hiring, marketing and clinical decisions as you scale.Since we know technology is only useful when it augments a process, we teach our proven process of business development strategies in our Launchpad Program. We train your entire client care team while simultaneously onboarding them to the CRM to ensure a smooth transition from our current intake process to full implementation of the practice axis CRM. Most of our practices switch from using long, colorful and elaborate spreadsheets to track incoming clients, so change management goes hand in hand with technical onboarding.

Developed and executed outbound sales strategy focusing on relationship building and demand generation. Worked with CEO to define business development roadmap, quarterly company goals, growth targets, and key performance indicators.Generated $600K in revenue within one year as employee #1 by designing high-ticket consulting sales strategy, executing through targeted outreach and trade show engagements, and delivering 50 consultations/month.Traveled 40% of time to build relationships and market presence at industry conferences and company off-sites. Identified market trends/changes to inform development of recruiting, training, and sales optimization programs.

Oversaw call center of 80 sales agents, interviewing and onboarding 20 new agents every 2 weeks. Worked cross-functionally to identify best practices and optimize training content.►Increased sales conversion rates of new hires by 25% within one week through targeted exercises and coaching. ►Improved overall performance/KPIs by designing well-received 5-day training curriculum and continuously assessing training quality and effectiveness.

Managed operations across 6 franchise locations with ~10 employees each, directing hiring, training, and performance. Independently operated personal training business within Easthampton club. Reported directly to owner. ►Project-managed opening of 2 new franchise locations ahead of schedule and budget expectations via organized approach to contractor management, staff hiring/training, and community relations.►Increased annual revenue by $5M across all locations by implementing sales strategies and operational systems.►Rebuilt 5K sq. ft. gym within rigid budget and timeline following fire, navigating staff through ambiguity and change, overseeing contractors, purchasing new equipment, and coordinating with franchise for rebranding.►Reduced client turnover by 30% by developing comprehensive sales playbook and training program for personal trainers, improving service delivery and client satisfaction.

► Grew sales and program enrollment at a new franchise location by 45% through sales process development and automated communication for consumer education► Liaised with parents and prospects while coordinating operations in a center serving children ages 5-17 of various ability levels to enhance social & academic performance► Coached children 1-1 on sensorimotor skills and provided feedback to parents and a collaborative team of providers

► Grew a full-time clientele of personal training clients through consultative sales appointments and was promoted to a Tier III trainer within nine months.► Designed innovative client management strategies for prospecting to sell high ticket training packages► Coached individual clients to achieve exceptional results and tracked progress to ensure retention

► Consistently motivated fifteen employees to meet monthly revenue goals of $150K across four Equinox clothing shop locations in Manhattan ► Developed sales strategies and training programs to roll out best practices at every retail location► Ensured an exceptional customer service experience including custom orders and personal delivery of merchandise