Private Practice Toolkit
Marketing and referrals

Marketing strategy

Pick a niche. Let a few paid directories bring in clients directly, build a referral network from prospect lists you make yourself, track every touch in one spreadsheet, and cut whatever hasn't produced by the end of a quarter.

This is the approach I used in the first year of my solo, private-pay practice. The other marketing pages are the working parts; this one shows how they fit.


1. Positioning

2. Channels

Run inbound and outbound side by side. They fail in different ways.

Inbound: clients find you.

Outbound: other professionals send clients.

3. Choosing referrers

Ask who meets my ideal client before a therapist does? For a divorce-focused practice that might be mediators, financial planners, and collaborative-divorce teams; for other niches, couples therapists, psychiatric prescribers, or ADHD and autism evaluators.

4. Prospect lists

Build your own from public data instead of buying lists that go stale.

5. Tracking and measurement

6. Drop what doesn't produce


Where to start

  1. Write your one-line positioning and your one-page marketing plan.
  2. Send warm outreach to people who already know you.
  3. Publish one directory profile fully, on its paid tier.
  4. Set up the referral tracker and log every touch from the first one.
  5. Build your first prospect batch from a license roster or the NPI registry and start named-account outreach.
  6. At the end of the quarter, review costs and results, and decide what to keep.