How do I find customers? | A step by step guide

By AskSAMIE · 3 min read

Finding customers is the lifeblood of your business! ๐Ÿ† The keys are visibility, trust, and outreach. Hear from OTPreneurs Justin Oakley, Emilia Bourland and Brandy Archie in this video clip as they answer this very question. For the full convo check it out here!


Letโ€™s break it down into actionable steps so you can get started.

1. Define Your Ideal Customer

Before you start marketing, you need to understand who your ideal client is.

  • Identify who needs your services the most (e.g., children, seniors, post-surgical patients).
  • Determine where they spend time (e.g., online, in schools, at rehab centers).
  • Understand their biggest challenges (e.g., mobility issues, sensory processing difficulties).
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Donโ€™t worry about leaving others out - I know you can serve everyone! When you talk to a specific person, it's easier to connect with them. Others will see how you might be able to help them even if you're not talking to them directly.

2. Leverage Word-of-Mouth & Referrals

Referrals are one of the most effective ways to grow your business.

  • Ask satisfied clients to recommend your services to others - even if you worked with them in a traditional setting. They can attest to your work!
  • Build relationships with your champions, the professionals who are already working with the clients you are trying to reach.
  • Create a simple referral system so itโ€™s easy for people to connect you with clients. Referring them to your profile at AskSAMIE is a great way to get new referrals.
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Word-of-mouth marketing is free and builds instant trust with new clients.

3. Build a Strong Online Presence

A professional online presence makes it easier for potential clients to find and trust you.

  • Optimize your website to clearly explain who you help, what you offer, and how to book an appointment.
  • Use SEO (Search Engine Optimization) so people can find your services on Google. Start easy by Building Your Google My Business Profile.
  • Stay active on social media by posting OT tips, client success stories (with permission), and educational content.
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We are making this easier for you at AskSAMIE! Soon youโ€™ll be able to fully build out a profile, share it and keep it up to date so you can easily be found!

4. Network and Build Relationships

Connecting with the right people can lead to more referrals and business opportunities.

  • Attend local meetups, professional conferences, and community events.
  • Join Facebook groups, LinkedIn forums, and OT-related communities where potential clients and referral partners are active.
  • Establish yourself as an expert by hosting workshops or webinars to share knowledge and connect with new clients.
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Business is built on relationships. Start building now and keep those connections growing!

5. Follow Up & Stay in Touch

Keeping in contact with past clients and referral sources leads to repeat business.

  • Send email newsletters with helpful OT tips and updates.
  • Create a system for following up with past clients to check in and offer additional support.
  • Stay connected with referral sources by sending thank-you notes or progress updates.
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A simple follow-up email can remind past clients about your services and bring in new business.

Final Thoughts

Finding customers for your OT practice doesnโ€™t have to be overwhelming. By focusing on word-of-mouth referrals, online presence and networking you can attract and retain clients.

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Pick one or two strategies to start with, stay consistent, and watch your business grow!

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