How to Succeed in Behavioral Health Business Development | Behavioral Health CRM

July 06, 2025

Summary:

In this episode of Center Stage, we sit down with Kelly, a seasoned outreach professional with two decades of experience in behavioral health. From the personal loss that sparked his career to the deep, trust-based relationships he's built across the industry, Kelly offers powerful insights for anyone working in business development.

Key Takeaways:

  1. Start with Purpose - Kelly entered the field after losing a close friend to a cocaine overdose and witnessing addiction's toll on his own family. His advice: Start with a personal mission - it sustains you through the challenges of this work.


  2. Relationships are the currency of Outreach - Whether it’s educational consultants, therapists, or discharge planners, trust is everything. Kelly emphasizes treating everyone with respect.


  3. Five touchpoints rule - Kelly follows a proven system:

    • 5 calls

    • 5 emails

    • 5 texts

    • 5 follow-ups per lead

    It’s not spam - it’s strategy. Repetition builds recall, and recall drives referrals in crisis situations.


  4. Use data to reconnect - One of the first things Kelly does in a new role is review referral data - who used to send clients and who dropped off? Reach out, rebuild trust, and reintroduce your services.


  5. Know your differentiators - When speaking with other programs or referral sources:

    • Be clear about levels of care

    • Know which insurances you take

    • Highlight any unique modalities (e.g., DBT, EMDR, long-term care)

    Especially when in-network status changes, communicate clearly and consistently.


  6. Adapt or get left behind - Outreach today isn’t what it was 10 years ago - or even 10 months ago. Kelly stresses the importance of staying flexible: “What worked at your last facility might not work here.”


  7. Embrace AI and technology - Kelly predicts that AI will give BD reps “lethal” efficiency - automating follow-ups, tracking touchpoints, and helping treatment centers scale relationships without losing the human touch.

    “The reps who pair relationship-building with AI will dominate.”


  8. Match message to audience -

    Hospitals want insurance info and fast answers.

    Clinicians and consultants want to know your philosophy, team, and track record.

    Families need to feel heard and empowered in the decision-making process.

    Tailor your communication accordingly.


  9. Stay consistent, stay Human - Whether you’re doing hospital rounds or cold outreach, consistency builds familiarity. Show up at the same time. Build rapport. Offer help even when there’s no immediate benefit.


  10. Avoid burnout - Outreach is emotionally heavy. Kelly reminds us: take breaks, stay grounded, and recharge. You can’t pour from an empty cup.


Final Word

Outreach isn’t just sales. It’s service. It’s about getting people to a place where they can heal even if it’s not with you.

New Resilience

Accelerate critical tasks with New Resilience AI products. Let’s explore how New Resilience can support your facility's needs.

Copyright © 2025 New Resilience. All rights reserved.

New Resilience

Accelerate critical tasks with New Resilience AI products. Let’s explore how New Resilience can support your facility's needs.

Copyright © 2025 New Resilience. All rights reserved.

New Resilience

Accelerate critical tasks with New Resilience AI products. Let’s explore how New Resilience can support your facility's needs.

Copyright © 2025 New Resilience. All rights reserved.