Affirming & collaborative therapy where you can show up fully

This is a a practical guide to phone consults, client onboarding, & intake sessions. It includes my exact scripts, breakdowns of typical paperwork you might send, example intake questions, & more. This guide gives you the exact framework I use from the client inquiry to the end of the intake session.

topics covered:

• responding to new client inquiries

• what a phone consult is

• things to cover during phone consults

• my exact phone consult script

• what to do if a client wants to move forward with booking vs. take time to think about it

• setting up a client in your EHR

• tips for onboarding new clients

• structuring your intake sessions

• template intake policy review script

• example intake questions

if you’re interested in accessing this resource but finances are a barrier, you can use code 25OFF for 25% off your purchase, no questions asked.

this guide offers a broken-down-for-you guide that explores finding, interviewing, & selecting a group therapy practice. this is the guide that I WISH I had access to when I was panicking about getting a job in group practice.

topics covered:

• getting clear on what you want vs. need

• finding potential group practices

• reaching out to practices

• preparing for the interview process

• potential interview questions + questions to ask

• post interview tips

• group practice orange flags

• therapist math

• selecting a group practice

• tips for finding a supervisor

• phone consult tips

• intake session tips

additional things included:

• template for tracking interviews/practices

• example resume

• example inquiry email

• therapist math worksheet

• template offer comparison worksheet

• example email notifying the other practices that you’ve gone with a different practice

• list of questions to ask potential supervisors

if you’re interested in accessing this resource but finances are a barrier, you can use code 25OFF for 25% off your purchase, no questions asked.

this 120+ page downloadable packet sets you up to get hired in group practice, implement a smooth system for inquiries to intakes, start hosting workshops, write support letters for clients, set yourself up for success with client paperwork, get started (or re-inspired!) on social media, & so much more. it’s all the individual downloads + a ton of additional resources:

• No One Tells You How to Get Hired In Group Practice

  • a 20+ page practical guide that includes info on finding, interviewing, selecting, and starting with a group practice

• The Inquiry to Intake Blueprint

  • a practical guide to phone consults, client onboarding, & intake sessions

• So You Want To Host A Training: A Broken-Down-For-You Guide to Hosting Workshops 

  • 20+ page guide that includes info on hosting workshops, sample timeline, training checklist, marketing support, & more

• New Client Template Intake Paperwork 

  • includes: informed consent, practice policies, individual & partner intake forms, reduced fee agreement, & more

• Template Emails & Texts

  • includes: new client welcome, closing client file, out of office reminder, session fee increase notification, & more

• Letter Templates

  • gender-affirming letter, excuse note, & work from home accommodations letter

• Notes Templates

  • includes: 2 note templates, example SI note, cancellation note, & more

• Social Media & Marketing Support

  • includes: example social media disclaimer, 5 pages of categorized social media ideas, template language for informed consent, & more

• Referral Codes & Template Spreadsheets

  • discount codes for sessions health, cords club, & mental health match; CE tracker spreadsheet, expenses/income spreadsheet, & example monthly/annual expenses

Please read the disclaimer and notice prior to engaging with this packet. value: $400

if you’re interested in accessing this resource but finances are a barrier, you can use code 25OFF for 25% off your purchase, no questions asked.

this packet offers template texts/emails you may need to send to clients/potential clients. Please read the disclaimer and notice prior to engaging with this packet.

email templates included:

• new client welcome

• closing client file

• initial client contact

• end of the year

• license update & clinical designee notification

• referring clients out

• reminder to complete paperwork

• out of office reminder

• session fee increase notification

text templates included:

• checking if the client can make the scheduled session

• card on file not working

• reminder to complete paperwork

• no-show

• checking in about scheduling

• final check-in after getting ghosted/not receiving responses

• response to client canceling sessions

if you’re interested in accessing this resource but finances are a barrier, you can use code 25OFF for 25% off your purchase, no questions asked.