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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 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.
