Learn and practice the most time & energy efficient client intake process in the business.
From the first inquiry to the PAID initial consultation
The Ideal Intake is a focused TRAINING session designed to help you run a clear, confident, and ethically sound client intake process. Learn how to structure your first conversation, gather essential history, set expectations, and establish rapport while staying within scope of practice. You’ll leave with a repeatable intake framework you can use immediately to improve client readiness and therapeutic outcomes while also saving yourself time and energy. Session 1 covers from when the client first reaches out to you all the way to their initial PAID consultation