Intake Process Voice Notes
A Behind-the-Scenes Look at How I Structure Consultation Calls & Intake Sessions
These audio trainings include two voice notes (35 minutes total) where I walk through how I personally structure consultation calls & intake sessions in my private practice.
Rather than teaching a specific formula or telling you exactly what to do, these recordings are meant to give you a behind-the-scenes look at how one therapist (me!!!) approaches these conversations.
You'll hear my thought process, the transitions I use, the way I guide conversations, & how I balance gathering information while helping clients feel comfortable & supported.
Who This Is For
These audio trainings may be a good fit for you if you:
Feel nervous or unsure leading consultation calls
Want more confidence guiding intake sessions
Learn best by hearing someone explain their thought process
Feel comfortable with the logistics of your intake process but want support with the actual conversations
Want examples of how another therapist structures these interactions
Prefer listening over reading
What's Included
Consultation Call Structure (15 Minutes)
In this voice memo, I walk through:
How I begin consultation calls
Creating comfort & connection quickly
The general structure I use
The way I structure those 15 minutes
Discussing next steps
Intake Session Structure (20 Minutes)
In this voice memo, I walk through:
Balancing assessment & rapport
The general structure I use
How I provide clients with structure & autonomy
Creating direction without overwhelming clients
What Makes These Different
These recordings are intentionally conversational.
Rather than presenting a polished training or step-by-step course, you'll hear me talk through my actual process in a way that closely mirrors how I think about these conversations in real life.
The goal isn't to provide a script that you copy exactly.
The goal is to help you feel more confident, intentional, & grounded as you develop an approach that works for you.
Important Note
These audio trainings focus specifically on consultation calls & intake sessions.
They do not include my full intake workflow, my inquiry form questions, my email templates, reflection exercises, or a detailed exploration to help you determine boundaries, non-negotiables, capacity limits, or fit considerations.
Those resources are included in the Complete Intake Guide.
What's Included
✓ 2 voice memo trainings
✓ 35 minutes of audio content
✓ Consultation call structure training
✓ Intake session structure training
✓ Downloadable audio files
Looking for More?
If you're looking for a complete behind-the-scenes look at how one therapist approaches the entire intake process, the Complete Intake Guide also includes:
✓ My full intake workflow
✓ My inquiry form questions & rationale
✓ My consultation call preparation process
✓ My consultation call structure & script
✓ My intake session framework & structure
✓ An 18-page reflection workbook
✓ 10 email templates
The Complete Intake Guide is available separately (linked here).
$49
A Behind-the-Scenes Look at How I Structure Consultation Calls & Intake Sessions
These audio trainings include two voice notes (35 minutes total) where I walk through how I personally structure consultation calls & intake sessions in my private practice.
Rather than teaching a specific formula or telling you exactly what to do, these recordings are meant to give you a behind-the-scenes look at how one therapist (me!!!) approaches these conversations.
You'll hear my thought process, the transitions I use, the way I guide conversations, & how I balance gathering information while helping clients feel comfortable & supported.
Who This Is For
These audio trainings may be a good fit for you if you:
Feel nervous or unsure leading consultation calls
Want more confidence guiding intake sessions
Learn best by hearing someone explain their thought process
Feel comfortable with the logistics of your intake process but want support with the actual conversations
Want examples of how another therapist structures these interactions
Prefer listening over reading
What's Included
Consultation Call Structure (15 Minutes)
In this voice memo, I walk through:
How I begin consultation calls
Creating comfort & connection quickly
The general structure I use
The way I structure those 15 minutes
Discussing next steps
Intake Session Structure (20 Minutes)
In this voice memo, I walk through:
Balancing assessment & rapport
The general structure I use
How I provide clients with structure & autonomy
Creating direction without overwhelming clients
What Makes These Different
These recordings are intentionally conversational.
Rather than presenting a polished training or step-by-step course, you'll hear me talk through my actual process in a way that closely mirrors how I think about these conversations in real life.
The goal isn't to provide a script that you copy exactly.
The goal is to help you feel more confident, intentional, & grounded as you develop an approach that works for you.
Important Note
These audio trainings focus specifically on consultation calls & intake sessions.
They do not include my full intake workflow, my inquiry form questions, my email templates, reflection exercises, or a detailed exploration to help you determine boundaries, non-negotiables, capacity limits, or fit considerations.
Those resources are included in the Complete Intake Guide.
What's Included
✓ 2 voice memo trainings
✓ 35 minutes of audio content
✓ Consultation call structure training
✓ Intake session structure training
✓ Downloadable audio files
Looking for More?
If you're looking for a complete behind-the-scenes look at how one therapist approaches the entire intake process, the Complete Intake Guide also includes:
✓ My full intake workflow
✓ My inquiry form questions & rationale
✓ My consultation call preparation process
✓ My consultation call structure & script
✓ My intake session framework & structure
✓ An 18-page reflection workbook
✓ 10 email templates
The Complete Intake Guide is available separately (linked here).