The Complete Intake Guide
Building an Intake Process That Works for You
Over time, I've developed an intake process that feels aligned, sustainable, organized, & supportive for both me & my clients.
This guide is a behind-the-scenes look at that process.
Inside, I share the systems, workflows, scripts, forms, templates, and questions that help me move potential clients from their first inquiry through the end of the intake session.
My goal isn't to tell you what your intake process should look like or the ~best~ way to do it. I don’t even tell you what my specific boundaries, limits, or decision-making parameters are (because what’s the best thing for me isn’t the best thing for others!)
My goal is to show you how one therapist (me!) thinks through these decisions so you can create a process that works for you.
Who This Is For
This guide is designed for therapists who have autonomy over their intake process & want to create a more intentional experience for themselves & their clients.
This may be a good fit for you if you:
Own a private practice
Are building or refining your intake process
Feel overwhelmed by intake logistics
Want more confidence determining fit
Want stronger consultation calls
Want more structure in your intake sessions
Are looking for practical examples rather than generic advice
What You'll Learn
This guide walks through four major areas of the intake process:
Section 1: Intake Workflow
Creating the logistical foundation of your intake process
Designing the intake experience
Creating a workflow that supports both you & your clients
My workflow outline
Section 2: New Client Inquiry
Determining fit before a consultation call ever happens
The exact questions I include on my inquiry form
The purpose behind each question
How to create your own clinical & logistic fit considerations
Exploring you boundaries, limits, & non-negotiables
Section 3: Phone Consultation
Structuring consultation calls with confidence
Building confidence for consultation calls
How I prepare before calls
My consultation call structure & how I structure my calls
Section 4: Intake Session
Balancing connection & direction
The purpose of the intake session
Balancing connection with information gathering
My intake session structure
Scripts & transition points
Bonus Resources Included
Intake Process Reflection Workbook
18 pages of guided explorations to help you:
Clarify your boundaries
Identify capacity limits
Evaluate best logistic & clinical fit
Design sustainable systems
Build an intake process that aligns with your needs
*The Intake Process Reflection Workbook is available for purchase on its own (linked here).
Intake Process Voice Notes
Two behind-the-scenes voice memos (35 minutes total):
Consultation Call Structure (15 minutes)
How I structure calls
My thought process throughout the conversation
The scripts & transitions I use
Intake Session Structure (20 minutes)
How I guide intake sessions
Balancing assessment & rapport
The structure I personally use
*The Intake Process Voice Notes are available for purchase on their own (linked here).
Email Templates
10 emails used throughout my intake process, including examples of how I communicate with potential clients at various stages of the process.
What's Included
✓ 50-page guide
✓ 4 major sections covering the entire intake process
✓ My personal inquiry form questions & rationale
✓ My personal consultation call script & preparation process
✓ My personal intake session framework & structure
✓ 2 audio training voice notes (35 minutes total)
✓ 10 email templates
$149
Building an Intake Process That Works for You
Over time, I've developed an intake process that feels aligned, sustainable, organized, & supportive for both me & my clients.
This guide is a behind-the-scenes look at that process.
Inside, I share the systems, workflows, scripts, forms, templates, and questions that help me move potential clients from their first inquiry through the end of the intake session.
My goal isn't to tell you what your intake process should look like or the ~best~ way to do it. I don’t even tell you what my specific boundaries, limits, or decision-making parameters are (because what’s the best thing for me isn’t the best thing for others!)
My goal is to show you how one therapist (me!) thinks through these decisions so you can create a process that works for you.
Who This Is For
This guide is designed for therapists who have autonomy over their intake process & want to create a more intentional experience for themselves & their clients.
This may be a good fit for you if you:
Own a private practice
Are building or refining your intake process
Feel overwhelmed by intake logistics
Want more confidence determining fit
Want stronger consultation calls
Want more structure in your intake sessions
Are looking for practical examples rather than generic advice
What You'll Learn
This guide walks through four major areas of the intake process:
Section 1: Intake Workflow
Creating the logistical foundation of your intake process
Designing the intake experience
Creating a workflow that supports both you & your clients
My workflow outline
Section 2: New Client Inquiry
Determining fit before a consultation call ever happens
The exact questions I include on my inquiry form
The purpose behind each question
How to create your own clinical & logistic fit considerations
Exploring you boundaries, limits, & non-negotiables
Section 3: Phone Consultation
Structuring consultation calls with confidence
Building confidence for consultation calls
How I prepare before calls
My consultation call structure & how I structure my calls
Section 4: Intake Session
Balancing connection & direction
The purpose of the intake session
Balancing connection with information gathering
My intake session structure
Scripts & transition points
Bonus Resources Included
Intake Process Reflection Workbook
18 pages of guided explorations to help you:
Clarify your boundaries
Identify capacity limits
Evaluate best logistic & clinical fit
Design sustainable systems
Build an intake process that aligns with your needs
*The Intake Process Reflection Workbook is available for purchase on its own (linked here).
Intake Process Voice Notes
Two behind-the-scenes voice memos (35 minutes total):
Consultation Call Structure (15 minutes)
How I structure calls
My thought process throughout the conversation
The scripts & transitions I use
Intake Session Structure (20 minutes)
How I guide intake sessions
Balancing assessment & rapport
The structure I personally use
*The Intake Process Voice Notes are available for purchase on their own (linked here).
Email Templates
10 emails used throughout my intake process, including examples of how I communicate with potential clients at various stages of the process.
What's Included
✓ 50-page guide
✓ 4 major sections covering the entire intake process
✓ My personal inquiry form questions & rationale
✓ My personal consultation call script & preparation process
✓ My personal intake session framework & structure
✓ 2 audio training voice notes (35 minutes total)
✓ 10 email templates