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My complete therapy intake process for private practice: workflow, inquiry form, consultation call script, intake session structure, templates & more.
Over time, I've built an intake process that feels aligned, sustainable & supportive for both me & my clients. This guide is a behind-the-scenes look at all of it, from first inquiry to the end of the intake session. It's not a one-right-way formula. It's how one therapist (me!) thinks through these decisions, so you can build a process that fits you.
What's inside
A 58-page guide covering intake workflow, new client inquiries, phone consultations & intake sessions
My inquiry form questions & the reasoning behind each
My consultation call preparation, structure & script
My intake session framework, scripts & transitions
The 23-page Intake Process Reflection Workbook
Intake Process Voice Notes (35 minutes of audio)
10 email templates
Best for: private practice therapists building or refining their intake process
Format: 58-page fillable PDF guide + workbook + audio + templates · the workbook & voice notes are also sold separately
Fill it in digitally: tick the checkboxes in every exploration and type your reflections in the journal boxes, right in the PDF. Works best in the free Adobe Acrobat Reader (desktop or mobile) or Preview on Mac. Save a copy after filling it in so your answers stay.
Or print it and work through it by hand.
updated October 2026
My complete therapy intake process for private practice: workflow, inquiry form, consultation call script, intake session structure, templates & more.
Over time, I've built an intake process that feels aligned, sustainable & supportive for both me & my clients. This guide is a behind-the-scenes look at all of it, from first inquiry to the end of the intake session. It's not a one-right-way formula. It's how one therapist (me!) thinks through these decisions, so you can build a process that fits you.
What's inside
A 58-page guide covering intake workflow, new client inquiries, phone consultations & intake sessions
My inquiry form questions & the reasoning behind each
My consultation call preparation, structure & script
My intake session framework, scripts & transitions
The 23-page Intake Process Reflection Workbook
Intake Process Voice Notes (35 minutes of audio)
10 email templates
Best for: private practice therapists building or refining their intake process
Format: 58-page fillable PDF guide + workbook + audio + templates · the workbook & voice notes are also sold separately
Fill it in digitally: tick the checkboxes in every exploration and type your reflections in the journal boxes, right in the PDF. Works best in the free Adobe Acrobat Reader (desktop or mobile) or Preview on Mac. Save a copy after filling it in so your answers stay.
Or print it and work through it by hand.
updated October 2026