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A 23-page reflection workbook for therapists building an intake process that fits your boundaries, capacity & non-negotiables.
These are the guided explorations from my Complete Intake Guide, on their own. Rather than teaching one system, each exploration uses questions & checklists to help you notice possibilities you might not have considered, then apply what you discover to your own practice.
What's inside
12 explorations across 4 sections: intake workflow, new client inquiry, phone consultation & intake session
Reflective checklists & open-ended questions
Prompts on boundaries, capacity, fit & client experience
Best for: therapists who want to rethink their intake process with reflective, self-guided support
Format: 23-page fillable PDF workbook · included in The Complete Intake Guide
Fill it in digitally: tick the checkboxes and type your reflections in the writing 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
A 23-page reflection workbook for therapists building an intake process that fits your boundaries, capacity & non-negotiables.
These are the guided explorations from my Complete Intake Guide, on their own. Rather than teaching one system, each exploration uses questions & checklists to help you notice possibilities you might not have considered, then apply what you discover to your own practice.
What's inside
12 explorations across 4 sections: intake workflow, new client inquiry, phone consultation & intake session
Reflective checklists & open-ended questions
Prompts on boundaries, capacity, fit & client experience
Best for: therapists who want to rethink their intake process with reflective, self-guided support
Format: 23-page fillable PDF workbook · included in The Complete Intake Guide
Fill it in digitally: tick the checkboxes and type your reflections in the writing 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