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The New Client Roadmap
A Therapist’s Guide to Phone Consults, Onboarding & Intake Sessions
Feel more prepared to welcome new clients with a clear process for getting started. This 34-page digital guide walks you through each step—from responding to the first inquiry to wrapping up the intake session.
With practical scripts, checklists, and example questions, you’ll have a framework you can personalize to your practice and clinical style.
What’s included:
Responses to new client inquiries.
Phone consult preparation and conversation scripts.
What to cover when discussing fit, fees, and scheduling.
Next steps for clients ready to book or needing time to decide.
EHR setup and onboarding checklists.
Explanations of common intake paperwork.
A new client welcome email.
An example intake session structure.
A practice policy review script.
Intake questions exploring concerns, history, identity, strengths, and goals.
Closing scripts, follow-up reminders, and workflow worksheets.
Designed for therapists starting a private practice or refining their current process, with a warm layout that makes scripts and checklists easy to find.
Product details:
34-page PDF • Digital download • Adaptable scripts and worksheets • No physical item shipped
This educational guide focuses on individual adult clients. Personalize all scripts and procedures to your practice policies, client needs, and applicable requirements. It does not replace clinical judgment or legal advice.
The New Client Roadmap
A Therapist’s Guide to Phone Consults, Onboarding & Intake Sessions
Feel more prepared to welcome new clients with a clear process for getting started. This 34-page digital guide walks you through each step—from responding to the first inquiry to wrapping up the intake session.
With practical scripts, checklists, and example questions, you’ll have a framework you can personalize to your practice and clinical style.
What’s included:
Responses to new client inquiries.
Phone consult preparation and conversation scripts.
What to cover when discussing fit, fees, and scheduling.
Next steps for clients ready to book or needing time to decide.
EHR setup and onboarding checklists.
Explanations of common intake paperwork.
A new client welcome email.
An example intake session structure.
A practice policy review script.
Intake questions exploring concerns, history, identity, strengths, and goals.
Closing scripts, follow-up reminders, and workflow worksheets.
Designed for therapists starting a private practice or refining their current process, with a warm layout that makes scripts and checklists easy to find.
Product details:
34-page PDF • Digital download • Adaptable scripts and worksheets • No physical item shipped
This educational guide focuses on individual adult clients. Personalize all scripts and procedures to your practice policies, client needs, and applicable requirements. It does not replace clinical judgment or legal advice.
