In this episode, we dive into one of the most important but often overlooked parts of building a thriving therapy practice: the intake call. Whether you're a new clinician or a seasoned therapist refining your systems, this conversation will help you feel more confident, clear, and grounded in how you approach these early conversations with potential clients.

You'll learn:

The true purpose of an intake call (and what it's not)

What to say and ask during the call

How to spot red flags and determine client fit

Common mistakes to avoid

Tips for showing up warm, professional, and boundaried

Use these to refine your intake process or in supervision/consultation:

How do I want clients to feel after an intake call with me?

What information do I truly need to gather on the call—and what can wait?

Where do I tend to overgive, overshare, or overfunction on intake calls?

Have I clearly defined who I’m a good fit for—and who I’m not? Do I know what my fee structure/availability is before getting on the calls? 

What is one small shift I could make to feel more grounded and boundaried in these calls?

Do my current policies reflect what I can sustainably offer?

How do I handle it when I realize I’m not the right fit for a client?

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