Sign up to save your podcasts
Or
Share Mapping Your Client Journey: How to Create a Seamless Intake Process & Answer Client Questions with Confidence
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Mapping Your Client Journey: How to Create a Seamless Intake Process & Answer Client Questions with Confidence
Have you ever taken on a new client, then gotten into your first session and realized it wasn’t a good fit?
In this episode, we’re exploring the client journey from the moment someone starts looking for a therapist to their first session in your (virtual) office.
Tune in to learn the key steps you can take to create a seamless and welcoming intake process. In less than 30 minutes, I’ll walk you through how to:
- Identify what your client needs
- Build a welcoming intake process
- Answer client questions clearly & confidently
- Streamline your operations to boost retention
- & Continuously improve your process over time
Mentioned in the episode:
- Laying the Foundation for your Private Practice
- Private Practice Circle
- Group Practice Circle
More from Brave & Well:
- Follow Brave and Well on Instagram
- Sign up for the Brave and Well newsletter
Work with me!
- Get my workbook — Laying the Foundation for your Private Practice
- Sign up for From Therapist to CEO & get 10% off with the code PODCAST
- Get templates, tools and more in the Brave & Well shop!
View all episodes
By Vanessa Newton
5
1717 ratings
Have you ever taken on a new client, then gotten into your first session and realized it wasn’t a good fit?
In this episode, we’re exploring the client journey from the moment someone starts looking for a therapist to their first session in your (virtual) office.
Tune in to learn the key steps you can take to create a seamless and welcoming intake process. In less than 30 minutes, I’ll walk you through how to:
- Identify what your client needs
- Build a welcoming intake process
- Answer client questions clearly & confidently
- Streamline your operations to boost retention
- & Continuously improve your process over time
Mentioned in the episode:
- Laying the Foundation for your Private Practice
- Private Practice Circle
- Group Practice Circle
More from Brave & Well:
- Follow Brave and Well on Instagram
- Sign up for the Brave and Well newsletter
Work with me!
- Get my workbook — Laying the Foundation for your Private Practice
- Sign up for From Therapist to CEO & get 10% off with the code PODCAST
- Get templates, tools and more in the Brave & Well shop!
More shows like Brave and Well: Conversations helping mental health professionals build a sustainable, profitable & values-aligned business
View all
Productive Therapist Podcast
33 Listeners
Therapy For Your Money
49 Listeners
Good Hang with Amy Poehler
10,297 Listeners