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Intake Made Simple

Learn how to create a streamlined intake process that effortlessly guides your potential clients from first contact to the first session. You can design it from scratch or make a few simple changes to your current process. Your newly optimized intake process will help you sign up more new clients, grow your practice and make a bigger impact on your community.

This Workshop is Designed for:

Therapists in private practice, solo or group, any stage of business growth.

What You’ll Master:

  • How to remove friction from the intake process

  • How to line up good people, good tech and good systems to simplify the intake process

  • Tips on using virtual assistants to increase response time to new inquiries

  • Recommendations on tech and software to use for automation of aspects of the intake process

Gain a new perspective on your current intake process, what is working, what could be improved and how to go about designing or redesigning it intentionally.

Doors open at 11:15 for those who would like to mix and mingle with like-minded clinicians.

RSVP TODAY

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September 10

Virtual Co-Working

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September 16

Virtual Co-Working