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Mapping Your Client Journey: How to Create a Seamless Intake Process & Answer Client Questions with Confidence

Brave and Well: Conversations helping mental health professionals build a sustainable, profitable & values-aligned business

Brave and Well: Conversations helping mental health professionals build a sustainable, profitable & values-aligned business
Mapping Your Client Journey: How to Create a Seamless Intake Process & Answer Client Questions with Confidence
Sep 03, 2024 Season 2 Episode 32
Vanessa Newton

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

 
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