
07/10/2025
Client Intake Essentials
Start with a clear understanding of who your ideal client actually is - not just by diagnosis, but by readiness.
Are they ambivalent, committed, or somewhere in between?
Then, clarify with your team: whose job is it to move a client from “maybe” to “yes”? The answer will shape your admin scripts, your intake workflows, and your marketing.
And finally, make sure your clinicians and admin are aligned.
Nothing causes burnout faster than a mismatch between the clients you attract and the ones your team works best with.
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