Intake sessions are a very important part of accepting clients for both coaches and therapists, yet they aren’t giving much consideration in most trainings. Setting up your client for success starts at the first meeting you have with them but first you need to ensure you are a good fit to work together. Our hearts long to help, but we aren’t everyone’s favourite flavor of ice cream!
This 80min workshop covers the ins and outs of what you need to cover in an intake session. Keep in mind you will need to make sure you ask additional questions for scope of practice as directed by your licensing board and this workshop is only a guideline on how to incorporate TEAM-CBT planning into your intake process.
If you use Google Workspace you can download a sample intake form for Google forms here and adjust for your own needs – PLEASE go over the NOTES carefully at the beginning of the form. You MUST delete section 6 if you do NOT own the “Therapist’s Toolkit” PDF (800 pages, not the ebook) OR the EASY diagnostic survey: https://docs.google.com/forms/d/1Qrjt2eK1oIzP8dFTjW1X-2273_O6HnRY3Y16T4c0zyE/copy
PS: As with all my training if you need financial assistance use this 50% off coupon or email me if you can’t afford this: 5TJ6GF109
