GPL ⎸ Client Flow & Intake Systems with Nicole Ball
About the event
A strong intake system ensures that potential clients move quickly and smoothly from first contact to their first appointment. In this session, we’ll focus on designing a client flow that increases conversions and helps distribute clients effectively across your team.
What We’ll Cover
1. Creating a Clear Client Journey: What happens from inquiry to first session, Reducing friction in the intake process, Building trust early with potential clients
2. Phone vs Online Intake: Pros and cons of each approach,When to use intake coordinators, Scripts and systems for handling inquiries
3. Matching Clients with the Right Clinician: Intake questions that guide placement, Systems for assigning clients effectively, Preventing uneven caseloads
4. Managing Waitlists and High Demand: When and how to use a waitlist ,Keeping potential clients engaged, Redirecting clients to available clinicians
Outcome:
By the end of this session, you’ll have the tools to build an intake system that converts inquiries into sessions and supports steady growth for your clinicians.
Who can attend
This event is open to all members of The Practice Academy.
To register
Community members will find the event information inside the Community events calendar.
Join the community
Interested in attending this event? Unlock it by joining The Practice Academy! You’ll get access to live events, all our courses, and a supportive, active community of therapists and practice owners.
