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SGP ⎸ The Intake Process That Fills Caseloads Faster – Without the Chaos with Doug Polster

July 14, 2026 • 1:00 PM SGP Weekly Events

About the event

Most practice owners have never actually mapped their intake process from first contact to first session. You’ve just built it one workaround at a time. This talk walks you through what a clean, efficient intake process looks like, where most practices lose clients without realizing it, and what to fix first.

Take and use:
• A simple intake map: every step from inquiry to first session, with who owns each one
• A short list of the most common places practices lose clients in intake – and the fix for each
• One change you can make to your intake process this week

Result: Fewer clients fall through the cracks, first sessions happen faster, and you’re not the one holding it all together.



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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.

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