16: How to Run a Successful Therapy Intake Call: A Step-by-Step Guide for Clinicians

In this episode, we dive into one of the most important but often overlooked parts of building a thriving therapy practice: the intake call. Whether you're a new clinician or a seasoned therapist refining your systems, this conversation will help you feel more confident, clear, and grounded in how you approach these early conversations with potential clients.

You'll learn:

• The true purpose of an intake call (and what it's not)

• What to say and ask during the call

• How to spot red flags and determine client fit

• Common mistakes to avoid

• Tips for showing up warm, professional, and boundaried

 

Reflection Questions for Therapists

Use these to refine your intake process or in supervision/consultation:

1. How do I want clients to feel after an intake call with me?

2. What information do I truly need to gather on the call—and what can wait?

3. Where do I tend to overgive, overshare, or overfunction on intake calls?

4. Have I clearly defined who I’m a good fit for—and who I’m not? Do I know what my fee structure/availability is before getting on the calls? 

5. What is one small shift I could make to feel more grounded and boundaried in these calls?

6. Do my current policies reflect what I can sustainably offer?

7. How do I handle it when I realize I’m not the right fit for a client?

 

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Simple Practice: Use this link to access an exclusive 30-day free trial PLUS an additional month free when you add a credit card. Access an exclusive 30-day free trial for your network PLUS an additional month free when you add a credit card  

 

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