Most practitioners think that the perfect intake starts when their clients are seated in front of them for their first session.
But in reality, The Perfect Intake™ begins from the moment of first contact with a potential client or patient.
Whether it’s a casual conversation at a cocktail party, a message thread on social media or getting a referral from a friend or client.
Having the right mindset, tools and framework will result in productive conversations that will instill confidence in your potential client.
This ultimately leads to better discovery calls, seamless enrollments, and intake experiences that are both efficient and professional.
Failing to follow this from the start can lead to errors, confusion, frustration, and worst of all, a client that is not getting the service and results that they are expecting.
The world of clinical practice has changed dramatically over the last 20 years.
Not only has technology changed (social media, cloud-based practices, automated technology, etc) but clients are way more savvy and well-read than ever before (thanks Dr Google).
In addition to high-level health advice, they also expect a smooth, sleek onboarding experience and quality service.
Most of all, they want to be heard and understood.
This means that you need to have systems in place to capture the most important information without spending countless hours.
But trying to pull all the moving parts together to deliver this can be intimidating - (trust us, we’ve been there, just like you).
There’s the technology, handouts, (the right) intake forms, and “rinse and repeat” systems and procedures.
Then there’s actually doing the intake and processing all the information you have gathered.
In this video series we will teach you how to screen potential clients, have productive conversations with them, enroll them in your services and conduct proper intakes that capture the most vital information in an organized way.
This comprehensive workshop will teach you the exact systems that we have developed and successfully used in our own clinics over the last 17 years.
We will also give you all the tools you need to run these systems and show you how to implement them into your practice.
Here’s what you'll learn in The Perfect Intake™:
The Perfect Intake™ is for you if you want to...
Turn more casual conversations into a calendar full of discovery calls.
Want more discovery calls turning into paying clients.
Learn how to screen or "pre-approve" clients so that you only enroll clients that are 100% committed to the healing journey and that are the right fit for you.
Save time and capture all the vital intake information without wasting precious hours and sacrificing the quality of your work.
Implement a simple, organized workflow that’s easy for you and your clients to follow.
While most coaches are focused on client attraction and marketing, most have never spent a day in a clinic and have no idea how to run a practice or conduct effective (perfect) intakes. This full-spectrum training is unlike anything else found in the industry and has been developed by practitioners who have a combined 40 years of first-hand clinical experience. We have also coached hundreds of practitioners in the art and business of clinical practice.
~ Brett and Daniel
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