Converting Requests to Intake Sessions

5 tips for converting your consultation requests into intake sessions 1\ prompt response respond to new consultation requests within 24 hours 2\ connection (see suggested script below) utilize hopscotch messaging to quickly engage the client offer a 15 minute consultation 3 build rapport confidently convey your ability to provide support offer to ans wer t heir questions 4\ evaluate information review the intake form verify client lives in a state that you are licensed in clarify any information you need 5\ availability and scheduling provide multiple scheduling options within 24 48 hours of request when possible ask if the caregiver would like to hold a recurring time on a weekly basis suggested scripts appointment scheduled hello! thank you for scheduling an intake appointment with me this week our first session is an hour it will give us time to get to know each other you’ll need some privacy, as i'll be asking you some questions about your child's history and what you hope to achieve through counseling i will meet with you for most of the session, but i'd also like to spend the last 5 10 minutes with your son, so he can get to know me a bit additionally, we'll take a moment to look at our calendars and schedule the next few sessions this will help ensure continuity as we begin working together, especially since my schedule tends to fill up quickly with after school appointments if you have any questions before our meeting, feel free to message me here looking forward to meeting you and your son! (optional if you’d like to meet beforehand, i offer a free 15 minute consultation for us to connect and answer any questions you have ) appointment requested but not scheduled (use this beginning) hello! thank you for requesting an intake appointment with me i have openings this week and next here are some available times (insert days/times) what would work best for you? i’m looking forward to meeting you and your son! our first session is called an intake and is scheduled for an hour it will give us time to get to know each other you’ll need some privacy, as i'll be asking you some questions about your child's history and what you hope to achieve through counseling i will meet with you for most of the session, but i'd also like to spend the last 5 10 minutes with your son, so he can get to know me a bit additionally, we'll take a moment to look at our calendars and schedule the next few sessions this will help ensure continuity as we begin working together, especially since my schedule tends to fill up quickly with after school appointments if you have any questions before our meeting, feel free to message me here looking forward to meeting you and your son! (optional if you’d like to meet beforehand, i offer a free 15 minute consultation for us to connect and answer any questions you have )