Client Intake Form

Description

The phone rings, you pick it up, and suddenly your mind goes blank. Not the way to win clients.

We’re delighted to introduce our newly revised, Google form client phone intake for children and adolescents.

Simply click the link in the downloaded PDF, save it to your Google Drive, add your branding, and use “as is”; or edit the form to add, subtract or change any of the questions.

We’ve developed this phone intake form to help you focus on getting all the essential information you need to identify potential clients’ needs in the shortest possible time.

It’s structured to allow you to cover all the basics methodically (including obtaining information about your new client), and to remind you to tell clients about the next steps (e.g. pre-assessment questionnaires, etc).

The new form is already streamlining our workflows. We hope it does the same for your practice.