The Complete Client Intake Toolkit
Everything You Need to Welcome Clients and Build Trust From Day One
Give your clients the warmest welcome and set clear expectations, all while saving hours on paperwork, emails, and session prep.
Today's price $97
Created by a BPS-registered psychologist
I spent 4+ years perfecting client intake systems and every shortcut, script, and template I discovered is packed into this toolkit.
Therapist Ashley saved time, made her client intake feel more professional and helped new clients feel more comfortable.
Here's How It Works
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Templates, guides, scripts, sheets, all done and ready for you to use
Customise & Personalise
Personalise with your branding and personal touch
Wow Your Clients
Deliver a seamless, professional experience from day one
I’ve refined the client intake process so you don't have to start from scratch.
What's Included
Everything you need to welcome, support, and keep your clients - all created by a BPS-registered psychologist
Onboarding Workflow Map
Orientation Guide
Client Intake Checklist
Pre-Coaching Journal Prompts
Coach Introduction Sheet
First Session Questions List
Client Tech and Access Guide
Client Welcome Letter
Services and Policies Guide
Client Welcome Packet
Services and Pricing Guide
30 Client Check In Prompts
Between Session Touchpoint Templates
Email Templates Pack
Reassurance Card Pack
Conversation Starters Deck
Boundaries Mini-Guide
How to Collaborate With Your Coach Guide
Email Onboarding Welcome Sequence
30 End of Session Reflection Card Prompts
SOAP Session Note Template
DAP Session Note Template
Narrative Session Note Template
Mood Journal Tracker
Progress Tracker
Session Preparation Worksheets
Session Recap Template
Goal Review
Client Strengths and Wins Log
Glossary of Terms
Monthly Client Review
Feedback and Testimonial Forms
Coaching Bingo
Exploring Inner Landscape Workbook
Life Map Workbook
Private Practice Space Checklist
What To Do Between Sessions Idea Sheet
Self-Care Menu
Goal Setting and Action Planning
Client Quizzes
Session Prep Checklist
Client Red Flags and Cues Tracker
Client Review Tracker Google Sheet
Weekly Admin Checklist
Boundaries Reminder Posters
What I Learned About Myself Reflection Page
Client Goodbye Guide
Client Goodbye Packet
Delivered as a mix of editable Canva templates and Google Docs so you can customise and share as your own
$97
Grab it for only $97!!
All I can say is WOW! I saved about 3 hours this week alone just by using the intake templates. Wish I'd had this sooner!
Bina
I just wanted to say using your intake resources made me look so professional from day one and it completely changed my new client experience so thank you 
Lindsay
All prices in USD
This is a one-time payment that gives you lifetime access
The Complete Client Intake Toolkit
A pack of client intake resources for coaches and mental health professionals
Today's price: $97
What's Included?
Onboarding Workflow Map
Orientation Guide
Client Intake Checklist
Pre-Coaching Journal Prompts
Coach Introduction Sheet
First Session Questions List
Client Tech and Access Guide
Client Welcome Letter
Services and Policies Guide
Client Welcome Packet
Services and Pricing Guide
30 Client Check In Prompts
Between Session Touchpoint Templates
Email Templates Pack
Reassurance Card Pack
Conversation Starters Deck
Boundaries Mini-Guide
How to Collaborate With Your Coach Guide
Email Onboarding Welcome Sequence
30 End of Session Reflection Card Prompts
SOAP Session Note Template
DAP Session Note Template
Narrative Session Note Template
Mood Journal Tracker
Progress Tracker
Session Preparation Worksheets
Session Recap Template
Goal Review
Client Strengths and Wins Log
Glossary of Terms
Monthly Client Review
Feedback and Testimonial Forms
Coaching Bingo
Exploring Inner Landscape Workbook
Life Map Workbook
Private Practice Space Checklist
What To Do Between Sessions Idea Sheet
Self-Care Menu
Goal Setting and Action Planning
Client Quizzes
Session Prep Checklist
Client Red Flags and Cues Tracker
Client Review Tracker Google Sheet
Weekly Admin Checklist
Boundaries Reminder Posters
What I Learned About Myself Reflection Page
Client Goodbye Guide
Client Goodbye Packet
Therapy Progress Tracker
Session Preparation Worksheets
Session Recap Template
Therapy Goal Review
Client Strengths and Wins Log
Glossary of Therapy Terms
Monthly Client Review
Feedback and Testimonial Forms
Therapy Bingo
Exploring Inner Landscape Workbook
Life Map Workbook
Therapy Space Checklist
What To Do Between Sessions Idea Sheet
Self-Care Menu
Goal Setting and Action Planning
Client Quizzes
Session Prep Checklist
Client Red Flags and Cues Tracker
Client Review Tracker Google Sheet
Therapist Weekly Admin Checklist
Boundaries Reminder Posters
What I Learned About Myself Reflection Page
Client Goodbye Guide
Client Goodbye Packet
Ready to use and fully editable. Delivered as a mixture of Canva templates and Google docs so you can customise and share as your own.