Want to feel more professional before a client ever walks through your door? 

Let’s talk about what happens between a client saying YES to services and their first session.  

Because here’s the thing most private practice owners overlook:

Your intake process doesn’t just collect information - it sends a message about how you run your practice. 💯

When you show up polished, clear, and prepared?

Clients notice. And they respond in kind.

Here’s my Simple Intake Process that saves hours, reduces no-shows and builds instant trust:

1. Send forms digitally—right after booking. This sets expectations early and signals professionalism. 

I recommend Simple Practice because it's HIPAA compliant AND allows you to track which forms have been sent, signed and returned.

2. Include a short email explaining why completing the forms matters.  Don’t just send paperwork — make it personal.

 A quick note like:

“These forms help me get to know your needs before we meet — so we can make the most of your time” goes a long way.

3. Set a reminder to follow up before the eval.

Even the best clients forget. A gentle nudge 24–48 hours before the appointment keeps things smooth.

This one step alone has saved me from so many last-minute headaches.

That’s it. And it works. 

❌ You don’t need to reinvent the wheel.

✅ You just need a process you can repeat without overthinking it.

Inside my programs, I teach my students how to set up simple systems (like this!) and show you how to turn every step of your client journey into a trust-building moment.

But for now?

💡 Just ask yourself:

“Is my current intake process sending the message I want it to?”

✨ In the next email, we’re diving into the real reason cancellations and no-shows happen — and how to stop them before they ever start. 

See you in your inbox!