The Perfect Intake™ LIVE Workshop is a live online training where you will learn how to optimize your efforts during your client intake process and clearly understand what their needs are so you can deliver clarity and results to your clients with confidence, so you can book more clients.

The Perfect Intake™ begins from the moment of first contact with a potential client or patient. In this live workshop you will learn how to screen prospects, have productive conversations while conducting an efficient intake that captures the most vital information in an organized manner, and enrolling them into a paid program.

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 workshop 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’s on the agenda:

The Perfect Intake™ Live Workshop is for you if you want to...