New client intake

Collect initial details, understand needs, and schedule first sessions for new counselling clients.

Hosted by Diane · 8 questions

Every question in this template

Diane asks each of these questions on video, in this order.

  1. 01

    What kind of support are you looking for?

    Multiple choice

    Diane says: “What kind of support are you looking for right now?”

    Individual therapy · Couples therapy · Family therapy · Not sure yet

  2. 02

    What brings you here?

    Video, voice or text answer

    Diane says: “In whatever way feels comfortable, tell me a little about what brings you here.”

  3. 03

    Have you been in therapy before?

    Yes or no

    Diane says: “Have you worked with a therapist or counsellor before?”

  4. 04

    How would you like to meet?

    Multiple choice

    Diane says: “Would you prefer to meet in person or online?”

    In person · Online video · Either works

  5. 05

    When would you like to start?

    Date

    Diane says: “When would you like to have your first session?”

  6. 06

    Confidentiality

    Consent

    Diane says: “What you share stays within our care team. Please confirm you've read this.”

  7. 07

    Your contact details

    Contact details

    Diane says: “Lastly, how can we reach you to set up your first session?”

  8. 08

    What helped, and what didn't?

    Long answer

    Diane says: “What helped last time, and what didn't feel right for you?”

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