16: How to Run a Successful Therapy Intake Call: A Step-by-Step Guide for Clinicians

In this episode, we dive into one of the most important but often overlooked parts of building a thriving therapy practice: the intake call. Whether you're a new clinician or a seasoned therapist refining your systems, this conversation will help you feel more confident, clear, and grounded in how you approach these early conversations with potential clients. You'll learn: The true purpose of an intake call (and what it's not) What to say and ask during the call How to spot red flags and determine client fit Common mistakes to avoid Tips for showing up warm, professional, and boundaried   Reflection Questions for Therapists Use these to refine your intake process or in supervision/consultation: How do I want clients to feel after an intake call with me? What information do I truly need to gather on the call—and what can wait? Where do I tend to overgive, overshare, or overfunction on intake calls? Have I clearly defined who I’m a good fit for—and who I’m not? Do I know what my fee structure/availability is before getting on the calls?  What is one small shift I could make to feel more grounded and boundaried in these calls? Do my current policies reflect what I can sustainably offer? How do I handle it when I realize I’m not the right fit for a client?   Our Affiliate:  Simple Practice: Use this link to access an exclusive 30-day free trial PLUS an additional month free when you add a credit card. Access an exclusive 30-day free trial for your network PLUS an additional month free when you add a credit card     Next Steps: Subscribe to the podcast so you don’t miss an episode. Share this episode with a fellow therapist who might need a reminder that they’re not alone. Leave us a written review wherever you are listening.   Let's Connect:  Our Website: www.theconnectedtherapist.org Instagram: https://www.instagram.com/connected.therapist/ Join the community: The Community + Membership Get the newsletter