Turn more callers into clients!

Therapy Intake Pro is the best training & support program for your intake coordinator. Save time by letting us train your staff & help them fill your therapist's schedules even faster.

Payment Plan Available

Are you ready to level up your intake coordinator's skills?

Our unique training program will help them:

  • Know they can handle any situation with potential clients
  • Be happier & more productive at work
  • Increase their conversion rates (more clients!)
  • Fill up your therapists schedules

Your intake coordinator is usually a caller's first experience with your practice. 

This interaction could make the difference between a new client  and a missed opportunity. 

Take a look at the amazing benefits below:

Mock Intake Calls

Listen to mock intake calls on relevant topics & learn from the example of a seasoned intake coordinator. Includes worksheets and answer keys to support the learning process.

Expert Trainings

Our expert trainings will help your intake coordinator feel confident and fully prepared. This includes our 7-Step Callers 2 Clients framework. See the full list of training content below.

Monthly Q&A Call

Our monthly Q&A call gives your intake staff a chance to ask more specific questions and get advice tailored to your practice. It is facilitated by two of our most senior team members.

Payment Plan Available

Christy Livingston


Holy smokes! My new admin has had rave reviews for Therapy Intake Pro. I cannot thank you enough for this incredibly resource.

Dr. Alissa Silverman - Productive Therapist

Alissa Silverman


Therapy Intake Pro is a MUST for any group practice owner who is hiring a new intake coordinator and wants to train them efficiently and effectively!

Being an intake coordinator is a uniquely challenging job.

You never know who’s going to call your practice, what their challenge is going to be or how they’re going to treat you.

For example:

  • How do you ask for credit card information BEFORE the first appointment?
  • How do you identify and deal with a potential HIPAA violation?
  • How do you sell private pay over insurance?
  • How do you deal with someone who is very emotional?
  • How do you handle a suicidal caller?

These are all challenges intake coordinators face on a daily basis. How do they learn the best way to deal with them? Usually through trial and error - with your practice losing clients as a result.

Some intake coordinators have a background in customer service or answering phones, but that doesn’t prepare them for the emotional issues of callers or help them turn those callers into clients.

What if you could easily train your intake coordinator to be able to turn almost any caller into a client?

That's what Therapy Intake Pro is designed to do.

Therapy Intake Pro will give your intake coordinator unparalleled training in all the tricky, sticky, fiddly issues that regularly come up during an intake call.

Ready to get the best training & support available?

What's included:

  • Mock Intake Calls
  • Expert Trainings
  • Monthly Q&A Call
  • Lifetime Access + Updates

Frequently Asked questions

When are the monthly Q&A calls?

We meet on Zoom every third Thursday of the month. We answer questions live with the folks on the call and then answer questions submitted by other members. Each call is recorded and added to the course. 

How long do I have access for?

The text in this landing page gives you a lot of help in creating good copy. And don't worry about it too much. The only way to get better at copywriting is to write more copy. So, get writing.

When you purchase Therapy Intake Pro, you will have lifetime access to the course content, any updates as well as the monthly Q&A calls. If you need to hire a new intake coordinator or add one to your admin team, you can use these trainings over and over again. We make it easy for you!  

Have more questions?

If you have any questions at all, please feel free to send us a message on our contact page. We would be happy to help you in any way we can!

Take a peek below at the comprehensive list of lessons included in the course!

Phew! You made it to the bottom. 😂

Ready to get immediate access to the course!

Payment Plan Available

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