SELF-PACED TRAINING WITH PRIVATE PRACTICE CENTRAL
Master the
Self-Pay Intake Call
Learn how to turn more inquiries into full-fee clients with a confident, compassionate intake process.
Learn at your own pace. Return to the tools whenever you need them.
SEE THE INTAKE PROCESS IN ACTION
A more confident call.
A clearer next step.
AUDIO + PRACTICAL TOOLS
✓ SELF-PACED VIDEO TRAINING
✓ DOWNLOADABLE RESOURCES
✓ LIFETIME ACCESS
WHEN THE PHONE RINGS
You’re getting inquiries.
But are those calls converting into clients?
You’re getting inquiries.
But are those calls converting into clients?
You care about helping people. But when a prospective client asks about your fees, insurance, or whether you’re the right fit, it can be hard to know what to say next.
“How do I talk about my fee without feeling like I’m selling?”
A thoughtful intake process gives you a way to connect, communicate your value, and guide the conversation with clarity—while honoring the person on the other end of the call.
WHAT YOU’LL LEARN
Connection first.
Confidence follows.
Build a practical approach to the intake conversation, from the first hello to a clear next step.
Step 1
Create a genuine connection
Open the conversation warmly, ask thoughtful questions, and help prospective clients feel heard.
Step 2
Talk about fees with clarity
Practice explaining your self-pay approach and communicating your fee without apologizing or overexplaining.
Step 3
Guide the next step
Respond thoughtfully to questions, explore fit, and invite the next step without pressure.
WHAT’S INCLUDED
Watch. Listen.
Put it into practice.
More than information: a training and a set of tools you can keep close for your next intake call.
✓ Audio Training
Learn the approach at your own pace.
✓ Realistic Mock Intake Call
Hear how an intake conversation can unfold in practice.
✓ Proven Intake Call Script
A practical framework to support your conversations.
✓ Downloadable Quick Reference Guide
Keep the key reminders nearby when inquiries come in.
✓ Lifetime Access
Revisit the training and resources as your practice grows.
MEET YOUR INSTRUCTOR
Hi, I’m Susan Block.
Licensed Marriage and Family Therapist & Private Practice Coach
I know how much there is to figure out when you’re building a private practice, including how to handle that first conversation with a prospective client.
I began my self-pay practice in 2012 while still working full-time as a teacher. Over time, I built a thriving group practice, learning the business side step by step. In 2020, I began coaching other clinicians through those same challenges, helping them build confidence, navigate the complexities of private practice, and create successful, sustainable businesses of their own.
My approach is practical, compassionate, and rooted in ethical practice. I want you to feel more comfortable discussing your services and helping people make an informed choice.
Practice owner since 2012 · Coaching clinicians since 2020
COURSE CURRICULUM
A clear path through
the intake conversation.
Proposed lesson outline
1. Build the foundation for a confident intake call
Explore the purpose of an intake call and prepare for a conversation centered on connection, clarity, and fit.
2. Connect and understand the client's needs
Practice opening the call, asking useful questions, and listening for what the prospective client is seeking.
3. Discuss fees and the self-pay approach
Work through how to communicate your fee clearly and respond to questions about insurance and affordability.
4. Guide the conversation toward the next step
Explore how to address questions, discuss fit, and offer a clear next step while respecting the client’s choice.
5. Listen to a Mock Couples Intake Call
Listen to a realistic example and notice how the conversation moves from an initial inquiry to a discussion of next steps.
6. Download your intake call tools
Access the intake call script and quick reference guide to support your practice.
Bring more confidence
to the conversation.
You don’t have to find the perfect words on your own. Learn a clear approach, hear it in action, and keep practical tools within reach.
For private practice owners who want to welcome self-pay inquiries with greater ease and clarity.
INTRODUCTORY OFFER
✓ Audio training
✓ Realistic mock intake call
One-Time Payment • Lifetime Course Access
All course purchases are final and nonrefundable, except as required by applicable law. Please review the course details and Terms of Use before purchasing.
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