Intake System Build
Intake System Build for Allied Health Practices
The system between someone inquiring and someone booking a first session. Most practices lose more clients here than anywhere else.
Investment
$750
All prices in CAD. HST applied at checkout where applicable.
Timeline
2 weeks
Intake Problems We Solve
What's Included
- A response-time standard your team can hold in session
- Templated replies for every stage: first inquiry, consult booked, no-show, post-consult follow-up, waitlist, gone quiet
- Sequences automated inside your practice management software
- A triage script for whoever answers the phone
- A reactivation sequence for inquiries already sitting unanswered
- Reporting on inquiry → consult → booked, as actual numbers
- Training session with your intake person
Inquiry-to-booked map
We map every stage from first contact to first session and close the leaks.
Templates & triage
Scripts and templated replies your intake person can actually use in session.
Automated sequences
Follow-up, no-show, waitlist, and reactivation sequences inside your PMS.
Reporting & training
Inquiry → consult → booked numbers, plus a training session with your intake person.
Full Deliverables List
- A response-time standard your team can hold in session
- Templated replies for every stage: first inquiry, consult booked, no-show, post-consult follow-up, waitlist, gone quiet
- Sequences automated inside your practice management software
- A triage script for whoever answers the phone
- A reactivation sequence for inquiries already sitting unanswered
- Reporting on inquiry → consult → booked, as actual numbers
- Training session with your intake person
What You Can Expect
Higher Conversion
More inquiries becoming booked clients through a streamlined process.
Fewer No-Shows
Automated reminders and clear expectations reduce missed appointments.
Less Admin Time
Automation handles follow-up so your team can focus on clients.
Frequently Asked Questions
Common questions about intake systems for therapy practices.
Ready to Stop Losing Leads?
Book a call to discuss your intake process and see how we can help.