Client Intake & Onboarding Pack for Therapists

Stop rewriting the same emails and checklists. This Notion pack gives solo therapists a ready-to-use intake & onboarding workflow — so every new client starts smoothly and nothing slips through the cracks.What's inside: • Inquiry response scripts (email + not-a-fit referral) • Free consultation call checklist • Client intake checklist (admin) • Service agreement & policies checklist • Onboarding steps + welcome message template • Cancellation / no-show policy templateHow it works: Instant access — duplicate into your free Notion account and edit the [brackets] to fit your practice.⚠️ Business & admin templates only — not a clinical records system. Keep clinical notes in a compliant EHR.💡 Want the full system? Get the Complete Bundle and save.

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