Counseling Intake & Appointment Call Handling
Budget: $30 – $250 USD
I need a reliable voice on the other end of the line for my brand-new private counseling practice. When prospective clients call, you will:
• answer promptly and warmly
• give a clear overview of our counseling services so each caller feels informed and at ease
• gather three key pieces of information during every intake: basic personal details, the reason they’re seeking counseling, and their preferred appointment times
• secure a spot on our calendar for them using my online scheduling tool
Because this is a first impression for many clients, professionalism, accuracy, and empathy are essential. Calls will come in during standard business hours at first, with occasional growth into evenings and weekends as the practice expands; I’m open to hearing how you would handle those after-hours rings.
Deliverables are simple: every completed intake entered into the scheduling system and a brief call summary emailed to me immediately afterward so I can prepare for the session.
If you are organized, tech-savvy, and genuinely enjoy helping people take their first step toward counseling, I’d love to work together.
• answer promptly and warmly
• give a clear overview of our counseling services so each caller feels informed and at ease
• gather three key pieces of information during every intake: basic personal details, the reason they’re seeking counseling, and their preferred appointment times
• secure a spot on our calendar for them using my online scheduling tool
Because this is a first impression for many clients, professionalism, accuracy, and empathy are essential. Calls will come in during standard business hours at first, with occasional growth into evenings and weekends as the practice expands; I’m open to hearing how you would handle those after-hours rings.
Deliverables are simple: every completed intake entered into the scheduling system and a brief call summary emailed to me immediately afterward so I can prepare for the session.
If you are organized, tech-savvy, and genuinely enjoy helping people take their first step toward counseling, I’d love to work together.