Optimizing Client Onboarding: CE Quiz

The very first thing that a prospective client notices when browsing Psychology Today profiles is:

This section of your profile is considered “Prime Real Estate”:

Select the correct order of the theme for each paragraph in your Psychology Today profile:

I know you better than you know yourself, The Dream Scenario, Here’s what sets me apart
Here’s what sets me apart, I know you better than you know yourself, The Dream Scenario
The Dream Scenario, I know you better than you know yourself, Here’s what sets me apart
None of the above

True or false: If your practice is 100% telehealth, you should NOT mention this so as not to scare away prospective clients.

What is THE most important thing to do when recording your 20-second introduction video?

What is an example of something you may have on your consultation screening form?

An open-ended question allowing the prospective client to provide a brief summary of their presenting problem(s)
A statement about which insurances you accept, if applicable
A way to screen for any adjacent problems that might require a referral
All of the above

True or false: When allowing prospective clients to schedule their consultation, you must give them full access to your calendar.

If someone no-shows for their consultation (if in-person or online) OR does not answer their phone, you should:

Wait to see if they reach back out and then tell them you’re full
Nothing; a no-show indicates that they aren’t serious about therapy
Call them several times during the scheduled consultation in case they pick up
Leave a polite voicemail and/or send one follow-up email with instructions on how to reschedule their consultation

What would be the best way to end a consultation call if you feel like it may be a great fit?