Perfecting the Initial Client Consultation
Turn the discovery call into the foundation of a strong therapeutic relationship.
Balance Business and CareCourse Overview
Starting therapy off right begins before the first session. In this vodcast style training we discuss how to run a smooth, ethical, and confidence-boosting initial consultation call.
This Course Is For You If…
- You want to fine-tune your approach to initial consultations and get CEs in the process.
- You’re just starting out and want a clear, ethical structure to make consultation calls feel less intimidating.
- You’re building your practice and need a professional yet personal way to run consultations that set the right tone.
- You’re guiding newer clinicians and want best practices you can model and pass along with confidence.
What You’ll Walk Away With
Dana M. Cea (she/they)
Through Dana's work with clients and their own experiences accessing therapy, they learned how the very first interaction can shape the therapeutic relationship. As a supervisor she noticed that student clinicians often felt uncertain about how to approach consultation calls in ways that balanced ethics, professionalism, and rapport. Now, through their work as a counselor, supervisor, and educator, Dana helps mental health professionals feel confident and prepared for these important first conversations.
“Together, we can make this field better for both clients and clinicians.”
Course Preview
Clear steps, confident delivery, and ethical guardrails for every consultation.
Course Description: The initial client consultation, often a brief pre-intake phone call or video session, sets the tone for the therapeutic relationship and has both clinical and ethical implications. In this training we will examine best practices for preparing for and structuring the consultation, with an emphasis on ethical standards, rapport-building, and practical business processes. This session is designed for newer clinicians and interns seeking confidence in their first client interactions, as well as seasoned professionals interested in refining their consultation process.
Learning Objectives:
- Identify at least three pieces of information that should be gathered before the consultation call
- Utilize about two strategies to structure the session in a clear and professional way
- Apply around five relevant ethical standards to consultation practices
Choose the Best Option for You
FAQ
For on demand products you will complete the training then submit a quiz and survey. If you pass the quiz, a certificate will be available for you almost immediately. For live events you will be given a link to a survey. After receiving your survey submission, a certificate will be emailed to you within ten days.
All major forms of payment are accepted through our checkout process. If you have any issues, questions, or concerns, please let us know.
For any course, simply increase the quantity to the number of seats you need to purchase. When purchasing more than one seat, the buyer will not be automatically enrolled in the product. However, they can enroll using the link provided after the purchase. After the purchase is successfully completed, the buyer is brought to the thank you page with additional seat management options. To get access to their seat, each team member needs to access the course using the invite link. They will be brought directly to the checkout page for the product that they got an invite for, where they will need to create an account (if they do not already have one) to get access to the product. Looking for a group rate? Email us ([email protected]) and let us know!
All refund requests must be made in writing ([email protected]).
On demand products: Full refunds will be given for accidental duplicate purchases or for products that you have not already used. No refunds or credits will be given for products that have been started or completed. If you have a complaint, please see our policy regarding complaints.
Live products: Registrants canceling between two weeks and two full business days prior to the first day of the event are refunded at 70% of the registration fee subject to a cancellation fee of 5% of the original purchase price, including taxes and other fees. Registrants canceling less than two full business days prior to the first day of the event are refunded at 25% of the registration fee subject to a cancellation fee of 5% of the original purchase price, including taxes and other fees. No vouchers will be issued in lieu of a refund. Transfers/substitute(s) welcome (notify in advance of the program).
While we hope this never happens, here is our formal policy: Complaints must be made in writing ([email protected]). A representative will follow up on written complaints within 30 days of receiving the complaint. The following information must be included in the written complaint:
(1) The name and contact information for the person making the complaint.
(2) The name and contact information for the person or organization against which the complaint is made.
(3) A detailed written description of the dispute, complaint, or problem.
(4) Reference to the appropriate rule, standard, and/or guidelines related to the matter (if known).
(5) Copies of all related correspondence, records, and other documentation.
(6) Signature of the person making the complaint.
Please email us at [email protected] or call/text us at (919) 960-1646. We will work with you to meet your accommodation needs.
Please email us at [email protected] or call/text us at 919-960-1646. Also visit our main website at home.ccresourcing.us. We look forward to hearing from you! Mailing address: 118 Brookside Way, Pikeville NC 27863.
Let’s Perfect the Initial Consultation, Together
The first conversation with a client sets the tone for everything that follows. In this training, you’ll learn how to prepare with confidence, structure the call to balance professionalism and rapport, and navigate it all while staying grounded in ethical best practices.
Master the Consultation