Perfecting the Initial Client Consultation
Turn the discovery call into the foundation of a strong therapeutic relationship.
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Why This Training Matters
Starting therapy off right begins before the first session. In this free YouTube Live, we’ll dig into how to run a smooth, ethical, and confidence-boosting initial consultation call. You’ll learn what to gather ahead of time, how to structure the conversation, and ways to build rapport without overstepping. Whether you’re just starting out or want to fine-tune your approach, join us for a laid-back discussion with Q&A. Can’t make it live? No worries—the replay will be available!
Who Should Attend
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.
In this live session you’ll…
- Learn what to gather before the consultation so you can start prepared and confident.
- Explore how to structure the call to balance professionalism, rapport, and efficiency.
- Review which ethical standards to keep in mind when navigating the consultation process.
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.”
FAQ
This free YouTube live will not have any CEs available. Want to be notified if they are available for the replay? Sign up for our newsletter!
You can find our live YouTube replays on our YouTube channel! Go to: youtube.com/@ccresourcing/streams
Become a subscriber now so you can ask questions: youtube.com/@ccresourcing. Our live chat will be limited to subscribers so bots and trolls are prevented from taking over. Time between submitted chats will also be delayed. Your most pressing questions are going to be highlighted by the Q&A feature.
Have questions already? Send them to [email protected] so we can be sure to include them.
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.
Ready to join us?
You’re invited to a live open, honest conversation that’s both practical and affirming.
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