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Psychologists and therapy: Inquiry follow-up and booking process

50 items from the moment an inquiry arrives to a continuing client: response time, CRM fields, intro call, follow-up rhythm, no-shows, and hand-off.

50 items6 groups18 minOctober 15, 2026

  • checklist
  • inquiry follow-up
  • crm
  • no-shows

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3 items open, 50 items in total. Members see the rest.

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A list to review weekly for the whole path from a request coming in to the first session and a continuing client. Most items are too important to leave to one person's memory: write them down and put them on a task list.

Receiving inquiries and the first reply

9 items
  • Every inquiry channel (form, WhatsApp, phone, Instagram DM, Google profile) feeds one place; whichever it comes through, it lands in the same record.
  • A target for the first human reply during office hours is written down (for example 30 minutes), and last week's real time was measured.
  • Inquiries outside office hours get an auto-reply that says when you'll respond, points to 112 for emergencies, and doesn't ask about the topic.

6 items more in this group for members.

47 items more for members

This item has 50 items in total. With a membership you see all of it and copy any line in one click.

  1. CRM fields and record keeping8 items
  2. The intro call8 items
  3. Follow-up rhythm and unreachable leads8 items
  4. Appointments, reminders, and no-shows9 items
  5. Hand-off, continuation, and measurement8 items
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

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