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Cluttered >>> Customized

One more step to take your documentation from

Cluttered >>> Customized

The first self-paced program to help IntakeQ Practitioners turn time-consuming administration into

intuitive workflows that create consistent client experiences and feel effortlessly organized.

Here's what's included:

  • All 9 Lessons with Videos PLUS
  • Start Right Audit Checklist
  • Practice Essentials Checklist
  • Map Your Client Journey
  • Efficient Intake Setup
  • Creating Your Master Doc
  • Swiss Army Note Templates
  • Tips and Tricks in Tasks and Processes
  • Record Right Scorecard
  • Adult Learning Principles

Plus your bonuses:

  • IntakeQ Note Template Package
  • Communication Workbook with Templates
  • Semi-Live Video Tech Support
  • 1/2 Price Collaborations
  • Online Community
  • Weekly Check-in Form
  • Markdown Quick Reference

Stacey is amazing! After collaborating with her I understood clearly that what I needed was not another form but a PLAN!

Amy Homer | Amy Homer Counseling

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