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Cluttered >>> Customized
Tech Support Membership
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.
Less Typing. More Treating.
↓↓ Need More Info? Scroll down ↓↓
Are You Struggling With...
trudging through endless intakes, staying late to finish notes, or even worse -
feeling like you never left the office?
You're dealing with endless admin tasks for your practice, feeling overwhelmed and stressed, frustrated with your forms and notes, and seeing inefficiencies that cost you time and resources...
First, you tried
creating forms on your own...
but you weren't sure what questions to include, how to format anything, or how to carry over information...
So then you
purchased some premade forms or a pricey done-for-you set up...
but all you got were templates and automations you couldn't customize without messing up other processes...
So you thought you should
ask for help in online groups...
but you ended up with conflicting answers or links to articles that didn't quite answer your questions.
And all this has you thinking... is it supposed to be this hard?
When is all this effort going to actually save me time?
BUT WAIT... WHAT IF YOU COULD ACTUALLY
TAKE BACK YOUR TIME?
Imagine...
- Heading into a new client appointment with newfound confidence because you reviewed the intake form and prepped for the session in record time.
- Feeling more present as you engage effectively with clients because your documentation compliments the authentic flow of your appointments.
- Effortlessly managing tasks and appointments safe in the knowledge that you can finish your notes and reports before you leave the office.
Sound Good? Let Me Show You How ↓↓
Hi there, I'm Stacey.
I partner with solopreneurs and small businesses to streamline their systems so they can define their direction, perfect their processes, and reclaim their clarity.
Unlike other system strategists, I focus on a nonlinear, anything's possible approach to gather information. Then I transform that information into a coherent, actionable strategy. This allows my clients to focus on what they want and need from their system instead of how to make it work, or if it's even possible.
Sound fun? It is! But it hasn't always been easy. When I first started creating digital solutions for clients, I didn't have clear processes in place. No set process meant no clear path, no automation, scattered steps to completion, and tons of wasted time.
So I took a step back. I took a deep breath. I chose one process and asked myself, "What's the specific goal here?" Then I mapped the clearest, most automated path to achieve that goal and documented it, developed it, and did it again.
Then I did that for every repeatable process I could find. First with my own, then with my clients, and then with people I hadn't even met yet. And funny enough, each problem I found led to a specific goal, a clear path, a repeatable process, and then to a happy person saving time and mental energy.
I designed and developed my first digital solution in 2001 to save sales representatives time when creating offers for potential customers. A lot has changed in the tech world since then, but the need to streamline and automate is as important as ever.
I help people just like you to streamline their systems so they can define their direction, perfect their processes, and reclaim their clarity.
-Stacey Eaton, MAEd
INTRODUCING
Cluttered >>> Customized
Tech Support Membership
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 - all in less than 90 days.
What's in the Box?
What's Included in the Program?
After assisting several small practices and solo practitioners with optimizing their IntakeQ Setup, I created a self-paced course with a systematic approach, tons of templates, and targeted, 1:1 live support sessions to help other practitioners do the same.
Use the included checklists and videos to systematically plan your desired setup, create your wish list for forms, notes, and processes, & decide how your clients will help you automate some of your admin tasks.
MODULE ONE: DESIGN
Assess and Plan for Your System
- Identify Inefficiencies in Your Current Workflow so you know where to start, without feeling scattered or overwhelmed.
- Choose Essential Forms and Notes for Your Practice so you can add everything you need at once, without endlessly searching through groups and forums.
- Establish Your Client's Journey so you can automate as much as possible without losing the unique value and personal touch-points that set you apart from other practices.
Use These Tools to Complete Module One Faster and Easier :
- Start Right: IntakeQ Process Audit Checklist
- Practice Essentials Checklist: Choose Your IntakeQ Forms and Notes
- Map Your Client Journey: Your New Client Automation Blueprint
MODULE TWO: DEVELOP
Technical Setup and Making Changes
- Create Your Master Doc to put all of the information from all of your client touchpoints in one place so you can see the entire process clearly without jumping between forms and notes.
- Create Your Intake Form and Evaluation Note to transfer information from one step to the next so you can easily build on the information provided in the Intake without manually replicating past notes or manually linking notes to appointments.
- Create Ancillary Documents that add flexibility to your workflow so you can continue to improve your templates without making last-minute updates that lead to more last minute updates.
Use step-by-step instructions and video explanations that guide you through creating and updating quesionnaires, notes and forms that make automated processes, save you tons of time, and probably some sanity.
Use These Tools to Complete Module Two Faster and Easier :
- Efficient Intake Setup: The Comprehensive Question Guide
- Creating Your Master Doc: Your Quick Reference Guide
- Swiss Army Note Templates: Flexibility During Development
Use easy-to-use tools to implement your newly standardized processes and put your sleek new system to use, without being always available for questions, or taking hours out of your schedule to train every new hire.
MODULE THREE: DEPLOY
Implementing Processes and Training
- Implement New Processes Smoothly in Your Practice so that everyone is on the same page, without resistance or confusion.
- Train Your Team on New Processes so they are confident and resourceful, using self-paced methods that don't steal your time and encourage reliance on you.
- Train Your Team with IntakeQ so they have easy access to processes and procedures without adding another system to your tech stack.
Use These Tools to Complete Module Three Faster and Easier :
- Tips and Tricks: For Tasks and Processes
- Record Right Scorecard: Train Your Team with Video
- Adult Learning Principles: Make Learning Work
- BONUS: Markdown Quick Reference
BUT THAT'S NOT ALL!
Plus a Few Extra's to Help You on Your Way...
In addition to the written course lessons, the recorded videos and screenshares, the cheatsheets, the workbooks, and the form and note templates, here are some extra special bonuses to help you on your optimization journey!
Note Templates
Let's make that setup a little bit quicker with some easy to use form and note templates for things like a Table of Contents, a Sticky Note, Task list, and Note Addendum
Communication Workbook
Communication is one of the most important parts of your business! Make sure your clients are getting consistent messages for emails, messages, and notifications!
Video Tech Support
Need more detail than an email response can provide? Come on in to your online community, post your question, and receive a video explanation!
¹/2 Price Collaborations
Stuck on a particular topic? Need help brainstorming your perfect workflow? Fear not! Schedule a 1:1 Collaboration session for 1/2 the price & all the ideas!
Online Community
Interaction is imperitive when learning something new! Ask questions in lessons, or post them in the online community and get a recorded video answer!
Weekly Check-In
Stay engaged and increase your accountability by documenting your journey. What are you working on this week? What small step can you complete? How can we help?
SO LET'S RECAP THAT
Join now, and you will get access to:
- All 9 Video Lessons
$997
- Start Right: IntakeQ Process Audit Checklist
$47
- Practice Essentials Checklist: Choose Your IntakeQ Forms & Notes
$27
- Map Your Client Journey: Your New Client Automation Blueprint
$47
- Efficient Intake Setup: The Comprehensive Question Guide
$27
- Creating Your Master Doc: The Flow of Information
$27
- Swiss Army Note Templates: Flexibility During Development
$27
- Tips and Tricks: For Tasks and Processes
$7
- Record Right Scorecard: Train Your Team with Video
$7
- Adult Learning Principles: Make Learning Work
$7
- BONUS: Markdown Quick Reference
$7
- BONUS: IntakeQ Form Template Package
$97
- BONUS: Communication Automation Workbook with Templates
$97
- BONUS: IntakeQ Note Template Package
$197
- BONUS: Weekly Check In and Accountability
$600
- BONUS: Semi-Live Tech Support in the Online Community
$600
- BONUS: 1/2 Price Collaboration Sessions As Needed
$600
TOTAL VALUE = $3,418
TODAY'S PRICE = $97 / month
Cluttered >>> Customized
Tech Support Membership
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 - all in less than 90 days.
14-DAY MONEY BACK GUARANTEE
If you are not pleased with the program and feel it's not the right fit within the next 14 days, just drop us an email. If we can't make it right, we'll refund you every penny.
Enroll & Transform Your
PracticeQ Processes Today!
WE'VE GOT ANSWERS
Frequently Asked Questions
This membership is for new and current IntakeQ and PracticeQ subscribers that want to learn more about how to optimize their processes to save time and money.
This membership includes 12 Collaboration Sessions at HALF PRICE when you book them from the links in the course. Add your specific questions in the pre-meeting form or weekly check-in and we can jump right in!
Timing depends on how big your practice is, how much is already set up, and how tech-savvy and decisive you are.
That being said, a good starting point is to plan to invest roughly 2-5 hours a week over 1-3 months. By the end of this time frame, you should be saving that amount of time each week!
You do not need to be techy to get the most out of this membership and set up your own system. The videos will walk you through step-by-step, there is usually written instructions or resources to accompany the lessons, and you can always reach out for targeted tech support as needed.
Yes! When you purchase the course, you will be added to a private online community with other practitioners using IntakeQ. Feel free to post questions or ask for help. After your question is answered by the community moderator will answer, others can join in as well.
Members can use the comments section in the course to ask lesson-relevant questions, or the online community to get a video response
We are committed to making this membership amazing! That being said, if it's not the right fit, please let us know what was missing within the first 14 days of purchase for a full refund. After that, you can simply cancel your membership and stop future payments.
No worries! Having someone else set up your initial system is a great head-start. But not knowing how the system functions or how to make changes often leads to practitioners getting stuck in a system they can't make their own.
Your course and community login information is emailed to you after check-out and you can immediately access all the course materials and templates.
The membership includes videos, templates, written instructions, an online community, and all of the other elements to help you to be successful is setting up your system.
Collaboration Sessions are not included, but are discounted to half-price when you are a member.
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