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(Someone wants to book initial call), Someone wants to book the call -…
Someone wants to book initial call
send them scheduling link
once scheduled, auto-create a client record with status "prospective client"
fill in their contact details from the form answers
send a package link to purchase
specify the number of included sessions: specific number/ongoing/end date
sign legal documents
status: sent, viewed, completed
get payment
2 more items...
send pre-payment materials (optional)
book with them manually
and after the
initial conversation
send intro form
auto create client
create a client manually
Someone wants to book the call
they fill in the initial in-take simple form to filter the right condidates
send instructions to pay
for the one-time conversation
schedule the first meeting
before the conversation, send more in-depth form
(after they scheduled/completed the payment)
the conversation happens
the history of addiction
family history, family members, best friends, older client with adult children
medical history
treatment history
allergy/medication
understanding their personality and conflicts they experiencing
next steps: how we gonna to proceed
the list of tasks they need to take
make appointments with GP
go to detox centre
Database - Contact info of all detox centres, rehabs
you confirm the plan,
choose the right package for them
send the agreement
sign agreements (they sign, we sign)
start the coaching
we contact family members and schedule a meeting with them to hear your side of the story
create a whatsapp group to keep everyone updated - for group meetings
future meetings with the family
all the family secrets need to come out
each family member adviced to have counselors, refer to therapists etc
we give advice, but don't treat them, we are dealing only with the client
If they don't qualify, send them to the free resources
aa meetings, support groups