Contains all items you need systemize your intake system. Includes the following items (associated value is cost of a la carte purchase from Amber Tolbert Consulting:

• Client Inquiry Form ($150 value)

• Intake Dashboard ($1500 value)

• Standard Operating Procedure for Intake ($199 value)

• Onboarding Manual for Non-Clinical Staff and Policies and Procedures Manual ($199 value)

• Free 30 Minute Strategy Session (Included free with all bundles, $150 value)

• 1 Hour 1:1 Workflow Strategy Session ($300 value)

• Up to 2 Hours of Customization ($600 value)

• 1 Hour Deployment Meeting once complete ($300 value)

Total value of services and items purchased separately is $3398. Offered as a bundle at 50% off a la carte value to support growing practices with everything they need to systemize their intake system and focus on what they do best - providing exemplary care. 

Your practice must have Google Workspace to utilize our products. We recommend ensuring that you have a signed Business Associate Agreement (BAA) with Google prior to implementing this system. After purchase, your 1 Hour 1:1 Workflow Strategy Session will provide us with the information we need to customize your Client Inquiry Form and ensure connectivity to your Intake Dashboard along with any requested customizations to the dashboard, up to 2 hours of customization work.

All products sales are final. Free 30 Minute Strategy Session to start project must be booked within 30 days of purchase.