This is the Standard Operating Procedure (SOP) for the Intake system at The Healing Collective. This template is made for therapists, counselors, healers that are moving from solo to group - or group practice owners ready to integrate more structure in the business. Use this template to customize your own intake SOP. A Standard Operating Procedure is step by step every task an intake role does in a day. This SOP can train your new hire on how to answer the phone and convert to a new client.

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