Client Intake Systems: Why You Need One and How To Set It Up
A long, long time ago, I didn't screen the clients I worked with personally at all.
Anyone who stumbled upon my readings page could just book a session, at any time, any day.
I wanted to serve everyone, but I had problems all the time:
- people berating me during the reading itself
- people demanding free sessions (even when they liked their readings)
- people threatening to call their husbands on me (even people who liked their sessions, again!)
- people continually asking for more and more even after the reading time was complete (not respecting boundaries)
None of that really bothered me, though.
I just chalked it up to the cost of doing business and thought about how much Kohls has to deal with every day - and I was SO thankful I wasn't Kohls.
That was until this happened:
I was preparing for a session and a dead girl showed up, she was about 8 years old. She looked liked she had been drowned, was dripping wet.
When I asked her how she died, she showed me an image of a man, throwing her over the side of a boat.
Ring, ring, time for the session!
It was a Skype call.
The man - who had a unisex name - so I wasn't aware he was a man before the call . . . was also taking the call from INSIDE HIS HOUSE BOAT.
Ba-doom-cha! That really happened.
And THAT is also the story of the LAST time I took a pre-screened client from the internet.
Moral of the story - while it sounds crazy - my story is not unique.
Whether you took a client who was a possible murderer (like me), or someone who was just downright a mean person to you, or someone or walked all over your boundaries and didn't care - you know this truth all too well:
You need a client screening system, too.
You don't have to ask for personal details, or get information on their life - just set up something in place so anyone from the internet needs an extra step before you get into a private space with them.
Here are some options to Assist:
On Day 12, it talks about the exact things you need to do to manifest your ideal clients + includes 20+ other marketing and business building tips for intuitives in the industry looking to build their brand and business. Enroll now.
The membership program on my website includes a Business Development Section in both the article and the video libraries, with guidance on dealing with clients, a private Facebook group, and monthly live chat for supportive Q&A, where you can get assistance on more advanced topics just like this.