Skip to main content

Free Consultation



  • Jill K. Davis

    Hi Karen - I'm a newbie too.  I don't send any paperwork until the client and I have agreed to work together.  Since it is not a session, I don't believe consents would be necessary.  I had done a search because I had the same question.  I just make it clear at the start of the call that I don't want specifics, this is just a conversation to determine if we are a good fit.

    Comment actions Permalink
  • Ronda Garrigan

    I agree. This is what I do as well

    Comment actions Permalink
  • Robin Andersen

    Hi Karen, I had my first free consultation yesterday! I ended up sending the demographics form because it gave me an opportunity to verify their location and insurance benefits before we met. I didn't send anything else, as they're not a client yet.

    Comment actions Permalink

Please sign in to leave a comment.