Made for Mental Health Counselors
Prepare for Your First Session With a Client
60 min
Prepare for a session with a new client by creating a comprehensive plan, including questions to ask, boundaries to set, and a plan for difficult conversations.
Create a free account to save your progress and use this Playbook.
Use this when
You have a new client coming in for treatment and want to make sure you're prepared to provide the best possible care.
You'll need
- Client Background
- Client Goals
- Session Questions
- Boundaries and Expectations
- Plan for Difficult Conversations
- Progress Tracking
- Resources and Support
- Confidentiality
- Emergency Plan
- Follow-up
- Treatment Plan Evaluation
- Communication with Other Professionals
- Documentation
You'll get
- You'll walk away with a session prep plan
- A list of questions to ask clients
- A set of boundaries and expectations
- A plan for difficult conversations
- A method for tracking progress.
By the end of this playbook
You will have:
- You'll walk away with a session prep plan
- A list of questions to ask clients
- A set of boundaries and expectations
- A plan for difficult conversations
- A method for tracking progress.
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
I have a new client coming in for anxiety treatment. I want to make sure I'm prepared to provide the best possible care.
Sample assembled prompt
A comprehensive session prep plan, including...