Kit
The getting started Manager's Workbook
How to Welcome Someone Into the Work in a Way They'll Remember
The first session is the one they will remember. Make it count.
For the therapist, coach, or facilitator who has welcomed a new client or participant — who wants the onboarding moment to be intentional rather than procedural and understands that how someone enters the work shapes how deeply they engage.
The Name It First Experience
Onboarding is not orientation paperwork. It is the first signal your practice gives about whether this work keeps its promises. Your Onboarding Design Kit gives you structure for welcoming people in a way that produces engagement from the first session. Tools for intake, framing, expectation-setting, and the relational ground that holds everything after. Stress-tested and signed.
You can opt into 30-, 60-, and 90-day check-ins from your account. We recommend you do — the point is to see what changed.
Sample questions
- What does it mean for a new client or participant to feel genuinely welcomed into the work — not just oriented, but invited?
- What does your current intake or onboarding process signal — and is that the signal you intend?
- What do you want someone to feel and understand after their first session with you — and what would that require?
Research basis
Wampold on the therapeutic alliance and early session impact / Lambert on client engagement predictors / Norcross on the therapy relationship as outcome predictor.
Choose your format.
Every format asks the same questions and produces the same document.
Print Paperbackpersonalize
A real book and a pen. Write in the margins. The most permanent version of you on a page.
$19.99
eBook + journal
The full guide on any screen, with a companion journal to write your answers by hand.
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Audiobook
We read every question and every scenario aloud. For the commute, the walk, the dishes.
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Hardcoverpersonalize
The keepsake edition — sewn, ribboned, made to sit on a shelf and be returned to.
Not available
Digital Fill + membership+membership
Answer on screen. Your responses save as you go and assemble into your finished document.
$9.99
Hands-Free Interactive + membership+membership
Listen to each question and speak your answer. We capture it. You never touch a keyboard.
Not available
Everything packages
The Paperback Everything Package
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The Hardcover Everything Package
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The Premium Hardcover Everything Package
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Choose your pace.
The Essential path takes you to your finished document by the questions that matter most. The Full-depth path walks every question, every scenario, every angle. Both produce the same signed document — one just goes deeper on the way there.
Essential path
Shorter sessions. The questions that go directly to the document.
Full depth
Every question. Every scenario, every angle.
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