Resource • Intake

Intake Call Script Template (Owner-Friendly)

Practical, owner-friendly guidance you can adapt to your agency’s policies and tools.

Starter template Tailor to policy Ops-ready

Template

Starter outline (customize for your agency).

A simple structure to capture what matters quickly and create clean handoffs to your team.

Opening: greeting + expectations + consent for call-back/SMS (per your policy).
Needs snapshot: level of support, schedule, location, start timeline, primary contact.
Safety + urgency: any immediate risks that require escalation (per your policy).
Next steps: consult scheduling + what documents are needed (if applicable).
Documentation: where the intake summary lives and who owns follow-up.

Want help implementing this? We can tailor workflows to your goals and tools.