The goal of the intro call is to discuss and agree the next steps with the client, which in most cases will consist of agreeing a date and time (even as a placeholder), for the initial assessment.
Below is a good structure to follow to help you get there.
1. Set the Agenda & Introduce Yourself
🤝 Explain that the purpose of the call is to get to know each other a little better, outline a plan to help their child and agree a date and time for the first assessment or session. *
👩⚕️ Briefly introduce yourself, your experience (NHS background, school settings etc.) and any relevant areas of specialism to build trust.
* Telling someone the goal at the start of the call, especially when it comes to agreeing to paid services, is a really simple way to avoid having to navigate an awkward transition from clinical to commercial & logistical discussions.
2. Show You've Done Your Homework
📝 Summarise key points from the case history.
✅ Highlight what the child CAN do.
⚠️ Acknowledge concerns (e.g., "Emma understands well but gets frustrated when expressing herself.")
❓ Ask any relevant follow-up question.
3. Share Preliminary Thoughts & Next Steps
💡 If comfortable, suggest what the issue(s) might be (e.g. "This sounds like an expressive language delay").
📝 Outline your recommendations on what support is needed (e.g. assessment, therapy etc.)
🧭 Explain how often you think therapy sessions will be needed. Will these be face-to-face, online, parent coaching, a blend etc.?
📊 Explain how things work, relevant assessment methods, therapy formats & session structures as necessary.
💰 Outline your prices & any options available to them (remember Klarna is available on all purchases)
4. Secure the Booking!
🕒 Confirm availability (days/times, online or in-person location).
📌 Schedule in the initial assessment on the call (or first therapy session if they have been assessed in the last 6 months) - don't leave it open-ended. Pencilled in dates that may be subject to change is better than nothing at all.
💳 Ideally, send the payment link during the call & confirm receipt to ensure this does not end up in a junk folder.
🔒 Explain that payment secures the appointment and must be made before the session.
5. Follow-Up
✅ Send a "nice to meet you" email immediately after the call
✅ Include agreed session details, payment links, and any next steps.
✅ Copy Selena (selena@saltroad.com) into correspondence until things are running smoothly.
✅ Follow up if parents don't respond / take action, don't wait for them to reach out!