The Counseling & therapy pack

Everything in the pack,
and everything it will not do.

The CRM fields and stages that follow every call, what it connects to, and what it never says. Why any of it matters is on the Counseling & therapy page.

Counseling & therapy — this pack was built for the calls that reach this kind of business. Illustrative photograph.

Fields that are filled when the call ends

This trade pack is built to order. Below is the design we switch on for you: the fields, stages and never-say list are drafted, so with your price list and hours it can be switched on within days.

Individual, couple, family or adolescentFirst contact or returningIntake slot bookedSession fee quoted from the schedulePreferred counsellor, or noneCrisis protocol triggered or not

The stages an inquiry moves through

How many inquiries sit at each stage, on one line — in the order work actually flows in a Counseling & therapy.

Inquiry→Intake booked→Intake→Counsellor matched→Ongoing sessions
PipelinePipelineInquiry4Intake bo3Intake2Counsello1Ongoing s1

What it will not do

Not a setting you switch on and off. These are blocked when the Counseling & therapy answering is built; anything that touches them goes to a person instead of being answered.

  • Never names a diagnosis."Is it depression" or "it sounds like panic attacks" goes unanswered. A counsellor looks at that with the client, in the room.
  • Never promises a result.No "you will feel better in six sessions", no "the marriage can be saved". Length and direction are set after the intake.
  • Never says whether anyone is a client.A spouse or a parent asking if someone attends gets no answer. Attendance itself is confidential.
  • Any mention of self-harm ends the booking.The AI reads the crisis line, stays on the call and connects the on-call counsellor immediately.

This page is the list; the argument is on the other one. What kind of call comes in at night, what a missed one costs, and why a machine must not say certain things are written on the page this pack came from.