Counseling: a guide for pros

What customers ask, how to win the job, and what to put on your profile.

Offering counseling

Counseling clients want a professional who listens and explains the process clearly. A profile that states your credential, focus areas and format up front helps the right people reach out.

What customers ask

  • Are you licensed, and for what?
  • How many sessions will I need?
  • Can we meet by video?
  • Is what I say private?
  • Do you work with the situation I am in?

How to win the job

  • Ask on the first call what the person hopes to change and say plainly whether you are a fit.
  • Give your credential and board details without being asked.
  • Offer a brief intro call before the first session.
  • Put fees, length and cancellation in writing.
  • Explain how you set goals so the client knows what to expect.
  • Be clear about what is outside your scope and who you refer to.

What to put on your profile

  • Your credential and the state it covers
  • Focus areas and the people you work with
  • Session format and schedule options
  • Payment and insurance details
  • A short description of your approach in plain words

Follow-up that helps the customer

  • Suggest a goal review at set intervals
  • Offer a list of local support groups when the client asks
  • Send appointment reminders with the cancellation window

Licenses and permits

Therapy and counseling are licensed professions. Hold the license your state board requires for the services you list, keep it current, and check the board's rules on telehealth and on practicing across state lines.

Questions

How do I describe my work without overpromising?

Describe the support you offer and the people you work with, and avoid saying you cure or fix conditions.

Can I offer counseling in other states by video?

Check your board's rules and the rules of the state where the client lives before you agree.

Pro reviewers

Pros who offer counseling remotely can improve this guide, like Wikipedia. We check every edit before it goes live. Every approved edit is credited in the edit history and on the pro's profile.

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