Progress Check-In
Send this email to clients you’ve been working with for a while to check in on their progress. It’s a simple way to understand how they feel things are going—spot any shifts in priorities—and keep them engaged in their journey with you.
Email Template Preview
When you compose an email, you can start with a template, like this one:
[Subject line]: Checking in on your progress
Hi [Client's Name],
We have now been working together for [x amount of time]. As part of our commitment to your mental health and well-being, I wanted to check in with you regarding your progress in therapy.
Your feedback ensures I meet your needs and effectively support you.
- Are there specific areas where you have made significant progress?
- Are there any challenges or concerns you would like to address more thoroughly?
- Are the strategies and approaches we are using effective for you?
Your therapy experience should be as beneficial and comfortable as possible. If there are any adjustments or changes you feel would enhance your sessions, such as focusing on different techniques, changing the frequency of sessions, or exploring new areas, please let me know.
Thank you for your ongoing trust in [Practice Name]. My priority is your well-being, and I'm here to ensure that you feel empowered throughout your therapy journey.
I look forward to hearing your thoughts and to continue working together.
Sincerely,
[Name]
[Title]
[Address]
[Phone]
[Website]
Quick facts about this email
Who it's for:
- Therapists
- Counselors
- Psychologists
- Psychiatrists
- Behavioral health practices
Why use it:
- Encourage reflection and feedback after working with a client for a period of time
- Spot areas for adjustment in your approach, goals, or session frequency
- Strengthen engagement by showing clients their input is valued
When to use it:
- After several months working together
- When you notice goals shifting
You don't have to rethink it each time.
You've already decided how to approach a sensitive topic, like reminders about an unpaid invoice.
You're saving time because you don't have to type everything all over.
You don't have to copy-paste from an old email and worry about accidentally including another client's personal details.
You don't have to save your templates separately in Google Docs or Word.
