Initial Strategy Call
The goal of this initial strategy call is to understand your organisation’s needs, explore how our service can support your service users, and provide a detailed overview of how we can collaborate to create a meaningful impact.
During the strategy call, we will:
- Understand Your Goals:
We will take the time to understand the specific challenges your service users face and how your organisation aims to support them. This will help us tailor our approach to best meet the needs of your community.
- Discuss the Support:
We’ll explain how our service, Mindful Message, can assist your organisation in enhancing the mental and emotional well-being of your service users.
- Outline the Process:
We will provide an overview of our referral process, detailing how we introduce service users to Mindful Message, ensure their needs are met, and support them with step-by-step actions throughout their journey.
- Clarify Expectations:
By the end of the call, we aim to have a clear agreement on the process, timeline, and any next steps. This will include setting expectations on both sides to ensure a seamless collaboration and impactful results for your service users.
Following this call, all basic information will be sent in the form of infographics, PDF and leaflets. This information will outline how to use the services and what will come to you once payment is received.
Secure Payment to Confirm Referral and Services
- Invoice Sent:
Once we finalise the service agreement, we will send an invoice outlining the payment details. Along with the invoice, you will receive our Terms of Business, which provide clear guidelines on payment terms, service delivery, and any other relevant conditions for the partnership.
- Payment Confirmation:
Once we receive your payment, we will promptly send you a confirmation to ensure correct processing. This confirmation serves as your receipt and assures that services will commence.
- Referral Process Initiation:
With the payment confirmed, we will proceed with the referral process, ensuring timely delivery of the services agreed upon in our initial discussions.
Collecting and Processing Referrals Through Our CRM
- Referral Template:
Your wellbeing service will have a simple, easy-to-use template that outlines the key information we need from your service users. This makes it straightforward for you to gather and submit the necessary details. - Using Our CRM Guide:
To assist you in using our platform, we provide a clear CRM guide. This guide will offer step-by-step support to help you input referral details and ensure accuracy. - Referral Submission:
Once the referral details are complete, you can easily send them over to A Mindful Message through our platform. Our CRM system will securely store the information, keeping it ready for the next steps.
Assigning Referred Clients to the Right Wellbeing Department
Client Allocation: Once we receive the referral through our CRM system, we will carefully review the details and assign the client to the appropriate wellbeing department that best meets their needs.
Department Notification: After we allocate the new referral, we will notify the relevant department to prepare them for connecting with the client.
Welcome Pack Sent: Once the referral is processed, the client will receive a Welcome Pack via email. This pack will include important information such as:
- How the Practitioner Will Work with the Service User: A clear outline of what to expect in their sessions and the support they will receive.
- Code of Conduct: Guidelines to ensure a respectful, safe, and effective working relationship.
- Information on A Mindful Message: An introduction to our services, values, and how we operate to support the client’s wellbeing journey.
Scheduling the Initial Consultation: We will then schedule the client’s initial consultation, ensuring they are connected with the right practitioner promptly.
12-Session Program for Service Users
What Your Service Users Can Expect:
- Initial Consultation:
We begin with a detailed consultation to understand each service user’s background, concerns, and goals. This allows us to create a customised plan that aligns with their specific needs, ensuring they get the most from the program. - Structured 12-Session Program:
The program is designed to provide a clear framework, with each session building on the previous one to ensure lasting progress. Experienced practitioners will guide your service users through these sessions, helping them work towards their wellbeing goals. - Regular Check-ins and Assessments:
Throughout the program, we incorporate check-in points and psychometric assessments to measure progress and adjust the approach as needed. This ensures that the service continually meets the users’ needs and provides the highest level of care.
Measuring Client Outcomes
Administering the WHO-5 Wellbeing Index:
Every second session, we administer the WHO-5 Wellbeing Index to measure the mental and emotional wellbeing of your service users. This allows us to regularly track their progress in a structured and reliable way.
Reviewing and Adjusting the Plan:
After each assessment, our practitioners will discuss the results with the client and, if necessary, adjust the plan to better suit their evolving needs. This ensures that interventions always align with their current situation and goals.
Documenting Progress in the CRM:
All progress, changes, and outcomes are documented in our CRM system. This ensures clear tracking of each client’s journey, offering your organisation full transparency on the effectiveness of the program.
Discharge Summary
Preparing a Detailed Discharge Summary:
Upon completing the program, we create a comprehensive discharge summary that outlines the client’s entire journey, including their initial goals, key milestones, and measurable outcomes. This ensures a clear understanding of their progress over the course of the 12 sessions.
Sharing the Summary:
The discharge summary is sent to both the client and the referring department, ensuring that everyone involved is kept informed of the results. The client can reflect on their progress, while the referring department clearly updates the client’s wellbeing and outcomes.
This is provided if it is included with your service remit.
What Our Members Say
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