Consulting Intake Template

Printable worksheet and copyable Markdown for the related guide. Source/review date: June 30, 2026. Guide: /how-to-start-an-aromatherapy-consulting-practice/.

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Completed example

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# Consulting Intake Template

Source/review date: June 30, 2026
Guide: https://essenceauthority.com/how-to-start-an-aromatherapy-consulting-practice/

## Completed example

| Field | Example |
|---|---|
| Client goal | Boutique scent display |
| Setting/product format | Retail room diffuser |
| Scent preferences | Citrus/herbal |
| Sensitivity note volunteered | Avoid heavy florals |
| Sensitive-topic trigger? | No |
| Referral/script used | Not needed |
| Session note | Shared non-medical scent options and documentation checklist |

## Blank worksheet

| Field | Your entry |
|---|---|
| [ ] Client goal |  |
| [ ] Setting/product format |  |
| [ ] Scent preferences |  |
| [ ] Sensitivity note volunteered |  |
| [ ] Sensitive-topic trigger? |  |
| [ ] Referral/script used |  |
| [ ] Session note |  |

## Review decision

- [ ] Pass as written
- [ ] Revise wording/process
- [ ] Pause until source document is found
- [ ] Refer out to qualified professional/regulator/attorney/carrier

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