You answer the phone. A family needs help. Their loved one is dying, and they're scared. Do you know exactly what to say? What questions to ask? How to spot red flags before saying yes? Most end-of-life doulas learn intake the hard way —through mistakes, awkward silences, and cases they should have declined. This guide gives you a clearer path. Inside, you'll find a proven two-step framework that transforms uncertain first contacts into confident decisions. You'll learn how to conduct free conversations that build trust in 30 minutes. You'll master formal intake meetings that gather complete information without overwhelming anyone. You'll walk through homes with safety checklists that protect you, the client, and the family. No more guessing. No more saying yes when your gut says no. No more drowning in paperwork. This book includes a ready-to-use intake form, word-for-word scripts for difficult moments, and practical guidance for deciding when a case isn't right. You'll discover how to set boundaries with compassion, document what matters, and create a sustainable practice built on clear foundations. Whether you're new to end-of-life work or experienced but seeking structure, this guide meets you where you are. Your intake process is where everything begins. Make it strong.