Conduct Great Intakes With the ACT Matrix*



Do you often get clients who attend one session and then never return? Establishing rapport and setting goals for treatment early is vitally important for work to unfold. This workshop will show you how to use the ACT Matrix to conduct intake sessions that leave your clients eager to start their journey toward a vibrant, connected life. You will learn how to structure effective intake sessions (whether you use an Acceptance & Commitment Therapy approach or not); how to introduce integral behavior change concepts in language any client can understand, and how to build a collaborative treatment plan with your clients. This training is perfect for any clinician looking to supercharge their intake sessions. Specific attention will be paid to relevant and practical wording and expressions used so that you can take what you’ve learned and put it into immediate practice.


  • Conduct Consistent Intake Sessions Using The ACT Matrix.
  • Develop Collaborative Treatment Goals with Client.
  • Explain Common Behavioral Change Principles to Clients Without the use of Jargon.
Target Audience: Psychologists, Social Workers, Addiction Counselors, LMFT, & Licensed Professional Counselors
Content level: Beginner to intermediate
2 CE hour credits approved by
ASWB # 1706, NAADAC # 139138 & NBCC # 6703
State Board Approval
ADACBGA # 19-12-17-1212
FCB # 5387-A
OCDP Board Sponsor # 50-29024
CE Broker Tracking # 50-29024

Course Features

  • Lectures 2
  • Quizzes 1
  • Duration 2 hours
  • Skill level Beginner to intermediate
  • Language English
  • Students 15
  • Certificate Yes
  • Assessments Self
    • Lecture.1
      Conduct Great Intakes With the ACT Matrix
    • Lecture.1
      Conduct Great Intakes With the ACT Matrix
  • QUIZ
    • Quiz.1
      Conduct Great Intakes With the ACT Matrix* 15 questions

Jacob Martinez is a licensed professional counselor and expert in Acceptance & Commitment Therapy (ACT). He has presented nationally on the topics of Acceptance & Commitment Therapy, psychological flexibility, and mindfulness. Jacob specializes in using the ACT Matrix, a graphical user interface for analyzing human behavior, and in creating novel ACT interventions. His goal is to help clinicians become fluent in ACT and to be able to think outside the books/box.

Jacob is an active member of the Association for Contextual Behavioral Science (ACBS), and served as the president of the Texas Chapter of ACBS from 2017-2018. He regularly offers training and consultations to professionals interested in ACT, and is always glad to answer questions and provide resources to clinicians to help them become the best they can be. He currently works in private practice in Kenosha, Wisconsin. When he is not thinking about ACT, Jacob is an avid Texas-style BBQ-er and brisket smoker.