Start With These Free Tools to Build Your Practice.
Download worksheets, checklists, and guides that give you clarity and confidence in your next steps.
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Practice Readiness Quiz
Not sure where to start? Take this quick quiz to discover if you’re in Launch, Hiring, or Scaling mode — and get tailored tips for your stage.
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Understanding Insurance Terms
Confused by insurance? This reference graphic breaks down common terms so you can finally understand what payers actually mean.
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No Show & Late Cancellation Policy Example
Here’s an example of a no show policy that might work for your business!
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Private Practice Calculator (Lite)
Set your rates with confidence. Enter your numbers and see how session fees, caseload, and expenses add up to a sustainable income.
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Free Consultation Workflow Example
Looking for an example for how to integrate free consultations into your workflow? Check out this template / process doc.
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Consultation to Intake Workflow Example
More workflow examples - this one helps you visualize how a client moves from consultation to intake!
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Demystifying Types of Insurance
Medicare and Medicaid? What’s the difference? This simple graphic helps you understand different types of insurance.
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Path to Advancement
It’s important to help employees understand what their options are with your practice. Here’s an example path to share with employees.
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I have one more freebie for you - the Practice Vision & Values Worksheet — the first step to building a sustainable, ethical practice.
You’ll also get occasional practice-building tips and tools! No spam, just resources I wish I had starting out.