The Toolkit Library and Hiring Package together, at a modest discount off buying both separately.

Everything in the Toolkit Library and everything in the Hiring Package — sixteen tools covering client experience, finances, planning, policy, and the complete hiring lifecycle. The most complete starting point for a practice getting serious about its operations.

What’s Included:

•     All nine Toolkit Library tools

•     All seven Hiring Package tools

•     Priced at $399 versus $456 if purchased separately

Everything you need to hire your first clinician — or your fifth — without guessing your way through it.

A complete pre-hire-to-onboarded system for practices adding clinical staff. Covers role clarity, writing the job description, running a structured two-round interview, deciding between employee and contractor classification, structuring compensation, sending the offer, and onboarding your new hire through their first orientation day. Seven tools, delivered as Word documents in one download.

What’s Included:

•     Role Map Template — map current roles and plan what to delegate next

•     Job Description Template — a comprehensive, fillable job description

•     Interview Guide — a two-round interview system with scoring rubrics

•     New Hire Onboarding Checklist — a five-phase, clinician-specific onboarding process

•     Employee vs. Contractor Classification Worksheet — a structured worksheet to bring to your attorney

•     Offer Letter Template — a short, formal offer letter

•     Compensation Structure Guide — salary vs. fee-split vs. session-rate, compared

The day-to-day operating system for your practice — client experience, money, planning, and policy, in nine ready-to-use tools.

Product Description:

For solo and small group practice owners who want more structure without overhauling everything at once. The Toolkit Library covers the full arc of running a practice: how clients move through your care from first inquiry to discharge, how your money works and how to forecast it, how to plan and track your practice’s priorities each quarter, and the policy, feedback, and referral systems most practices only build after something forces the issue. Nine tools, delivered as Word documents and Excel spreadsheets in one download.

What’s Included:

•     Client Journey Map — the full client experience, consent and intake requirements, and marketing guidance

•     Onboarding Checklist — a four-phase onboarding process for any new team member

•     Financial Dashboard — monthly and quarterly revenue and expense tracking

•     Cash Flow Forecast Starter Model (Excel) — a scaled-down, fully-formulated forecasting tool

•     90-Day Priority Dashboard (Excel) — status tracking with dropdowns and a milestone tracker

•     90-Day Project Planner — a quarterly planning tool for practice priorities

•     Client Exit / Feedback Survey — a private, internal feedback tool

•     Policies Manual Outline — a nine-section scaffold plus an expanded policy reference library

•     Referral Partner Tracker (Excel) — a CRM-lite spreadsheet for referral relationships