Practical Tools You Can Download and Use Immediately
Not every therapist needs a full consultation package—sometimes you just need the right tool, template, or framework to move forward. These downloadable resources are designed to give you structure, clarity, and actionable guidance without overwhelm.
All of the resources below are included in our consulting packages, where you receive in-depth explanation and personalized implementation support. However, they are also available for individual purchase if you prefer a self-guided approach.
Practice-Building
Resources
Private Practice Launch Resources
Private Practice Launch Roadmap
Simple, therapist-friendly spreadsheets to track revenue, expenses, and profitability so you understand exactly where your money is going.
Financial Tracking Templates
A structured planning guide that walks you through the phases of opening your practice, helping you move from idea to fully operational with clarity.
Group Practice Growth Resources
Hiring Decision Calculator
A financial tool that helps you determine when your numbers truly support bringing on another clinician.
Salary & Compensation Templates
Structured models to help you determine sustainable pay for clinicians while protecting the financial health of your practice.
Sample Onboarding Framework
A step-by-step guide to help you onboard new clinicians efficiently, professionally, and consistently.
Financial Forecasting Spreadsheet
A projection tool that allows you to estimate future revenue, expenses, and profitability before making major growth decisions.
Referral Tracking Template
A system to monitor where your referrals come from so you can strengthen the marketing strategies that are actually working.
Group Practice Operations Checklist
A comprehensive overview of the systems, policies, and workflows necessary to run a successful and organized group practice.
KPI (Key Performance Indicator) Dashboard Template
A clear and organized dashboard to track the key metrics that indicate the financial and operational health of your practice.
Marketing Plan Template
A structured marketing framework designed specifically for therapy practices—so you can market ethically and effectively.
