A Smart Starting Point for Business Growth
This 3-session strategy package helps you strengthen the business side of your private practice—so your systems, finances, and marketing all work together.
We focus on building a practice that is clear, profitable, and positioned for growth—without overwhelm.
Assess – Get Clear on Your Business
Review your systems, finances, and current service mix
Evaluate your marketing efforts and referral flow
Identify gaps, bottlenecks, and missed growth opportunities
Plan – Build Strong Foundations
Create or refine core systems (scheduling, documentation, workflows)
Strengthen financial basics like pricing, reimbursement, and revenue streams
Clarify your personal brand, ideal clients, and value proposition
Build a simple, aligned marketing plan that fits your capacity
Review – Prepare to Scale
Refine systems and messaging based on real-world demands
Identify next steps for growth, hiring, or new services
Align your brand, marketing, and operations so growth feels sustainable
✔ Includes a custom action plan
✔ Serves as the lead-in to ongoing coaching, if desired
A Smart Starting Point for Business Growth
This 3-session strategy package helps you strengthen the business side of your private practice—so your systems, finances, and marketing all work together.
We focus on building a practice that is clear, profitable, and positioned for growth—without overwhelm.
Assess – Get Clear on Your Business
Review your systems, finances, and current service mix
Evaluate your marketing efforts and referral flow
Identify gaps, bottlenecks, and missed growth opportunities
Plan – Build Strong Foundations
Create or refine core systems (scheduling, documentation, workflows)
Strengthen financial basics like pricing, reimbursement, and revenue streams
Clarify your personal brand, ideal clients, and value proposition
Build a simple, aligned marketing plan that fits your capacity
Review – Prepare to Scale
Refine systems and messaging based on real-world demands
Identify next steps for growth, hiring, or new services
Align your brand, marketing, and operations so growth feels sustainable
✔ Includes a custom action plan
✔ Serves as the lead-in to ongoing coaching, if desired
Consulting and Coaching for Solo or Group Practice Development, Clinical Consultation for kids, teens, families, or DBT. Consultation on building testing services into private practice, including billing insurance.
