Here’s What’s Inside
Each course or template comes with the tools you actually need—no fluff, no filler. Below, you’ll find a visual preview of what’s included, from workbooks and guided journals to forms, templates, and videos. Click any image to zoom in or get a closer look before you download.
This is your sneak peek to make sure it’s exactly what your practice (or your brain) needs right now.
Stay Ahead of Your Marketing Game
Keep your marketing efforts on track with this easy-to-use template, perfect for updating clients and tracking progress every quarter.
No more chasing down your team for bios, photos, or “what they're into lately.”
This Quarterly Marketing Update Template is designed for group practice owners who want to keep marketing simple, streamlined, and actually doable. It helps you gather everything you need from your clinicians to keep your website, social media, and other marketing efforts fresh—without starting from scratch every time.
🛠️ What You’ll Get:
📋 Google Form Template – Easy to duplicate, send, and collect responses
📝 Google Doc Version – Includes all questions written out so you can plug them into your EHR or form system of choice (not fillable)
🎨 Canva Header Template – Personalize the form with your practice branding
📦 Form Helps You Collect:
âś… Updated bios, credentials, and availability
✅ Human-centered updates like hobbies, books, or shows they’re loving
âś… What your team wants to highlight, advocate for, or promote
✅ Ideas for future content—blogs, reels, workshops, and more
âś… Info that helps your marketing feel real, relevant, and consistent
This is more than just a form—it’s a time-saver, a connection-builder, and a smart way to keep your practice visible without doing all the heavy lifting yourself.
💡 Created by a group practice owner who knows that great marketing starts with great communication—and a good system to back it up.
Simplify your client intake and communication process with this customizable Google Form template. Whether you’re collecting new client information, tracking referrals, or managing session scheduling, this template is designed to make your administrative tasks smoother and more efficient. Once you click "use template," you can quickly tailor the form to fit your practice’s needs. All responses are automatically organized in Google Drive, making it easy to manage and review at any time.
Streamline your practice’s paperwork with this easy-to-use Google Docs template. Whether you’re drafting client intake forms, referral letters, or treatment plans, this template is fully customizable to fit your practice’s unique needs. Once you click "use template," you can quickly edit and save the document directly to your Google Drive. With a clean, professional format, this template helps you stay organized and efficient, ensuring smooth operations for your private practice.
This Canva template is perfect for personalizing your session notes. Easily add your logo, adjust text, and customize the layout to fit your style. Once you’ve made your adjustments, download it as a PDF and print, or use it digitally. It’s simple to use and fully customizable to align with your unique practice.
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