Becca Ferguson--Authentic Coaching/Therapist Business Owner Cheatsheet 🏢

  • $14.99

Therapist Business Owner Cheatsheet 🏢

  • Course
  • 3 Lessons

This editable Google Sheet is built for mental health therapists who are ready to get their business backend organized. Track branding details, logins, insurance info, CPT codes, and client benefits—all in one spot. Bookmark it in your Chrome profile, share it with your admin, and finally stop digging through old emails to find what you need.

Here’s What’s Inside

Take a Peek Before You Dive In

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.

And they said therapists don't use spreadsheets...

đź‘‹ Welcome to Your Therapist Business Owner Cheatsheet!

Business information, branding, billing, passwords, admin work... ALL IN ONE!

You’re officially one step closer to getting your stuff together. Whether you’re just getting started or wrangling years of scattered info, this editable Google Sheet was built to help you organize the backend of your practice—without the chaos.

Inside, you’ll find organized tabs for:

âś” Business & branding details

âś” Login info for credentialing and portals

âś” Insurance rates and CPT codes

âś” Client benefit tracking

âś” Document links and practice systems

It’s easy to use with Google Workspace, which means you can:

đź”– Bookmark it in your Google Chrome profile

🧑‍🤝‍🧑 Share it with your admin team or virtual assistant

đź’» Update it in real-time from anywhere

This tool was built by a therapist (hi, I’m Becca!) who knows how overwhelming the business side of therapy can feel. It’s here to make your life easier—whether you’re solo or running a whole team.

📌 Tip: Keep this file open during insurance calls, admin tasks, or anytime you think, “Wait… where did I save that?”

Let’s make your practice feel more grounded—one organized tab at a time.

Contents

Welcome! ✨

Well, hello there! 🙋🏼‍♀️

The Google Sheets Template đź”—

Google Sheet Template

Stay in Touch 📱

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  • $14.99

Therapist Business Owner Cheatsheet 🏢

  • Course
  • 3 Lessons

This editable Google Sheet is built for mental health therapists who are ready to get their business backend organized. Track branding details, logins, insurance info, CPT codes, and client benefits—all in one spot. Bookmark it in your Chrome profile, share it with your admin, and finally stop digging through old emails to find what you need.

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Check me out on all the social media spaces, send me an email, or visit my website to connect with me! I can't wait to hear all about the incredible things you're doing!

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