Subject: [PODCAST] How to Master the Intake Call With New Clients

[PODCAST] How to Master the Intake Call With New Clients

May 24th, 2026 at 9:00 am EDT

Hi Friend,If you want to learn how to attract more private pay clients so you can fill your practice without having to go on insurance panels, you'll want to listen to this episode. On this episode, we talked about How to Get Private Pay Clients in ...

Built for therapists just starting out

May 20th, 2026 at 7:00 am EDT

A new plan from Heard, priced for where your practice is right now. ...

[PODCAST] What Works for Converting Callers into Clients

May 17th, 2026 at 9:00 am EDT

Hi Friend,If you want to know how to convert more callers into actual clients, listen to this special episode! Katie and I hosted a panel discussion with 3 awesome therapists who are very successful at the intake call. Join us as we talk with Ruth, ...

Last chance for paperwork peace of mind! ⏰

May 13th, 2026 at 9:00 pm EDT

Friend, It’s decision-making time. Yep—it’s crunch time. If you’re still reading this, chances are… you’ve been on the fence. We get it. Investing in your business is a big decision. But let’s look at your two options: Option A: Try t ...

From Overwhelmed to Organized [Sale Ends in a Few Hours]

May 13th, 2026 at 6:00 pm EDT

Hi Friend, They got their paperwork sorted in 30 minutes—and here’s what they had to say: 💬 “Kate Katie's Peak Package helped me start my private practice with confidence and peace of mind, knowing the forms were HIPAA compliant and attorn ...

Upgrade Your Practice in 30 Minutes or Less [Sale Ends Today]

May 13th, 2026 at 6:00 am EDT

Friend, What if you could make your private practice feel more professional, protected, and productive—all in about 30 minutes? Sounds like a stretch, right? But with the Peak Package of Private Practice Paperwork, it’s absolutely possible. Ins ...

Professional Paperwork = Confident Practice [Sale Ends TOMORROW]

May 12th, 2026 at 6:00 am EDT

Friend, Here’s a bold statement: Your paperwork sets the tone for each and every one of your client relationships. I know it sounds dramatic, but it’s the truth! Your paperwork does a lot of the communicating for you, especially when you’re ...

Is Your Private Practice Paperwork Missing Something?

May 11th, 2026 at 6:00 am EDT

Hi Friend, Quick question for you: How well is your current paperwork system serving you in your private practice? A streamlined paperwork system should be: ✔️ Protecting you, your business, and your clients ✔️ Helping you manage risk befo ...

[PODCAST] Avoid the Top Mistakes Therapists Make on the Intake Call With New Clients

May 10th, 2026 at 3:15 pm EDT

Hi Friend,If you want to know how to avoid the top mistakes therapists make on the intake call with new clients, you won't want to miss this podcast episode with Kate and Katie! We shared our own personal mistakes and the top mistakes therapists in ...

Therapists: Quick Required HIPAA + SUD Updates You Can’t Ignore ⚡

May 10th, 2026 at 7:00 am EDT

Friend, As you know there have been recent updates regarding reproductive health and substance use disorder (SUD) regulations. In working with our healthcare law attorney we have made the necessary updates to the following forms:HIPAATherapy Consen ...