Subject: Friend, your special offer is going, going, gone...

Friend, your special offer is going, going, gone...

February 12th, 2025 at 6:00 pm EDT

Hi Friend, They got their Paperwork sorted in 30min: 💫💫💫“Kate Katie's Peak package helped me start my private practice with confidence and peace of mind, knowing the forms were HIPAA compliant and attorney approved. Because of their supp ...

Friend, do you have 30 minutes?

February 12th, 2025 at 6:00 am EDT

Hi Friend, What if you could transform your business to be more professional, productive, and protected in just 30 minutes? Sound impossible? We promise it’s not. All you need is comprehensive, ethical paperwork to help you save time, streamline ...

Open before tomorrow, Friend!

February 11th, 2025 at 6:00 am EDT

Hi Friend, Paperwork sets the tone for each and every one of your client relationships. It’s a bold statement, but it’s true. Your paperwork does a lot of the communicating for you. That’s why your paperwork needs to be professional, clear, a ...

Friend, you can do better...

February 10th, 2025 at 6:00 am EDT

Hi Friend, Question for you: How well is your current paperwork system serving you in your private practice? A streamlined paperwork system should…Protect you, your business, and your clientsHelp you manage risk before it can manifestBring struct ...

[PODCAST] Growing a Concierge Mental Health Private Practice

February 9th, 2025 at 2:45 pm EDT

Hi Friend,If you're considering building a concierge private practice, you'll want to listen to this episode with Dr. Brook Choulet on how to grow a concierge mental health private practice. Dr. Brook is a child and adolescent psychiatrist who buil ...

More time + energy + money = DFY paperwork

February 9th, 2025 at 7:00 am EDT

Hi Friend, If you read our last email, you know we’re right there with you when we say the work we do can get pretty heavy. You deal with some difficult stuff every day—it’s the nature of your work. With that in mind, wouldn’t it be nice to ...

Are you prepared if the worst case scenario happens?

February 8th, 2025 at 7:00 am EDT

Hi Friend, As therapists, we hold our client’s safety to the highest priority. It’s essential that we follow proper protocols when assessing our clients and assuring we document properly.  If you have ever experienced a crisis or critical even ...

Paperwork saves the day (again)

February 7th, 2025 at 7:00 am EDT

Hi Friend, Imagine this: your client calls to cancel a session last minute AND they acknowledge that they will still be charged for the session, before booking a future time that works better for them. That’s an ideal cancellation situation, righ ...

From Self-Doubt to Success: Edinburgh, Scotland Summit with Patrick Casale!

February 6th, 2025 at 4:56 pm EDT

Hi Friend,I wanted to share with you a very exciting opportunity from my friend, Patrick Casale. Patrick has been creating retreat experiences across the globe for therapists entrepreneurs for several years now. His upcoming Scotland Retreat in Jul ...

Friend, is your paperwork missing THIS?

February 6th, 2025 at 7:00 am EDT

Hi Friend, Looking to streamline your paperwork and stay compliant effortlessly? We've got you covered. Our comprehensive paperwork bundle ensures you're equipped with everything you need to protect your clients and your practice. We've meticulousl ...