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Practice in a Box

Practice in a Box is a complete online course with invaluable resources to help you grow your private practice, and empower you to succeed! Included in this are the complete document resource, monthly live Q&A, video modules, and more (see below). Practice in a Box will give you everything you need to grow your practice, attract and retain private pay clients, and manage your practice easily!

This package includes everything from the Private Practice Essentials Program and more!

Practice Growing Video and Audio Modules

Module 1

How to Get Clients

What will you learn:

  • The #1 language mistake you need to stop making if you want to attract high-functioning clients.

  • What all ultra-successful Private Practice Owners do (and why strolling through an art museum will help grow your business).

  • A quick and easy productivity tip that works magic for my business.

  • The absolutely necessary skill that is NOT taught in Grad School... and how to get started, easily (Hint: it’s not marketing).

Module 2


What will you learn:

  • How your furniture arrangement may be scaring your dream clients away… and how to fix it today.

  • The quick, cheap and easy purchases that give your office an air of comfort and professionalism (most of which can be found on Amazon, or at Target-- for cheap).

  • How to strategically position your diplomas and artwork (and what types of art to throw in the trash!)

  • Tips for looking like a Seasoned Professional on video calls (...and what I do before every video call)

Module 3

Create an Organized Infrastructure

What will you learn:

  • How to refine your booking process to near-perfection. This way, you can capture high-functioning clients who are frankly too busy to deal with a system that doesn’t make it easy for them.

  • How to put systems in place so you can focus on what you do best— working with clients (NOT billing and paperwork).

  • What I learned from being treated at an up-scale dermatologist...which now saves me and my clients from needless headaches (and frees up a bunch of time).

  • My high success-rate phone call strategy for booking high-functioning clients (because they have to be approached in a certain way).

Module 4

Customer Service for Private Pay Clientele

What will you learn:

  • The customer service mentality-shift you have to undergo if you want to book and retain high-functioning clients (because they have different needs than your ordinary clients).

  • What you absolutely must incorporate into your system if you don’t want your high-functioning clients to eventually abandon you.

  • My personal strategy for dealing with late cancellations (that is reasonable and fair for both me and the client).

  • Relationship-nurturing tips that make your clients -- and referral sources -- want to keep working with you for the long-term.

Module 5

Handling Upset Clients

What will you learn:

  • Lessons from dealing with upset clients and tricky situations, including:

  • Clients who were mistakenly double-booked (and understandably not happy about it).

  • Clients who had a hard time “opening up” (but nonetheless wanted to be there).

  • An enraged client who, after refusing to pay a late fee, threatened to slander me on social media.

  • Clients who learned their financial contribution will be increased because their insurance wouldn't pay as much as we originally estimated.

  • and more stories and lessons learned on the job!

Module 6

Overcome Isolation

What will you learn:

  • Why conversing with your clients too much is harmful for you and your business (it might even make your patients leave you!).

  • A valuable lesson from my cleaning staffs (that surprisingly made me a better therapist).

  • Why you should travel at least once a year (and’s NOT to avoid burn-out).

  • The professions that are proven networking-goldmines. (If you want high quality referrals, look here!)

Module 7

Using Social Media and Major Media

What will you learn:

  • How to recycle old content, so you multiply your net-gain from each post you write.

  • The #1 location to online to find and connect with high-functioning clients.

  • My recommended social media tools to help you expand your outreach as fast — and as easily — as possible.

  • My step-by-step process for connecting with the media (bonus: the pitch I used to book an appearance on my local fox news station).

Module 8

Self Improvement Through Ongoing Education

What will you learn:

  • The best skills to work on, if you want to make more money with your practice.

  • The top consultants you should get in contact with if you want to grow your practice immediately.

  • Low-budget strategies for learning (if consultants are out-of-the-budget).

Module 9

Using Your Network

What will you learn:

  • 5 different types of groups and organizations that are teeming with good potential clients.

  • What you should do if you’re at a loss for how to productively interact with your network... also considered endearingly, "networking for shy people"

  • How to casually present yourself as competent and professional (without coming across as stuck-up)… so people are more likely to recommend your services.

  • Tips for people who don't like to small talk and more!

Module 10


What will you learn:

  • Common clothing-mistakes that you should NOT make if you want to attract and retain high-functioning clients.

  • A step-by-step guide to adopt a professional style of dress… even if you are on a budget dollars and feel clueless.

  • How your speech patterns may be attracting (or repelling) the clients you want… and what to do about it.

  • The unexpected trick that I pull on my receptionists (and you should too!)

Accountability Worksheets

Each module comes equipped with a worksheet from the accountability planner to make sure you stay on target. Accountability is the key to any successful practice.


Members' Online Community


Join us in the group forum where you can ask questions or share comments with fellow members. It’s a great place to ask any questions or start discussions about the material in the video course, or growing your practice in general. I'll be chiming in as well on started topics so post away!

SOCIAL MEDIA 101: Workshop for Therapists

Social Media 101: Workshop for Therapists is a video course on how to use social media to your private practice's advantage.

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Document Collection

The right documents help a therapist keep healthy limits with clients around topics like billing, annual fee raises, late cancellations, attendance requirements for clients who wish to hold a standing appointment, and many other sensitive interpersonal issues that benefit from setting clear, neutral boundaries at the start of engagement.

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Clients & Reception Docs

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Back Office Documents

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Other Documents

Best Value

Practice in a Box



Valid for 6 months

Video & Audio Modules

Accountability Planner

Social Media 101 On-Demand Workshop

Crossing the Finish Line: Turning Soft Inquiries into Solid

Document Collection

Use of Nervous Energy Worksheets

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