BUSINESS TEMPLATES

📋 Individual Resources

• Weekly Planner Printable

• Client Intake Fact Sheet Printable

• Counseling Session Notes Printable

• Wellness Session Notes Printable

📋 Client Forms

• Client Intake Form

• Informed Consent

• Counseling Agreement

• Telehealth Agreement

• Cancellation Policy

• Minor Consent Form

✉️ Email Templates

• Initial Inquiry Response

• Consultation Follow-Up

• Welcome Email

• First Session Reminder

• Homework Follow-Up

• Referral Response

• Waitlist Response

• Declining a Client Referral

• Ending Counseling Services

• Thank You Email

💰 Practice Management

• Fee Schedule

• Superbills/Receipt Template

• Payment Policy

• Sliding Scale Policy

• Office Policies

• Vacation/Out-of-Office Email

• Session Notes Template (if appropriate for your members' documentation style)

🌐 Marketing

• Bio Template

• About Me Worksheet

• Website Copy Prompts

• Service Description Templates

• Psychology Today Profile Tips (or general directory profile tips)

• Speaking Event Bio

• Church Introduction Letter

• Referral Letter Template

🎤 Speaking & Ministry

• Seminar Planning Checklist

• Speaker Agreement

• Feedback Form

🤝 Networking

• Referral Tracking Sheet

• Church Outreach Email

• Physician Introduction Letter

• Ministry Partnership Email

• Networking Follow-Up Email

📊 Organization

• Goal Planner

• Quarterly Business Review

• Annual Planning Worksheet

• Client Tracking Spreadsheet

• Expense Tracker

• Content Planner