Course curriculum

  • 1

    1. Intro & Overview

    • Disclaimer

    • Workshop intro and how to make the most out of this workshop

    • How to be successful in business

    • Agency vs. Associate vs. Private Practice

    • Top mistakes for those struggling in Private Practice
  • 2

    2. Who Are You?

    • Who are you as a person and a therapist?

    • What is the vision for your practice?
  • 3

    3. Who Are Your Clients?

    • Who do you love working with?

    • Exercise for honing ideal clients

    • Need to niche
  • 4

    4. Business Logistics

    • Professional registrations / insurance

    • Sole Proprietor VS Incorporation

    • Personal brand vs. Business brand

    • Register a domain name

    • Register your business name

    • Register for GST (if applicable)

    • Register for business license
  • 5

    5. Practice Logistics

    • Office considerations

    • Business phone and email

    • Scheduling clients

    • Virtual Sessions

    • Clinical records

    • Supervision
  • 6

    6. Financial Foundations

    • Bank accounts and credit cards

    • Taxes

    • Accepting payment

    • Receipts

    • Common expenses

    • Determine client load and rates

    • Sliding scale
  • 7

    7. Forms & Policy Tips

    • Required forms

    • Required policies
  • 8

    8. Branding Basics

    • Aspects of a brand

    • Business core values

    • Colours / font / graphic style

    • Logo
  • 9

    9. Connection Marketing

    • Create a plan

    • Marketing materials & tools

    • Social media considerations

    • Website basics

    • Testimonials

    • Three C's of marketing

    • Connecting with clients

    • Connecting with colleagues

    • Connecting with community

    • Remember what's important
  • 10

    10. Self Care & Next Steps

    • Self care and staying sane