Subject: Friend, is your paperwork missing THIS?

🚨 We're running a limited-time FLASH SALE on our must-have paperwork bundle - grab the entire bundle for $399 (total value $1,576)! Get it here before the sale ends >>


Hi Friend,


How often do you read the laws, rules, and ethics to stay abreast of what needs to be in your paperwork??? We make it our business to do just that, so you can be in the know.


What inspired us to become experts in practice paperwork? Everything changed the day one of our interns came in and mentioned she was going to borrow intake forms from another practice owner.


Curious, we jumped online to look at it. And to our astonishment, it was a simple one-page assessment with clear, critical gaps (i.e. not asking about things like suicidal ideation or domestic violence, etc.) that could have this intern (and the practice owner who created it) on the hook for negligence.


This one-pager is not enough to protect you, your clients and your business, but here’s what is:

  1. Welcome Letter

  2. HIPAA

  3. Consent, Policies & Agreement

  4. Release of Information

  5. Process/Progress Notes

  6. Good Faith Estimate

  7. Biopsychosocial (3 different forms for minors, adults & couples)

  8. Good Faith Estimate

  9. Treatment Plan

  10. Documentation/Communication Form

  11. Suicide Risk Assessment

  12. Substance Abuse Intake

  13. and MUCH MORE!!!!

Now, if you don’t really want to mess around with updating these forms and want to complete them in <30min, we have the ultimate paperwork package for you!


AND we're even running a ONE-WEEK sale on it!


Here’s how it works:


Step 1: Fill out a few fields (10-15min)


Step 2: Download the filled out forms (2min)


Step 3: Check everything to assure it is correct (11-13min)


Step 4: Check it off your list - DON’T think about it again


>> Click here to grab the package at sale price of $399, (Total Value $1,576)

Along with the discounted paperwork price, we’re throwing in 4 additional BONUSES.


  1. Client Converting Call Script & Video (Reg. $197) – Boost your confidence on the initial call, turn more of your ideal clients into ACTUAL clients.

  2. Goal Planning Worksheet (Reg. $97) – Make this your BEST year yet!

  3. Dream Private Practice Visualization (Reg. $97) – Not living into your dream practice and lifestyle yet? Let us help you clarify your vision and take inspired action!

  4. Tips for Telehealth Online Course (Reg. $97) – Learn about all the essentials you need for your online counseling practice + consent.

Got questions about paperwork, we got answers! Reply to this email and ask away.

Stay Inspired,

P.S. - Tomorrow, DON'T MISS THIS... “When paperwork saves the day”


P.P.S. 🚨 We're running a limited-time FLASH SALE on our must-have paperwork bundle - grab the entire bundle for $399 (total value $1,576)! Get it here before the sale ends >>