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Next Level Practice
Welcome | Start Here
Contents Page
Small Group Format
Guidelines to Get the Most Out of Having an Accountability Partner
Next Level Practice Timeline
6 Month Blueprints (Per Goal)
NLP Exclusive Deals
$457 in Savings with Brighter Vision
6 months FREE of TherapyNotes (For New Customers Only)
Starting a Private Practice
28-Step Checklist to Starting a Private Practice
Breakdown of Costs for Starting a Private Practice
How to Start a Practice Webinar (58:44)
How to Start a Practice That Thrives (E-Book)
Quick Tips to Start a Private Practice E-Book
Starting a Practice | Three Webinars (52:45)
How to Scale a Practice, When You're Just Starting Out (Webinar) (67:15)
Your First $50k (Webinar) (63:16)
Steps to Leave Your Full Time Job (41:18)
How to Start a Private Practice in Graduate School (51:56)
How to Start & Grow a Faith-Based Practice (62:28)
Ask the Expert: Carrie Haynes on Adding Groups to Your Practice (57:20)
Resources
Scripts for Private Practice
Empathy Map
Practice of the Practice E-Book
Speaker Agreement
Paperwork Checklist
Ideal Client Checklist
A Counselor's Guide to Creating Websites
A Guide on How to Start a Part-Time Private Practice
PDF With 5 Dirt Cheap Tools
20 Small Things You Can Do Today to Start / Grow / Scale Your Practice
G-Suite Hacks
What to do in Down Times (Infographic)
LEAN Infographic
Referral Form & Treatment Plan
On-Page SEO Checklist
What to Expect in Private Practice
Steps to Talk Like a TedX Speaker
COVID Waiver
Intake Call Script
Sample Superbill
Presentation Evaluation Form
Sample of Group Informed Consent Support Group
Sample Referral Letter
Form to Collect Current Client Addresses for Email List
Did Not Schedule Referral Letter
Copy of Contract for Services Agreement
COURSE: How to Name a Private Practice
How to Name a Practice - Part 1 (1:06)
How to Name a Practice - Part 2 (3:19)
How to Name a Practice - Part 3 (1:53)
GIVEAWAY: Blog Images
Claim Your FREE Blog Images Here
September 2019 Blog Giveaway
October 2019 Blog Giveaway
COURSE: How to Blog
Unit 1: Why You Need to Blog
Unit 2: Attracting Your Ideal Client
Unit 3: The Potluck Method
Unit 4: The Basic Blog Post Structure
Unit 5: The Diagnosis Method
Unit 6: The 5 'W's' Method
Unit 7: The Numbers Method
Unit 8: The Authoritative Guide Method
Unit 9: How Do You Write Quickly?
Unit 10: How Do You Make Your Blogs More Beautiful?
Unit 11: Advanced SEO Strategies
Unit 12: Summary of Blogging Series
GIVEAWAY: Infographics
Claim Your Five FREE Infographics Here!
Claim Five More FREE Infographics Here!
November 2019 Infographic Giveaway
COURSE: Creativity Made Easy With Canva
Introduction to Canva (2:39)
Showcasing Canva Tools + Free Image Sites (11:05)
Basic Social Media & Blogging Design (17:25)
Advanced Social Media & Blogging Design (10:38)
Print Marketing Material Design (15:01)
GIVEAWAY: Checklist for Increasing Sessions
Claim Your FREE Checklist Here!
COURSE: Marketing Your Private Practice
Unit 1: 'At' Vs. 'With' Marketing (5:21)
Unit 2: Types of Marketing in Private Practice (3:31)
Unit 3: How to Optimize Your Website (5:36)
Unit 4: How to Organically Drive People to Your Website (5:58)
Unit 5: Advanced Marketing Techniques (3:51)
Unit 6: Paid Advertising (4:31)
Unit 7: Quarterly Marketing Plan (2:02)
GIVEAWAY: Quote Cards for Social Media
Claim Your 50 FREE Social Quote Cards Here!
COURSE: How to Rock It Out on Social Media
Introduction to Social Media (3:34)
Optimizing Facebook For Business (26:43)
Optimizing Twitter for Business (6:46)
Optimizing Instagram for Business (6:20)
Optimizing Pinterest for Business (10:38)
GIVEAWAY: Thank You / Holiday Cards
Claim Your FREE Designs Here!
COURSE: Social Genie (Brighter Vision)
Part 1 - Getting Started with Social Genie (5:25)
Part 2 – What Do I Post to Social Media?
Part 3 - Advanced Features of Social Genie (3:44)
COURSE: Private Pay in Private Practice
Unit 1: What to Consider
Unit 2: What to do Before Someone Contacts You for Counseling
Unit 3: Intake Phonecall
Unit 4: What to do During Services to Optimise for Private Pay
COURSE: Cleaning Up Your Finances
UNIT 1: Money Mindset Assumptions & Profit First
UNIT 2: How to Proactively Spot Problems & Find Solutions
UNIT 3: Contractors & Productivity
UNIT 4: Long-Term Plan
GIVEAWAY: Infographic on How to Manage Your Finances
Claim Your FREE Finance Infographic Here!
COURSE: Email Marketing in Private Practice
Unit 1: When & Why You Should be Doing Email Marketing (2:54)
Unit 2: Basic Systems You Need Before Launching Email Course (7:13)
Unit 3: How to Get People on Your Email List (4:03)
COURSE: How to Edit a Wordpress Website
Glossary of Wordpress Terms
How to Create a New Page
How to Edit Page Content
How to Create a New Post
How to Edit Post Content
How to Add & Edit Navigation Menu Items
COURSE: How to Improve Your SEO
Important SEO Terms You Need to Know (5:32)
Evaluating Your Current SEO Status (7:24)
6 Week Plan to Improve Your SEO (12:12)
INFOGRAPHIC: 6 Week Plan to Improve Your SEO
Q&A (10:22)
COURSE: Social Justice
Can You Hear Us? A Storytelling Event & Discussion from the Experience of Black Therapists
BLM Resources
Starting a Group Practice
How to Start a Group Practice E-Book
Group Practice Pre-Launch Checklist
Clinician Onboarding
When to Upgrade Your Office to a Group Practice
Starting a Group Private Practice (15:24)
Marketing Ideas for a Group Practice (25:59)
Branding Your Group Practice (13:20)
Growing a Group Practice to $30k p/m (65:38)
W2 Vs. 1099 in a Group Practice (11:00)
How to Outsource More (23:53)
Start a Group Practice (Alison Pidgeon & Kasey Compton)
Launching a Group Practice with Natosha Monroe (56:20)
Biggest Mistakes Made by Group Practice Owners (55:56)
How to Make Bank by Starting a Group Practice (59:50)
Scaling a Private Practice
How to Start a Million-Dollar Practice with Kasey Compton (67:15)
How to Level Up Your Practice: 7 Mindsets to Master (53:14)
How to Scale Your Practice While Working Less (51:39)
What Systems to Use in Your Practice (57:28)
Tips from the Experts on Growing a Faith-Based Practice (52:39)
Marketing
Marketing Plan (8:59)
Four Editable Marketing Templates
Marketing Checklist
How to Get 100 People on Your Email List
Storytelling in Marketing (56:27)
3-Day Marketing Sprint (46:17)
How to Optimize Your SEO in One Hour (4:51)
Video Tips for Private Practice with Cupla Media
Meta Descriptions & Ranking in Google
Attracting Your Ideal Client Podcast Series x5
Branding, Blogging, & Being Awesome (60:08)
How to Market and Brand a Faith-Based Practice (26:46)
How to Market and Network to Churches with Whitney Owens (52:03)
Ask the Expert with Molly Mahoney on Camera Confidence (54:12)
Ask the Expert with Perry Rosenbloom on Websites (63:36)
Ask the Expert: Adam Lewis Walker- Public Speaking (56:46)
Q&A With Ashley Mielke on Knowing Your Ideal Client (69:16)
Blogging
A Comprehensive Guide to a Kick-Ass Content Strategy (PDF)
Blogging Checklist
Blogging Basics (Webinar) (64:55)
Conversational Copywriting with Nick Usborne (53:41)
Blogging Podcast Series x3
Networking
Networking On and Offline (Webinar) (56:06)
Allison Puryear Discussion on Networking
How to Create Referral Relationships (54:23)
Business
HIPAA Webinar (Q&A Style) With Roy Huggins (48:20)
HIPAA, Security, and Digital Risk E-Book
(Website) User Journey Checklist
Office Checklist
Website Roundtable Guide
Ask The Expert: Clay Cockrell on Online Counseling (57:19)
Business Plan Template
Ask the Expert: Allie Cassaza on Hosting Webinars (55:48)
Ask the Expert: Year-End Money Planning with Greg Higdon (41:33)
9 Quick and Long-Term Streams of Income (69:09)
Ask the Expert: Grant Baldwin on being a speaker, podcaster, author, entrepreneur (98:02)
Ask the Expert: Mike Michalowicz on being an author, keynote speaker, podcaster, and an entrepreneur (35:02)
Ask the Expert: Andrea Jones on helping businesses and podcasters build profitable online communities through simple social media solutions (57:42)
Ask the Expert: G-Suite with Gordon Brewer (57:57)
Ask the Expert: Pat Flynn how to create passive income and create super fans (60:07)
Ask the Expert: Julie Herres on Optimizing Your Private Practice Money & Taxes (55:52)
Ask the Expert: Dr. Julie Schwartz Gottman on Therapeutic Techniques & Research for Couples (57:45)
Ask the Expert with Jaime Masters: Lessons from Millionaires (60:33)
Ask the Expert: Joe Sanok (56:33)
Ask the Expert: Donald Kelly: How to Sell without being Salesy (53:45)
3 Therapist Secrets to Money-Making CE Trainings
Ask the Expert: David Meltzer on Figuring out your Business/TV show PlayBook (58:14)
Ask the Expert: Daniel Pink (54:53)
Ask the Expert: Ashley Mielke on Setting Company Culture, Goals, Mission, and Direction (59:34)
Adding Insurance to Your Practice
Adding Insurance to Your Practice E-Book
Patient Deductible Infographic
Insurance 101 Webinar (58:01)
Lifestyle
How to Take Ownership of Your S%#!
How to Live in the Front Row
Meditation in Private Practice with Julianna Raye
Ask the Expert with John Lee Dumas: The Common Path to Uncommon Success (57:00)
Ask the Expert with Lori Gottlieb: 'Maybe You Should Talk to Someone' & Being a Therapist Who Has Made It (45:07)
Ask the Expert with Dr. Skinner: Sexually Compulsive Behavior, Infidelity and Trauma from Sexual Betrayal (56:47)
Ask the Expert with Mike Zeller on Finding Your Business and Personal Zone of Genius for Maximum Success (58:10)
Ask the Expert with Tim Schurrer on The Secret Society of Success (55:58)
Productivity and Time Management
Training a Virtual Assistant Checklist
The Focus Funnel by Rory Vaden
How to Use Trello
When to Work on Your Big Idea (4:16)
Optimise Your Time
PDF With Links to Top 15 Productivity Apps
Ask the Expert with Geoff Woods: The One Thing (55:50)
Social Media
Some Basic Etiquette for Promoting Your Stuff in Facebook Groups (4:28)
Psychology Today Checklist
Ask the Expert: Chrissy Lawler on How to Grow Your Instagram (49:48)
8in1: 8 Weeks of Work CRAMMED into One Week
Day 1 (34:13)
Day 2 (29:32)
Day 3 (27:12)
Day 4 (27:05)
Day 5 (27:57)
Private Practice Paperwork
California Paperwork
Q&A: Starting a Private Practice
How to Prepare for Private Practice in Grad School
Should I Give My Private Practice a Generic Name?
When to Leave Your Full-Time Job for Private Practice
How to Get More Clients
Weebly Vs. Wordpress Websites
Theresa Leskowat: I'm starting to fill my practice, what should I focus on next? (10:13)
Maryellen Newman: How do I gain commitment to my therapeutic groups? (13:05)
Joeleen Wilkinson: I grew really quickly and now I feel like I am playing catch-up with systems etc. How do I go about this? (12:15)
Luiza Vasiliu: I currently have 4 clients. What are next steps? How do I automate things? (12:37)
Kelly Higdon: Common Mistakes Counselors Make When Starting / Growing a Private Practice (7:40)
Kelly Higdon: What Are Things Successful Practice Owners Have Done Right? (2:24)
Q&A: Social Media
How Do Facebook Pixels Work
How Do You Create Videos For Facebook?
What Content Can You Use For a Facebook Live?
​What Platforms Can You Use To Schedule Posts On Social Media?
Can You Have Anonymous Google My Business Reviews?
Q&A: Blogging and Content Online
Should You Hire a Ghost Writer?
Should You Have Professional Testimonials on Your Website?
What is the Correct Way to Share Content Online?
How Regularly Should You Post to Facebook / Your Blog?
6 Essentials For Blogging (1 minute video)
How to Repurpose Content
Tips to Improve Your Website (Part 1)
Tips to Improve Your Website (Part 2)
How to Use Internal Links
How to Run an Online Counseling Practice
How to Improve Your Google Ranking
Meta Description, Readability, and Focus Keywords
Kelly Higdon: Where Does Content Creation Fit In? (3:12)
Q&A: Virtual Assistants and Group Practice
What Are the Benefits of Hiring a Virtual Assistant?
When do You Know You're Ready to Add a Clinician to Your Practice?
What is Involved in Adding a 1099 to Your Practice
Can You Work Full-Time While Building a Group Practice?
How to Maintain a Personal Touch Via a Virtual Assistant
Lauren Moser Vilar: Decreasing Clients & Bringing on Contractor (9:04)
Q&A on Group Practices with Whitney Owens & Alison Pidgeon (56:10)
Q&A on Growing Your Group Practice with Ashley Mielke (77:04)
Q&A: Networking
How to Get Referrals
How do You Network?
How do You Network With Cold Contacts?
Gifts for Referrals
Kristin Thompson: Creative Approaches to Networking (9:31)
Q&A: Marketing
Pros and Cons of Being Apart of Business Network International (BNI)
How to Get Your Name Out
Personal vs. Business Listing on Psychology Today
How to Market Your Practice Online
Mistakes Private Practice Owners Make With Marketing
The Ins and Outs of an Email Trip Wire
The Legal Side of Marketing
How to Attract Adolescents as Your Ideal Client
How to Market a Private Practice Workshop
Karen Robinson Renaud: Attracting Your Ideal Client (11:15)
Lauren Strine: How do I market myself? (10:39)
Maryellen Newman: How do you find private pay clients? (4:22)
Kelly Higdon: Focusing on Ideal Client Vs. Pressure to Fill Up Schedule (3:28)
Kelly Higdon: Do You Recommend Getting a Yelp Listing? (2:50)
Kelly Higdon: How Do You Identify Your Ideal Client & How Do You Attract Them? (4:19)
Kelly Higdon: How Do You Announce That You've Opened Your Private Practice? (3:09)
Kelly Higdon: Suggestions for Doing an Event to Market Your Practice (4:59)
Kelly Higdon: How Do You Market a Group to Gain Clients? (4:39)
Q&A: Business
Should You Use Your Own Name in Your Counseling Business Name
In-Session Time Management
Rent Options For Private Practice
How do You Allocate Time When Building Your Practice
How to Schedule Your Day
What Should My Consulting Rate Be?
Jamila Walker: Moving From Insurance to Private Pay & Getting Clients to Pay Full (New) Rate (13:37)
Sarah Vanessa: How to Work Smarter & Faster (11:04)
Melisssa Spaulding: How do I expand my improv. program into my community? (8:40)
Elizabeth Witmer: How do I add passive income through an e-course? (12:02)
Luiza Vasiliu: How do you set revenue goals? (4:54)
Kelly Higdon: How Do You Define Your Lifestyle First & Then Structure Your Business Around That? (6:00)
Kelly Higdon: What Do You Think About Business After Hours / Chambers of Commerce / CEO Groups Locally (1:39)
How to Launch a Product and Build an Audience (57:36)
Designing Systems and Processes for Your Business (53:47)
Q&A: Growing Your Practice
How to Build Your Practice
Adding Clients to Your Practice
How to Handle Intake Calls
Alternative Growth Methods to Expanding into a Group Practice
Angela: When to Move Full-Time into Private Practice and Hire 1099s (6:40)
Kelly Sue: Sharing Vs. Owning an Office Space & How Moving Affects Clients (4:51)
Marissa Leigh: Managing Client Waitlist (8:59)
Matthew E. Morgan: Increasing Clients & Setting Rates (7:22)
Austin Bridges: How do I go about onboarding a clinician? (6:11)
Kelly Higdon: When Should Counselors Consider Adding Clinicians to Their Practice? (4:17)
How to Start a Coaching/Consulting Buisness (54:10)
Q&A: Insurance
Difference Between In-Network and Out-of-Network Billing? (2:14)
If You Get Panelled With an Insurance, are You Still Out-of-Network? (1:10)
What is a Super Bill? (2:06)
What do You do if the Patient Can't Afford Co-Pay? (3:29)
How do I Manage My Billing When Transferring to Private Practice? (1:58)
Individual Vs. Business Billing (1:47)
Should I Accept Insurance? (2:09)
Is it Easier to be Credentialed With Panels While Still Being in a Group Practice Before Moving to Private Practice? (1:37)
Can You Take Some Clients on Insurance and Others on Private Pay? (1:11)
What is the Process for Becoming an Out-of-Network Provider? (1:09)
How to Deal With a Closed Insurance Panel (1:33)
How Does a DBA (Doing Business As) Work? (1:10)
If the Insurance Company Denies a Service, Can You Charge Out-of-Network? (1:30)
Why do Billers Charge 9% Per Claim? (1:21)
Do Billers Support EAP Billing? (0:41)
Are You Able to Advise on Best Insurances to Credential With? (1:28)
Q&A: Lifestyle
Working Through Fear to Get to the Next Level (50:57)
Discussions
Social Media
Networking
Websites
SEO
Matthew E. Morgan: Increasing Clients & Setting Rates
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