Because I pay my employees when clients cancel, I expect them to still use that time to benefit the company. In this document I outline a variety of ideas that they can draw from if they don’t have other responsibilities to fill cancellation time.

This one-page mental health music therapy assessment gathers information on patient basic information, music preferences & history, uses of and affective responses to music, expressive ability, and assesses care plan needs and goals in the following areas:

Coping Skills
Sensory Function
Psychosocial Needs
Altered Neurologic states
Spiritual Needs

This email template is intended to use when bringing on a new private music therapy client. It communicates with the client all of the paperwork required, lets them know where to show up for sessions, who their therapist will be, and all other pertinent information.

(This template is included in the Intake Packet bundle)

Employees will use this form to request time off. It’s here and done for you!

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This one-page document provides a quick glance for explaining the SEMTAP process to decision makers. You can send them a copy, explain the various scenarios, and let the process speak for itself when working with your students.

Every business needs an incident report form on file. Hopefully you won’t have to use it, but if you do, at least you won’t be scrambling to throw one together.

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This guide will walk you through the elements of a sales conversation, and give you a template for practicing these conversations so you can gain confidence in your marketing efforts.

This SEMTAP Report Template provides a simple and easy-to-follow format for creating your SEMTAP client report. You simply fill in the data you collect from the client, and let the template guide you in where to include the information.

This template is recommended to be paired with the SEMTAP Process Description document.

This weekly client data mini-bundle includes templates for tracking weekly data for either individual clients or groups. This data tracking system is succinct, efficient, and entirely customizable. The packet even includes a sample data document so you can see how it is used.

Included in this purchase:

Customizable weekly client data template
Customizable weekly group data template
Sample client data using this form

This package is part of the Client Intake Bundle packet.

As a clinician, you may come across circumstances where sharing client data between professionals is helpful not only to the client, but to other service providers. This Release of Information Form will allow you to do this while staying within HIPAA regulations.

If you plan on taking photos or videos of any kind during your therapy sessions, you need to have permission from your client and/or their guardian. This form gives clients an opportunity to express their photo and video preferences for a 3 different purposes, which provides more flexibility for both parents and therapists to capture images and videos from sessions. 

This item is included in the Client Intake Packet bundle.

It is important to communicate your company policies and guidelines when new clients begin services. This professional services template will give you the information you need to communicate with clients, including policies for absences and tardiness, illness, fees and billing, and confidentiality. 

This packet includes templates for both adult and pediatric clients. 

This item is included in the Client Intake Packet bundle

This pediatric intake packet includes sections to gather all necessary information from new clients. It includes client and caregiver info, as well as quick-glance yes/no questions about each area of the child's development. The therapist can then look at these areas and quickly see what domains to address and observe during the evaluation period. 

(This template is included in the Intake Packet bundle)

This assessment form was carefully designed to assess a variety of domains for clients with special needs. It is organized in the following format:

Client Information
Interviews
Client Observations in domains (social, cognitive, motor, emotional, speech & language)
Recommendations
Treatment Plan

This is an intuitive, easy to follow assessment document that will allow you to use your clinical judgment to identify areas of need for the client. We have been using it with our practice for the past 6 years, and I'm thrilled to offer it to you!

Reaching out to a brand new prospect can feel daunting, especially if they have no idea who you are, but it doesn't have to be. The more you know about their needs, and the more confident you are that you can meet those needs, the communication becomes one of service and support, not sales-y and sleazy. 

Let these email templates be your guide, from start to finish, and discover greater confidence in yourself!

This comprehensive, but easy to follow spreadsheet will transform your client relationship management. You'll do away with the hassle of trying to find client info, remember the last conversation you had with so and so, track your gains and losses, and watch your practice grow.

The Lead Tracker is an excel spreadsheet that will give you all-in-one space to keep track of:

1. New Client Leads and where they are in your funnel
2. Clients Gained
3. Clients Lost
4. Current Clients
5. Facility Leads
6. Facility Contracts

This book unveils the truth about growing a therapy practice in a real, relatable way that will not only help you feel understood in the hard times, but motivated to keep on going through hard times! It also provides space to celebrate and honor ourselves as entrepreneurs, and gives some practical tips for managing and leading a six figure therapy practice.

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This program proposal will provide a strong starting point for the music therapist advocating for music therapy in the school setting. It is divided into three categories: Clinical, Business, and Marketing, and provides a ready-to-go template to present to prospects.

This PTO & CMTE tracker uses employee hours to calculate accrued hours for PTO and Continuing Education reimbursement funds.

The formulas are already entered into the excel spreadsheet--all you need to do is input your employee’s monthly hours, select their amount of reimbursement, and track when they use up hours or funds. It makes the tracking process slick and easy.

There is no need to question or fret over your rates with this rate-setting bundle. It provides practical tips, easy to follow formulas, and self-calculating spreadsheets to help you determine the most appropriate rates for your clients.

The bundle includes:

Bundle summary with video explanation links
Income Goals Worksheet (pdf)
Facility Commute Cost Calculator (Excel)
Profit Margin Guide to Setting Rates (pdf)
Profit Margin Guide to Setting Rates (Excel)
Rate Calculator Worksheet (pdf)

These systems remove the guesswork, and will help you feel confident about your rates and the value you provide.

Healthy profit margins make for a healthy business. This spreadsheet will make it easy to track yours!

This spreadsheet will take into account the amount each employee brings in, their hourly rate, additional employee expenses, and the resulting profit margin per employee. Knowing this information will allow employers to track efficiency, income/expenses ratios, and the average employee cost. 

The spreadsheet also provides space to calculate overall monthly profit margins for the business, factoring in employee costs as well as other expenses. 

This weekly Intention-Setter has been a game changer for me whenever I gear up for busy weeks. It allows me to see everything all at once, prioritize what is most important, and to see where I can create time for important projects.

I have found that my week is much more smooth and focused when I start with this intention process, and I often end up accomplishing more than I thought possible, all because I set aside the time to do it. 

Marketing is like dating...

Yet, many of us struggle with marketing because we skip the steps that need to happen in order to build the customer relationship.

What if you could learn and identify the steps that each of our clients must take in order to not only make a sale, but come to know, like, and trust you?

With these 7 steps of marketing, you will never think about your prospects in the same way again! 

This organizational packet contains documents that will help with the onboarding and interview process when bringing on employees. Having these systems in place will dramatically increase the efficiency, professionalism, and clarity of your business.

If you have never created a business plan to fine tune the key elements of your business, it is never too late to start. This plan will provide added clarity, focus, and strategies for growing your business that are essential to your success as an entrepreneur. 

The plan outlines the following areas:

1. Executive Summary   
2. Timeline                                                      
3. Use of Funds  (best when paired with the Cash Flow Projection Spreadsheet)                                    
4. Product or Service                                                            
5. Market Research/Competition
6. Niche & Competitive Strategy                                                                            
7. Marketing Strategy                                                      
8. Management

Not only will you feel more confident in the future of your business once you create this plan, you will also have the tools, perspective, and clarity you need to move forward and create the business of your dreams.