Marketing Documents and Forms

$59.00 $39.00

We all need help with marketing, and sometimes a simple idea can have profound results on your business. This package is packed with unique and simple ideas that you can implement immediately. It also includes a sample client summary, referral introduction letter, and social security letter recommendation. Perhaps you are in need of a checklist for getting your practice up off the ground. These forms and documents cover a variety of situations that might arise in your practice.


Forms and Documents included in this package:

Private Practice Checklist – The essential items you need to get your practice up and running.
Sample Marketing Strategy – Want to develop a strategy to get your practice off the ground, or grow it into what you dream about? This is for you.
Social Media Checklist –
 This checklist gives you a great fly-by of ideas and guidelines for using social media as a therapist.
Suggested Technologies to Use – Including web hosts, blogging software, and anything else technology related. This gives a 30,000 foot view of what technologies are worth using.
Sample Referral/Neighborhood Introduction Letter – This is a sample letter you could send to churches or other organizations to let them know about your services, and to ask for a meeting. Works well upon a move to a new location.
Agency Closure Letter – Ending your time at an agency for private practice, this letter shows you how to let your clients know.
Sample Letterhead
Rate & Office Location Change Letter to Clients – This is a sample letter to your clients announcing a rate increase or office location change?
Sample Disability Letter for Social Security
Sample Case Summary Letter for Referral or Report
“Building Your Private Practice” Presentation Slides
Finding a Good Counselor Article – Article for use in local publications or on blog.


Authors note: These marketing documents and forms are the culmination of a lot of testing, editing, and hard work. I ask that you please not share these with friends or colleagues, but instead allow them to purchase these forms for themselves. There’s no way to prevent sharing of these documents, so I ask that you honor the hard work I’ve put into these by not sharing. Thank you! 


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