Private Practice Starter Kit | 12 Documents + 3 Editable Templates | Therapist Business Setup | Counselor Launch Kit | PDF

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Everything you need to launch a private therapy practice — fifteen carefully designed documents and templates covering the operational reality of starting out, from finding your niche to setting fees, from your first intake to your three-month review.
A new private practice asks a clinician to be many things they were not trained to be: a small business owner, a marketer, a bookkeeper, a copywriter, an HR department. This kit is for the clinician who has the clinical training and needs the operational infrastructure to actually open the door. No fluff. No motivational filler. Fifteen practical resources, each designed to be used.
WHAT'S INCLUDED — 12 PDF DOCUMENTS

Find Your Niche Worksheet — guided reflection for identifying who you actually want to work with, beyond the populations everyone says you should target
First 90 Days Roadmap — a clear timeline of what to do, when, in the first three months of practice
Income and Caseload Calculator — work backward from your income goal to the number of weekly sessions, factoring in cancellations, vacation, professional development time
Fee Setting Worksheet — a framework for setting fees that account for your actual costs, your training, and the local market, not what you think you should charge
Psychology Today Bio Guide — how to write a bio that actually attracts the clients you want (most therapist bios sound the same; this guide explains why and how to write differently)
Intake Session Script — a structured script for the first session, with the questions to ask, the flow to follow, and the things to remember to cover
15-Minute Consultation Scripts — what to say during the free consultation call, including how to handle fit, fees, and the difficult moment of saying no
Client Onboarding Pack — the documents and process for moving a new client from "I'd like to start" to "scheduled and oriented"
Difficult Conversation Scripts — language for the conversations every clinician avoids: raising fees, ending therapy, addressing missed sessions, handling sliding-scale negotiations
Referral Network Builder — how to build the network of other clinicians and professionals you'll refer to (and who will refer to you), with worksheets for tracking and follow-up
Session Notes Cheat Sheet — a quick reference for SOAP, DAP, and BIRP note formats, with examples and the legal/regulatory considerations behind each
Monthly Practice Review — a one-page monthly check-in for tracking your practice's health: income, caseload, your own wellbeing, what to adjust

WHAT'S INCLUDED — 3 EDITABLE WORD TEMPLATES
These are not flat PDFs. They are .docx files you open in Microsoft Word, Google Docs, or Pages, and edit to fit your specific practice:

Cancellation Policy Template — fully editable, written in plain language, with bracketed placeholders for your specific terms
Informed Consent Template — comprehensive consent document covering the elements required by most North American licensing bodies (you should still have it reviewed by a lawyer in your jurisdiction)
Welcome Letter Template — the letter you send to new clients before their first session, setting expectations and tone

WHO THIS IS FOR

New therapists about to open a private practice
Students and trainees preparing for licensure and independent practice
Clinicians transitioning from agency work to private practice
Established therapists who want to systematize the operational side of their existing practice
Supervisors and educators who want a curriculum resource for trainees on the business of therapy

WHY THIS KIT IS DIFFERENT
Most "private practice starter" resources on Etsy and elsewhere are either:

Too thin (a single checklist or one workbook)
Too generic (written by someone who has not actually run a clinical practice)
Too aspirational (motivational coaching disguised as practical guidance)

This kit was designed by a Canadian Registered Psychotherapist with the actual experience of building a private practice. Each document addresses a real operational need that came up — not a theoretical one. The voice is clinical, direct, and free of small-business cliches.
WHAT'S INCLUDED IN THE DOWNLOAD

12 PDF documents, each delivered in BOTH screen-optimized AND print-friendly versions
3 editable Word templates (.docx)
Cohesive design language across all documents (Slate & Honey palette, professionally typeset)
Designed to be used, returned to, and adapted across the years of your practice

A NOTE ON JURISDICTION
The forms and templates are designed to be broadly useful across North America. Your local licensing body, professional association, and (where relevant) a lawyer should review any legal documents before you use them with clients. The Informed Consent Template in particular is a starting point, not a final document.
DESIGNED BY — A Canadian Registered Psychotherapist with experience in clinical practice, supervision, and the building of a small clinical business from the ground up. The voice is practical, clinically grounded, and free of business-coach jargon.
DIGITAL DELIVERY — Instant download. No physical product will be shipped. All files are delivered as PDFs and Word documents you can save, print, edit, and return to as your practice grows.