What is your name and pronouns? 

What’s the best phone number to reach you in case we get disconnected during our call?

What is your email? 

What is the name of your practice?

What’s your website URL (if you have one)?

Please list your current social media handles (Instagram, Facebook, TikTok, LinkedIn, etc.).

Where are you located and what state(s) are you licensed in (if applicable)?

Are you fully licensed, pre-licensed, or working toward licensure?

Where are you currently in the private practice journey? (e.g., just starting, building, trying to fill, fully booked and expanding)

Do you work solo, or are you part of a group practice?

 Do you have any associates or employees working for you right now? If yes, please share a bit about your team.

What’s your current caseload size (approximate number of weekly clients)?

What is your full fee per session? Do you offer a sliding scale or accept insurance?

What’s your current niche or ideal client (if you’ve defined one)?

What’s your ultimate vision for your private practice?

What are you currently doing to market your practice?

How many hours per week do you realistically have to spend on growing or marketing your practice?

What’s working well in your practice right now?

Where are you feeling stuck, unsure, or overwhelmed?

What are your top 1–2 goals for our 1:1 coaching session together?

Are there any specific questions you already know you want to ask me, so I can be prepared to support you?

Please upload any relevant documents

Do you have any directory listings? If so please put the links to those listings below: 

Have you signed up for or completed any of my courses or programs? If so, which ones: