The Private Practice Roadmap

Get set to launch your new private practice with the Private Practice Roadmap as your ultimate step-by-step guide. From the initial groundwork to the exhilarating moment of opening your practice doors, this program is your ticket to crafting a flourishing new practice from scratch.


For therapists aiming to amplify their existing practice and expand their caseload, my other course, Marketing for Therapists, presents a tailored set of specialized marketing strategies. Find out more HERE.
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Online Course Terms of Use

The Private Practice Pro

NOTICE: These Terms and Conditions of Use are legally binding. It is your responsibility to read these Terms and Conditions of Use carefully prior to purchase, use or access to any of our online course and digital products.

When you purchased the Course from The Private Practice Pro (“[The Private Practice Pro]”), you were given a reasonable notice that these Terms and Conditions of Use existed (“Terms”). By moving forward with your purchase of the Course and further access of the Course, you voluntarily agreed and continue to agree to abide by these Terms.

You hereby irrevocably and unconditionally agree for yourself, your personal representatives, your heirs, next-of-kin, insurers, successors, and assigns, as follows:

COURSE DETAILS. The Course will include:

Module 1- Welcome to The Private Practice Roadmap
Module 2 - The Private Practice Mindset
Module 3 - Defining your Niche
Module 4 - The Nitty Gritty Details
Module 5 - How to set your fee and manage your finances
Module 6 - Offices, Phones, and Telehealth
Module 7 - Using Simple Practice for Your Documentation, Billing, and Scheduling • Module 8 - Relational Marketing and Community Building
Module 9 - Online Marketing
Module 10 - Converting A Phone Call into an appointment
Module 11 - After the first session.
Introduction to the Private Practice Roadmap:

ACCESS:

You will have access for the lifetime of the Course, and guaranteed access for at least two years after you purchase.

PUBLICITY WAIVER.

You acknowledge that as part of the Course you have been informed that you may be asked t post in a private forum for the Course, set up an online account with personal information (including your full name and profile photo, create a public user name, provide a testimonial, [or] be otherwise recorded in included webinars, with the exception of any community member’s Confidential Information, unless you voluntarily disclose such information in a public forum, for [The Private Practice Pro ]’s advertising, promotion, and any other commercial and business purposes The Private Practice Pro may deem fit (the “Content”). You grant your irrevocable consent to The Private Practice Pro the right use, publish in whole or in part the Content, which may include the publicly display the your name and likeness, without compensation, in any other manner or media now known or hereinafter invented, throughout the world, without restriction as to alterations or modifications, for any purpose described above. You understand that Content will be the sole property of The Private Practice Pro , and you waive any and all rights of publicity, privacy, or other rights therein. You further waive any and all rights to bring an action at law or equity related to the Content against The Private Practice Pro, its affiliates, successors, assigns, agents, consultants, representatives, employees, volunteers, and licensees, and release them from any and all liability whatsoever related to the Content.

DISCLAIMER(S).

General Disclaimer. To the fullest extent permitted by law, The Private Practice Pro, its affiliates, successors, assigns, agents, consultants, representatives, employees, volunteers, and licensees, expressly disclaim any liability for any direct, indirect or consequential loss or damage incurred by participant or others in connection with the Course, including without limitation any liability for any accidents, delays, injuries, harm, loss, damage, death, lost profits, personal or business interruptions, misapplication of information, physical or mental disease, condition or issue, physical, mental, emotional, or spiritual injury or harm, loss of income or revenue, loss of business, loss of profits, loss of contracts, loss of anticipated savings, loss of data, loss of goodwill, wasted time and for any other loss or damage of any kind, however and whether caused by negligence, breach of contract, or otherwise, even if foreseeable.

Assumption of Risk. You assume all the risk of your access and any subsequent actions you choose to take as a result of the influence, information or educational materials provided to you by The Private Practice Pro any contributors, and any of the other Course participants. You take full responsibility for your business’ health, your personal health and well-being, your actions and decisions, and your personal care during the Course. You agree that you must evaluate and bear all risks associated with the use of any content, including any reliance on the accuracy, completeness, or usefulness of such content.

Educational and Entertainment Purposes Only. The Private Practice Pro are not medical, legal, financial or other professionals, or if we are, during the terms of this Course and related material(s), we are not offering our professional services and you expressly agree we are not acting in any professional capacity, including medical, legal, financial or otherwise during the term of this Course. This Course is for educational and entertainment

purposes only. None of the Course or its related material(s) should be construed as medical, legal, financial advice.

No Guaranteed Outcomes. There is absolutely no guaranty of building a successful private practice as a result of listening to, participating in, completing this Course. You understand that outcomes of the Course can be subjective and can vary greatly depending upon individual circumstances and individual effort invested in the Course process.

Community Contributions. The opinions expressed by Course participants on as part of the Course are expressed strictly in their individual capacities, and not on the behalf of [The Private Practice Pro or our representatives, sponsors, or partners. The opinions you or others post on this platform do not necessarily reflect our opinions. However, the Private Practice Pro does have the right remove discriminatory, hateful, or explicit content in our sole discretion.

Content Warning. The content in this Course may contain extensive discussion / demonstration / depiction / use of explicit content, sexual violence, physical violence, violence on kids, domestic violence, self-harming behavior, eating disorders, that challenge your limiting beliefs, the push you beyond your comfort zone, so please take appropriate steps to protect your mental health and expectations.

WAIVER AND RELEASE OF LIABILITY. You fully and forever release and discharge [The Private Practice Pro ], as well as any of its affiliates, agents, contractors, officers, directors, shareholders, employees, joint venture partners, successors, transferees, assignees, licensees, volunteers, contributors, any of the Course participants, the venue, and all others involved in the Course (collectively “Released Third Parties”), as applicable, from any and all injuries (including death), losses, damages, claims, demands, lawsuits, costs and expenses, including legal fees and expenses, and any other liability of any kind, of or to me, your property, or any other person, directly or indirectly arising out of or in connection with your participation in and use of the Course, whether such claims arise from negligence, breach of any duty imposed by law, mistake or error in judgment, or from any other cause, and whether such claims are known or unknown, or suspected or unsuspected (all such claims, demands, losses, liabilities, damages and causes of action are referred to collectively herein as the “Released Claims”).

AGREEMENT NOT TO SUE; INDEMNITY. You covenant and agree that (i) you will not institute or attempt to institute any legal action, arbitration, demand or proceeding against The Private Practice Pro or Released Third Parties based upon any Released Claim, (ii) you will indemnify, defend and hold harmless The Private Practice Pro and Released Third Parties from and against any losses, claims, liabilities, expenses or damages, including attorneys’ fees and costs, incurred in connection with the defense of any Released Claim or any other breach of your obligations under these Terms, (iii) you will indemnify, defend and hold harmless The Private Practice Pro and Released Third Parties for any and all claims or demands, including reasonable attorney's fees, that arise from or otherwise relate to use of the Course and related materials, and (iv) your violation of these Terms or the rights of another.

You acknowledge that you are committing to the Course as well as the entire financial investment listed on the website at the time of purchase.

You may alternatively pay by payment plan in payments of $300 [for 3 of months / monthly as specified during purchase. If you select to pay by payment plan, you must remain current to continue your participation in and use of the Course. In the event any payment on such payment plan becomes past due, you have [2] days to cure your breach, before your participation in the Course will be permanently terminated by The Private Practice Pro with no refund for prior amounts paid. The Private Practice Pro has the right to collect all outstanding payments plus reasonable costs or collection, including attorney’s fees.

You shall pay interest on all late payments, calculated daily and compounded monthly at the lesser of the rate of 1.5% per month or the highest rate permissible under applicable Law.

The Private Practice Pro will provide a refund 100 % of the Course if, before 2 days have passed since the time/date the course was purchased. You must provide the Private Practice Pro with written notice to kelley@theprivatepracticepro of your desire to terminate your use effectively immediately ("Guarantee").

NO TRANSFER.

You understand that you may not transfer or designate a surrogate for use of the Course. If you are found to be sharing your login with another person, your course access will be terminated.

TERMINATION.

You understand that you are free to cease your use of the Course at any time. However, you will not receive a refund for remainder or any portion of the Course and all remaining payments under the payment plan will continue, subject to the Guarantee. You understand that no refunds will be provided in the event of your decision or failure to use the Course for part thereof for any reason.

CONTENT STANDARDS.

In order to foster a supportive and productive environment, during the Course the following content standards apply to any and all contributions and communication among the Course participants and [The Private Practice Pro’s team (“Community Contributions”). Community

Contributions must comply with all applicable federal, state, local, and international laws and regulations. Without limiting the foregoing, Community Contributions must not: (i) contain any material that is defamatory, obscene, indecent, abusive, offensive, harassing, violent, hateful, inflammatory, or otherwise objectionable, (ii) promote sexually explicit or pornographic material, violence, or discrimination based on race, sex, religion, nationality, disability, sexual orientation, or age, (iii) promote any illegal activity, or advocate, promote, or assist any unlawful act (iv) infringe or misappropriate the intellectual property rights privacy, or publicity rights of others, or (v) contains harmful content such as malware, viruses, time bombs, and other computer programming routines that could damage or interfere with a system, program, data, or personal information. If the Private Practice Pro is

made aware of and determines that Community Contributions have violated these Content Standards, The Private Practice Pro will take commensurate action to restore a supportive and productive environment, including the removal of the community member who violated these Content Standards from the Course, without any refund.

CONFIDENTIALITY AND NON-DISCLOSURE. You agree you have no right to confidentiality unless otherwise explicitly stated, including in our Privacy Policy or a subsequent written agreement related to the Course.

INTELLECTUAL PROPERTY. To honor and protect The Private Practice Pro’s intellectual property, you agree not to disclose, reproduce or distribute this Course’s written materials, video, screen recordings, webinars, techniques, or methods to any third party without The Private Practice Pro’s prior written consent. You understand that The Private Practice Pro’s written, and recorded materials are protected by United States intellectual property laws, and you agree not to copy, reproduce or distribute any such materials for any reason without The Private Practice Pro’s prior written consent.

LIMITED LICENSE. Subject to and in accordance with these Terms and other guidelines or instructions The Private Practice Pro includes in the Course, The Private Practice Pro grants a limited, non-transferable, non-sublicensable, non-exclusive, revocable license (“License”) to make individual use of the Course. More specifically, unless explicitly authorized in these Terms or by the owner of the materials, you may not modify, copy, reproduce, republish, upload, post, transmit, translate, sell, create derivative works, exploit, resell, share, trade or distribute in any manner or medium (including by email or other electronic means) any material from the Course(s). You may, however, from time to time, download and/or print one copy of the individual pages of the Course for your individual use, provided that you keep intact all copyright and other proprietary notices.

The Private Practice Pro reserves the right to terminate your access to the Course at any time if The Private Practice Pro finds that you have violated these Terms.

SURVIVAL.

You understand that the terms of these Terms shall survive the termination or completion of the Course.

FORCE MAJEURE.

The Private Practice Pro shall not be liable or responsible for, nor be deemed to have defaulted under or breached these Terms, for any failure, interruption, adaptation in format or scheduling, or delay in fulfilling or performing any term of these Terms, when and to the extent such failure, interruption, adaptation in format or scheduling, or delay is caused by or results from the following force majeure events ("Force Majeure Events"): (a) acts of God; (b) flood, fire, earthquake or explosion; (c) war, invasion, hostilities (whether war is declared or not), terrorist threats or acts, riot or other civil unrest; (d) government order or law; (e) pandemic; (f) action by any governmental authority; (g) national or regional emergency; (h) travel restrictions; (i) shortage of adequate power or transportation facilities; and (j) other events beyond the reasonable control of The Private Practice Pro or

contributors. The Private Practice Pro shall give notice as soon as reasonably possible to all the Course participants of the occurrence of a Force Majeure Event. The Private Practice Pro shall use diligent efforts to end the failure, interruption, or delay and ensure the effects of such Force Majeure Event are minimized. The Private Practice Pro shall resume or reschedule the performance of its obligations as soon as reasonably practicable after the removal of the cause.

DISPUTE RESOLUTION.

In the unlikely event of a dispute arising from or relating the Course or these Terms, the dispute shall be settled by binding arbitration in California which will occur via telephone by an arbitrator that is mutually approved by the parties. The costs of the arbitration will be shared equally by the parties; provided, that the prevailing party will be entitled to reimbursement by the other party of its reasonable costs and expenses incurred therein, including its reasonable attorneys’ fees and costs.

LIMITATION OF LIABILITY.

YOUR USE OF THE COURSE IS AT YOUR OWN RISK. NEITHER, The Private Practice Pro NOR ANY OF ITS SUBSIDIARIES, DIVISIONS, AFFILIATES, AGENTS, REPRESENTATIVES OR LICENSORS (INCLUDING OUR INDEPENDENT CONTRACTOR CONTRIBUTORS) SHALL BE LIABLE TO YOU OR ANYONE ELSE FOR ANY LOSS OR INJURY OR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, PUNITIVE OR SIMILAR DAMAGES ARISING OUT OF YOUR ACCESS OR USE OF, OR YOUR INABILITY TO ACCESS OR USE, THE COURSE AND THE INFORMATION AVAILABLE ON THE COURSE OR ARISING OUT OF ANY ACTION TAKEN IN RESPONSE TO OR AS A RESULT OF ANY INFORMATION AVAILABLE ON THE COURSE. YOU HEREBY WAIVE ANY AND ALL CLAIMS AGAINST The Private Practice Pro AND ITS SUBSIDIARIES, DIVISIONS, AFFILIATES, AGENTS, REPRESENTATIVES AND LICENSORS (INCLUDING OUR INDEPENDENT CONTRACTOR CONTRIBUTORS) ARISING OUT OF YOUR USE OF THE COURSE AND THE INFORMATION AVAILABLE THEREIN.

AMENDMENTS.

The Private Practice Pro may amend these Terms from time to time. It is your responsibility to check this website periodically for changes to these Terms. If The Private Practice Pro does amend these Terms, the date at the top of this website indicates when these Terms were last updated. Amendments to these Terms will take effect on the date on which we publish the amendments on this website, and from then on will govern the relationship between you and The Private Practice Pro in respect of your use of this website. Continued access will constitute agreement to the updated Terms.

CHOICE OF LAW.

These Terms shall be governed by the laws of the State of California without regard to its conflicts of law provisions. If any provision of these Terms is held to be invalid or unenforceable, such provision shall be fully severable, and these Terms shall be construed and enforced as if such provision had never comprised a part of these Terms.

ENTIRE AGREEMENT.

These Terms represents the entire agreement between the parties with respect to the subject matter of these Terms and supersedes all prior agreements and understandings between the parties.

ALL RIGHTS RESERVED. All rights not expressly granted in these Terms and Conditions of Use or express written here are reserved by The Private Practice Pro.

CONTACT. If you have any questions about any term of these Terms of Use, please contact us at
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Not only did Kelley's step by step course give me the knowledge needed for each different phase of building my practice, but it was motivating and encouraging as well.


Victoria DuBarry
LPC, LCADC

The Roadmap exceeded my expectations…I wouldn't hesitate to recommend it to everyone. It consolidates information that is not taught in graduate school or in your supervision setting.

Marika Joubert
LPC

It has been so great referring back to what I learned from the course to further improve my business. So grateful for this course and I HIGHLY recommend it to those starting private practices!

Josephine Ampaw
CEO / Founder

"Aut dicta commodi nostrum quidem delectus molestiae ad et ex odit."

Samantha
CEO / Founder

Frequently Asked Questions

I'm an associate, intern, or psych assistant. Will I still get value out of this course?

YES! If you are planning to have a private practice anytime in the future...this course will benefit you

I'm a life coach, dietician, doctor, or SLP. Will I still get value out of this course?

This course is specifically created for therapists. However, approximately 80% of the content applies to almost any healthcare or wellness professional looking to build a private practice. If you participate in the first 3 modules and still don't feel this course is right for you, I offer a full refund. (NOTE: refund requests MUST be submitted within 2 days of purchase, so please review the course as soon as you buy it to make sure it is the right option for you!).

I follow you on Instagram, does this course feature anything different than what you post?

Yes, although I offer a lot of free advice and content on Instagram, this course is much more detailed, structured, and geared toward a therapist looking to get serious about opening a private practice soon. My Instagram content is designed to be supplemental to the content covered in this course.

What modules are included in this course?

Module 1- Welcome to The Private Practice Roadmap Module 2 - The Private Practice Mindset Module 3 - Defining your Niche Module 4 - The Nitty Gritty Details Module 5 - How to set your fee and manage your finances Module 6 - Offices, Phones, and Telehealth Module 7 - Using Simple Practice for Your Documentation, Billing, and Scheduling • Module 8 - Relational Marketing and Community Building Module 9 - Online Marketing Module 10 - Converting A Phone Call into an appointment Module 11 - After the first session.

What workbooks are included in this course?

The Roadmap Course comes with a PDF course workbook. Additionally, you'll receive a copy of the PDF Niche Workbook in the niche module.

Does the Roadmap Course include the scripts e-book?

No, the Roadmap Course does not include my Scripts e-book, Say It Like a Pro, but includes special coupon codes for all my other products in the course workbook.

Do you discuss insurance paneling in this course?

No, this course teaches you how to build a cash-pay private practice.

Is this course self paced?

Yes. You can take this course on your own time. Some therapists complete the course in just a few weeks while others revisit it month after month.

Does this course include a Simple Practice subscription?

This course does not include a Simple Practice subscription. However, we do give you a link to a special discount.

Will you teach me how to work the Simple Practice Webpage?

We include a free bonus module filmed by Simple Practice that introduces their software and explains what features they offer for billing, documentation, and scheduling. This video is an overview of how to use their services in private practice but doesn’t teach you how to use the actual software. However, we provide you with a link to their free tutorials where you can learn to use Simple Practice if you decide to use them.

Do you discuss what type of business structure I should have (S-Corp, Sole Proprietor, LLC, Partnership etc.) ?

Although some private practice consultants will offer advice on this topic, this course recommends speaking with a small business attorney as well as your personal accountant. I’ll provide you specially designed and detailed questions to ask them on this topic. This decision is based on the laws of the state/country you practice in and your very specific financial situation. Different business structures provide different liability considerations, tax considerations, and legal considerations. Any private practice coach who provides direct advice on this topic runs the risk of providing information that is outside of their scope, so I’d recommend speaking to a CPA or small business attorney.

Does the Roadmap Course include the paperwork needed to start a private practice?

No the Roadmap Rourse does not include paperwork, but includes 50% OFF coupon code for the paperwork packet. This code is located in your course workbook.

Does this course include templates for private practice forms?

This course includes a bonus module taught by Simple Practice. Simple Practice is an electronic health record, and contains a template library with dozens of pre-made templates that were created to streamline your documentation process. The templates are organized into three categories: Progress Notes, Intake Forms, and Assessments. Additionally, you can find free copies of these forms on the websites of most state licensing boards and/or professional organizations.