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Training Courses

These courses and modules have been designed to help you from the very first steps of building your business up to maintaining your private practice. The modules contain one training video each plus extra downloadable resources, mostly as PDF documents. Here is an overview of what each module contains:

Business Basics Course:

Module One: What kind of business, and therapist, do you want to be?

This Module covers the very basics of setting up your business. This module covers 5 main areas: What, Who, How, Where and When and then continues with suggestions on to how to name your business, what to charge your clients, and other basics to take into account to help you feel confident as a business owner as well as a therapist. Any business should have a business plan, but this can be a lengthly and daunting thing to write, especially if you’ve never done it before. By the end of this module you will have the beginning of your business plan. Before the end of all three courses you’ll have a fully working business plan. YOUR DOWNLOADABLE RESOURCES INCLUDE:

Business Plan Part One

Practice Areas

NCS Communication Guidelines

Intake Call Script

Email / Text reminder template

Email Enquiry reply template

Initial consultation Confirmation email template



Module 2: Client Contracts, Insurance and Record Keeping

This module covers Client Contracts, GDPR, Security, Record Keeping and Insurance. We will look at the timing, contents and ramifications of using written client contracts because technically, although many therapists see the therapeutic process itself as being a contract, if you have policies on things like charging for no shows etc most membership organisations promote the use of written contracts. As you’re probably aware the new General Data Protection Regulation came into effect on the 25th May 2018 so we’ll look at registering with the ICO, key changes to the GDPR that affects us therapists and how to implement these changes within your practice. In terms of Record Keeping, online is becoming more popular so we’ll address different types of storage including online, emails, texts and good old fashioned written records. In terms of insurance we’ll cover the different types of insurance and the main providers, so you know what you’re covered for and who offers this cover. YOUR DOWNLOADABLE RESOURCES INCLUDE:

Business Plan Part 2

a template for a written contract 

My actual contract

Privacy Statement Template

My Privacy Statement for you to compare

VeraCrypt – individual files and entre device encryption via lifehacker

How to install a firewall in various windows systems

Initial Consultation Form

Goal Review Form

Insurance providers and their contact details



Module 3: Law, Tax and Finance

This module covers: the Legal Structure of a business: A layman’s explanation of the business structures most applicable to a therapist (depending on the type of therapist you want to be and how large you would like to grow), and business planning based on these legal structures. In the downloadable resources you have part three of your business plan to fill in whilst watching this video. Next we have Tax – explained: We’ll look at when and how to to declare your business to the HMRC as well as what filling in a tax return really entails because remember, there isn’t a “therapists tax return”, it’s for everyone! A tax return isn’t something that’s complex and secret so in the downloadable resources I’ve included screenshots of my own sole trader tax return as well as some of the questions you can expect in a corporation tax return as these are included in the slides and the script version of this course. We’ll also take a brief look at what you can and can’t claim on your tax bill. Finally we move on to The basics of finance: so how to take payments from clients including cash, Bacs, PayPal, and using card machines. I’ll explain budgeting for tax and how to do a P&L (profit and loss) spreadsheet as well as alternatives like book keeping software. We’ll take a look at business bank accounts and their costs and benefits. YOUR DOWNLOADABLE RESOURCES INCLUDE:

Business plan part 3

Comparison of the legal structures Sole Trader V Corporation in a spreadsheet

Sole trader tax and Corporation Tax rates

Screenshots of my sole trader tax return (provided within the slides)

A basic finance spreadsheet to get you going (P&L)

Tech radar list and reviews of top ten free accounting software of 2019

Simply Business accounting software review

Simply Business 7 best business bank accounts.

HMRC Support email



BONUS MODULE: Module 4: Making it real

This module covers the first steps you need to take in order to make your practice feel “real” to you, including buying a domain and setting up an email address, and building your own website – from scratch. I’ll take you through what you need to include on your website but also content that will attract your ideal client. I’ll teach you a powerful tool called an empathy map that can be used in many marketing materials but is essential to help you build content that is attractive to clients. We’ll cover what you want to or need to convey about yourself as a therapist – everyone has different boundaries so you need to know what you’re comfortable with. By the end of this module you will know how to build a WordPress website, understand what plugins are essential for your website, what to do about GDPR on your website and contact forms, and of course we’ll have part 4 of your business plan. 

Building an empathy map will be a core part of making your business successful. You need to be able to speak to your clients on their level. I wouldn’t be surprised if your ideal client contacts you within 24 hours of your website going live after you’ve used an empathy map to build the content. That’s what happened to me…..


How do I obtain the modules?

There are two ways we can send the modules to you:

1: Via WeTransfer – This is the quickest option. Each module will be sent separately to you, so you will receive four links in total. All you do is click the link and the download starts. That’s it!

2: Via USB Memory stick in the post – If you prefer to have a USB memory stick posted to you this is something we can accommodate. Just pop the USB into your computer and begin!

How do I pay? And how much?

Let’s not beat around the bush. The current deal for all four modules is just £99. Yes, that’s an amazing deal – this is an introductory offer so get your Business Basics course at this amazing price whilst you can!

PayPal is a fast, secure way to pay. Just drop me an email saying you would like buy the Business Basics Course and I’ll raise an invoice for you. Once the invoice has been paid, I’ll send you a receipt and your course in the format you have requested.

Bacs is another way that I take payment. Just let me know this is how you would like to pay, I’ll raise an invoice and as soon as I receive payment you will receive your Business Basics Course in the format you have requested.

If you’re a little bit old school (absolutely nothing wrong with that!) and would like to pay via cheque, just send the cheque to the address provided on the invoice. You will receive your Business Basics Course in the format you have requested as soon as the cheque clears.

Just fill in the form below to claim your Business Basics Course!

Once your form has been submitted I’ll be in touch with payment and delivery details. Remember, the introductory offer is only £99 so grab it now!


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