Get Clarity on Your Practice Systems & Workflows

A 60-minute support session to review your systems, workflows, and Jane App setup — helping you create more ease behind the scenes of your private practice.

Private Practice Strategy Session

If you've ever found yourself thinking:

  • "Where do I even start?"

  • "Am I setting this up the right way?"

  • "There has to be an easier way to do this."

  • "I wish I could ask someone who's done this before."

...this session is for you.

That Sounds Like Me

What We’ll Explore

This is a dedicated space to talk through your questions, challenges, and ideas with someone who understands the day-to-day realities of managing a private practice.

During your session, we can explore:

  • Jane App setup, workflows, and ways to make your systems work more efficiently

  • Practice setup and the tools that best support the way you work

  • Client onboarding, intake processes, and communication workflows

  • Scheduling, documentation, and administrative processes

  • Direct billing workflows and insurance-related processes

  • Opportunities to simplify your systems and create a smoother client experience

You’ll leave with:

  • Practical recommendations tailored to your practice

  • Clarity on your priorities and next steps

  • A better understanding of what systems and workflows will support your practice moving forward

  • A summary of key takeaways and action items from our session

Let's make your practice feel a little lighter.

Running a private practice involves so much more than seeing clients. With the right systems and workflows in place, your day-to-day can feel more organized, efficient, and manageable—giving you more time and energy to focus on the work you love.

Frequently Asked Questions

  • A 60-minute Practice Strategy Session is $75.

  • No. You can book a strategy session, whether you're launching a new practice, troubleshooting a specific issue, or looking for guidance on improving your systems.

  • The session is completely tailored to your needs. We can discuss Jane App, client workflows, direct billing processes, administrative systems, practice setup, documentation, scheduling, or any other operational challenges you're facing.

  • The session is primarily a strategy and guidance session. Depending on what you'd like to accomplish, we can work through parts of your Jane App together, or I can provide recommendations and a clear action plan.

    If you need hands-on implementation, we can discuss Ongoing Practice Support services or Launch Packages.

  • Absolutely. Some people only need a single session, while others book additional sessions as their practice grows or new questions arise.

  • Complete the contact form or send me an email outlining what you'd like support with. I'll be in touch to schedule a session at a time that works for both of us.

  • After our session, you'll receive an invoice by email. Payment is due upon receipt.

Contact Me