Business is hard — there are so many things that need your attention.
It can be difficult to keep up with all of its demands when there are only so many hours in the day. Often it comes down to hard choices: which is more important right now, streamlining the intake system or creating a new marketing campaign? Getting the billing done or doing payroll? Completing your notes or meeting with your supervisee who is struggling?
Working IN the business is the default, but running your business from that place 100% of the time can end up costing you time, money, and peace.
It is necessary for us to step back, take a 30,000ft view of the business, and work ON it.
“But how do I even do that?”
If you’re new to owning a practice, or if you’ve never done this before, it can feel stressful and overwhelming. Often it brings up feelings of guilt and inadequacy that can be paralyzing.
We have to pull back the curtain and find a new way to view our practices in order to see them objectively and take necessary action.
As a seasoned mental health professional, you’ve built something incredible. But when was the last time you had the space to pause, reflect, and truly evaluate your practice from the inside out?
"Pulling Back the Curtain" is an assessment designed exclusively for established private practice owners who are ready to uncover their practice’s hidden strengths, pinpoint areas for growth, and craft a clear, actionable roadmap for success. Coupled with the included consultations, this assessment is a great way to set your practice up for years of success!
Hi, I’m Rachel
If you’ve been following me for any length of time, you know that I like to be transparent about my own practice and the struggles I’ve faced. I’ve been stuck many times, working in the business, running from task to task, and wondering if I was enough to make it to the next day.
One thing that helped me get through it was learning how to step away from the immediate and urgent needs of my business. Stepping back made it possible for me to see the heart of the issues and address the bigger problems that were causing all the little fires I needed to put out. This simplified my role as the practice owner and reduced my stress. I was able to solve the big problems which reduced problems across the board.
If this is something you’re currently struggling with, I’d love to guide you through my process and help you diagnose your next steps.
Will this help me if…
- I need to hire but can’t afford it?
- My clinical staff aren’t where they need to be, but I don’t know how to help?
- I don’t know how to market?
- I’m overwhelmed by billing claims and working denials?
- I don’t know if I’m profitable?
- I’m not making enough to keep doing this?
- My intake system is just me taking notes on the back of a receipt I found in my car?
- I’ve never owned a business before and I just want to know if I’m on track?
Yes!
How Does It Work?
Think of it like creating a strategic snapshot for the next 6-12 months. This snapshot outlines the key steps you need to take to ensure you continue to build a practice you love—one that positively impacts others without demanding round-the-clock dedication from you.
Your practice should serve you in the way that you serve others.
Reflect.
I will ask that you reflect on the state of your practice in key areas with the help of the assessment: Hiring and Practice Culture, Marketing Strategies, Billing/Credentialing/Revenue Cycle Management, Client Intake Process, Client Retention,Finances and Practice Investments, Office Space vs Virtual, Practice growth strategies
Review.
I’ll review the answers in your assessment and make notes of things to discuss when we meet. During our first meeting, we'll review any problem areas together and create goals to help you move forward with confidence.
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Recommend.
I'll make strategic recommendations for your practice to implement that align with your vision and your goals. Our final meeting will be a follow up as needed so that you can get one-on-one attention when it will most benefit your practice.
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What’s Included in the Assessment?
The Pull Back the Curtain Assessment — $250 value
Rachel’s review and scoring of your assessment — $300 value
Two 60-minute consultations with Rachel — $500 value
Personalized recommendations for progress — Priceless
Don’t run your business scared!
Yes, this assessment will show you what’s not going well in your practice, but I bet you have a few ideas about that already. More information is always a good thing, and navigating it with a trusted advisor who can help you formulate solutions, options, and next steps is the best way to approach it — especially if this is your first time trying to step back and look at the big picture!
