Private Practice Roadmap 

An online course with the tools, information, and resources you need to build a cash pay private practice. 

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Private Practice Roadmap 

The tools, information, and resources you need to build a cash pay private practice. 

Buy Now

Are you looking to start your own Private Practice?

This step-by-step course includes everything you need to know to start your own cash-pay private practice from the ground up.

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Topics We Cover:

Module One:

The Roadmap

You’ll hear my private practice story, and together, we’ll debunk some private practice myths along the way. Plus, I’ll introduce you to the plan to help you launch your private practice.

Module Two: 

The Nitty Gritty 

This module highlights the minutia - the small details of opening a new business - such as malpractice insurance, NPI numbers, HIPAA compliant email, business bank accounts, business licenses, and business structures. 

Module Three:

The Mindset

You’ll learn techniques on how to overcome imposter syndrome, conquer common private practice fears, tolerate risk & uncertainty, and think like an entrepreneur.

Module Four:

Niche + Ideal Client

Through templates, scripts, and action steps, we’ll work to reach clarity about your niche and ideal client. After that, I’ll show you how to communicate that niche to referral sources.

Module Five:


How do you set a fee and save for taxes? This module demonstrates sample budgets, lists startup costs, provides questions to ask your CPA and details common tax write offs for private practices.

Module Six: Offices, Phones, and Telehealth

In this module, we discuss HIPAA compliant systems and the essential elements of both offices and telehealth offices.

Module Seven: Documentation Billing and Scheduling Using Simple Practice 

This module is a team effort. In partnership with Simple Practice, we show you what software is right for you to use to simplify your billing, documentation, and scheduling. A Simple Practice subscription is not included in the cost of this course.


Module Eight: Relational Marketing and Community Building

This module is huge, presents you with multiple ways to use relational marketing to build your practice, and allows you to pick which methods will work best for your business needs!

Module Nine: Online Marketing

The focus of this module is to detail the basic strategies necessary to start marketing your practice online via websites and social media.

Module Ten: 

Converting a Phone Call to an Appointment

The phone rang! Now what? This module breaks down the steps to convert phone calls into a first appointment.

Module Eleven:

The First Session

What should you say at the end of the first session? What do I send clients after I’m done? This module has these answers!


Everything You Need To Start a Successful Private Practice

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Meet Kelley Stevens

Creator of The Private Practice Roadmap

I teach therapists how to build a successful, cash pay private practice. Opening a six figure private practice shouldn’t be complicated. That’s why I equip my clients with simple strategies and step-by-step guides.

I am a LMFT in Santa Barbara, CA with over a decade of experience in mental health and business development. I began my career as the marketing director of a large outpatient program in Los Angeles. After helping that business grow, I opened my own six figure private practice. Life has a way of throwing us curve balls…so after five years in private practice, I moved and opened two more successful practices in new cities! I'm also an adjunct professor at Pepperdine University and Antioch University. Now, I call Santa Barbara home. In my off time, I love playing with my toddler and spending time with my husband.

Education: Carleton College and Pepperdine University

Teaching Experience: Adjunct Professor at Pepperdine University + Antioch University

Licensing: LMFT in California

I've been featured in:

    Therapist Testimonials


Payment Options

One Payment


What's Included:

  • Unlimited Access for the Lifetime of the Course 
  • 11 Modules
  • Digital Workbook
Buy Now - One Time Payment

2 Monthly Payments

$250 x2

What's Included:

  • Unlimited Access for the Lifetime of the Course 
  • 11 Modules
  • Digital Workbook
Buy Now - 2 Payments


Buy Now


  • Jump in, commit to taking the first three modules. If you don't learn anything after taking the first three modules, I’ll give you a full refund.
  • This refund request must be sent within 2 days of purchase date to qualify for a refund. 
  • You will have full access to this course for the lifetime of the course. 
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 Ready to launch your own cash pay, private practice?

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