A clean, professional client intake and operations system for private practices.

Perfect for coaches, consultants, counselors, and independent practitioners who want polished workflows without starting from scratch.

Running a private practice means balancing client care with organization, clarity, and professionalism.

This Private Practice — Client Intake & Operations Template Kit gives you a complete, ready-to-use system to support your work—from first inquiry through ongoing engagement—without clinical or medical language.

Designed for practitioners who want structure without rigidity, and professionalism without complexity.

✅ What’s Included

Client Intake & Onboarding

- Client Intake Form

- Initial Consultation Questionnaire

- Services Agreement & Scope of Practice

- Client Welcome Guide

- Session & Progress Tools

- Session Notes Template

Client Goals & Milestones Planner

- Progress & Engagement Tracker

- Workflows & Operations

- Client Intake Workflow (1-page)

Ongoing Client Workflow (1-page)

- Practice Policies Overview

- Client Communication

- Client Communication Templates (email/SMS-friendly)

- Client Referrals & Review Requests

Extras

- License & Usage Terms

- Read Me First guide

- Editable Google Docs copy links

✅ Who This Is For

- Coaches (life, business, wellness, executive)

- Consultants & advisors

- Counselors & therapist-adjacent practitioners (non-clinical)

- Independent service providers

- New or growing private practices

✅ Formats Included

✔ Google Docs (editable via copy links)

✔ Microsoft Word (.DOCX)

✔ PDF (ready to print or share)

✅ Why You’ll Love This Kit

- Clean, modern, neutral design

- No medical or diagnostic language

- Fully customizable for your practice

- Designed as a system, not a pile of forms

- Saves hours of setup and decision fatigue

⚠️ Please Note

This is a digital product — no physical items will be shipped

Templates are not legal documents and should be reviewed for your use

Licensed for single-practice use only (see included License & Usage Terms)

💬 Need Help?

Questions about usage or formatting?

Contact: info@termondttech.com