Coach and Practitioner's Easy Flow System

Streamline Your Client Appointments with the Exact Templates I Use in My Own Practice!

Are you a coach or practitioner looking for a smoother, more effective way to conduct client appointments? Frustrated with how to take effective notes so you can more effectively manage their case? The Coach/Practitioner’s Easy Flow System is a game-changer! This system includes five essential templates—the very same ones I’ve refined over years of trial and error in my own private practice. These forms aren’t just theory—they’re proven, practical, and designed for real-world success.

✅ Save Time – Spend less time on admin work and more time helping clients.
✅ Stay Organized – Ensure every session flows seamlessly from intake to follow-up.
✅ Increase Client Impact – Conduct more effective sessions with structured, insightful templates.
✅ Reduce Overwhelm – No more second-guessing—just plug in and start using what works.

Here are my personal templates that I use in clinical practice:

✅ My Systematic Intake Form - There's many out there!  These work alongside my program templates, protocols, and scorecards, where each answer is mapped to intervention, making protocol writing a breeze!

✅ My Organic Progress Note - the template that asks all the right questions in an easy format so you know where to look quickly.  Plus, it has a start to finish flow with actions for next sessions so you know exactly where to pick up.

✅ My Strategy Protocol Template - The curated format I use to include supplements, foods, lifestyle interventions, making intervention and treatment plans a snap!

✅ My Crafted Travel Card - so you can at a glance know what is happening with a patient at each appointment, and what yet NEEDS to happen.  Change doesn't happen without monitoring, continuity, and planning.  Your brain will thank me!

✅ Scorecard - never before seen scorecards, that help you know WHAT to do with the top 6 answers from the Intake Forms, all in a matter of SECONDS!

This is the real deal—the system I personally use every day to keep my practice running smoothly and efficiently. Skip the guesswork and fast-track your success with these done-for-you tools!

Get instant access today and transform the way you run your practice!