Practice Copilot

From Burnt Out Agency Worker to Successful Private Practice Owner

Unlock the power of our extensive group coaching program designed to launch your private practice successfully and secure your first client in just 3 months. Our program provides you with a comprehensive roadmap, access to industry experts, and strategic partnerships with key players in the field

Secure your spot on the waitlist for the November 1 group coaching Cohort.

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Join our November 1 Cohort

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Woman Writing on Computer Desk

Are these questions resonating with you? Are you nodding your head, feeling like I’ve just described your journey and the challenges you’re facing?

If you’re ready to overcome these obstacles and transform your private therapy practice, then it’s time to discover the solution

Therapist Taking Notes

This is where Practice Co-Pilot steps in

A comprehensive 12-week group coaching program that equips you with everything you need to start a practice and land clients

Julia helped me start doing the work that is necessary for developing and maintaining a private psychotherapy practice; beforehand I didn’t know where to begin, but as I took sessions I gradually integrated the business maintenance work into my daily habits and it has been paying its dividends
A man in a leather jacket standing in a field.
Parsa Noroozian
Registered Psychotherapist

Practice Copilot will take your practice from:

Where it is now


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Where you want it to be

Where it is now

Where you want it to be

Here’s what you’ll find inside our 12 week group coaching program

  • Introduction to the Coaching Program and Private Practice Building
  • Cultivating Abundance, Overcoming Imposter Syndrome, Confronting Fear & Limiting Beliefs
  • Financial Needs and Desires Exploration
  • Self-Care Throughout the Program
  • Establishing a Robust Support Network and Foundation
  • Goal Setting for Success
  • Crafting Your Marketing Onboarding Plan
  • The Significance of Business Essentials
  • Navigating EIN & NPI Acquisition
  • The Crucial Role of a Business Bank Account and How to Obtain One
  • Securing the Necessary City/State Operating License
  • HIPAA-Compliant Email and Phone Line Setup
  • Identifying the Business Type That Best Suits Your Current and Future Practice
  • Creating a Comprehensive Budget for Your Practice (3, 6, 9, 12 Months)
  • Understanding Malpractice Insurance Essentials
  • Seamless Practice Management: How to Run Your Practice Smoothly
  • Electronic Health Records Importance and Recommendations
  • Essential Client Onboarding Forms
  • Billing and Scheduling Software Mastery
  • Streamlining Session Note Procedures
  • The Significance of Proper Bookkeeping and Accounting (w/ Join Heard)
  • Exploring Retirement Planning
  • Navigating Health Insurance and Employee Benefits
  • Delving Into Your Niche Through Exploration
  • Understanding the Relevance of Your Experience, Education, and Background for Clients and Online Marketing
  • The Art of Professional Headshots
  • Developing a Distinct Brand Identity, Including Logo, Colors, and More
  • Communicating What You Want Clients to Know About Your Practice
  • Designing Business Cards That Make an Impact
  • Claiming and Utilizing Social Media Handles Effectively
  • Guiding Your Potential Clients Through the Buyer’s Journey
  • Exploring Website Ideas and Strategies
  • Community Engagement Strategies
  • Building Professional Networks and Partnerships
  • Techniques for Effective Networking, Collaboration, and Relationship Building
  • Introductions to the Basics of Blogging and the Importance of SEO
  • Continuous Website Enhancement to Reflect Your Practice and Ideal Client
  • Building and Nurturing Referral Networks and Collaborative Communities
  • Early Elevator Pitch Role Play to Perfect Your Pitch
  • Evaluation of Therapy Databases and Pros/Cons of Each
  • Completion and Maintenance of Therapy Databases
  • Ongoing Relational Marketing Strategies
  • Reaching Out to Potential Referral Sources
  • Debut of Your Website Version 1.0
  • Engagement in Therapist Community Spaces
  • Introduction to Google Ads
  • Crafting an Effective Lead Magnet
  • Converting Phone Calls into Committed Clients
  • Reviewing Intake Protocols
  • Navigating the First Session Clinically and Business-Wise
  • Effective Communication with Potential Clients via Email, Text, and Phone
  • Strengthening the Intake Process Through Role Play
  • Handling Denied Credit Cards
  • Understanding Superbills (w/Mentaya use code: “copilot” you get one month FREE)
  • Addressing Insurance Questions and Employee Assistance Programs (EAPs)
  • Cultivating Effective Referral Networks and Measuring Return on Investment (ROI)
  • Implementing Sliding Scale Fee Structures
  • Raising Your Rates Strategically
  • Sustaining Momentum in Both Business and Clinical Aspects
  • Updating Practice Forms for Enhanced Efficiency
  • Exploring Growth Strategies If You Desire to Scale
  • Creating goals for the next year
  • Implementing strategies learned 
  • Continuing to optimize your website
  • On going referral networks
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Working with Julia to build my private practice set me up to feel confident about client referrals and business structure. She thought of everything that would never have occurred to me. Now that I'm up and running, all that planning is just constantly showing up as income and stability.
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Toby Barron LCSW
Private Practice Therapist

Meet Your Guide

Julia Schwab LMFT and Private Practice Coach

I am truly excited to lead you on this journey toward becoming a successful full-time private practice therapist. Starting a private practice can be overwhelming. It’s completely normal to have doubts about how to attract clients, maintain financial security, and run a business. I transitioned from agency burnout to a full-time private practice in under six months and I have created a system for you to do it in 3 months.

For more than 10 years, I’ve been helping therapists like you build successful and sustainable private practices. I’ve created a system to get you up and running in 3 months with everything you need to start, maintain, and continue to grow your practice and leap over obstacles and challenges

3 Easy Steps to Enroll in Our Group Coaching Program that starts November 1

Quick Consultation

Schedule a one-on-one session to determine if our program aligns with your needs and goals.

Enroll in Group Coaching

In our 12 week curriculum you'll be guided to establish systems, marketing essentials, and client attraction system that ensures your success in launching your practice.

Land Your Clients

At the end of our program you’ll be equipped with everything you need to have a full fee private practice and a steady stream of clients.

Schedule your risk-free consultation to find out if Group Coaching is right for you for our November 1 cohort. If you sign up before October 15, you get a free one on one coaching session

What do I get with this Coaching Program?

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These partnerships, along with our program, guarantee a steady stream of clients for your private practice.

Man thinking about his life during a therapy session

Land Your First Client with a guaranteed client attraction method

What does the curriculum look like?

Either send an email or a way to send a message through the website to me.

Have Questions?