TEMPLATES & TOOLS
When your downloads folders looks like a graveyard, it’s time to chat!
you don’t need to start from scratch. you just need a place to start.
These templates and tools were built from real therapist struggles, the messy middle between “I should know this by now” and “I just need something that works.” Every product in my shop is flexible, ADHD-friendly, and trauma-informed.
Use them as they are or make them your own. Either way, you’re supported.
“This isn’t about doing business
the ‘right’ way. It’s about
finding what actually works for
your brain and your bandwidth.”
This is for the therapist, helper, healer, or business owner who…
✔️ Is tired of reinventing the wheel every time they sit down to document or plan
✔️ Craves organization but hates rigid systems
✔️ Needs something practical, not perfect
✔️ Wants to feel confident in their notes, templates, and tools without losing their authenticity
✔️ Wants to buy a template that comes with resources
If that sounds like you, you’re exactly who I built this shop for.
I built my first templates out of survival.
No one told me how to write notes that made sense, create workflows that didn’t burn me out, or run a practice without drowning in admin work. These tools exist because I needed them…
and I know I’m not the only one.
So whether you’re a brand-new therapist or a seasoned clinician trying to make things simpler, you’ll find something here that helps you breathe again.
-
STEP ONE
Pick what you need
The shop is split into categories to make it easier to find what you need! Take a look around and see if there is anything you need. -
STEP TWO
Make it yours
Here’s the deal about templates. I’m not here to sell you something that’s going to make you a million dollars. I’m giving you the framework! Each template comes with instructions on how to use it and integrate it into your practice. -
STEP THREE
Use it how you need it
I’m not here for the tech drama or complicated instructions! My goal is to make it easy peesy, lemon squeezy! If you have trouble with a template or have an idea to make it better, I’d love to know!
Tell me what you want!
I’m not Ryan Gosling, but seriously. I want to know!
When we create our businesses, it’s can feel like a real life moment from The Notebook. We’re overstimulated, we can’t make up our minds, and we don’t know what do so we just freeze up! What if we had options? Check out some of the fan favorites in my shop!
-
These are my tried and true templates! I built these when I was learning documentation and working with a pen and paper system. Use these templates as a guide, print them out, add your letterhead, or save them to your Google Workspace account and use your HIPAA compliant Google Docs for Documentation. Here’s some of my favs from the collection:
📄 Initial Session Note Template
📄 Progress Note Template
📄 EMDR Target Packet Template
📄 Diagnosis & Treatment Plan Documentation Template
-
You give a lot of empathy, your plate is overflowing, and sometimes asking for help or building a system feels like one more thing you don’t have energy for. That’s where these templates come in. I’m not giving you the answer, I’m giving you a breather. A starting point. A way to make things just a little lighter while you figure your shit out. I got you. Here’s a sneak peak of what I have in the shop:
📋 New Client Form Template
📋 New Client Paperwork
📋 New Hire Questionnaire (Application)
📋 New Therapist Documents (Insurance Credentialing)
📋 Therapist Departure Form Template
-
Being a therapist isn’t just a job, it’s also an emotional experience. You deserve to have a soft place to land where you can learn, grow, and shift in your career without judgement. Honestly, I’m here for it! These are some of my favorite resources to create because they brought me out of my rut and gave me sanity! What do you need?
📢 The After Session Client Workbook
📢 Crisis Intervention Training for Therapists
📢 Defining Your Client Niche Workbook
📢 Arkansas Licensed Associate Counseling Hour Tracker
📢 Mental Health Documentation Workbook & Course ✨Pairs great with the Documentation Templates!
📢 Business Owner Cheatsheet
-
When I started coaching, I knew that I wanted to build something that could go beyond the one-to-one model. These courses originated as client resources, but can be used for self reflection and growth in your journey too! Use them flexibility! Start a group therapy program, build a workshop, or find a message that speaks to YOU. Let’s go back in time:
⌛ Anger Management Certificate Course
⌛ Smart Goals Mini Course
⌛ Self Care vs. Self Comfort Mini Course
⌛ The Window of Tolerance Mini Course
⌛ The Wise Mind Mini Course
⌛ Setting Healthy Boundaries Workbook
-
Finding a way to write down and document all the things that are happening in your life (while keeping it pretty) is not an easy task! That’s why I created these journals. Both of them have a unique way of reflecting all while keeping the vibes in check.
✨ Positive Affirmation Journal
✨ Queen Within Journal for Self Discovery
✨ Building Healthy Boundaries
🛒 Explore Journals →
-
Absolutely! Most templates are fully editable and designed to be personalized. Each product description will tell you exactly how to edit and what program you’ll need to get started. Change the wording, add your logo, tweak the layout, make it fit your style and brain! If the template is not editable, it will say so in the description!
-
Yep! Many templates include versions for both solo and group practice owners. You can easily adjust them to match your setup or share the load with your admin team.
-
Most are in Google Docs, Sheets, Canva, or PDF (for fillable forms and printable tools). Each product page lists the format and editing instructions so you can get started right away! No tech headaches required!
-
Each purchase is for individual use, but if your team wants to use them too, I’ve got you covered. Just reach out about a team license and I’ll help set it up so everyone’s good to go.
-
Yes! Some templates come in pre-built bundles that save you time and money. And every once in a while, I get a little spicy and drop a fancy discounted bundle just because. Keep an eye out, because it’s usually worth it!
-
You sure do! When I update or improve a template, you’ll automatically get access to the new version. No re-purchasing, no chasing links. I’ll send a little “hey, this got even better” surprise in your inbox.
-
Since these are digital products that you get access to right away, refunds aren’t available. That said, if you ever have trouble downloading your purchase or something looks off, just reach out and I’ll help fix it. I want you to feel supported, even after checkout.
You don’t need to figure it all out from scratch.
You just need the right tools…