If This, Then What?
Templates for tricky situations that usually have us squirming
20 templates for when you get a cancellation, plan a fee raise or have a risk concern. With guidance for each collection as well as copy and paste or downloadable versions for you to keep, this email and paperwork swipe file is a no brainer for those moments when you don't have time to think of the perfect wording.
What's included?
Templates for all these situations below are included as both a download file and a referenceable course. That means you can have all the documents, or you can peruse the contents list whenever you need a particular template. AND there's a bonus course included!
Website Fees Page wording
Incremental Fee Increase
Opt in fee increase for existing Clients
Annual notice of increase
Fee Increase for Returning Clients
Invitation to Book an Introductory Call
Confirmation of Introductory Call
Referral Recommendation
Follow Up and Invitation to Book
Not Taking New Clients
Reminder when a Client is late/does not attend
Cancellation Policy Script for intake
Follow Up After Session and Invitation to Book
Cancellation Policy Wording
Following Up with client when There is Risk Concern
Response to Late Cancellation Request
Break Confidentiality to Next of Kin
Reminder of fee after late cancel
Break Confidentiality to Emergency Services
Notice of Changes to Cancellation Policy
-bonus-
cancellation policies course included
So many of us struggle to set and explain clear cancellation terms in private practice!
Our difficulties with deciding when to be flexible, how to remind clients or follow up after a late cancellation lead to unnecessary rupture and unfortunately in many instances, losing clients. This BONUS course walks you through ethical guidelines, hypothetical scenarios and how to write your own policy by providing a lawyer reviewed template for you to adapt to your practice.
We can look after our own professional self care needs whilst also prioritising our clients.