Team Toolkit - Pursuing Private Practice

BUILD YOUR BUSINESS WITH SUPPORT

LEAD YOUR TEAM TOOLKIT

Step-by-Step Curriculum for Hiring, Managing, & Leading Your Private Practice Team

Available in Business School

This toolkit supports business owners at every stage of team growth—from making your first hire to leading a full leadership team with confidence.

expand business coaching private practice

Private practice is the start of an amazing foundation for your business.

As a successful business owner, you've refined your skills, achieved client results, and envisioned ways to make an even bigger impact.

You have developed valuable content, started systems (even if you don’t have them written down!), and are running a real business.

But you…

Might not feel that excited about your work.
Might feel burnt out or headed in that direction.
Want more freedom but feel like it’s not possible.
Might even feel “Is this worth it?”

It's time to enter the LEAD stage of business.

Doing everything in your business isn’t impressive.

It’s not sustainable, not flexible, and you won’t have freedom.

You don’t want to work MORE than a full-time job within your own business.

As a clinician, you cannot build a private practice alone.

You need support in order to prevent burnout.

You may wondering...

Who will I hire?

What will they do?

Where will I find this person?

How will I organize their job responsibilities?

What if I have someone not meeting expectations?

How do I communicate boundaries?

Can I really be a good boss?!

You Deserve Support To Build Your Business

An associate to see clients
Administrative tasks
Customer service
Marketing ideas
Help to analyze finances and taxes
Operations
Systems in your home
Childcare
Business coaching

No one gets all of this help, all at once. Get the toolkit to decide where to start.

The Lead Your Team Toolkit will help you identify your next best step, develop key leadership skills, and make smart hiring decisions that deliver results—one team member at a time.

It's time to step into your CEO role and

LEAD YOUR TEAM

Enroll in this toolkit to assess your business, create a business plan to hire and lead a team, and live the life you want as a business owner.

There are never "one size fits all" recommendations.

YOU have the autonomy to decide what support YOU need.

With this toolkit, you will:

Assess your business in different areas to create a strong foundation for growth
Access templates to streamline the hiring process
Use our vetted interview questions to identify the right fit for your business
Confidently organize and manage each step of bringing on a new team member
Set your team up for success with 30/60/90-day onboarding goals
Track what matters most with your very own Business Owner Dashboard (tool included!)
Learn what it takes to step into the role of leader as the CEO of your business
Celebrate the freedom you will have when you take up space in business

You will learn the step-by-step process that will allow you to hire, supervise, and lead your future team.

And that's important...

Leadership is a learned skill. Just because you're an amazing clinician, doesn't mean you're an automatic amazing leader in business.

Your role as a leader includes not only running your business but also owning your leadership and living your life.

Does your current business owner role allow you to thrive or are you on the road to burnout?

It's time to take up space in business

With this toolkit, you’ll understand how the three pillars of your business owner role create a sustainable foundation for you to build your private practice.

The curriculum

Click through the tabs below to see the curriculum

Welcome The LEAD Stage of Business Your CEO Role The Hiring Process Onboard Your New Team Member Own Your Leadership and Embrace Change Celebrate Your New Team BONUS: Schedule a CEO Day BONUS: Hire Your Next Team Member Workshop

Welcome

Learn what it means to enter the LEAD stage of business and why this transition is so important for your growth.

You’ll explore the mix of excitement and uncertainty that comes with stepping into leadership and begin building the foundation to lead your team with confidence, balance, and integrity.

The LEAD Stage of Business

Your CEO Role

Your CEO Role

Step into your CEO role by strengthening your mindset and aligning your personal vision with your business mission.

Creating a visual organizational chart will give you clarity on responsibilities and set the foundation for confident growth.

Your CEO Mindset

Learn how to strengthen your CEO mindset by clarifying your zone of genius, protecting your time and energy, and leading from your strengths.

You’ll also explore how to align your personal vision with your business mission so you can step fully into the role your business needs.

Your Organizational Chart

Design a visual organizational chart that outlines the key roles and responsibilities in your business.

This tool will give you clarity on who does what and help you plan for growth with confidence.

The Hiring Process

The Hiring Process

The hiring process will give you the clarity and structure to attract candidates who are the right fit for your business.

You’ll learn how to move from job description to interview to offer with confidence so you can grow your team intentionally.

Who Will You Hire?

Decide who to hire by focusing on the tasks that will give you the greatest return on investment while staying within your budget.

From client care and admin support to marketing, IT, or even personal help at home, you’ll learn how to prioritize responsibilities and determine whether a contractor or employee is the right fit.

Create a Job Description

Create a job description that goes beyond a list of tasks and defines what success in the role truly looks like.

You’ll outline outcomes, non-negotiable skills, and compensation while making decisions about contractor versus employee status to ensure the role supports both your business and your long-term goals.

Example Job Descriptions

You’ll gain confidence by looking at example job descriptions that show you exactly how to structure and communicate what you need.

They will guide you in creating clear and professional descriptions for your job listing that will help you hire the right candidate.

Market Your Job

Market your job like a launch by promoting the opportunity and inviting the right people to apply.

You’ll learn how to share your opening in the right places, filter applications with confidence, and attract candidates who align with your business and values.

Interview Candidates

Interviewing candidates is your chance to see potential come to life and determine if there’s a true match for the role.

You’ll learn how to run the process with respect and honesty, explore different interview formats, and present your business in a way that attracts the right people while filtering for the best fit.

Example Interview + Reference Questions

You’ll gain confidence by using example interview and reference questions that take the guesswork out of the process.

These examples will guide you in asking meaningful questions that reveal a candidate’s skills, values, and fit for your business so you can make hiring decisions with clarity

Make an Offer!

Making an offer is an exciting milestone that shows all your hard work has paid off.

You’ll learn how to confidently extend an offer, communicate your enthusiasm, and set clear expectations while remembering that finding the right fit matters more than hiring quickly.

Onboard Your New Team Member

Onboard Your New Team Member

Onboarding your new team member is about much more than paperwork, it’s about shaping the culture and foundation of your business.

From setting clear expectations and supporting growth to handling HR considerations and tough decisions with professionalism, this stage helps you step fully into your role as a confident leader.

Onboarding a Team Member

Onboarding is your chance to set the tone as a leader and create a strong foundation for your team.

You’ll learn how to build clarity, set expectations, and foster relationships that support both your business and your team’s success.

Considerations for Human Resources

HR considerations are a key part of bringing on a team member and protecting your business.

Taking time to understand them will help you lead with confidence and create a strong foundation for your team.

Employee Assessments

Employee assessments help you track progress and support your team’s growth over time.

By setting 30/60/90 day goals and scheduling regular check-ins, you’ll create clarity, celebrate wins, and identify opportunities for improvement.

Letting Go or Firing an Employee

Letting go of a team member is one of the hardest parts of being a CEO, but it’s sometimes necessary to protect your time, energy, and business culture.

Communication, documentation, and following established processes are essential to handle the transition with clarity and professionalism.

Own Your Leadership and Embrace Change

Own Your Leadership and Embrace Change

Owning your leadership and embracing change will help you step fully into your role as CEO with confidence and resilience.

You’ll learn how to lead with purpose, handle tough conversations with confidence, and adapt to shifts in your business, your team, and yourself in a way that supports long-term growth and success.

Own Your Leadership

Learn how to step into leadership by aligning your actions with your values and creating a clear vision for your business.

You’ll also develop the systems, boundaries, and communication skills that empower your team, protect your energy, and set the stage for sustainable success.

Challenging Conversations

Navigating challenging conversations is a vital part of leadership and team management.

We give you examples of challenging topics that will come up as a leader and how to process through them.

Embrace Change

Embrace change by recognizing it as a natural part of business evolution rather than something to resist.

You’ll learn how to adapt to changes in the market, your team, and yourself so you can lead with clarity, resilience, and vision.

Celebrate Your New Team

BONUS: Schedule a CEO Day

BONUS: Hire Your Next Team Member Workshop

BONUS: Hire Your Next Team Member Workshop

The Hire Your Next Team Member workshop will guide you through the first steps of the hiring process so you don’t have to do it alone. You’ll learn how to design your organizational chart, know when it’s time to hire, write clear job descriptions, and onboard with confidence—so you can focus on what you do best while building the support your business needs.

Your role as a business owner includes:

Run your business
like a CEO

Give Yourself Support
like a leader

Live your life
on your terms

THIS TOOLKIT IS AVAILABLE IN OUR BUSINESS SCHOOL PROGRAM

LEARN MORE ABOUT BUSINESS SCHOOL

Leadership is the key to working smarter, not harder.

With this toolkit, you'll learn how to:

Leverage your private practice experience into a sustainable, scalable business model

Work in your zone of genius most of the time

Master the art of delegation and follow-through

Make decisions aligned with your values

View conflict as an opportunity for growth

Create space, freedom, and flexibility in your day

Set and maintain healthy boundaries

Schedule (and stick to) dedicated CEO time

Navigate challenging conversations with confidence

Is this toolkit for me?

BEING A CEO MEANS YOU ARE

CHOOSING

EXTRAORDINARY

OPPORTUNITIES

A Personal Note from Jennifer

I've worked with the most empathetic, compassionate clinicians in the world. We care deeply about our clients and our team members. As your business grows, challenges arise that require you to LEAD with courage.

I know firsthand the fears and doubts that come with expanding your team. When I first considered hiring, I was already feeling burnt out and overwhelmed. The thought of adding more to my plate was overwhelming. Maybe you're feeling the same way – or perhaps you already have a team but don't feel like a "legit" leader yet.

That's exactly why I created this team toolkit. It's the toolkit I wish I had when I was navigating the transition from solo practitioner to confident leader.

A Vision for Our Industry

I'm passionate about helping private practices thrive because I believe in the power of our work. When health and nutrition professionals have the support they need to grow sustainable businesses, we can collectively make a bigger impact on health and wellbeing.

LEARN MORE AND APPLY TO BUSINESS SCHOOL

your questions answered!

Who is the Lead Your Team Toolkit for?

The Team Toolkit is designed for dietitian business owners in the GROW or LEAD stage of business.

You could be growing a private practice and getting ready to hire soon, or already have a team.

This toolkit will help you design a business organizational chart: a visual blueprint that illustrates the structure of the organization, highlighting key departments and their roles in driving the business forward. You will know when to hire and the process for hiring. You will also get insight into the process of onboarding a new team member, evaluating their job performance, and how to make informed decisions to support their growth and the growth of the business.

Is this for group private practice owners?

YES! In fact, about 75% of the professionals who have been through this curriculum were group practice owners looking to streamline and elevate their businesses.

Whether you’re aiming to refine and strengthen your current group practice or pivot toward new offers, the Lead Your Team Toolkit is designed to meet your needs. This program is ideal for those building practices with other professionals working with clients, offering tools and strategies to support your growth.

With this toolkit, you’ll gain access to essential resources like:

Templates for crafting job descriptions
Interview questions and support to help you hire the right team members
Welcome letters for onboarding staff
Tools to navigate the ongoing relationships you have as a leader with your team

It’s your guide to running your practice like a true CEO—equipping you with the systems, leadership skills, and confidence to manage a thriving group practice.

How do I know this is the right time for me to hire for my business?

People ask me all the time, “I don’t know if this is the right time for me to hire?” And, “How do I decide if I should hire someone now and later?”

My answer is always the same: There is never a perfect “right time” to do anything in your business. Especially right now, when things feel really unpredictable.

I teach hiring and leadership as a learned skill. Who you hire and for what tasks will change depending on the market, your boundaries, and the return on investment. Business owners are all different and have different needs.

The key is to take the first step as an experiment. With this toolkit, you will learn what needs priority in your business, and how to craft that job description and get it out to see who applies. As the business owner, you get final say in offering any team member a job.

What exactly is included in the Toolkit?

Do you offer any refunds?

Does this include legal documents?

I have another question!