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Holistic Healer Business Toolkit

Optional toolkit

Client Workflow Kit

A clearer client workflow, from inquiry to follow-up.

Bring your client-facing resources together with practical procedures and ready-to-adapt administrative messages.

$19USD, one-time purchase. Applicable tax is shown at checkout.

This kit is not available to buy yet, and this site does not take payments. Every core resource is free now in the free resource library.

Previews

Previews of planned kit files, drawn from the file specifications, blank or with fictional Example Practice data. The kit files are not published yet.

  • C01Fictional example

What is included

  • 9 unique assets
  • 6 also free individually
  • 3 premium

Nine unique assets in total; PDF/DOCX editions plus fillable versions for the four designated forms.

Manifest version 1.0.0

Client core resources

Also free6

Premium client assets

Kit only3
  • C01Client onboarding workflowDOCX + PDF · 3 pages
  • C02Eight administrative messagesDOCX + PDF
  • C03Session handoff and continuity procedureDOCX + PDF · 3 pages

What you are paying for

The core resource text is free. This kit adds a coordinated editable set, fictional worked examples, and the workflows and messages that connect the pieces. See the previews and the full manifest before deciding.

Who it is for

Adult nonclinical practitioners who want consistent administrative materials. Not intended as a clinical record system, minor-consent pack, or jurisdiction-specific legal contract. A practitioner must adapt and review the files for the actual service and location.

Delivery, license, and support

After payment through Lemon Squeezy, use your receipt/order access to download the ZIP. One business license lets your team adapt the files for that business and use them with its own clients. You may not resell or redistribute the blank templates. We help with access and file issues within two business days. Custom legal or clinical drafting is not included.

Refunds

Request a refund within 14 days if the kit is not suitable; applicable mandatory rights remain available.

Questions

Does it require Canva?

No.

Can I use the free files without buying?

Yes.

Is this a subscription?

No.

Does it include software?

No.

Other kits

Each kit lists exactly which resources are also free, so you can see the overlap before you decide.

  • Optional kit

    Practice Business Kit

    $39USD, one-time purchase

    Planning workbooks with formulas, booking SOP, local discovery worksheet, quarterly execution board.

    • 12 unique assets (6 also free individually, 6 premium)
    • One-time purchase. No subscription.

    Not yet available to buy. See what it will include; every core resource is free now.

  • Optional kitBoth kits

    Complete Practitioner Business Toolkit

    $49USD, one-time purchase

    Both kits in one organized package, with one deduplicated set of files.

    • 21 unique assets (12 also free individually, 9 premium)
    • One-time purchase. No subscription.

    Not yet available to buy. See what it will include; every core resource is free now.