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Holistic Healer Business Toolkit

Optional toolkit

Complete Practitioner Business Toolkit

The client workflow and the business plan, in one organized toolkit.

Get both the Client Workflow Kit and Practice Business Kit, with matching editable files and practical instructions.

$49USD, one-time purchase. Applicable tax is shown at checkout.

Saves $9 compared with the current $19 and $39 kits purchased separately.

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
  • B02Fictional example
  • B04Blank page

What is included

  • 21 unique assets
  • 12 also free individually
  • 9 premium

Twenty-one unique assets. Multiple file formats do not increase this asset count.

Manifest version 1.0.0

Client core resources

Also free6

Business 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

Premium business assets

Kit only6
  • B01Twelve-month practice forecast workbookXLSX + PDF · tabs: Read Me, Assumptions, Forecast, Scenarios
  • B02Service pricing and package workbookXLSX + PDF · tabs: Read Me, Single Session, Packages, Scenarios
  • B03Cash and prepaid-session plannerXLSX + PDF · tabs: Read Me, Monthly Cash, Prepaid Commitments, Dashboard
  • B04Booking administration SOPDOCX + PDF · 4 pages
  • B05Local discovery worksheetDOCX + PDF · 3 pages
  • B06Quarterly operating planDOCX + PDF · 3 pages

Compare the kits

Unique assets in each kit
ContentsClient $19Business $39Complete $49
Client core resources6–6
Business core resources–66
Premium client assets3–3
Premium business assets–66
Total unique assets91221

How the download is organized

  • 00-Start-Here
  • 01-Client-Resources
  • 02-Client-Workflows
  • 03-Business-Resources
  • 04-Planning-Workbooks
  • 05-Operating-Procedures

Transparent contents

Twenty-one unique assets: twelve core resources that are also free individually, three premium client workflows, and six premium business assets. The business assets include three XLSX workbooks. Multiple file formats do not increase this asset count.

Scope and policies

Made for adult nonclinical practice administration. These are editable starting points, not clinical documents or a universal legal compliance pack. One business license; no subscription; no software account included. Download through the merchant receipt. Access/file support responds within two business days. A 14-day requested-refund policy applies alongside mandatory rights.

Questions

Do I need both smaller kits too?

No, their contents are included.

Are the free resources different?

Their substantive content is the same; the kits add coordinated editions, examples, and premium workflows.

Can I resell the templates?

No.

Other kits

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

  • Optional kit

    Client Workflow Kit

    $19USD, one-time purchase

    Matching editable client-facing layouts, onboarding procedure, eight-message bank, session handoff workflow.

    • 9 unique assets (6 also free individually, 3 premium)
    • One-time purchase. No subscription.

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

  • 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.