Under the Table Talks
Where Honest Conversations Meet Practical Solutions.
About the call
Truthful. Realistic.
And sometimes silly.
Our industry is pretty fantastic, isn’t it? We get to help people feel better while skipping the corporate chaos by running our own businesses. At first glance, a service-based, appointment-driven practice might seem easy to manage. But let’s be honest: owning any business is more like running a never-ending marathon—with a few “whoops” moments along the way.
The truth? Building your own business is a huge commitment. Some days, you’re winning and energized; other days, you’re just treading water. You might have stretches when clients are abundant, and then weeks where you’re practically hustling to fill your book. These highs, lows, and emotional swings? Completely normal.
But here’s what’s not normal: feeling constantly defeated by an endless to-do list or working yourself into a state of overwhelm. It’s common to juggle roles as the CEO, marketer, finance manager, janitor, and even therapist—but trying to do everything yourself is a recipe for burnout.

That’s why I’m here: to offer a toolkit built specifically for business owners like you. Expect hands-on training, resources, and real support for every corner of your business—from marketing strategies that actually work to financial tools that help keep you sane. And because one-size-fits-all rarely fits anyone, everything is crafted uniquely for our line of work.
Ready to see what life can look like beyond the hustle? Let’s explore what’s possible together.
On the Agenda
What the heck will these calls include?
Business Tools
Before you can thrive, you need simple, affordable tools to get started—think spreadsheets, Canva for marketing, and free organization apps. Without basic systems, staying organized and tracking your business becomes stressful and makes further growth hard. Master these basics first to lay a strong foundation for success.
Client Journey
From the first click to the final "book now" button, your client’s digital journey needs to be smooth and inviting. If clients can’t easily book or find what they need, you risk losing revenue you’re already attracting. Make sure every step is clear, intuitive, and encourages bookings.
Financial Management
Understanding your money—pricing, profits, expenses, and income flow—is absolutely crucial for staying afloat and reaching your goals. Therapists who ignore their finances risk burnout and business failure. Nailing your numbers gives you freedom and confidence to grow.
Efficient Communication
As your client list grows, your time will get tight. Having ready-to-go scripts saves you from reinventing the wheel with every message and keeps communication clear, professional, and warm. This is essential for scaling service and preventing communication from becoming a bottleneck.
Google My Business
Local search visibility is now a necessity, not a luxury—most new clients will find you online. Building and maintaining your Google My Business profile (and harvesting positive reviews) puts you in front of more potential clients and makes your business look trustworthy. Don’t skip this modern word-of-mouth engine!
Interpersonal Relationships
Once people book, it’s your in-person rapport, clear explanations, and gentle guidance that earn you referrals and repeat visits. Investing in these skills turns sessions into experiences clients rave about. This is how you build an enthusiastic fan base for the long haul.
Marketing & Content Creation
Once your basics are built, strategic content marketing helps you stand out. Canva, AI tools, and a consistent visual and written voice attract ideal clients and keep your schedule full. It’s the bridge from invisible to undeniable.
Facility Management
The right treatment room or space supports your sessions, your vibe, and your earnings. Renting wisely (and setting up well) means fewer headaches and more profits. Subleasing and sharing help keep costs affordable! Make sure your setup empowers you, not limits you.
Revenue Streams
Bringing your unique talents and “side hustles” under your business roof can add revenue streams and keep your days interesting. Many therapists find additional services or specialties become their main draw over time. Regularly evaluate what else you love to do and monetize it—creativity pays!
Networking
No business owner is an island. Even small connections—other therapists, health pros, local businesses, and loyal clients—can provide crucial referrals, fill schedule gaps, or support business needs. Building your network is an ongoing investment that pays off when you least expect it.
Holiday & Seasonal Promotions
Seasonal deals can give quick revenue boosts and are fun to implement, but they only make sense once your base business is steady. They’re the icing on the cake, not the main ingredient. Use them to amplify—not replace—year-round marketing and care.
Balance & Time Management
Balance matters at every stage, but it’s easier to focus on once you’ve got the must-dos in place. Prioritizing your personal time and boundaries is how you prevent burnout and sustain passion—but it depends on first getting organized, profitable, and clear on your operations. Make ongoing adjustments as your needs and business mature.