The Private Practice Roadmap

An online course with the tools, information, and resources you need to build a cash-pay private practice.

Are you looking to start your own private practice?

This step-by-step course includes everything you need to know to start your own cash-pay private practice from the ground up.

Topics We Cover:

Module 1:

The Roadmap

You’ll hear my private practice story, and together, we’ll debunk some private practice myths along the way. Plus, I’ll introduce you to the plan to help you launch your private practice.

Module 2:

The Nitty Gritty

This module highlights the minutia – the small details of opening a new business – such as malpractice insurance, NPI numbers, HIPAA compliant email, business bank accounts, business licenses, and business structures. 

Module 3:

The Mindset

You’ll learn techniques on how to overcome imposter syndrome, conquer common private practice fears, tolerate risk & uncertainty, and think like an entrepreneur.

Module 4:

Niche + Ideal Client

Through templates, scripts, and action steps, we’ll work to reach clarity about your niche and ideal client. After that, I’ll show you how to communicate that niche to referral sources.

Module 5:


How do you set a fee and save for taxes? This module demonstrates sample budgets, lists startup costs, provides questions to ask your CPA, and details common tax write-offs for private practices.

Module 6:

Offices, Phones,
and Telehealth

In this module, we discuss HIPAA compliant systems and the essential elements of both offices and telehealth offices.

Module 7:

Documentation, Billing, and Scheduling Using Simple Practice

This module is a team effort. In partnership with Simple Practice, we show you how this software changed my back office for the better.

Module 8:

Relational Marketing and Community Building

This module presents you with multiple ways to use relational marketing to build your practice, enabling you to pick which methods will work best for your business needs!

Module 9:

Online Marketing

The focus of this module is to detail the basic strategies necessary to start marketing your practice online via websites and social media.

Module 10:

Converting a Phone Call to an Appointment

The phone rang! Now what? This module breaks down the steps to convert phone calls into a first appointment.

Module 11:

The First Session

What should you say at the end of the first session? What do I send clients after I’m done? This module has these answers!

Everything You Need to Start a Successful Private Practice

Meet Kelley Stevens

Creator of The Private Practice Roadmap

The Private Practice Pro | Kelley Stevens, LMFT

I teach therapists how to build a successful, cash-pay private practice. Opening a six-figure private practice shouldn’t be complicated. That’s why I equip my clients with simple strategies and step-by-step guides.

I am an LMFT in Santa Barbara, CA with over a decade of experience in mental health and business development. I began my career as the marketing director of a large outpatient program in Los Angeles. After helping that business grow, I opened my own six figure private practice.

Life has a way of throwing us curve balls… so after five years in private practice, I moved and opened two more successful practices in new cities! I’m also an adjunct professor at Pepperdine University and Antioch University.

Now, I call Santa Barbara home. In my off time, I love playing with my toddler and spending time with my husband.

Education: Carleton College and Pepperdine University

Teaching Experience: Adjunct Professor at Pepperdine University + Antioch University

Licensing: LMFT in California

Featured In:

Payment Options

One Payment


  • 11 Modules
  • Digital Workbook
  • Access for the lifetime of the course 
Payment plan


per month for 2 months
  • 11 Modules
  • Digital Workbook
  • Access for the lifetime of the course


Yes. You can take this course on your own time.

This course does not include a Simple Practice subscription. However, you can click here for a special discount. 

We include a free bonus module filmed by Simple Practice that introduces their software and explains what features they offer for billing, documentation, and scheduling. This video is an overview of how to use their services in private practice but doesn’t teach you how to use the actual software. However, we provide you with a link to their free tutorials where you can learn to use Simple Practice if you decide to use them.

Although some private practice consultants will offer advice on this topic, this course recommends speaking with a small business attorney as well as your personal accountant. I’ll provide you with specially designed and detailed questions to ask them on this topic. This decision is based on the laws of the state and country you practice in and your very specific financial situation. Different business structures provide different liability considerations, tax considerations, and legal considerations. Any private practice coach who provides direct advice on this topic runs the risk of providing information that is outside of their scope, so I’d recommend speaking to a CPA or small business attorney.

YES! If you are planning to have a private practice anytime in the future, this course will benefit you.

This course is specifically designed for therapists. However, about 80% of it would apply to any healthcare or wellness professional who is looking to build a private practice. If you take the first 3 modules and still don’t feel that this course is right for you I will offer you a full refund (refund requests MUST be submitted within 2 days of purchase, so please review the course as soon as you buy it to make sure it is the right option for you!).

Yes! Although I offer a lot of free advice and content on Instagram, this course is much more detailed, structured, and geared toward a therapist looking to get serious about opening a private practice soon. My Instagram content is designed to be supplemental to the content covered in this course.

The Roadmap Course comes with a PDF course workbook. Additionally, you’ll receive a copy of the PDF Niche Workbook in the niche module.

No, the Roadmap Course does not include my scripts e-book, Say It Like a Pro, but it does include special coupon codes for all my other products in the course workbook.

No, the Roadmap Course does not include paperwork, but includes a 50% OFF coupon code for the paperwork packet. This code is located in your course workbook.

This course includes a bonus module taught by Simple Practice. Simple Practice is an electronic health record and contains a template library with dozens of pre-made templates that were created to streamline your documentation process. The templates are organized into three categories: Progress Notes, Intake Forms, and Assessments. Additionally, you can find free copies of these forms on the websites of most state licensing boards and/or professional organizations. 

No, this course teaches you how to build a cash-pay private practice.