Introducing the Client Retention Toolkit

Your clinical skills got them in the door. This keeps them coming back.

Over my 11+ years in private practice, I’ve worked with hundreds of clients and trained dietitians to build sustainable, relationship-centered practices.

This toolkit brings together the systems I’ve seen make the biggest difference in whether clients come back after session one and stay long enough to experience real change.

The Toolkit Includes:

  1. My exact templates, scripts, and planning tools that you can use to build trust, reduce no-shows, and keep more clients engaged for longer.
  2. Everything you need to put that knowledge into practice — from the very first discovery call all the way through long-term retention.
  3. Each template, framework, and worksheet is built around the same values you bring to your clinical work: trauma-informed, inclusive, collaborative, and client-centered.


In the workshop, you learn why clients leave and what it takes to keep them engaged.

But knowing the strategy and having the tools to execute it are two very different things.

What’s Inside the Toolkit

    1. Start Here: Welcome Guide

    2. How to Access the Resources

    1. Discovery Call Intake Questions and Framework

    2. Email Templates Post-Discovery Call

    3. Client Onboarding Workflows, Checklists & Automations

    4. Editable Google Doc Format: Discovery Call Resources

    1. Registration Form Template & Guide

    2. Intake Form Questionnaire Template & Guide

    3. Release of Information Template

    4. Editable Google Doc Format: Intake & Onboarding Resources

    1. Initial Assessment Template and Guide

    2. Follow-up Session Templates and Guide - Coming 6/15

    3. Editable Google Doc Format: Session Planning & Structure

    1. Session Snapshot at a Glance + Milestones Log

    2. Editable Google Drive Format: Retention Tools

Two Pricing Options

This toolkit represents more than a decade of real practice, distilled into tools you can use today. At $97, it's less than what you'll lose in revenue from a single client who doesn't rebook.

It's packed with value you can start using immediately. Plus you get lifetime access to all toolkit materials, including any updates and additions.

Transform Your Practice Today

Use the toolkit to elevate client relationships, boost retention, and drive lasting change in your practice.

Get the Toolkit