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    Packaged Services

    What’s Included

    1. Practice Management System Build-Out

    • Initial 60 minute consultation to assess your workflow, pain points, and goals.
    • Full setup of your chosen practice management platform (e.g., Writeupp, Cliniko, Halaxy  Power Diary, etc.).
    • Data migration from legacy systems (to be discussed where your current data is held).
    • Custom configuration:
      • Diary & Calendar Setup (appointment types, scheduling rules, reminders)
      • Document & Note Templates (letters, forms, session notes, reports, electronic form creation)
      • Billing Configuration (fee structures, invoicing templates, billing, payment integrations)

    2. Software Integrations

    • Integration with external tools to streamline workflows:
      • Calendar platforms (Google Calendar, Outlook)
      • Accounting software (Xero, QuickBooks)
      • Email & CRM tools (Mailchimp, ActiveCampaign)
      • Cloud storage (Dropbox, Google Drive, OneDrive)

    3. Training & Support

    • 1:1 60 minute training session once set up is complete.
    • Custom training materials (video walkthroughs, guides).
    • Ongoing email support for 30 days to answer questions or make the necessary tweaks (email responses within 24 hours, Monday-Friday).

    Optional Add-Ons

    • SOP and workflow documentation.
    • Ongoing support & system admin.
    • Compliance review (e.g., data security & privacy settings).
    • Liaison with associates/accountants.
    • Support in other relevant areas as required to ensure a seamless and fully functional system tailored to your practice.

    Practice Management System Setup & Integration Package

    Overview:

    Our all in one service to help you set up a practice management system that actually works for you. Whether it’s sorting out your calendar and diary, creating templates for notes and letters, setting up billing, or connecting everything with the other tools you use, we’ll get it running smoothly. The goal is to make your day to day admin easier, more organised, and less time consuming, with personalised training and support to help you feel confident using it all.

    Pricing:

    £510

    Optional Add-Ons – price to be discussed based on requirements.

    Policies & SOPs Setup Package

    Overview:

    Running a private practice involves more than just client sessions, you also need clear, well-documented policies and procedures. This package is designed to help you develop or refine the essential documents that support safe, ethical, and efficient practice. We’ll work with you to create practical, easy to follow policies and SOPs that reflect how you actually work, meet professional requirements, and support your growth.

    Pricing:

    Tier 1 – £250

    Tier 2 – 1-3 Documents = £590 / 1-6 Documents = £1090

    Optional Add-Ons – price to be discussed based on requirements.

    Tier 1: Initial Review & Roadmap

    Perfect if you’re just starting or want an administrative assessment before committing to deeper systems work.

    Includes:

    • 60-minute Discovery Session
      Understand your practice setup, client flow, and identify key gaps.
    • Document Review
      Review of up to 10 existing documents (if applicable).
    • Custom Roadmap
      A tailored action plan outlining what’s needed, what can be improved, and your next best steps.

    Tier 2: Build & Implement

    Designed for practices ready to streamline operations with comprehensive documentation, templates, and support.

    Includes everything in Tier 1, plus:

    Policy & SOP Development

    Creation or refinement of up to 6 key documents of your choosing, such as:

    • Client intake & onboarding
    • Consent, confidentiality & data handling
    • Record keeping & file management
    • Working with associates
    • Cancellations, payments & refunds
    • Risk & incident management
    • Supervision, CPD & boundaries
    • Emergency procedures (e.g. client risk)

    Templates & Tools

    • Up to 6 branded, editable templates for practice use.
    • Guidance notes to support future updates.

    Support & Implementation

    • 60-minute walkthrough session of everything created.
    • 2 weeks of follow-up support (email responses within 24 hours, Mon–Fri).

    Optional Add-Ons

    • Support with integrating new processes into your practice management system to ensure a smooth and efficient workflow.
    • Help with embedding policies into your practice (e.g. onboarding emails, forms, website info).
    • Team training session for group practices to ensure all team members are aligned and confident in the updated processes.
    • Additional policy/SOP creation (above the 6 quoted in the package).

    Tier 1: Private Practice Roadmap

    Includes:

    • A 60 minute 1:1 session to walk through your needs and goals.
    • A personalised roadmap tailored to your stage and needs, whether you’re starting or scaling.
    • Clear guidance on what’s essential and what can wait.
    • Trusted recommendations for tools to manage bookings, payments, and records.
    • A simple action plan emailed to you so you know exactly what to do next.

    Tier 2: From Plan to Practice: Ongoing Support

    If you’re not ready to jump into a full retainer or ongoing services, but you know you’ll need a bit of guidance and support to bring your plan to life, this short-term support option is perfect for you.

    Includes everything in Tier 1, plus:

    • 6 x 30 minute 1:1 sessions or 3 x 60 minute 1:1 sessions over 6 weeks – this is where we can work on and develop your plan
    • Light in-between support (email or shared task doc)
    • No long-term commitment
    • Flexible structure focused on implementation

    To help you take real, meaningful action (without dragging things out or losing momentum), this support package is designed to be used within 6 weeks of starting.

    Optional Add-Ons

    • Templates & Documents e.g. Client intake forms, invoicing templates, terms & conditions.
    • Referral strategy, e.g. identifying and creating profiles with external websites, based on your ideal client.
    • Setup Support, e.g. help with insurance company registration, creating a personalised email/domain for your practice.
    • A detailed audit of your current website (or draft if you are building one) focusing on:
      • Messaging
      • Ease of booking
      • Branding and tone

    Practice Audit Package

    Overview:

    Whether you’re just getting started in private practice or you’ve been in it a while but are looking to streamline and scale, this audit gives you the clarity and structure to move forward with confidence.

    Between legal requirements, admin systems, websites, booking tools, and client paperwork, it’s hard to know where to focus first.

    The Practice Audit is designed to meet you where you are and help you take your next best steps.

    This audit is a perfect fit if:

    • You’re a qualified clinician ready to step into the world of private practice
    • You’re already in private practice, but things feel disorganised or stalled
    • You’re transitioning from agency/associate work and need help setting up on your own
    • You’re overwhelmed by the logistics of business, tech, and compliance
    • You want a calm, professional guide to help you move forward and keep you accountable

    Pricing:

    Tier 1 – £199

    Tier 2 – £630

    Optional Add-Ons – price to be discussed based on requirements.

    Flex Hours Package

    Overview:

    Not ready to commit to a retainer, but need a little extra support to get things moving?
    Our Flex Hours Package gives you access to expert business management support, without the long-term commitment.

    Purchase a block of hours to use across any of the services we offer, whether that’s streamlining your admin, refining your client onboarding, or getting a one-off project across the finish line.

    These hours can also be bolted on to an existing package, giving you the flexibility to extend your current support when you need a little extra time or have something new that falls outside your usual scope.

    This Flex Hours Package is a perfect fit if:

    • You need short-term or ad hoc support
    • Those wanting to experience our way of working before moving to a retainer
    • Anyone with a few specific tasks they’d like to hand over, without ongoing commitment
    • Projects or one-off pieces of work that don’t fit neatly within our existing packaged services

    Pricing:

    5 Hours – £250

    10 Hours – £500

    15 Hours – £750

    What’s Included

    • A bank of 5, 10, or 15 hours of flexible support.
    • Use your hours for any one-off task or project from our retainer or packaged service list.
    • An initial 30 minute scoping call to define priorities and plan how best to use your time.
    • A simple action plan emailed to you so you know exactly what to do next.
    • Regular updates so you always know how your hours are being used.
    • Valid for 3 months from purchase.

    Project & Packages Feedback

    Dr Emma Turl

    Clinical Psychologist

    “I would recommend Hannah to anyone seeking a VA, particularly as a Psychologist / Therapist. She has sound knowledge of the area and the administrative aspect of this work. She is also forward thinking and is able to take in new tasks with ease. Her positive attitude and friendly approach also make discussing admin tasks more enjoyable.”

    Get in Touch