Founding price $297. Waitlist only for now.
Join the waitlistOperations for cash-pay functional practices
10 SOPs, 25 patient emails, an intake form, policy templates, a fee and package planner, and a superbill. Everything a cash-pay functional or integrative practice needs to stop running on memory.
Instant download · Word + Markdown · Built from the workflows of a working functional medicine telehealth practice.
Playbook
Starting
templates
Educational operations templates. Not legal, medical, or billing advice.
Operations, not medicine
No clinical protocols in this playbook.
One practice license
Your whole staff can use the files.
No patient data here
This site is not a chart and not a clinic.
Sound familiar?
What's inside
The low-cost operations layer that sits next to whatever clinical training you already use. Competitors sell protocol courses and masterminds. This is the paperwork.
Join the waitlistOnboarding, labs and follow-up, first visit, scheduling, telehealth visit flow, supplement dispensary setup, follow-up cadence, billing and superbills, cancellations and refunds, and privacy/HIPAA basics.
Welcome, intake, and prep. The day 0/7/14/21 lab reminder sequence. Plan delivery, supplement ordering, check-ins, a package offer, reviews, referrals, re-engagement, and graduation.
A functional medicine intake form, informed consent, telehealth consent, a financial and cancellation policy, a communication policy, and a privacy notice checklist. These are starting templates to customize for your practice.
A fee-setting worksheet, a patient-facing fee schedule, a 3-tier package template, and a superbill template.
A homepage blueprint and a 12-month blog topic calendar for the practice site you run.
A 30-day implementation plan so the folder becomes a sequence, not another download you never open.
Who it's for
Not for
The math
One prevented late cancellation of a results visit can cover the cost. Over a year, the lab reminder and intake sequences can make a real difference in kept appointments. Results vary. Nothing here is a promise of revenue.
How it works
01
Pick Playbook only or Playbook + Website. We email you when founding spots open. Nothing is charged today.
02
When your spot opens, you get a private link to the Word and Markdown zip. The file is not sitting at a public URL.
03
Drop in your practice details and use the 30-day implementation plan. Customize the forms for your practice before you use them.
Practice Website
We build a simple, done-for-you site for your practice using the homepage blueprint in the Playbook. You answer the intake. We set up the pages, the copy structure, and the contact path. You stay the owner of the site and the domain.
From $1,500
Founding spots limited. Founding price to be announced. Waitlist only for now.
Reserve a founding spotWhat's in scope
The site is marketing and contact only. It is not a patient portal, an EHR, or a place to collect patient health information.
Price
$297 presale, $397 launch, $497 regular. The site is waitlist-only for now. Reserve a founding spot and we'll email you when it opens.
Questions? Use the contact form. Operational templates only. Not medical, legal, or billing advice. Full disclaimer.
Presale · founding price
$297
Word and Markdown files for one practice. The Playbook is waitlist-only for now. Join the list and we'll email you when founding spots open. Nothing is charged today.
Reserve a founding spot14-day money-back guarantee
When the Playbook opens, email us within 14 days of getting the files and tell us what didn't work. We refund what you paid. Refund policy
Playbook + Website bundle
from $1,500
Founding spots limited. Founding price TBD.
Waitlist only. Nothing is charged today.
Free lead magnet
Get the free 4-email sequence that fixes the operations gap. The Lab Follow-Through Kit includes the day 0, 7, 14, and 21 emails, a one-page reminder calendar, and a short summary of the lab follow-up SOP.
It does not tell you which labs to order. Ordering is a clinical decision. The full Playbook has the other SOPs, emails, forms, and pricing worksheets.
Questions
No. The playbook is operations, communications, and business templates for a licensed clinician who already practices.
It does not provide protocols, diagnoses, or treatment recommendations. Any lab or supplement mention inside a template is an illustration. Clinical decisions stay with you, inside your license.
They are starting templates. Customize every form and policy for your practice and your state before you use it.
Laws change, and they are not the same in every state. Using a template does not make a practice HIPAA-compliant or compliant with any other rule.
Word (.docx) and Markdown (.md). Copy them into Google Docs or paste them into your EHR.
When your spot opens, the zip arrives through a private download link. The file is not posted at a public URL.
Yes. One license covers one practice and all of its staff.
Do not resell or redistribute the files.
Yes. Skip the telehealth SOP and the telehealth consent if you do not see patients that way.
The intake, lab follow-through, cancellation, and pricing pieces are the same problem in a small office.
Three prices are set: $297 presale, $397 launch, and $497 regular. The large price on the page is the founding price. The other two stay visible beside it.
14-day money-back guarantee. Once the Playbook opens, email us within 14 days of getting the files and tell us what didn't work. We refund what you paid.
The full wording is on the refund page. The playbook does not promise fewer cancellations, a full schedule, or any clinical result.
Not yet. The site is waitlist-only for now. Join the waitlist and we'll email you when founding spots open. No card is charged today.
A done-for-you 5-page site built from one of 2–3 templates, with one revision round. Work starts only after you complete the intake questionnaire, and delivery is within 14 days of a complete intake.
Anything outside that scope is billed hourly. We take only 2–4 website clients a month. Pricing starts at $1,500; the founding price is still to be announced. It is waitlist-only for now.
You do. The site is for marketing and contact only. It is not a patient portal and should not collect patient health information.
No. The forms ask for your name and email, and the waitlist also asks about your role, state, and stage. Do not include patient names, conditions, or records.
This site is not a medical record and it does not create a clinician–patient relationship.
Waitlist
Join the list for playbook updates and founding spots. Nothing is charged today. The free lab emails are the other form, above.