What's inside
Six modules. One real practice.
Short lessons (5–10 minutes each), one action apiece: a video, a one-page action sheet, the matching template, and an AI prompt where it helps.
01 · Decide5 key lessons
Design your practice before you build it
The strategic decisions no one else teaches — judgment, not just information.
- ✓Is private practice right for you? An honest look at lifestyle, income, and timeline
- ✓Your practice vision: lifestyle design, income goal, scope of services
- ✓Caseload math: work backward from your income goal to your fee floor
- ✓Insurance vs. cash-pay vs. hybrid — the decision framework, with a decision tree
- ✓Your AI co-pilot: where AI helps, and the HIPAA red lines that never move
✓ CheckpointYour Practice Decision Brief
02 · Build4 key lessons
The legal & financial groundwork
Get legally formed and protected — accelerated with guided AI workflows.
- ✓Your business plan in ~90 minutes with the AI Business Plan Workflow
- ✓Requirements by state, business structure, EIN, NPI, and liability insurance
- ✓Banking, bookkeeping & money systems from day one (what it really costs to start)
- ✓Naming your practice + brand basics: color palette, DIY logo, brand voice
✓ CheckpointLegally Formed & Protected
03 · Set Up5 key lessons
Your systems, tech stack & site
Where the practice becomes real — watch a real practice get set up, step by step.
- ✓The modern IBCLC tech stack: what you need, what you don't
- ✓Choosing your practice-management platform (an honest comparison)
- ✓Scheduling, intake, consents, charting, client portal, telehealth & payments
- ✓HIPAA in practice — including what's safe with AI and what's never safe
- ✓A website that actually books clients, and being found in the AI-search era
✓ CheckpointPractice Stack Live
04 · Launch5 key lessons
Get your first clients & build the referral engine
The flagship module — a repeatable provider-referral system taught from both sides of the referral.
- ✓Your 30-day launch plan, and where your first 5–10 clients actually come from
- ✓Pricing & packages without guilt — value-based, evidence-informed
- ✓The Provider Referral System: approaching pediatricians, OBs, midwives, SLPs
- ✓Pediatrician reports that generate referrals — documentation as credibility
- ✓Community channels, sustainable marketing, and a 1-hour/week social system
✓ CheckpointFirst Paying Client + 3 Provider Relationships
05 · Run5 key lessons
The operating system of your practice
The week-by-week system for how a well-run practice actually runs.
- ✓A week in a well-run practice: admin rhythms and the client journey map
- ✓Clinical documentation as a skill — defensible notes, no more 10pm catch-up
- ✓Billing overview & your path (the deep dive lives in your included billing course)
- ✓Your practice dashboard: revenue per visit, the monthly money review, taxes
- ✓AI as your back office, plus ethics & scope in daily practice
✓ CheckpointYour Practice Operations Manual
06 · Grow5 key lessons
Sustainability, scale & the long game
Growth that feels calm and chosen — a system, not self-care platitudes.
- ✓Capacity planning & burnout prevention by design
- ✓Reviewing your numbers: when to raise rates and what to drop
- ✓Diversifying services: groups, classes, telehealth, return-to-work packages
- ✓Deepening the referral engine — becoming the go-to IBCLC in your area
- ✓Growing beyond solo, and your 1–3 year practice plan
✓ CheckpointYour Sustainable Practice Plan