Start a private practice month: Staying Organized when Starting a Practice with Danielle Swimm | POP 845

A photo of Danielle Swimm is captured. She is a group practice owner and entrepreneurial therapist. Danielle is featured on the Practice of the Practice, a therapist podcast.

Are you soon launching a new private practice? Do you need some tips on how to stay organized? How is organization a key component to running a successful business?

In this podcast episode, Joe Sanok speaks about how to stay organized when starting a practice with Danielle Swimm.

Podcast Sponsor: Level Up Week

March 20th – 23rd is Level Up Week, and we are offering over 20 webinars focused on helping you Level Up totally for FREE.

We have guests like Valerie Harris, talking about how to grow your practice with insurance. We have speakers from the Speaker Lab. We’re going to talk with you about the new public speaking gigs, as well as Experts on how to get a TEDx talk as well as every single phase of practice.

We’re talking about five simple marketing techniques you’d have to master and how to add virtual assistants to your practice. We have Profit First professionals coming in to teach you how to grow your money.

Whether you’re starting a practice, growing a group practice, or expanding to do multiple streams of income, Level Up week is for you. Mark your calendars, March 20th-23rd

See all of the webinars that you can register for over at

Meet Danielle Swimm

A photo of Danielle Swimm is captured. She is a group practice owner and entrepreneurial therapist. Danielle is featured on the Practice of the Practice, a therapist podcast.

Danielle Swimm is a group practice owner in Annapolis, Maryland. She became known as the Entrepreneurial Therapist on Instagram where she teaches female therapists about mindset, marketing, and systems to start and scale six-figure plus practices. She is an avid believer that we need a mental health system that values the provider as much as it does the client.

Visit The Entrepreneurial Therapist and connect on Instagram.

In This Podcast

  • Danielle’s tips on starting a practice
  • Why you should care about being organized
  • How to get and stay organized
  • Danielle’s advice to private practitioners

Danielle’s tips on starting a practice

Make space and organize your life for this big change – your new private practice – that’s coming!

[Look] at [which] balls [you] can drop [in] the first four to six months of opening this practice so that you can spend more time and energy getting this thing off of the ground.

Danielle Swimm

Have conversations with your family and with your partner about where you are headed in your professional life with launching the new practice.

How can we make sure that you don’t burn out while you’re opening your practice? … where burnout is happening a lot [is in] transitioning into opening your practice because you’re still managing so many other things in the air.

Danielle Swimm

Let them know how they might best support you while you launch your new business, and you can let them know what you can provide in the months leading up to launching and stabilizing your practice after it’s been made public.

Why you should care about being organized

You might not realize how much support you have when you are working for someone else.

When that changes and you become your own boss, you need to create those systems of structure and support by yourself, for yourself! Effective and flexible organization is the key to doing this.

We really want to convert your energy and get organized early on so that you enjoy being in private practice and you don’t feel like you need to be constantly working so that [you can be] a good therapist when you’re showing up for your clients that are coming into your practice.

Danielle Swimm

How to get and stay organized

  • Keep track of taking notes: get your standard notes down to three minutes or less. Use checkboxes in your template for standard progress notes.
  • Get admin-organized: have your basic admin clear and easily comprehensible from the opening of your practice until you can hire extra assistance.

If we can get the admin system organized now, it’s really going to help [later on].

Danielle Swimm
  • Organizing your schedule by using blocks: admin, marketing, move-the-needle, and finance

What would your dream work week look like? Imagine your perfect week that allows for both flexibility and progress – how can you bring this to fruition?

Danielle’s advice to private practitioners

It is totally possible! Launching and running a successful private practice is completely possible, and you can do it.

Books mentioned in this episode:

Sponsors mentioned in this episode:

  • Practice of the Practice: Level Up Week

Useful links mentioned in this episode:

Check out these additional resources:

Meet Joe Sanok

A photo of Joe Sanok is displayed. Joe, private practice consultant, offers helpful advice for group practice owners to grow their private practice. His therapist podcast, Practice of the Practice, offers this advice.

Joe Sanok helps counselors to create thriving practices that are the envy of other counselors. He has helped counselors to grow their businesses by 50-500% and is proud of all the private practice owners that are growing their income, influence, and impact on the world. Click here to explore consulting with Joe.

Thanks For Listening!

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