Business Resources

Below you’ll find some of my favorite free resources for furthering your knowledge and supporting your nutrition business.

start your nutrition business free checklist

Start your nutrition practice

Free Business Checklist

This list includes all the foundational things you need to start your business and be prepared to take on your first client.
insurance credentialing checklist

Insurance Credentialing

Free Checklist

A step-by-step list of everything you need to do to accept insurance in your practice.

Grab More of my

Free Resources

Free Biz Resources iPad Forecasting Worksheet

Financial Forecasting Workbook: Set Your Rates and Fees

The starting point for pricing your services should including financial forecasting.

This workbook helps you figuring out how much money you would like to make per year to cover your expenses, meet your financial needs, and build a sustainable business. End result: decide on a pricing model and your hourly rate.

Free Biz Resources iPad Find Ideal Client

Hone in on your niche and
ideal-ish client

The starting point for your marketing efforts is your ideal client. 

This worksheet will help you get clear on your niche and ideal client so you can create services that people want, write better website copy, and know what to prioritize when it comes to marketing.

Free Biz Resources iPad Discovery Call Template

Grab my
discovery call template

This template walks you through the structure of a potential client discovery call.

It includes how to set exceptions, suggested questions to ask, and ways that you can naturally and authentically invite the person into your practice. Feel more confident offering your services to potential clients.

Free Biz Resources iPad Initial Nutrition Assessment Form

Use my initial
nutrition assessment form

An editable form you can download and use right away. 

This assessment form offers a potential structure and questions to ask during your initial assessment and visit with a new client. It's been developed over years of working with clients in my practice.

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how to improve your client retention workshop

How To Improve Your Client Retention & Counseling Skills

Free Workshop

Approved for 1.5 CPEs for Dietitians by the CDR

Learn how to keep your clients coming back to see you so you can support real, long-term behavior change and grow a sustainable business.

Enrollment includes 1 year of access from the date of purchase. Pre-approved for 1.5 CEUs for Registered Dietitians (activity expiration date: 1/30/2026).  

Recommended Resources

& Tools

This page contains affiliate links. This means that if you choose to purchase a product using my affiliate link, I will receive a small commission or bonus. This will in no way impact the price you pay (in some cases you too will earn money! If so, it is noted below). Affiliate links on this page are denoted with an asterisk (*). Thank you for your support!
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Subscribe to

My Clinicians Newsletter

A twice-a-month(ish) round-up of inspirational stories, lessons, practical tips, and encouragement to support you as a business owner and help you confidently show up for your clients.

Join here.