Website Planner Lead Magnet
Website Planner Lead Magnet
Practice Pro
Website Planner
for private practice therapists
About This Planner
-Kelley
LET'S START WITH THE BASICS
Draft out your website vision. Use this space to free write about how you want your website
to feel to your ideal clients.
IDEAL THERAPY CIENT
Knowing who your target therapy client is will help you create a website that speaks to them
directly and helps them solve the problems they have. Make sure to complete the Niche
Workbook before working on this page.
The questions on the next two pages will help you to accurately determine who you your
ideal audience is for your website.
NOTES:
Here is a guide to answering the four parts of the visual map of your ideal client below.
1) Pain points: What challenges, stressors, and pain points does your ideal client have? These
are the specific problems that your client is faced with.
2) Information sources: How is your ideal client accessing and absorbing information? Are
they reading blogs, hanging out on Instagram, or most likely to be found scrolling Pinterest in
the evenings? Your target audience could be reading books and blogs or listening to
podcasts. Knowing this will help you with your marketing efforts.
3) Objections: Your ideal client's objections to attending therapy prevent them from picking
up the phone. You should try to address any objections with your website. Examples: fear,
lack of insurance coverage, etc.
4) Goals & Values: Your target audience’s values are the things that are important to them,
what truly matters to them, and their aspirations. Their goals are something they want to
happen after attending therapy with you!
TARGET/IDEAL THERAPY CLIENT
Location: Occupation:
Age: Education:
Martial status: Income:
Gender: Children:
The top things I like about their website: The top things I like about their website:
What "just works" on their website? What "just works" on their website?
Things that I don't like & will avoid doing on Things that I don't like & will avoid doing on
my website: my website:
WEB DOMAIN:
HOSTING:
Pages included:
Suggested Pages:
Blog
Contact
Other Pages:
Notes:
MAP OUT YOUR PRACTICE WEBSITE
SITEMAP
Your sitemap is a diagram that can help you visualize the different pages and structures
within your private practice website. It can show you how your website flows and how each
page will be connected.
NAVIGATION
Main
FOOTER
STAND-ALONE
PAGES
Every website will require a different budget. Regardless of whether you DIY your website
or hire a web designer, it's important to keep track of your expenses.
Sketch out the different logo concepts you have. Do your primary logo and secondary logo,
as well as a monogram logo.
WEBSITE URL:
Marketing: Subscribers:
MY WEBSITE
GOALS
Traffic: Income:
NOTES
INSPO BOARD FOR WEBSITE
Upload images into Canva using the “Uploads” tab on the left-hand side of the screen. Add images to
your inspo board by dragging and dropping them from your Uploads into the frames below!
# # #
WEBSITE BRAND BOARD
Logo Colors
Typography
Header 1: Header 2:
Header 3: Header 4:
Body:
Elements: Textures:
SOCIAL MEDIA LINKS
Note here what social media accounts will be connected to your website.
Instagram
Handle:
Email: Password:
Facebook
Handle:
Email: Password:
LinkedIn
Handle:
Email: Password:
X (formerly Twitter)
Handle:
Email: Password:
YouTube
Handle:
Email: Password:
WEBSITE SEO
ON-PAGE SEO
On-page SEO is optimizing your web pages so that they rank higher in search engines and
that your chances of getting found organically are higher. On-page is anything that happens
on your website like your blog pages, home pages, etc.
OFF-PAGE SEO
Off-page SEO refers to the things that happen on the backend. Things such as social sharing,
marketing, and external links. Off-page SEO is basically things you can do that don't include
changing anything to your website.
Page titles
Image alt text
Image file names
Meta description
SEO friendly URLs
Internal linking improvements
Site speed
User experience
High-quality content
Optimize headings (H1, H2)
Optimize keyword placement
LONG-TAIL KEYWORDS
PRE LAUNCH
POST LAUNCH
Main navigation
Call-to-action
Social proof/testimonials/featured in
Logos of places you were featured in, kind words (reviews) from other therapists
BONUS FEATURE
Feature blog, client work, products, another call-to-action — choose what
would best suit your business
Clear and concise intro with eye-catching heading above the fold
Every word on your homepage has been put through the lens of a potential client
Bottom navigation with other important links (privacy policy, social media, T&C's)
There can be many different layouts for a Homepage. Using the guide above, summarize
how you would like to lay yours out.
NAVIGATION SECTION
Navigation buttons/drop-down menu
Notes
MY HOME PAGE CONTENT
PLAN & DRAFT OUT YOUR HOME PAGE
HERO SECTION
Links included
Notes
MY HOME PAGE CONTENT
PLAN & DRAFT OUT YOUR HOME PAGE
ABOUT ME
1 2 3
SUBSCRIBE
Main focus
Text to use
Link
FOOTER
Navigation buttons
ABOUT PAGE
EXAMPLE OF ABOUT PAGE
There is no perfect formula for an About page. This layout is simply to guide you through
creating your own About page that shows your customers who you truly are and gives them
an idea of what it might be like to work with you. When writing your About page, try to
picture yourself meeting up with a potential client and having a chat with them. Think about
what you would tell someone in person.
EYE-CATCHING HEADLINE
Image of you
What you do/who you do it for
TEXT
Tell your audience about yourself here. Describe the customers that you serve and the pain
points that you address. Share any impressive qualifications or experience in this paragraph.
Something unique
Share something unique that conveys your personality and will make your
audience remember you.
Credibility
YOUR WHY
Make sure to reiterate the why of your business on your About page. Being clear on your values
and why you do what you do or why you help who you help will create trust and confidence.
Call-to-action
ABOUT PAGE CHECKLIST
ABOUT PAGE CHECKLIST
Text that clearly tells your audience what you do and who you do it for
Talk about where you started from and the why of your business
A call-to-action
Take time to think about how you would want your About page to flow. Do you want your
achievements first? Your unique personality to capture attention right off the bat?
Copy to include in sub-heading or the first paragraph at the top of the page
1 2 3
How will you let your audience know that you're the right fit for them?
Write one sentence that clearly explains the why behind your business
An About Therapy page can include many different formats. I suggest including your therapy
fees, FAQ's about therapy with you, and clear details on how potential clients can get in
touch with you.
+ details
+ details
+ details
+ details
FAQ
Answer any frequently asked questions.
CONTACT INFO
Have clear info on how your audience can contact you if you they want to know more.
ABOUT THERAPY PAGE CONTENT
1 2 3
Headline text for page (e.g. Therapy With Kelley or FAQs About Therapy)
A list of FAQs
Clearly state what your potential client might receive from therapy with you
Clear call-to-action on how clients can contact you or book a therapy session
Like your other pages, there can be many options and variations when it comes out to
layouts and design of your blog. The example below can inspire you to design your own.
BLOG CARDS
IMAGE IMAGE
IMAGE IMAGE
Yes No
Write down any other notes on how you would like your blog page to be designed
BLOG PAGE SIDEBAR
There are so many things you can add to a sidebar. A sidebar isn't always necessary but can
be good for your business if done correctly. Here is a simple example below:
INTRODUCE YOURSELF
Image of you
SHORT BIO
Keep it short and sweet
Subscribe
Linkedin IG FB Pinterest
Categories
Category 1
Category 2
Category 3
CTA + IMAGE
Examples:
Grab the freebie
Join our course
Shop now
Search bar
Contact
BLOG PAGE SIDE BAR CONTENT
Which of these can be added?
Clear headings that make it easy for your audience to find what they need
Link to blog
FAQ
My contact details
Email Phone
Address Hours
PROJECT NAME
DESCRIPTION OF PROJECT
Deadline details
Task break-down
Allocated time
Allocated time
Allocated time
Allocated time
Allocated time
Allocated time
Allocated time
Allocated time
Notes
WEBSITE GOAL TRACKING
MONTH
Notes
TOOLS USED
Use this page to keep track of all tech tools used to create your website. For example,
email marketing, hosting, plugins, and more.
Used for
Login details
Used for
Login details
Used for
Login details
Used for
Login details
Used for
Login details
PASSWORD TRACKER
ACCOUNT ACCOUNT
Description Description
Username Username
Password Password
ACCOUNT ACCOUNT
Description Description
Username Username
Password Password
ACCOUNT ACCOUNT
Description Description
Username Username
Password Password
ACCOUNT ACCOUNT
Description Description
Username Username
Password Password
Use this page to go wild with brainstorming content for a specific webpage. Anything from
images to the copy on your page.
WEB PAGE:
BUSINESS
productivity
PRIORITY TO-DO LIST
DATE
NOTES
THINGS I NEED TO DO
MONTH
WEEK
DATE: HABIT:
L
Lunch
D
Calls to make Emails to send Dinner
S
Snacks
Inspiration
WEEKLY PLANNER
WEEK: TO WEEK:
WEEK 3 WEEK 4
Notes
MONTHLY PLANNER
MONTH
INSTRUCTIONS
List all the tasks you need to get done in the priority matrix below. Start with the most
important and most urgent. The priority matrix will help you determine what needs to get
done now and how you can better balance all the tasks that you need to do.
DO NOW DO LATER
IMPORTANT
DELEGATE IT ELIMINATE IT
(Who else can do it) (Not important & not urgent: delete it)
PROJECT PLANNER
END DATE
Milestones
Notes
POMODORO TRACKER
DATE
TASK DONE
NOTES
YEARLY CALENDAR
undated
JANUARY
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