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ChecklistAdvertising regulations

Therapy practice marketing checklist

40 checks covering profile setup, the ad account, content production, client messaging, the monthly review, and ethical limits.

40 items6 groups25 minOctober 15, 2026

  • checklist
  • ethics
  • ad account

Preview

3 items open, 40 items in total. Members see the rest.

Run the full list when you start working with a new therapy practice, then use the "Monthly review" and "Ethics and regulations" sections every month. If you work as an agency, tick the items off with the practitioner; some can only be closed with their sign-off.

Setup and profiles

7 items
  • The practitioner's diploma title, training, and certificates are collected in one folder, and all copy is written against that list.
  • The Instagram bio has the title, city, online session info, and one link; no inflation like "best" or "expert."
  • The Google Business Profile is in the right category, address and hours are current, and the business name has no keywords.

4 items more in this group for members.

37 items more for members

This item has 40 items in total. With a membership you see all of it and copy any line in one click.

  1. Ad account7 items
  2. Content production7 items
  3. Client communication6 items
  4. Monthly review6 items
  5. Ethics and regulations7 items

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    {CONCEPT} is often misunderstood. In short: {ONE_LINE_DEFINITION} In daily life it can look like this: {EXAMPLE_SITUATION} Noticing it isn't a diagnosis. It just means knowing what to look for. If you'd like to talk about it one on one, you can request an intro call through the link in the profile. {PRACTITIONER}, {TITLE}

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    Hi {FIRST_NAME}, thank you for writing to the {PRACTICE} team. I'm {COORDINATOR}, the client coordinator. To find the right practitioner for you, we start with a short intro call; it isn't therapy, just a chance to meet. Two quick questions: 1. Is the support for you, for you as a couple, or for your child? 2. Do you prefer online or in person? No need to write any details.

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