Therapy Business Builder

Level One

Empowering Therapy Professionals to Start Their Business Since 2019

Apply Today!

A Letter From Our CEO, Kara Welke

Are you an overworked, underpaid therapist seeking clinical freedom and the opportunity to make a meaningful impact on older adults and their caregivers?

Then The Therapy Business Builder Program

is designed specifically for you!

We understand the challenges you face because we've been in your shoes. That's why we created this program – to help you establish your therapy business the right way, from the very beginning.

Our goal at the end of Level 1 is fourfold:

  • You'll have a fully set up business that follows any and all legal requirements.

  • The necessary elements to run your business; website, phone number, EMR, etc.

  • The knowledge and guidance to get accepted through insurance providers.

  • The confidence to serve patients at a high level, so you can create a legacy for yourself as a provider.

Every therapist's journey is unique, and we are here to support you every step of the way. Some therapists have launched their businesses within a month, while others take a bit longer. Our priority is to help you on your individual path, ensuring your success.

We provide you with the knowledge, tools, and support you need to establish a thriving therapy business that allows you to make a difference in the lives of older adults and their caregivers.

It's time to build your business with confidence and embark on a rewarding journey of professional and personal fulfillment!

Program Overview

From Therapist To Business Owner


Your Business

Setting up your business within your state

Navigate the specific requirements and regulations of your state to ensure compliance and legality.

Obtaining necessary business licenses

Understand the licensing process and secure the appropriate licenses to operate your therapy practice with confidence.

Crafting your business plan

Develop a strategic roadmap that outlines your goals, target market, marketing strategies, and financial projections

Understanding your state practice act

Familiarize yourself with the specific regulations and guidelines outlined in your state's practice act for physical therapy (PT) and occupational therapy (OT) professionals. This knowledge is crucial to ensuring you operate within the legal boundaries of your profession and deliver appropriate care to your clients.

Insurance Credentialing


Education on insurance eligibility verification

Understanding this process allows you to confirm coverage, determine copays or deductibles, and provide accurate information to your clients.

Assistance in the initial insurance credentialing process

Understanding this process allows you to confirm coverage, determine copays or deductibles, and provide accurate information to your clients.

HelloNote Partnership and Integration

Setup of the fax systems, patient portal, telehealth capabilities, insurance verification feature, and billing functionalities (clearinghouse and claim submissions)!



trainings and homework

Maximize your focus on the most important aspects of marketing during the initial stages of your business

Apply Accurate and Proven strategies

We guide you through identifying your target market, refining your messaging, utilizing various marketing channels, and implementing proven techniques to attract and retain clients

Policies & Procedures

Customizable Foundation

Use a framework that can effortlessly adapt and modify to align with your business objectives, ensuring compliance without the hassle of starting from scratch.

Operational Excellence through Expert guidance

We invested in expert legal advice and dedicated extensive hours to developing a comprehensive manual that you can easily customize for your practice. By taking on the heavy lifting, we save you precious time and thousands of dollars in attorney fees.

Ready-to-Use Templates for Efficiency

We provide you with all the essential forms and documents you need to efficiently establish your practice. From treatment consent and HIPAA forms to privacy practices, student volunteer agreements, good faith estimate templates, and more, our versatile toolkit is at your disposal.

HIPAA Compliant Business System

Easily Get Setup With The Essentials

Simple walkthroughs of creating a basic website that showcases your practice and services. Assist you in setting up professional email accounts and phone systems tailored to your practice. Additionally, our program helps you manage your social media marketing effectively.

Link HelloNote To Streamline Your System (COMING SOON)

Exclusive integration that allows you to use HelloNote as your EMR and billing resource, and our system as the lead management software (Launching August 2023).

Grow And Scale Your Features As Your Business Grows

When you grow into the Level 2 Business Builder Program, your systems grow too! Unlocking further features and capabilities to expand.

Coaches Guiding You Every Step Of The Way

Group Coaching Calls

Group coaching sessions led by experienced professionals Kara Welke and Sue Doyle. These interactive sessions offer individual 10-minute slots for personalized guidance.

HelloNote / EMR Coaching Calls

Steve, the CEO of HelloNote, provides invaluable insights and expertise on topics such as HelloNote EMR, clearing house setup, billing training, CPT coding, and other important business-related training.

Systems Group Calls

Chad and Anthony, our dedicated experts, will guide you through the process of setting up your HIPAA-compliant system. With their assistance, you'll establish a robust foundation for your business, including website development, email setup, phone integration, and other marketing-related aspects.

Connect With Like-Minded Professionals

Connect with a community of like-minded therapists in our exclusive Facebook group. Collaborate, network, and exchange insights with fellow professionals. You'll also have access to our email and Telegram groups, providing convenient channels to ask questions and receive prompt support.

Learn More and Apply Today!

Watch these real and raw videos from other therapists that also wanted to launch their practice in 90 days or less

Your dedicated team driving you forward the whole way to success...

Stories From a Few of our Past Level One Members...

Kara is amazing! She truly cares about each person she helps. She is very quick with responding to questions as well. I don’t think I would have made it this far with starting my business without this program. I am so excited to keep working on my business and feel secure knowing I have great resources.

Anna Anderson

Comprehensive In-Home Therapy

Having the support of Kara and the entire TBB group has been amazing throughout the process of figuring out what my next steps would be. No question is dumb. Kara is always available when you need her; she feels like a good friend you can reach out too, even though she's across the country and a time zone away from me. This has been one of the best decisions I've made joining the program! It makes you feel like you cannot and will not fail. If you're on the fence, please reach out to her.

Jennifer Huff

Your Aging Therapist

Thanks to your program if everything is projected correctly right now without cancellations, I have already surpassed the one year goal and have 30+ visits next week!

I’ve been an OT for 21 years and have decided over the past few years that working for myself would give me the opportunity to help my clients in ways I can’t constrained by productivity and other limitations.
Just as importantly it would provide me with more freedom, creativity and sanity!
Thankfully I found Kara and the Next Level OT platform which has been invaluable in providing guidance and support as I’ve pursued starting my own practice.
This spring I took the leap and signed up with the Therapy Business Builder program.
I now have 2 clients and can’t be more excited as I start to grown my business.
Kara and her team have been invaluable in helping me get started!
She provided the framework and all the information I needed to get through all the steps, big and small to start my business on solid footing.
And she has been there along the way encouraging, challenging and always available to answer questions.
I can’t thank her enough, the Therapy Business Builder program was a solid investment!

Karrie Stanley

Learn More and Apply Today!

Watch these real and raw videos from

other therapists that also wanted to

launch their practice in 90 days or less

Watch these real and raw videos from other therapists that also wanted to launch their practice in 90 days or less

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