Intake — Practice Continuity Partners

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Set up your continuity plan.

Takes about 15 minutes. Save and return anytime. No call required.

Coach Plan — Base $49 / year

Professional Continuity Plan document
Annual review & update prompts
Trusted contact designation
Platform & file documentation
Nationwide — all 50 states
No attorney review required

Add-on services (optional — add now or any time later)

Client Notification

When your plan is activated, we personally contact all your active clients — notification message, referral resources, and a return-to-practice notice when you're ready.

+$79/yr

Temporary Unavailability Notification

Set up your emergency plan now at no cost. If a trusted contact ever activates it, we handle client notification and a return notice. You're only billed if it's triggered.

$129/activation
Free to set up

Annual total (due today)

+ Temporary Unavailability setup is free — billed only if activated

$49 / yr

You & Your Practice

Basic identity and contact details — what your trusted contacts will reference when activating your plan.

Full Legal Name

Business / Preferred Name (optional)

Coaching Certification (optional)

Coaching Specialty / Focus (optional)

Practice Email

Practice Phone (optional)

Location

I practice virtually only (no physical office)

City

State

ZIP (optional)

Emergency Contact

A personal contact (separate from your professional trusted contacts) in case we need to reach someone about you directly.

Name

Relationship

Phone

Progress saved automatically

Your Clients

High-level information about your caseload — no names or identifying details needed here.

Approximate Number of Active Clients

Typical Session Frequency

Session Format

1:1 coaching Group programs Online courses / memberships Corporate / team coaching Retreats or intensives

Session Method

Video (Zoom, Teams, etc.) Phone In-person Async / messaging

Any clients who may need priority or sensitive outreach? (optional — initials only)

List by initials only. Full contact details will come from your client records at the time of activation.

Are any clients currently in a group program with paid future sessions remaining? (optional)

Yes No Not applicable

If yes, your trusted contact should address refunds or credits. We'll note this in your plan.

Platforms & Files

Where your client information, session notes, and recordings live — so your trusted contacts can find and retrieve them.

Scheduling & CRM

Scheduling / CRM Platform

HoneyBook Dubsado Calendly Acuity Scheduling Practice Better Google Calendar Paperbell Spreadsheet / manual Other

Platform Name (if Other / multiple)

Account / Login Email

Client List Access

⚠️ 2FA is a real obstacle. If your CRM requires two-factor authentication sent to your phone or email, your trusted contact cannot log in after you're incapacitated or have passed away. You need to set up one of the access methods below before your plan is activated.

How will your trusted contact access your client list at activation?

Secondary admin / authorized user — I will add my trusted contact as a secondary user on my CRM with their own login. (Recommended — no credential sharing required) Shared client list export — I maintain an up-to-date client list (name, email, phone) in a shared folder (Google Drive, Dropbox) my trusted contact can already access. PCP Credential Vault — I want Practice Continuity Partners to securely hold my login credentials and 2FA codes so you can access my CRM directly at activation. (Contact us to set up — additional fee applies) I don't use a CRM — I keep client contact info in a physical binder, spreadsheet, or another format my trusted contact can already access.

Shared folder link or access details (if using shared export)

Additional access notes (optional)

If you're planning to set up secondary access but haven't yet, note it here. We'll prompt you to confirm it's done before finalising your plan.

Client Files & Notes

Where are client notes and files stored?

Within CRM / scheduling platform Google Drive Dropbox Notion / Obsidian Local computer only Paper / binder I don't keep session notes

Session Recordings Location (if applicable)

Paper Records / Materials Location (if any)

Video Platform

Video Platform (if applicable)

Video Account Email

Payment Platform

Payment / Invoicing Platform

Any Recurring Client Payments Active?

Yes No

If yes, your trusted contact should pause or cancel recurring charges during your absence.

Client Notification Plan

How your clients should be contacted and what they should be told.

Preferred notification method

Email Phone call Text / SMS Platform message (HoneyBook, Dubsado, etc.) Trusted contact's discretion

Draft notification message to clients (optional but recommended)

This can be a template — we'll personalise it at the time of activation. Leave blank if you'd like us to use our standard message.

What referral resources should clients be offered?

Other coaches in my network Licensed therapists / counselors Online directory links (Psychology Today, Grow Therapy) Self-directed resources (books, courses) Trusted contact's discretion

Specific coaches or practitioners to refer clients to (optional)

Any clients who should NOT be contacted (optional)

Your Online Presence

Website URL (optional)

What should happen to your website & social media if activated?

Add an "unavailable" notice Pause / take offline Leave as-is Trusted contact's discretion

Trusted Contacts

The people authorized to activate your continuity plan. We verify their identity before taking any action.

ℹ️ Only the people named here can trigger your plan. When they contact us, we verify their identity against what you've provided before doing anything. Name at least one person — a colleague, family member, or close friend who you trust to make this call on your behalf.

Primary Trusted Contact

Full Name

Relationship to You

Phone

Has this person agreed to serve as your trusted contact?

Yes — they're aware Not yet — I'll inform them

Backup Trusted Contact (optional but recommended)

Full Name (optional)

Relationship to You

Phone (optional)

Email (optional)

Activation Preference

Before activating the plan, should we try to reach you directly first?

Yes — attempt contact first, then proceed No — proceed on trusted contact's word Depends on the situation — trusted contact decides

Temporary Unavailability Setup

Set up your short-term absence plan now — free to configure, billed at $129 only if activated.

💡 This section sets up your Temporary Unavailability plan. You're not being charged now. If a trusted contact activates it, we bill $129 at that time. If you never need it, you never pay.

Who can activate this specific service? (defaults to your trusted contacts above)

Message to send clients during a temporary absence

Covering Coach / Practitioner Name (optional)

Covering Coach Contact (optional)

Typical return timeframe (optional — give a sense, not a commitment)

Return-to-practice notice

Send clients a return notice when I confirm I'm back I'll handle return contact myself

Any additional instructions for a temporary absence (optional)

Your Wishes

What you want to happen with your practice in different scenarios — captured in your own words.

Practice Outcome Preference

In the event of extended incapacitation or death, what is your preferred outcome for your practice?

Wind down and close — notify all clients and end new bookings Transfer where possible — transition active clients to a named colleague or colleague network Trusted contact decides based on circumstances

Practitioner or colleague you'd like clients transitioned to (optional)

Business & Financial

Active business subscriptions to pause or cancel (optional)

Outstanding client packages or payments to address (optional)

Digital & Physical

Website & social media instructions (optional)

Physical office or workspace instructions (optional)

Anything Else

Additional instructions or wishes (optional)

Review & Continue

Confirm your information is correct, then continue to payment to complete your plan.

Your responses have been saved on this device. After payment, you'll be brought back here to view and print your finished Professional Continuity Plan.

I confirm that the information I've provided is accurate to the best of my knowledge, and I understand that this Professional Continuity Plan will be held by Practice Continuity Partners and activated only by my named trusted contacts.

You & Your Practice

Your Clients

Platforms & Files

Client Notification Plan

Trusted Contacts

Temporary Unavailability Setup

Your Wishes

Review & Continue

Practice Continuity Partners

hello@practicecontinuitypartners.com