How it works

Eight decisions. Eight artifacts. One launch date.

SoloAgent is not a course. It's a guided workflow that walks you through the eight decisions every private practice has to make, and gives you a real deliverable for each one.

The method

One bounded decision per session.

01 / Prompt

A clear question

Each skill opens with one thing to decide. No dashboard of options. Just the next decision.

02 / AI-personalized draft

Generated in your voice

The AI reads your practice profile (niche, ideal client, pricing, tone) and produces a concrete draft personalized to your practice. Real numbers, real tools. Not generic advice.

03 / Ship the artifact

A real deliverable

A markdown file. A bio. A referral letter. You mark it ready, it lives in your workspace. Owned by you forever.

Phase 1

Foundations

Define who you serve, what you charge, and the legal basics.

Define Your Niche

~30 min Produces niche-statement.md

One sentence a stranger could use to refer you a client. "I help [population] struggling with [problem] through [approach]." Plus paragraphs on who, what, how, and who isn't a fit.

Niche sentencerequired Populationrequired Problemrequired Approachrequired Not a fitoptional

Set Your Pricing

~25 min Produces pricing-structure.md

Insurance, private pay, or hybrid? Typical private-pay is $120-200/session. We help you back into a rate using [clients/week] x [rate] x 4 = monthly revenue.

Payment modelrequired Session raterequired Sliding scaleoptional Revenue targetrequired

Phase 2

Marketing & Presence

Build your identity and get visible. To clients, and to the people who send them.

Write Your Professional Bio

~30 min Produces professional-bio.md

Hook, credentials, approach, CTA. Written for someone imagining sitting across from you, not a CV. Paste it into Psychology Today, your website, your directory listings.

Hookrequired Credentialsrequired Approachrequired CTArequired

Create Your Online Presence Plan

~25 min Produces online-presence-plan.md

Psychology Today first (~$30/mo, highest ROI). Website second. Social last. We name directories, audit your current state, and pick the one thing that would generate referrals fastest.

Current staterequired Priority 1required Directory planrequired

Build Your Referral Strategy First Client Pack

~30 min Produces referral-strategy.md

A contact list of 10-20 names, a one-page referral letter that reads like an email to a colleague, and an outreach plan starting with the easiest yes. Available with the First Client Pack ($49).

Referral outreach kitrequired Warm-network messagingrequired First-5-clients traction planrequired

Phase 3

Operations

Turn the clinical work into a repeatable system. From first inquiry to first session.

Design Your Intake Workflow

~20 min Produces intake-workflow.md

First contact to consultation call to intake paperwork to first session. Every step, every tool. All-in-one EHR, DIY stack, or hybrid - we help you pick the one that fits your volume.

Client journeyrequired Tools per steprequired Paperwork checklistrequired

Craft Client Communication Templates

~25 min Produces communication-templates.md

The three templates you'll use every week: inquiry response, scheduling confirmation, no-show policy. Stop rewriting the same email every time.

Inquiry responserequired Schedulingrequired No-showoptional

Phase 4

Launch

Audit everything, close the gaps, set a real date.

Launch Readiness Review

~30 min Produces launch-checklist.md

A go/no-go on each artifact, a list of must-haves before your first client, a week-by-week plan for the next 30 days, and a confirmed launch date. It doesn't have to be perfect. It has to be real.

Artifact statusrequired Gaps to closerequired 30-day planrequired Launch daterequired

What you take home

Your artifacts, in plain markdown.

Nothing locked behind our app. Export everything. It's yours.

# niche-statement.md # Produced by: Define Your Niche · 2026-04-20 ## Niche sentence I help mid-career professionals navigating burnout and identity shifts through CBT and somatic practices. ## Population Mid-career professionals, ages 30-50, often in tech and healthcare, facing burnout or role transitions. ## Problem Chronic stress and loss of direction. The quiet version of burnout that doesn't look like a crisis yet. ## Approach CBT for the thought patterns, somatic work for what the body is already saying. 50-minute weekly sessions, telehealth or in-person.