Practice Continuity Partners

Practice Continuity Partners — Coach Intake

Choose your plan options, share your practice details, and confirm trusted contacts to generate your continuity plan.
Choose Your Plan & Add-Ons
Which plan

You and Your Practice
Full Legal Name
As it appears on legal documents
Your Preferred Name
How we'll address you in emails or other messages
Business Name
Coaching Certification
Coaching Specialty/Focus
Business/Practice Email
Where we'll send your completed plan.
Do you have a separate email that clients reach you at?
If yes, please list it here.
Practice Phone
Please enter a valid phone number.Format: (000) 000-0000.
Business Address

Street Address

Street Address Line 2

CityState

Zip Code
Emergency Contact

A personal contact for us to reach if we're trying to check on your wellbeing directly. This is not the same as a Trusted Contact (below) - an Emergency Contact cannot activate your plan or access your client list. The same person can hold both roles, but only a named Trusted Contact has that authority.
Emergency Contact Name
Emergency Contact Relationship
Emergency Contact Phone
Please enter a valid phone number.Format: (000) 000-0000.

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 you and your trusted contact keep your client list accessible?
How should Practice Continuity Partners receive access at activation?

Your Physical Office/Workspace
What does your trusted contact need to know about your physical office/workspace?

Other
Add any details for the items you checked above.

Trusted Contacts

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

First NameLast Name
Relationship to You
Email
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Has this person agreed to be your trusted contact?
Backup Trusted Contact - optional but recommended
Name

First NameLast Name
Relationship to You
Email
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Has this person agreed to be your trusted contact?

Temporary Unavailability Setup

This section sets up your Temporary Unavailability plan. You're not being charged now. If you or 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 in case of a temporary unavailability?
Message to send clients during a temporary absence.
Covering Coach/Other Practitioner Name
Covering Coach/Other Practitioner Phone and/or Email
Return-to-practice notice?
Any additional instructions for a temporary absence

Base Plan

$69.00 for each year

Base + Add-On: Client List Access & Notification

$108.00 for each year

Practice Continuity Partners — Coach Intake