Ultimate Nurse CEO Template Pack

🩺 The Ultimate Nurse CEO Template Pack

Everything you need to launch, run, and grow your concierge nursing business — done for you.

You don’t need to waste time building forms, drafting emails, or figuring out how to look professional — this all-in-one template pack gives you every essential tool I use to run my own concierge nursing practice with confidence.

Whether you're reaching out to clinics, onboarding new clients, requesting payment, or documenting care, this bundle handles it all. Built specifically for RNs who want to serve at a higher level without burning out trying to "figure it out."

✅ What’s Included:

• Concierge Nursing Service Agreement (BoldSign-ready)
• Billing & Financial Policy
• Consent for Use and Disclosure of Health Info (HIPAA-compliant)
• Cold Introduction Email
• Post-Meeting Follow-Up Email
• Drop-Off Follow-Up Email
• Marketing Folder Cover Letter
• Community Service Offer Email
• Social Media DM Template (Instagram/TikTok)
• Transportation Service Offer Email
• Payment Request Email
• 6-Week Post-Op Check-In Email

🎁 Bonus: Concierge Systems Pack – 6 Client-Facing Templates

To make your client experience even smoother, I’m including this extra set of 6 plug-and-play templates — my personal go-tos for onboarding, communication, and documentation.

These are the day-to-day essentials that help you look professional, stay organized, and deliver 5-star service from the first message to the final follow-up.

Included in the Bonus Systems Pack:

• ✅ Welcome Email/Text Template
  A warm, professional intro to set expectations and reassure your client after booking.
• ✅ Client Intake Form
  Editable, comprehensive form to collect medical history, contact info, procedure details, and post-op needs.
• ✅ RN Progress Note Template
  Simple, clear daily documentation template for in-home client care.
• ✅ Referral Request Message
  A soft-touch way to turn happy clients into referrals with a message they can forward or share.
• ✅ Booking Confirmation Text/Email
  A clean message to confirm details, reinforce expectations, and reduce last-minute confusion.
• ✅ Invoice Template
  Branded, customizable invoice format — ideal for clients using FSA/HSA, or for transparent billing.