Holistic Consulting Business Resources
LAUNCH Program · Phase 1 · Major Deliverable

Scope of Practice Statement Worksheet

Define who you are as a practitioner, what you offer, and where your lines are drawn. This document becomes the foundation for your website, intake forms, elevator pitch, and referral conversations.

45 minutes 7 sections 150–200 word target
Worksheet Progress 0 of 7 sections
From Sean
“If I’m going to be a professional I should professionalize myself.”
1

Your Credential(s) & Training

Establish credibility right out of the gate. Use your exact credential title — not an invented one, not a “sounds more impressive” version.

e.g., Nutritional Therapy Practitioner (NTP), Board Certified Holistic Nutritionist (BCHN)
List any continuing education, certifications, or specialty training beyond your primary credential.
2

Services You Provide

Be concrete and specific. “I help people feel better” is not a service description. What do you actually do with a client?

Write this the way you'd explain it to a potential client, not a textbook.
3

Populations You Serve

Who are your ideal clients? Even if your niche is still forming, write what you know now. You’ll sharpen this over time.

How do you work with clients?
4

Methods & Approaches

This is what makes your practice yours — not just another credential holder. What’s your philosophy?

If someone asked “so how do you work with clients?” — what would you say?
5

What You Do NOT Do

Boundaries are professional, not defensive. Stating them clearly makes you more credible, not less.

9 Prohibited Verbs

As a non-licensed practitioner, avoid using these verbs in any client-facing materials: diagnose, treat, cure, prevent, prescribe, de-prescribe, heal, manage, mitigate. Use instead: recommend, suggest, support, guide.

6

Your Referral Commitment

This signals that you know your lane and you’re a team player. Nobody refers to a practitioner they can’t explain.

7

Disclaimers & Disclosures

This isn’t optional. Your disclaimer protects you legally and sets clear expectations.

Your Complete SOP Statement

Combine all seven sections into a flowing, cohesive statement. Aim for 150–200 words. Write it as paragraphs, not a bulleted list.

Writing Tip

Read it aloud. If any sentence sounds like it belongs in a legal textbook, rewrite it the way you’d actually say it across the table from a client. Professional doesn’t mean stiff.

0 words · target: 150–200

Final Quality Checklist

Example 1
NTP in Private Practice — Digestive Health Focus

I am a Nutritional Therapy Practitioner (NTP), certified through the Nutritional Therapy Association. I specialize in supporting adults who experience chronic digestive discomfort, including bloating, irregular bowel habits, food sensitivities, and related concerns. My services include personalized nutrition assessments, customized whole-food wellness plans, targeted supplement recommendations, guided elimination protocols, and ongoing nutrition education and coaching.

I use a bio-individual, food-first approach grounded in the foundations of nutritional therapy — focusing on digestion, blood sugar regulation, fatty acid balance, mineral balance, and hydration. I work primarily with adults ages 25–60 in one-on-one and small-group settings, both in person and virtually.

I do not diagnose medical conditions, prescribe medications, provide medical nutrition therapy, or treat diseases. I am not a licensed dietitian or medical professional. When a client’s needs fall outside my scope — including suspected eating disorders, mental health concerns, or symptoms requiring medical evaluation — I refer to trusted professionals in my network, including gastroenterologists, licensed therapists, and registered dietitians.

My services are educational in nature and are not a substitute for medical advice, diagnosis, or treatment. I encourage all clients to maintain a relationship with their primary care physician and to consult their healthcare team regarding any medical concerns.

Example 2
IIN Health Coach — Busy Professional Women

I am a certified Integrative Nutrition Health Coach (IIN), trained through the Institute for Integrative Nutrition. I work with busy professional women ages 30–50 who feel overwhelmed by conflicting nutrition information and want a clear, sustainable approach to eating well without dieting or restriction.

My services include one-on-one nutrition and lifestyle coaching, personalized meal planning guidance, pantry and kitchen audits, stress management strategies, and support with building consistent health habits that fit real life. I draw from integrative nutrition principles, behavior change science, and a whole-person approach that considers career demands, family responsibilities, and personal wellbeing as interconnected factors.

I do not diagnose, treat, or prescribe for any medical condition. I do not provide clinical nutrition therapy, interpret lab results, or manage eating disorders. I am not a licensed dietitian, therapist, or medical provider. When clients present needs beyond my scope — including disordered eating patterns, clinical depression or anxiety, or medical symptoms requiring professional evaluation — I refer to licensed professionals in my referral network.

All services are educational and supportive in nature. They do not replace medical care. I recommend that all clients work with a qualified healthcare provider for any medical concerns or conditions.

Example 3
NANP Board Certified — Functional Nutrition Focus

I am a Board Certified in Holistic Nutrition (BCHN) through the National Association of Nutrition Professionals (NANP), with additional training in functional nutrition and clinical herbalism. I specialize in working with adults navigating complex health challenges — including autoimmune support, hormonal imbalances, chronic fatigue, and metabolic concerns — through a root-cause, systems-based nutritional approach.

My services include comprehensive nutritional assessments, individualized therapeutic nutrition protocols, targeted supplementation plans, guided food-as-medicine strategies, and ongoing client education and accountability. I use a functional nutrition framework, evaluating the whole person — digestion, detoxification, immune function, hormone balance, and nutrient status — to create personalized recommendations. I serve clients both locally and as distance clients.

I do not diagnose medical conditions, prescribe pharmaceutical medications, order labs independently (unless permitted by state law), or provide medical nutrition therapy as defined by Medicare/Medicaid guidelines. I do not treat eating disorders independently or manage acute medical conditions. I maintain an active referral network that includes functional medicine physicians, endocrinologists, licensed mental health professionals, and registered dietitians, and I refer proactively when a client’s needs exceed my scope.

My services are educational and do not constitute medical advice or treatment. Clients are encouraged to work collaboratively with their healthcare providers, and I welcome communication with a client’s medical team when appropriate consent is given.