Table & ChartClinical practice resources for massage therapists

The resource library

The scripts, note templates, and printable pieces Frameworks asks you to have ready before you walk into a referring provider’s office.

None of this is proprietary. It is the working material of a referral practice written down: what to say at a front desk, what to say to a physician, what to record in your CRM before and after a visit, and what to leave behind. Everything here is free to read, copy, and adapt to your own practice, your own patient profile, and your own state’s rules on what a provider’s office may accept.

The book is the argument for why this works. These pages are the parts you actually carry with you.

Scripts and templates

  • The elevator pitch, worked through

    The greeting, the core, and the close-ended qualifying question — the fifteen seconds you get at a front desk, built one piece at a time.

    Stage II, Step 1: Getting Prepared

  • The physician's pitch, worked through

    What you do, why you are different, which patients she should send — plus the close, which is the part that separates a pleasant meeting from a referral.

    Stage III, Step 3: Speak To The Doctor

  • Pre-call and post-call CRM note templates

    Copy-paste note bodies in the book's own format: GOALS / PP. / Q's before the visit, summary / goals checklist / plan after it.

    Stage II, Step 1: Getting Prepared · Stage II, Step 3: Create a Post-Call · Stage III, Step 2: Make A Follow-up Call

  • Qualifying question bank

    Close-ended and open-ended questions from the text, sorted by the call goal each one serves, with the follow-ups that keep a prospect talking.

    Stage II, Step 1: Getting Prepared · Stage III, Step 2: Make A Follow-up Call

Printable pieces

The physical material — the things that end up on a desk or in a rack. Nothing on this site is gated and nothing requires an email address.

  • The initial flyer

    The one-page leave-behind for a first office call: logo type, location, one line on what you do, which insurances you take, and how to refer.

    Stage II, Step 1: Getting Prepared

  • The referral pad

    Layout for the 8.5 x 11 pad a prescriber fills out and faxes back — diagnosis line, treatment goals, signature block.

    Stage III, Step 1: Prepare Your Activities

  • The patient rack card

    Patient-facing card explaining a massage prescription in terms a referring office will not have to fact-check.

    Stage III, Step 1: Prepare Your Activities

  • Business card specification

    What belongs on the card and what does not: name, license number, title, phone, office address, referral fax. Stock, ink, and the case for “Community Liaison.”

    Stage II, Step 1: Getting Prepared

Written for licensed practitioners doing clinical work. The material assumes you already know what a contraindication is, what belongs in a SOAP note, and where your scope of practice ends — it is about getting in front of the people who write the referrals, not about the treatment itself.