Occupational Therapy
Business Proposal
Occupational Therapy One Page Business Proposal
This One Page Business Proposal template is built for occupational therapy practices offering client-centered services, a capacity-driven model, and fee-for-service billing to post-surgical patients, children, adults with work injuries, and seniors.
What is included in the product
Written One Page Business Proposal in Word
Includes an editable Microsoft Word One Page Business Proposal template with pre-written sections, customizable layout, and branding placeholders for quick client pitches.
Customizable Excel Spreadsheet
Includes an Excel financial snapshot with revenue breakdowns, ROI formulas, and customizable models based on treatments, price per service, and utilization.
Professionally Pre-Written & Editable
Pre-written content sections cover problem, solution, outcomes, and calls to action so you save time and start with clinical, client-ready language.
Strategic One-Page Layout
The one-page format places problem, solution, market, financials, and next steps on a single page for fast review by referrers, payers, and decision-makers.
High Visual Impact
Clean formatting, readable typography, and deliberate white space make outcomes, session plans, and capacity metrics easy to scan and persuasive at first glance.
Industry-Specific
The template includes a completed occupational therapy example showing a post-surgical rehab plan, utilization assumptions, and client goals to guide your own proposal writing.
Optimized for Speed & Efficiency
Modular sections and pre-filled language let you produce a polished proposal in minutes, removing the work of starting from zero for referrers and payers.
Editable in MS Word & Google Docs
Provided in Microsoft Word and Google Docs so clinicians and admins can edit, track changes, and collaborate in real time across devices.
Fully Compatible with Pitch Decks
The one-page proposal pairs with a pitch deck as a leave-behind or summary that reinforces clinical outcomes, capacity benefits, and revenue assumptions after meetings.
Financial & Value Snapshot Section
Includes an optional financial snapshot to show treatments × price per service, utilization-based revenue assumptions, and a simple cost/revenue view to support payer or client decisions.
Brand-Ready and Client-Focused
Customize logos, colors, and voice so the proposal feels like your practice while keeping the focus on client goals, measured outcomes, and appointment availability.
How to Use the Template
Download
After your purchase, simply download the files and open them with your preferred software, such as Microsoft Office or Google Docs. No special setup or technical expertise required-just get started right away.
Customize
Update any details, text, or numbers to reflect your specific business idea or scenario. The templates are fully editable, allowing you to personalize content, add or remove sections, and adjust formatting as needed.
Save & Organize
Once your templates are customized, save your final versions in your preferred folders or cloud storage. Organize your files for quick access and future updates, making it easy to keep your business documents up to date.
Share or Present
Export, print, or email your finalized files to showcase your document. Present your professional documents in meetings or submissions, supporting your business goals and decision-making process.
Related Blogs
- How Much Does It Cost To Start An Occupational Therapy Clinic?
- How to Launch an Occupational Therapy Practice: 7 Financial Steps
- How to Write an Occupational Therapy Business Plan: 7 Action Steps
- 7 Essential KPIs to Track for Occupational Therapy Growth
- How to Calculate Monthly Running Costs for an Occupational Therapy Clinic?
- How Much Do Occupational Therapy Owners Typically Make?
- 7 Strategies to Boost Occupational Therapy Clinic Profitability
Frequently Asked Questions
Its concise format delivers key information quickly, respecting time constraints.