Start: Tue 16 Jul 2019
End: Tue 28 Jan 2020
RSVP: Fri 12 Jul 2019


Start: 06:00 PM
End: 07:00 PM


Learn more and register for this event via the button under the event description

Series Overview

Occupational Therapy Australia and Realise Business are pleased to offer this business coaching course for Occupational Therapists. This course offers an online series of virtual learning and coaching that will educate OTs on best practice business principles. This will keep OTs up-to-date and relevant in the ever-changing business environment. This course provides relevant content and support for the growing private practice market.

Course Outline

A 6- month virtual learning and business coaching program delivered through live webinars and individual coaching sessions:

*By signing up to this course you are agreeing for OTA to pass on your name and email address to Realise Business to enable them to register you for access to recorded webinars and other resources via their website. 

  • Module 1:  Finances
  • Module 2:  Marketing
  • Module 3:  Client Experience
  • Module 4:   Pricing for Profitability
  • Module 5:  Creating a Referral Network
  • Module 6:  Scheduling for Profitability

Kick-off webinar

  • Rules of engagement for the program
  • Setting the vision and outcomes for the program

Module 1 – Financials

This module will give you the tools to create an annual plan that mentally prepares you to work with time- bound goals and set a track for greater success. You will learn how to set realistic financial objectives based upon marketplace challenges, business and personal financial needs.

Module 2 – Marketing

This module will give you the knowledge and tools to design an effective marketing plan for your business. Learn the importance of knowing your dream client, how to access your marketing efforts, develop a new marketing plan, and position your offer uniquely to stand out above competitors.

Module 3 ­– Client Experience

This module delves into your interactions with your clients at every touchpoint.  You will learn a step-by-step guide of how to build value and educate clients on what makes your business the right choice for them.

Module 4 – Pricing for Profitability

Setting the right price helps you to maximise profits whilst maintaining a good relationship with your clients. This module will teach you how to develop an effective pricing strategy that can help you avoid the serious financial problems that can occur if your prices are too high or too low.

Module 5 – Creating a referral network

One of the key characteristics of high growth business is their strong relationship with client referrers. In this module, you’ll learn how to increase your referrers, and engage your current ones to drive a stream of continuous leads to your business.

Module 6 – Scheduling for profitability

Getting more clients is not always the answer to improving profitability. Your appointment book is the most valuable resource you have at hand. In this module, you will learn techniques to schedule for productivity and profitability.

The program includes:

  • 6 Modules delivered monthly via webinar
  • 2 case study webinars
  • 1 x one hour individual coaching sessions
  • Analysis on the business that identifies the opportunities and strengths
  • Worksheets
  • Resources
  • Access to recorded webinars

Target Audience 

  • New Graduates
  • Experienced OTs


Jacqui Attard is passionate about the personal and business success of her clients. Her key strengths are developing client competence and expertise, and confidently implementing initiatives that help them reach their financial goals and increase their customer and employee engagement.

Jacqui’s workshops are practical, informative, relevant and fun. She has delivered a diverse range of programs throughout Australia and New Zealand on topics such as; Lifting your Sales Performance, Change Management, Graduate Development, Coach Manager, Leadership Development, Strategy Planning and High Performing Teams.

Jacqui’s Qualifications & Accreditations:

Master of Business Coaching (University of Wollongong)

Master NLP Practitioner

Jacqui’s Areas of Expertise Include:

Increasing revenue and profitability

Improving sales performance

Strategic marketing and branding

Building referral partnerships

Improving efficiency

Employee and client engagement

Practice management

Organisational change management

Leadership development

Vision and Culture



OTA Members: $580

Non Members: $830


*Modules 5-7 occur during Daylight Savings. These time changes will be clearly outlined in relevant correspondence. 

Live webinars will commence at:

6.00pm-7.00pm | VIC, TAS, QLD, NSW |

5.30pm-6.30pm | SA, NT |

4.00pm-5.00pm | WA |

Tuesday 18th June - kick off webinar 1  
Tuesday 16th July - kick off webinar 2  
Wednesday 7th August - module 1 Tuesday 29th October - module 5
Tuesday 27th August- module 2 Wednesday 20th November - module 6
Wednesday 18th September - module 3 Tuesday 10th December - module 7
 Tuesday 8th October- module 4 Tuesday 28th January 2020 - module 8


Webinar Platform

All live webinars will be run on the Zoom Webinar Platform. Registrants will be sent separate login details a few days prior to the webinar.

*In order for you to gain full access to Zoom's live webinar features, please download the Zoom software for free here before joining the live sessions.

If you have questions regarding the system requirements please visit https://support.zoom.us/hc/en-us/categories/200101697-Getting-Started

Recording Access

As the live webinars are being recorded, you will receive a link to the recorded webinars, even though you have registered for the live event.

You will have three (3) weeks to access this recorded webinar.

Please diarise these dates to ensure you do not miss your access period.

Please inform Occupational Therapy Australia within 48 hours of the live webinar if you have not received the link. 

Before you do this please check your emails accounts Junk Box or Clutter Box as sometimes it accidentally defaults to that folder.

Registrations Close

Friday 12th July 11:55pm AEST. 
No further registrations will be taken after this date. To avoid disappointment, please register before the deadline, as late registration is not accepted.

CPD Hours

By attending this CPD event, members will be able to claim 10 hours towards their CPD requirements.
As this is a webinar series, it is the responsibility of the individual to upload this CPD activity into your PD tracker.


All information is correct at the time of publication. OTA reserves the right to alter or delete items from the CPD calendar as required, and takes no responsibility for any errors, omissions and changes.

All webinar resources including copies of the presentation, along with all supporting documents and links are not for distribution and are the property of the presenter.

Please see our full refund and cancellation policy here


info@otaus.com.au | 1300 682 878


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