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I will practice better health coach automation zoho crm setup dubsado workflow
Ai Automation expert, proofreader, writer with Admission committee experience
I am an Ai automation expert, professional writer and university lecturer with over five years of experience in higher education. Specializing in STEM and academic writing, I bring an "educator's eye"...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Are you struggling to manage the backend of your health coaching business? Let me take the technical weight off your shoulders. I specialize in setting up Practice Better to run your practice on autopilot.
What I Offer (Bullet Points):
- Complete Portal Setup: Branding, forms, and client intake workflows.
- Automated Programs: Setting up 12-week or multi-cohort programs (Evergreen or Fixed-date).
- Workflow Automation: Automated reminders, invoicing, and session scheduling.
- Integrations: Connecting That Clean Life, Fullscript, or Stripe for seamless billing.
- Protocol Creation: Building nutrition and supplement templates.
Why Choose Me:
- Expertise in complex multi-cohort automations.
- Fast delivery and HIPAA-compliant setup.
- Background in professional CRM management and tech-stack optimization.
Samuel A
Purpose:
Business
My Portfolio
FAQ
What information do I need to provide to get started?
To begin, I’ll need access to your Practice Better account (you can add me as a Team Member or provide login credentials). I will also need your branding assets (logo, colors), a list of the services you offer, and any existing intake forms or program outlines you want me to automate.
Can you set up "Evergreen" or "Multi-Cohort" programs?
Absolutely. I specialize in both fixed-date programs (where everyone starts together) and evergreen/self-paced programs (where clients start the moment they sign up). I can also configure complex multi-cohort automations so you can manage different groups of students simultaneously without manual wo
Is my client data safe and HIPAA-compliant?
Yes. Practice Better is a HIPAA-compliant platform, and I follow strict data privacy protocols. I only access the areas of your portal necessary for technical setup and automation. I recommend we use the "Team Member" invite feature so you can manage my level of access at all times.
Can you integrate other tools like That Clean Life or Fullscript?
Yes, I can integrate your Practice Better portal with 3rd-party tools including That Clean Life (for meal plans), Fullscript (for supplements), Stripe/PayPal (for payments), and Zoom (for virtual sessions). This creates a seamless "all-in-one" experience for your clients.
Do you offer support after the gig is delivered?
Yes! Every package includes a "Walkthrough" period where I explain how to manage your new setup. If you choose the Premium package, I also include a video recording or a live session to show you exactly how to edit your automations or add new clients to your cohorts in the future.
