Bonaven VA
Set up Practice Better CRM for health coaches, wellness, nutritionist ehr
Kompetenzen

Meine Dienstleistungen


Arbeitserfahrung
Virtual assistant
HealthAid • Freiberufler
Feb 2024 - Dec 2025 • 1 yr 10 mos
I worked as a Practice Better CRM Setup Specialist with HealthAid, where I helped configure Practice Better accounts for health and wellness professionals. My responsibilities included setting up intake forms, client onboarding, scheduling, automations, and organizing client records. I focused on creating efficient workflows that saved time and improved the client experience. I'm detail-oriented, quick to learn, and committed to delivering high-quality CRM solutions. Key Achievements:- Successfully set up and optimized Practice Better accounts for smooth client onboarding. Reduced manual administrative tasks through workflow automation. Improved scheduling and client management by implementing organized CRM systems. Delivered accurate, detail-oriented setup while maintaining professionalism and confidentiality.