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I will practice better health coach automation zoho crm setup dubsado workflow
Proofreader, editor, and writer with Admission committee experience
Experienced academic writing specialist with 5+ years as a university admissions committee member. I know exactly what reviewers look for, and what gets applications rejected. I write and edit SOPs, L...
Level 1
Hat bestimmte Leistungskriterien erfüllt und zeigt großes Potenzial auf dem Marktplatz.
Über diesen Service
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
Zweck:
Business
Mein 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.
Bewertungen
2 Bewertungen für diesen Service
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- Kommunikation
- Qualität der Lieferung
- Preis-Leistungs-Verhältnis der Lieferung
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S sandishell319
Vereinigte Staaten
Laufende ZusammenarbeitWow. I tasked Samuel with a big project and he came through and went above and beyond. Very proficient in both Practice Better as well as Fullscript! I will continue using Samuel in the future for sure.
400 $-600 $
Preis
7 Tagen
Dauer
S 
Antwort des Freelancers
Hilfreich?S sandishell319
Vereinigte Staaten
Laufende ZusammenarbeitOnce again Samuel doing amazing work in Practice Better.
50 $-100 $
Preis
3 Tagen
Dauer
S Antwort des Freelancers
Hilfreich?
Bewertungen
2 Bewertungen für diesen Service
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Zusammensetzung der Bewertung
- Kommunikation
- Qualität der Lieferung
- Preis-Leistungs-Verhältnis der Lieferung
Sortieren nach:
Am relevantesten
S sandishell319
Vereinigte Staaten
Laufende ZusammenarbeitWow. I tasked Samuel with a big project and he came through and went above and beyond. Very proficient in both Practice Better as well as Fullscript! I will continue using Samuel in the future for sure.
400 $-600 $
Preis
7 Tagen
Dauer
S Antwort des Freelancers
Hilfreich?S sandishell319
Vereinigte Staaten
Laufende ZusammenarbeitOnce again Samuel doing amazing work in Practice Better.
50 $-100 $
Preis
3 Tagen
Dauer
S Antwort des Freelancers
Hilfreich?
