Every time you try to fix it yourself you end up three hours deep in tutorials with nothing to show for it. I go through your entire backend, from Practice Better to your forms, automations, client onboarding, scheduling, and the tools running the business side of your practice, and hand you a clear roadmap.
I audit every critical touchpoint where leads and clients interact with your tech.
Client onboarding, package settings, intake forms, and automated reminders to ensure smooth client care.
Internal team workflows, client management boards, and task tracking to eliminate backend confusion.
Reviewing how your CRM, pipelines, and funnels capture leads and manage follow-ups.
Checking the connections between your website, email provider, and scheduling tools so nothing falls through the cracks.
Testing the path a potential client takes from discovering you to booking a consult and paying.
Identifying repetitive tasks you or your team are doing manually that could easily be automated.
A personalized Loom video where I screen-share your accounts, point out exact friction points, and explain what needs to be reconfigured in simple terms.
A clear, prioritized document detailing what to fix first, which automations to build, and how to organize your tech stack step by step.
Reserve your Systems Audit for $150 and complete a short intake questionnaire about your current tools and main pain points.
Follow my simple instructions to grant secure delegate or team access to your practice software accounts.
Receive your custom Loom video walkthrough and written roadmap in 5-7 business days so you know exactly what to fix.
This audit is designed specifically for functional medicine practitioners, FDNs, nutritionists, and health coaches who enjoy managing their own tech or have a VA, but need an expert systems strategist to give them a bulletproof blueprint.
I specialize in Practice Better, ClickUp, email marketing tools, funnel software, and Instagram automations. If you use a different practice management tool, let me know when booking!
Once you complete the initial questionnaire and provide access, your complete video walkthrough and written roadmap will be delivered to your inbox within 5 to 7 business days.
If you decide you'd rather have me build and fix everything for you, your $150 audit fee can be applied directly towards your Full Done-For-You Build!
I'll guide you on how to grant delegate/team access securely or share temporary login credentials so I can inspect your setups safely.
If you'd rather skip the DIY implementation and have your whole backend built for you, check out the Full Done-for-You Build.
Apply for the Full Build