• Client onboarding systems & automation

• Intake form creation & management

• Scheduling & calendar management

• Appointment reminders & confirmations

• Client communication (email/portal/phone)

• Insurance verification & billing support (if applicable)

• EHR setup & admin (SimplePractice, TherapyNotes, Practice Better, etc.)

• Contracts, consent forms, and welcome packets

• Digital filing systems & organization

• Inbox management & response drafting

• Phone call support & follow-up

• Nurture email sequences

• Inquiry management & client directing

• Portal/text communication support

• Workflow & systems development

• Automation setup (Dubsado, HoneyBook, etc.)

• Invoicing & payment tracking

• Project management tools (Asana, ClickUp, Notion, Trello)

• Cloud organization (Google Drive, Dropbox, OneDrive)

• CRM/EHR implementation & optimization

• Therapy practice operations support

• Group practice admin (scheduling, payroll prep, HR basics)

• Retreat/workshop/event planning

• Program launch support (emails, landing pages, client follow-up)

• Resource creation (workbooks, meditations, client guides)

• Website updates (Squarespace, Wix, WordPress)

• Landing page creation (opt-ins, freebies, events, courses)

• SEO optimization basics

• Course setup + tech (Kajabi, Teachable, Thinkific, etc.)

• Content planning & scheduling

• Graphics + captions

• Hashtag/SEO keyword research

• Engagement (DMs, comments, community)

• Blog formatting & posting

• Podcast support (guest outreach, scheduling, show notes, uploads)

• Canva templates (worksheets, guides, slides, PDFs)

• Service & package guides

• Newsletter design + distribution

• Copywriting/editing (web, bios, blogs, service descriptions)

Sometimes you don’t need ongoing support — you just need a focused project brought to life. We offer custom packages to meet those exact needs:

• Practice & Systems Audit
  We’ll assess your current workflows, client journey, and tech setup, then provide an actionable plan to simplify and streamline your business.

• Brand Refresh
  From Canva templates to service guides and newsletters, we’ll refresh your client-facing materials so your brand feels polished, consistent, and aligned with your vision.

• Email Marketing Setup & Automation
  Whether you’re starting from scratch or need a refresh, we’ll design branded email templates, set up automations, and create nurture/welcome sequences that connect with your audience.

• Course or Membership Setup
  Ready to share your expertise? We’ll build your course or membership space (Kajabi, Teachable, Thinkific, etc.), complete with payment integration, landing pages, and student/client onboarding.

• Event & Retreat Coordination
  Hosting a workshop, retreat, or group program? We’ll manage the behind-the-scenes logistics — registration systems, landing pages, attendee communication, and materials — so you can focus on delivering a transformational experience.

• VIP Implementation Days
  For those times you need something done now. Book a half-day or full-day of focused support and we’ll knock out content batching, system setup, or a new launch together.

• Resource Creation
  From client workbooks to journals and guides, we’ll create branded resources that enhance your services and give your clients even more value.