Your intake, booking, and follow-up— in a week

No tech overwhelm. No confusing software. Just a client journey that runs itself — in a week.

Automate to Elevate Your Wellness Practice

frustrated woman laptop paperwork overwhelmed

Automate to Elevate Your Wellness Practice

From Overwhelmed to Empowered

Automation doesn’t replace your human touch — it amplifies it. Let systems handle the busywork so you can focus on what truly matters: helping your clients thrive.

When you automate the small but time-consuming tasks — scheduling, forms, emails, follow-ups — you reclaim hours each week. That means more time for creativity, connection, and care… and less stress juggling admin work that drains your energy.

A wellness professional looking stressed and overwhelmed by paperwork, contrasted with a clean, organized digital interface representing AI automation.
Goodbye Chaos, Hello Clarity
We tame the admin pile so you can breathe again.

Imagine a world where your schedule manages itself, clients receive timely reminders, and leads are automatically tagged and nurtured. This is the power of AI automation, designed to bring clarity to your wellness business.
Female practitioner focused during a calm video session at a tidy desk
Calm, Organized, and Present
Bookings, forms, and reminders run in the background—so you can be here now.

Automation restores flow and focus. With your systems quietly handling the details, you get to show up fully for your clients without juggling ten tabs at once.
Automate the Admin. Amplify the Care.
AI handles follow-ups and no-shows while you focus on results.

Expect fewer no-shows, faster intake, and more referrals—without extra hours. Our AI automation system is intuitive and easy to use, even if you’re not tech-savvy, freeing you to focus on what matters most: your clients and your mission.
How It Works — AFWP Mockup
How it works

Simple automation — big relief

In three calm steps, your practice runs smoother from intake to follow-up — no tech degree required.

Step 1
🔌

Connect your tools

We link your calendar, forms, email/SMS and website. No code. No new logins to learn.

Step 2

Automate the busywork

Intake, confirmations, reminders, follow-ups, and light CRM tagging run quietly in the background.

Step 3
🌿

Focus on your clients

Fewer no-shows, faster intake, calmer days — so you can show up at your best.

Before

  • Manual scheduling & inbox ping-pong
  • Forgotten follow-ups, lost leads
  • Spreadsheets for everything

After

  • Bookings, reminders & forms on autopilot
  • Clients feel guided and show up prepared
  • 5–8 hours/week back to care and growth

What Really Holds Wellness Pros Back — and How We Fix It

It’s not willpower — it’s unclear systems. We remove the guesswork so your tools work together and your time goes back to clients.

🧭

No Clear Tech Roadmap

Tried five apps that don’t talk? We design your minimum viable stack that fits how you work.

📥

Manual Onboarding Chaos

One hands-off flow: intake → tags → welcome → booked.

🎯

No Lead Nurture or Funnel

Quiz/lead magnet → segmented emails → auto-booking.

📊

Spreadsheet Dependence

Clean CRM + tags + dashboards so you can see and scale what works.

Automations That Support How You Work

From onboarding to lab tracking, I build smart automations that save you hours every week — without changing the tools you already love.

🧾 Client Onboarding

Automatically send intake forms, consent agreements, and welcome sequences the moment a new client books with you.

🧪 Lab Order Workflows

Seamlessly request, track, and follow up on lab orders — whether you use blood panels, stool tests, or functional assessments.

💊 Supplement Protocols

Deliver custom supplement plans and reorder reminders automatically through email or SMS.

🔁 Follow-Up Reminders

Stay in touch with every client — automate rebook reminders, progress check-ins, and follow-up messages.

How AFWP Automates Your Client Intake

From intake to insights in seconds.
AFWP connects your client form to Zapier, runs an AI summary through GPT, and delivers a polished report to both you and your client—automatically.

AI-powered workflow: client intake form to Zapier automation to GPT summary to email notification

AFWP’s AI-powered intake system streamlines your client onboarding, saving hours each week while delivering personalized summaries that help you start sessions with clarity and precision.

From Chaos to Clarity

Here’s what happens when your systems go from manual and overwhelming to automated and effortless. See how small changes in automation free your time and focus.

Frustrated wellness practitioner surrounded by papers and laptop, struggling with tech overwhelm

Before Automation

Endless admin tasks, scattered spreadsheets, and constant follow-ups left undone. You’re managing clients, emails, and scheduling — all by hand, all day.

Smiling wellness professional working efficiently at laptop after automating client workflow

After Automation

Streamlined systems handle scheduling, forms, and follow-ups. You focus on clients — your automations take care of the busywork behind the scenes.

Choose the Right Automation Package

Start lean, add power as you grow. Practice Better & Kajabi integrations begin at Momentum.

Jumpstart — Done-For-You (DFY) Quick Automation

Launch a working lead flow in days. Connection over complexity—prove ROI fast, then scale.

$650
Black Friday
$950 regular
Save $300 • Ends Dec 30
  • 1 landing or intake page connected to 1 automation
  • Up to 3 tools total (e.g., MailerLite + Cal.com + Gmail)
  • 1 confirmation email (template included)
  • Light brand styling (logo, colors, CTA)
  • Testing + Loom handoff walkthrough
What’s not included
  • Practice Better / Kajabi / Dubsado heavy integrations
  • Multi-step funnels, advanced conditional logic, custom copy
  • Multiple automations or complex branching
Book a Clarity Call

Turnaround depends on timely access/assets. Includes one revision; out-of-scope changes may incur fees. No refunds once build begins.

Most Popular

Momentum — Done-With-You (DWY) System Build

Streamline lead flow & onboarding with connected automations across your core tools.

$1,450
Includes 1 Practice Better (PB)* or Kajabi workflow
Do-With-You • 5–7 business days
  • Up to 3 connected pages (opt-in, booking, thank-you)
  • 1–2 automations (3–5 steps each)
  • Up to 4 tools total (MailerLite, PB, Kajabi, ConvertKit, Cal.com, Google Sheets)
  • 3–5 automated emails (copy or template provided)
  • 30-min strategy + 30-min handoff training
Example workflows
  • Practice Better Intake → CRM: Form → PB client creation → MailerLite tag + welcome email
  • Kajabi Purchase → PB + Email: Enrollment → Add to PB → Trigger onboarding series
  • Cal.com Booking → Task & Tag: Appointment → Google Sheet + PB → Email reminder
Book a Clarity Call

One PB or Kajabi workflow included. Additional integrations billed as add-ons. Turnaround based on timely access to accounts and assets.

Elevate — Done-For-You (DFY) Automation System

Scale with full AI + automation integration and a clean handoff.

$1,950
Includes PB/Kajabi + multi-app workflows
Done-For-You • 10–14 business days
  • 3–5 pages (home/opt-in, booking, confirmation, thank-you)
  • 2–3 advanced automations (branching/conditions)
  • AI-assisted intake or quiz logic (optional)
  • Email marketing setup (MailerLite/ConvertKit/CRM)
  • Custom branding + domain connection
  • 30-min strategy + 60-min handoff call
Example workflows
  • PB Payment → Delivery: Payment in PB → Enroll in Kajabi course → Share Google Drive folder
  • PB Protocol Update → Reminder: PB event → Conditional email/SMS via MailerLite/Twilio
  • Team Ops: PB appointment → Slack notify + ClickUp task + CRM tag
Book a Clarity Call

Scope finalized in strategy call. Additional workflows and assets available via add-ons or AI VA support.

*PB refers to Practice Better, a HIPAA-compliant practice management platform commonly used by wellness professionals.

Timelines assume timely access and assets. All packages include one revision cycle; additional changes may incur cost. Prices may change without notice. No refunds once build begins.

For Practice Better Coaches & Wellness Pros

Make Practice Better Your Quiet, Automated Back Office

Already using Practice Better, but still doing too much by hand? I connect PB with your calendar, email, and CRM so new leads and clients are onboarded, tagged, and followed up with automatically.

Who this is for: Metabolic Balance coaches, functional nutritionists, health coaches and wellness pros who already use Practice Better and want a smoother, more automated client journey.

You’ll walk away with a clear, documented workflow and a working automation you can actually use—no extra software or tech jargon required.

  • Reduce no-shows with smart reminders and confirmations.
  • Keep your list organized with tags for leads, clients, and programs.
  • Free up hours each week by eliminating repetitive admin tasks.
PB Starter Workflow

Practice Better Intake → Tags & Welcome

$750
one-time build • remote

Perfect if you want one solid, working PB automation before layering on funnels and advanced flows.

  • Map your ideal intake + onboarding flow (30-min strategy session).
  • 1 core PB automation (e.g., new client form → PB client → tags → welcome email).
  • Connect up to 3 tools (PB + MailerLite/ConvertKit + calendar or CRM).
  • Testing + short Loom walkthrough so you know how it works.
Already building a full funnel with AFWP Momentum or Elevate? This PB workflow can be included or expanded as part of your package.

Add-Ons to Extend Your System

Add-ons are designed for existing Momentum or Elevate clients—or for stand-alone projects like landing pages and funnel builds—without rebuilding your entire system. Each add-on is crafted to help you expand or enhance your automations at your own pace.

AI Landing Page for Wellness Pros

$950 • Done-For-You
  • Conversion-optimized 1–2 page site (10Web + Elementor)
  • Integrated booking + email capture
  • SEO-ready copy & branded visuals
  • Lead capture automation (MailerLite or ConvertKit)
50% deposit to begin • Balance due prior to delivery
Book Free Call to Customize
Most Popular

Fast Funnel Launch Kit

$1,250 • Done-For-You / Done-With-You
  • Go live in ~48 hours*
  • 1 high-converting landing page + lead-capture form
  • 3-part automated email sequence
  • Booking & confirmation system (Cal.com or Practice Better)
50% deposit to begin • Balance due prior to delivery
Book Free Call to Customize

Custom Funnel Build

$1,800–$3,000+ • Done-For-You
  • Full lead or sales funnel (ads → landing → email → booking)
  • Custom strategy, copy guidance, and visual design
  • Multi-step automations + analytics setup
  • Includes 1 live review and testing session
Typical turnaround: 7–10 business days • Final pricing based on scope
Plan Your Funnel
For Existing Clients

Practice Better / Kajabi Advanced Integration

Custom Quote (starts at $650)
  • Client intake → automatic creation/enrollment + tagging
  • Cross-app routing (PB/Kajabi ↔ MailerLite/ConvertKit ↔ Google Sheets)
  • Testing, troubleshooting, and HIPAA-conscious workflow design
Included in Momentum (1 workflow) and Elevate (2–3 workflows). Use this add-on to expand your existing build.
Plan Integration

Remote IT Support / System Health Check

Custom-Quoted • Remote Only
  • Windows / Mac performance tune-ups
  • Security & backup setup
  • Network & app troubleshooting
Remote only • No onsite or drop-off service • Mail-in repairs available by arrangement.
Request IT Support

*48-hour timeline assumes timely access and assets.

Popular Quick Add-Ons

Supplement Library Setup (Practice Better)
Import, categories, and tags for faster protocol building.
$250
Custom AI Intake Quiz
Tally/MailerLite + scoring + segmentation tags.
$350
Priority Support Pack
Up to 5 minor tweaks/fixes per month.
$150/mo

Trusted Tools I Work With

Seamless integrations with the platforms you already use and love.

Zapier Make (Integromat) OpenAI Google Workspace Practice Better GoHighLevel Kajabi MailerLite ConvertKit Tally Forms n8n Mailchimp Microsoft 365

*Logos represent supported tools for integration and automation. All trademarks are property of their respective owners.*

🚀 New Integration Spotlight

Yelp Lead Capture + Zapier Automation

Never miss another lead from Yelp again. Instantly capture quote requests and messages from your Yelp Business Page — then automatically trigger personalized emails, texts, or booking links using Zapier.

  • ✅ Capture every Yelp message in real time
  • ✅ Auto-reply via email or SMS with your booking link
  • ✅ Add the lead to your CRM/MailerLite or Practice Better intake
  • ✅ Track conversions and bookings instantly

Perfect for busy wellness pros who rely on Yelp but can’t monitor every notification.

Add Yelp Lead Automation to My Setup

Ongoing Support & Maintenance

Once your automation system is live, keep it running smoothly with AI Virtual Assistant Support — monthly monitoring, updates, and tech optimization so you can stay focused on your clients.

Your automation journey doesn’t stop at launch. I provide continued support to ensure your systems stay secure, efficient, and optimized — so you never have to worry about tech maintenance again.

💬 Email & Chat Support

Quick answers for questions or workflow issues, typically within 1–2 business days.

🔄 System Updates

Routine checks, platform upgrades, and automation optimizations as your business grows.

📄 Documentation & SOPs

Easy-to-follow Loom videos and SOPs so your systems stay clear, scalable, and trainable.

Need to review the full details? See Support & Maintenance Policy →

AI Virtual Assistant Support

Get more done — without doing it all yourself. Hands-on admin + automation upkeep so you can focus on clients, not clicks.

Lite (DFY)
$495 /mo

~4–5 hrs/month · 1 check-in/week · KPI snapshot

  • Inbox + tag hygiene (Practice Better/Cal.com)
  • Form/CRM maintenance
  • Zap health checks (light)
Book a Clarity Call

Installment option available – 50% deposit + remaining balance (5% admin). PayPal Pay-in-4 on request.

Standard (DFY) • Most Popular
$850 /mo

~8–10 hrs/month · 2–3 check-ins/week · KPI + fixes

  • Automation monitoring + remediation
  • Calendar/forms/CRM upkeep
  • Light content ops (swap headlines, queue emails)
Start Monthly Support

Installment option available – 50% deposit + remaining balance (5% admin). PayPal Pay-in-4 on request.

Pro (Custom)
From $1,050 /mo

12+ hrs/month · multi-system coverage

  • Advanced automations + reporting
  • Priority remediation & ops
  • Team onboarding & SOPs
Design a Plan

Installment option available – 50% deposit + remaining balance (5% admin). PayPal Pay-in-4 on request.

Watch How It Works

See how our AI-powered systems help practitioners automate client onboarding, booking, and follow-up in minutes.

🎥 Demo Video Coming Soon

Meet the Founder

Ty Franklin - Wellness Practitioner & Systems Builder
Ty Franklin

Hi, I’m Ty — wellness practitioner & systems builder

FNTP • Metabolic Balance® Coach • 20+ yrs IT Systems & Automation

I’m not just another tech consultant — I’m a holistic health practitioner who’s been in your shoes. I know what it’s like to juggle clients, forms, and follow-ups while trying to make the tech behave. With over 20 years in IT systems engineering and automation, I bridge both worlds — helping health and wellness professionals simplify their systems, save hours each week, and create the breathing room they need to focus on what matters most: their clients. My goal is to turn the chaos of technology into calm, reliable workflows that support your mission — so you can spend less time troubleshooting and more time transforming lives.

Built for Wellness Pros Fast Turnaround Done-for-You or Guided

What Practitioners Are Saying

“Within a week, I had my entire intake and booking automated. Now I can finally focus on clients instead of forms.”

— Sarah M., Functional Nutritionist

“Ty made automation simple. My onboarding emails and client follow-up now run completely hands-free.”

— Jason L., Health Coach

“The best investment I’ve made in my business this year. My clients love the streamlined process.”

— Dr. Anna P., Integrative Practitioner

Built for Wellness Pros Who Want Less Tech and More Clients

DIY tools give you features. AFWP gives you a fully automated wellness business that runs itself — reliably, affordably, and without platform lock-in.

Scalability

Your intake, booking, and follow-ups keep working smoothly as your practice grows.

Ownership

You own your workflows, data, and emails across Zapier/Make, MailerLite/ConvertKit, and Google Workspace.

Predictability

No surprise limits or broken automations — your client journey stays consistent.

Flexibility

Add quizzes (Tally/MailerLite), new offers, or onboarding paths without rebuilding everything.

Performance

Fast, reliable workflows with IT-grade testing so clients never fall through cracks.

Before AFWP (DIY Tech Chaos)

  • Forms, bookings, and emails living in separate tools
  • Manual follow-ups after every lead or intake
  • Missed emails, broken zaps, duplicate contacts
  • “Where did that client go?” stress

After AFWP (Automated & Organized)

  • One connected client journey end-to-end
  • Intake → booking → onboarding fully automated
  • Leads tagged, routed, and nurtured automatically
  • You focus on clients, not tech

Frequently Asked Questions

Quick answers to the most common questions I get from wellness practitioners.

Why not just use an all-in-one platform or a tool like Zapier?

All-in-one tools and connectors are powerful—but they’re generic. I design your client journey end-to-end, choose the right tools for your practice, and build/QA the automations so they’re dependable. You get a custom system that matches how you actually work—not a template you have to force your business into.

What if I already use Practice Better, MailerLite, or a lab platform?

Perfect. I integrate with what you already use—intake forms, scheduling, labs, supplements, email, and follow-ups—so everything talks to each other. No migration required, unless it truly benefits you.

Can I switch tools later without breaking everything?

Yes. I build modular automations and document the flow. If you change platforms, I map the new tool to the same steps and rebuild the small parts that change. Post-build services cover this (simple changes are quick; larger shifts are scoped up front).

How long does it take to launch?

Jumpstart builds typically go live in about a week after assets are approved. Momentum and Elevate include more touchpoints and testing but are still designed for fast launches. You’ll see a project timeline on day one.

Do you offer ongoing support?

Yes. Choose a light retainer or on-demand updates. Support covers tweaks, new steps, troubleshooting, and mini-optimizations as your practice grows. See Support & Maintenance.

Ready to Automate Your Wellness Practice?

Save hours each week with client onboarding, lab workflows, supplement protocols, and follow-ups running on autopilot—so you can focus on care, not clicks.

Prefer email? info@automationforwellnesspros.com