Connect your tools
We link your calendar, forms, email/SMS and website. No code. No new logins to learn.
No tech overwhelm. No confusing software. Just a client journey that runs itself — in a week.
Automate to Elevate Your Wellness Practice
Automate to Elevate Your Wellness Practice
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.
In three calm steps, your practice runs smoother from intake to follow-up — no tech degree required.
We link your calendar, forms, email/SMS and website. No code. No new logins to learn.
Intake, confirmations, reminders, follow-ups, and light CRM tagging run quietly in the background.
Fewer no-shows, faster intake, calmer days — so you can show up at your best.
It’s not willpower — it’s unclear systems. We remove the guesswork so your tools work together and your time goes back to clients.
Tried five apps that don’t talk? We design your minimum viable stack that fits how you work.
One hands-off flow: intake → tags → welcome → booked.
Quiz/lead magnet → segmented emails → auto-booking.
Clean CRM + tags + dashboards so you can see and scale what works.
From onboarding to lab tracking, I build smart automations that save you hours every week — without changing the tools you already love.
Automatically send intake forms, consent agreements, and welcome sequences the moment a new client books with you.
Seamlessly request, track, and follow up on lab orders — whether you use blood panels, stool tests, or functional assessments.
Deliver custom supplement plans and reorder reminders automatically through email or SMS.
Stay in touch with every client — automate rebook reminders, progress check-ins, and follow-up messages.
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.
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.
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.
Endless admin tasks, scattered spreadsheets, and constant follow-ups left undone. You’re managing clients, emails, and scheduling — all by hand, all day.
Streamlined systems handle scheduling, forms, and follow-ups. You focus on clients — your automations take care of the busywork behind the scenes.
Start lean, add power as you grow. Practice Better & Kajabi integrations begin at Momentum.
Launch a working lead flow in days. Connection over complexity—prove ROI fast, then scale.
Turnaround depends on timely access/assets. Includes one revision; out-of-scope changes may incur fees. No refunds once build begins.
Streamline lead flow & onboarding with connected automations across your core tools.
One PB or Kajabi workflow included. Additional integrations billed as add-ons. Turnaround based on timely access to accounts and assets.
Scale with full AI + automation integration and a clean handoff.
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.
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.
Perfect if you want one solid, working PB automation before layering on funnels and advanced flows.
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.
*48-hour timeline assumes timely access and assets.
Seamless integrations with the platforms you already use and love.
*Logos represent supported tools for integration and automation. All trademarks are property of their respective owners.*
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.
Perfect for busy wellness pros who rely on Yelp but can’t monitor every notification.
Add Yelp Lead Automation to My SetupOnce 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.
Quick answers for questions or workflow issues, typically within 1–2 business days.
Routine checks, platform upgrades, and automation optimizations as your business grows.
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 →
Get more done — without doing it all yourself. Hands-on admin + automation upkeep so you can focus on clients, not clicks.
~4–5 hrs/month · 1 check-in/week · KPI snapshot
Installment option available – 50% deposit + remaining balance (5% admin). PayPal Pay-in-4 on request.
~8–10 hrs/month · 2–3 check-ins/week · KPI + fixes
Installment option available – 50% deposit + remaining balance (5% admin). PayPal Pay-in-4 on request.
12+ hrs/month · multi-system coverage
Installment option available – 50% deposit + remaining balance (5% admin). PayPal Pay-in-4 on request.
See how our AI-powered systems help practitioners automate client onboarding, booking, and follow-up in minutes.
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.
“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 PractitionerDIY tools give you features. AFWP gives you a fully automated wellness business that runs itself — reliably, affordably, and without platform lock-in.
Your intake, booking, and follow-ups keep working smoothly as your practice grows.
You own your workflows, data, and emails across Zapier/Make, MailerLite/ConvertKit, and Google Workspace.
No surprise limits or broken automations — your client journey stays consistent.
Add quizzes (Tally/MailerLite), new offers, or onboarding paths without rebuilding everything.
Fast, reliable workflows with IT-grade testing so clients never fall through cracks.
Quick answers to the most common questions I get from wellness practitioners.
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.
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.
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).
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.
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.
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