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When Paper & Clipboards Meet Tech Partnership: A 12-Month Roadmap
I emailed a fitness studio four times before my first class. “Do you work with people who have [specific health condition]?” “What should I bring?” “Can I book for Tuesday?” “Actually, can I switch to Wednesday?” Finally showed up. Filled out an intake form with a pen. Then a direct debit form with a different…
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Building a Wellness Coaching Platform: Part 2 – The Client Journey
From Checkout to Portal in Under 60 Seconds In my grocery business, I used to manually send delivery time SMSs. I’d get the delivery schedule from our routing software. Open my SMS platform. Type each customer’s phone number. Copy-paste their delivery window. Send. Repeat for 60 customers. Then do it all again the morning of…
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Building a Wellness Coaching Platform: Part 1 – Planning & System Design
Before writing a single line of code, I map the entire client journey and system design. Here’s how I planned this automated enrollment-to-delivery platform. I once saved my team two hours a day by moving one piece of paper. They were picking up the packing list, reading an item, putting the list down, getting the…