Organize
Outdated info on your site, a clunky CRM, or tools that don’t play nice together can make even simple tasks frustrating. The Organize Package is here to bring order, clarity, and flow to the tech side of your practice, so you can get back to focusing on what you do best: caring for your clients.
Think about your everyday workflows:
Onboarding – Intake forms, consent documents, and new client communication all in one smooth process
Payments – Clear, reliable systems for both client billing and insurance claims
Booking – Seamless calendar integration, client self-scheduling, cancellations, and automated reminders
Communication – Organized email, phone, and follow-ups so nothing slips through the cracks
When these workflows aren’t streamlined, you lose valuable time, energy, and peace of mind. With the Organize Package, we’ll simplify, declutter, and connect your systems so every step — from booking a session to receiving payment — works together seamlessly.
What’s Included:
90-Minute Assessment Call – We’ll walk through your current workflows, identify pain points, and create a plan for improvement.
Workflow Alignment – Hands-on streamlining of onboarding, booking, payments, and communication processes so they run consistently and smoothly.
Systems Integration – Connecting your tools (EHR, CRM, booking, email, website, payments, etc.) so information flows automatically without duplication or gaps.
Hands-On Implementation – I don’t just make recommendations; I roll up my sleeves and organize it all for you.
The Result:
Smooth systems. Happy clients. More time for you. With everything working as it should, you’ll feel organized, confident, and supported — and your clients will notice the difference.
Outdated info on your site, a clunky CRM, or tools that don’t play nice together can make even simple tasks frustrating. The Organize Package is here to bring order, clarity, and flow to the tech side of your practice, so you can get back to focusing on what you do best: caring for your clients.
Think about your everyday workflows:
Onboarding – Intake forms, consent documents, and new client communication all in one smooth process
Payments – Clear, reliable systems for both client billing and insurance claims
Booking – Seamless calendar integration, client self-scheduling, cancellations, and automated reminders
Communication – Organized email, phone, and follow-ups so nothing slips through the cracks
When these workflows aren’t streamlined, you lose valuable time, energy, and peace of mind. With the Organize Package, we’ll simplify, declutter, and connect your systems so every step — from booking a session to receiving payment — works together seamlessly.
What’s Included:
90-Minute Assessment Call – We’ll walk through your current workflows, identify pain points, and create a plan for improvement.
Workflow Alignment – Hands-on streamlining of onboarding, booking, payments, and communication processes so they run consistently and smoothly.
Systems Integration – Connecting your tools (EHR, CRM, booking, email, website, payments, etc.) so information flows automatically without duplication or gaps.
Hands-On Implementation – I don’t just make recommendations; I roll up my sleeves and organize it all for you.
The Result:
Smooth systems. Happy clients. More time for you. With everything working as it should, you’ll feel organized, confident, and supported — and your clients will notice the difference.