You’ve built your foundations and streamlined your workflows — now it’s time to grow. The Onward Package is designed for mind, body, and spirit clinicians who are ready to expand their reach, serve more clients, and scale with confidence.
As your practice evolves, so do your tech needs. Whether you’re adding new services, hiring team members, or simply feeling the limits of your current systems, I’ll help you create an infrastructure that supports growth without adding chaos.
What We’ll Focus On:
Advanced Workflows & Automations – Save time by automating repetitive tasks like intake, follow-ups, reminders, or reporting.
Scalable Client Management – Strengthen your EHR/CRM setup so it can handle a larger client load with ease.
Financial Growth Systems – Integrations for payments, insurance, or recurring billing that support expansion.
Team Readiness – Setting up user roles, permissions, and processes if you’re bringing on additional clinicians or staff.
Expanded Communication – Adding group offerings, newsletters, or client portals that allow you to connect on a larger scale.
System Upgrades & Reporting – Better data insights and reporting tools so you can make informed decisions as you grow.
What’s Included:
Strategy Deep Dive (2 Hours) – A growth-focused planning session to map out where you’re headed and what systems you’ll need.
Weekly 60-Minute Progress Calls – Regular touchpoints to keep your project moving smoothly.
Hands-On Implementation – I’ll configure, upgrade, and connect your systems for scale.
Post-Project Support Call – One follow-up call to ensure everything is running as intended and answer lingering questions.
The Result:
Systems built not just for today, but for where you’re going. With Onward, you’ll be ready to grow your practice sustainably — without burning out, breaking your tech, or losing track of what matters most.
Pricing:
$199 for the initial project scoping and consultation.
After that, your project is custom quoted based on your needs, so you only pay for what will truly support your growth.
You’ve built your foundations and streamlined your workflows — now it’s time to grow. The Onward Package is designed for mind, body, and spirit clinicians who are ready to expand their reach, serve more clients, and scale with confidence.
As your practice evolves, so do your tech needs. Whether you’re adding new services, hiring team members, or simply feeling the limits of your current systems, I’ll help you create an infrastructure that supports growth without adding chaos.
What We’ll Focus On:
Advanced Workflows & Automations – Save time by automating repetitive tasks like intake, follow-ups, reminders, or reporting.
Scalable Client Management – Strengthen your EHR/CRM setup so it can handle a larger client load with ease.
Financial Growth Systems – Integrations for payments, insurance, or recurring billing that support expansion.
Team Readiness – Setting up user roles, permissions, and processes if you’re bringing on additional clinicians or staff.
Expanded Communication – Adding group offerings, newsletters, or client portals that allow you to connect on a larger scale.
System Upgrades & Reporting – Better data insights and reporting tools so you can make informed decisions as you grow.
What’s Included:
Strategy Deep Dive (2 Hours) – A growth-focused planning session to map out where you’re headed and what systems you’ll need.
Weekly 60-Minute Progress Calls – Regular touchpoints to keep your project moving smoothly.
Hands-On Implementation – I’ll configure, upgrade, and connect your systems for scale.
Post-Project Support Call – One follow-up call to ensure everything is running as intended and answer lingering questions.
The Result:
Systems built not just for today, but for where you’re going. With Onward, you’ll be ready to grow your practice sustainably — without burning out, breaking your tech, or losing track of what matters most.
Pricing:
$199 for the initial project scoping and consultation.
After that, your project is custom quoted based on your needs, so you only pay for what will truly support your growth.
