Onward: Systems Ready for What’s Next

For businesses ready to expand their reach, capacity, and impact.

Strengthen your systems for growth — implementing tools that enable you to grow your staffing, increase clientele, and communicate across a broader client-base

More about the Onward package:

Take your practice to the next level.

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:

  • Onward Strategy Sessions (4 - 8 Hours total) – 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 Session – 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 hourly consulting fee, or custom quoted flat fee based on your unique needs

Want to chat before purchasing a package? Click here to book a free 15-minute consultation!

FAQs

  • The Onward Strategy Session is a deep-dive into why and how you are scaling your business. We will discuss where you are scaling your practice and what that means for your tech. We will also discuss what is and isn’t working right now, whether tech interfacing roles will shift, and where we can reduce your administrative burden so you can focus on running your practice.

  • Just having your tech setup isn’t enough — in order for your business to run smoothly your tech has to be connected to each other. If clients can find your website, but have to go to another site to book, that makes the client expereince disjointed and frustrating. There are many integrations that need to occur in order to make sure the client experience (and the backend work you do to keep things running) is smooth.

  • I do most everything for you, but these items are not included:

    • Branding - you will need to create or have your branding created. This includes colors, fonts, and a logo if needed. Let me know if you need resources for this!

    • Customized training - The Onward package includes a handoff session where I show you how your workflows work, as well as resources for training on product websites. Custom web-based training ceated for your specific workflows is available upon request and is quoted separately from the Onward package.

    • Subscriptions for clinic applications

  • I love this question, because I wonder the same thing whenever I hire someone to help me grow my business!

    I have a unique background that has given me experience as a clinician and in the technology consulting realm. I have my whole story here if you want to check it out, but here are the highlights:

    • Background in providing therapeutic social work services in medical settings

    • Moved to mental health consulting for a global EMR company (Cerner)

    • Lead and strategize around corporate tech with a financial services firm

    • Have never lost my passion for integrating tech with wellness in a way that improves the lives of clients and clinicians

      My focus on your holistic business needs is what sets me apart from other tech consultants, onine business managers, or managed IT services. I love helping my people help their clients!