Get Organized

Your systems shouldn’t make you sigh

For practices with existing systems that feel clunky, outdated, or disconnected. I’ll streamline your workflows (onboarding, booking, payments, communication) so everything runs smoothly.

More about the organize package:

Outdated info on your site, a clunky CRM, or tools that don’t play nice together can make even simple tasks frustrating.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.

Pricing: $499 flat fee per workflow

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

FAQs

  • For all my clients, I conduct an in-depth assessment of their business needs, strategies, and workflows. This is a lot like an assessment you might do for a new client who comes to your clinic — but for your business! Based on what I learn, I will create a strategic tech systems plan for your business needs — keeping in mind your budget and tech savvy. My goal is to turn the system back over to you at the end and give you the tools you need to feel confident!

  • 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 Organize 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 Organize package.

    • Ongoing 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!