Services
Executive & Administrative Support
Day-to-day support for keeping your practice organized and on point.
Calendar & inbox management
Client onboarding & intake coordination
Internal & external scheduling
SOP documentation and maintenance
File organization & secure data entry
Project and task coordination
Client Experience & Communication
Enhancing client relationships and supporting your front end touchpoints.
Community and client communication management
Discovery call handling & follow up
Onboarding/offboarding process management
Support for student programs or group coaching containers
Logistics, research, and scheduling coordination
Light marketing and social media support
Practice Consulting & Operational Strategy
For wellness professionals and small teams ready to grow smarter and run smoother.
Workflow audits & recommendations
Backend system assessments
Patient/client journey mapping
Standard Operating Procedures (SOP) creation & optimization
Team delegation strategies & task mapping
Consulting for new service integration
Monthly strategy calls & implementation support
Billing & Payment Support
Helping you stay on top of financial tasks so you can focus on service.
Invoicing, payment tracking & reconciliation
Insurance verification
Copays, superbills, and claims processing
Payment system integration and process optimization
“ Holly has freed up so much of my time to focus on the things that matter most, like providing quality care to my patients. She has made a significant impact on my day-to-day operations. I can't imagine going back to the way things were before! ”
— Rachel Kitzman, RD
