Services

Executive & Administrative Support

Day-to-day operational support to keep your practice organized and running smoothly.

  • Calendar and inbox management

  • Client onboarding and intake coordination

  • Internal and external scheduling

  • SOP documentation and maintenance

  • File organization and secure data entry

  • Project and task coordination

  • Logistics, research, and scheduling support

  • Light marketing, website, and social media assistance

  • Coordination and maintenance of digital systems and platforms

  • Onboarding and operational support for contractors or team members

  • Monitoring website performance and basic troubleshooting support

Client Experience & Communication

Consistent, thoughtful communication that supports your clients without draining your energy.

  • Client-facing inbox and message management

  • Discovery call handling and follow-up

  • Appointment reminders, confirmations, and ongoing communication

  • Community and client communication management

  • Support for group programs, student offerings, or coaching containers

  • Support for digital workshops, courses, and educational program delivery

  • Routing therapist or contractor applications and team inquiries

  • Basic troubleshooting support for client platform access or tech-related questions

Support is customized based on your needs and scope. Not every client needs every service, together we determine what will be most supportive.

Ease & Efficiency Consulting

Streamline your workflows so you can focus on delivering care.

  • Recommendations for booking and scheduling systems that keep operations running smoothly

  • Guidance on policies and practices that set clear, compassionate expectations with clients

  • Advising on streamlined billing and payment processes

  • Support in designing a seamless client journey from intake through follow-up

  • Recommendations for communication tools that reduce overwhelm

  • Advising on team structure, delegation, and workflow clarity

  • Creation of onboarding and offboarding processes that feel professional, organized, and personal

  • Recommendations for workflow automation and operational efficiencies

  • Evaluation and guidance on practice management tools, platforms, and integrations

Billing & Payment Support

Reduce errors, ensure timely payments, and free up hours every week.

  • Payment processing and refunds

  • Subscription or membership changes (add/cancel/update)

  • Invoice creation, payment tracking, and account reconciliation

  • Insurance verification support

  • Copay collection, superbills, and claims processing assistance

  • Collection and organization of W9s and contractor forms

  • Expense tracking and receipt organization

  • Payroll coordination support with leadership or accountants

  • Payment system integration and process optimization

  • Support with Stripe, Square, practice management billing modules, or similar tools

Begin a Conversation

Questions before getting started?

Please feel free to send an email to hello@serenebusinesssolutions.com