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// CRM SETUP

Let's Automate Your Practice!

Let's work together to automate your business systems and client journey using our most trusted CRM Platforms

HOLISTIC BRAND STRATEGY

Reclaim your time and energy, while presenting a professional & consistent client-facing image.

We worked closely with Top Metabolic Balance Coach, Jen Vasey to create the perfect workflow that allows you to be present and attentive to your clients, while your CRM does all the heavy lifting, remembers particular dates, and follows up with clients who have fallen off track. 

and did we mention that this is ALL AUTOMATED.

READ ABOUT JEN'S EXPERIENCE WITH OUR DUBSADO SETUP PACKAGE:

 

I can honestly say that Dubsado has been life-changing for me.

 

As my business was growing I was manually keeping track of each client and where they were at in their program. This started to become very overwhelming the more clients I took on. Dubsado has saved me so much time and effort by being an automation system that I can trust.

 

I know that my clients are going to get all of the information and reminders needed to guide them through their plan. This has freed up so much time for me to be able to continue working on the growth of my business and supporting more clients. It's hands down the best thing that I've done to support my business and meet my client's needs.

 

1000% recommend!

 

- JEN, METABOLIC BALANCE COACH

What's Included

All for only $750!

plus applicable taxes

Custom CRM Setup Projects usually begin at $2,000 - but because Jen has been so generous to share her finessed and perfected workflow with all of you, we're able to keep costs low and help you serve more clients!

READ ABOUT CARRIE'S EXPERIENCE WITH OUR PRACTICE BETTER SETUP PACKAGE:
 

 

Working with Bloom your Biz was the BEST decision I made to help me launch my nutrition business. I was stuck in the final phases of how to launch my business for months it felt like. 

 

Having Ashley come on board to help me automate my nutrition program was SO invaluable. She got my program and workflow fully set up and customized on the Practice Better site, and got me ready to launch my business to clients.

 

The very first day I launched my website, I had two clients book appointments! 

 

The best part is, she gave me all of the tools and resources I need to update and change my program as I grow.

 

I will be forever grateful for the mentorship and support!

- CARRIE, METABOLIC BALANCE COACH

What are the Options?

DUBSADO

This is the platform we used to set up Jen's completely automated Workflow. Check out her video walkthrough to get a glimpse of how easy your journey could be!

pros vs cons

✓ Completely Automated Process (even including Check-Ins and Reminders!)

✓ Unlimited Clients - price will never change.

✓ Has an Uploader function so your clients can share their valuable Before & After photos with one click.

☓ NOT PIPEDA Compliant, BUT you can simply download your Initial Consultation form after completing it (saving it to your computer and deleting it from the platform)  -- none of the other forms share sensitive health information.

PRACTICE BETTER

Easily the top trusted platform by nutrition professionals. we've adapted our automated workflow to work here as well. Check out the comparison video below. 

pros vs cons

✓ HIPAA/PIPEDA/GDPR compliant.

✓ All Forms can be sent out automatically.

 

☓ We can NOT automate check-in emails to send out, BUT we can provide the email templates to you, and teach you how you can set these up for each new client you receive. We also can not follow up on forms / steps that haven't been completed. But we can have reminders in place. 

☓ Monthly Price will increase once you bring on a certain number of clients.

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How Does it Work?

STEP ONE

First, you'll select your package of choice + review & sign the contract, make your first payment, and book your meet & greet call with Ashley.

STEP TWO

Once we're acquainted, we'll set up your CRM Platform using our partner discount code and start duplicating Jen's custom workflow.

STEP THREE

You'll be provided with detailed instructional videos that will walk you through how to set up your personal settings within your new account.

STEP FOUR

We'll add any necessary customizations (optional) and share our detailed offboarding & instructional video so that you can feel confident using your CRM platform & can start saving time while serving clients and making $$$!

In case you're wondering...

Ready to Get Started?

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Select your desired Package below

Select your Payment Plan

We'll share the Onboarding Resources.

PROPOSAL

Choose Your Platform

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Dubsado

package deliverables

✓ 30-min Introductory Session
✓ Duplicate of Jen's tested & true system
✓ Appointment Scheduler Setup (Initial Consult, Review Plan, Check-In, Phase Three & Phase Four)
✓ On-Brand Dynamic Proposal
✓ Pre-Filled Contract / Consent Form
✓ Payment Plan Setup & Auto Invoicing
✓ Automated Forms (Welcome Guide, Blood Work & Measurements, Getting Started Guide, Phase Three, Phase Four & Review Request)
✓ Automated Emails
✓ Automated Follow Up Emails (If forms not completed)
✓ Access to our Dubsado Tutorial Library

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Practice Better

package deliverables

✓ 30-min Introductory Session
✓ Package Setup
✓ Services Setup (Initial Consult, Review Plan, Check-In, Phase Three & Phase Four)
✓ Payment Plan Setup & Auto Invoicing
✓ Automated Forms (Welcome Guide, Blood Work & Measurements, Getting Started Guide, Select Your Start Date, Phase Three, Phase Four & Review Request)
​✓ Automated Scheduling Reminders (Initial Consult & Review Plan) 
✓ Automated Reminder to manually set up scheduler reminders (for Check-In, Phase Three & Phase Four)

☓ We can NOT automate check-in emails to send out, BUT we can provide the email templates to you, and teach you how you can set these up for each new client you receive

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