Automating Intake & CRM for Independent Health Coach
Streamlining Client Acquisition with Smart Automation
Project Impact
The Challenge
Sarah, an independent health coach, was spending 15+ hours per week on manual lead management, follow-ups, and client onboarding. She was missing opportunities due to slow response times and inconsistent follow-up processes, limiting her ability to scale her practice.
Our Solution
We built a complete automation ecosystem connecting her website forms to HubSpot CRM, implemented intelligent lead scoring, automated SMS/email sequences, and created a streamlined client onboarding workflow. The system included automated appointment scheduling and payment processing.
Key Features Delivered
Automated lead capture from website and social media
Intelligent lead scoring and qualification
Multi-channel follow-up sequences (email, SMS, calls)
Automated appointment scheduling with calendar sync
Client onboarding workflow with document collection
Payment processing and invoice automation
Progress tracking and client communication tools
Analytics dashboard for performance monitoring
Project Timeline
Process Mapping
Current workflow analysis and automation opportunity identification
System Integration
CRM setup, form integration, and automation workflow creation
Testing & Optimization
Workflow testing, optimization, and performance tuning
Training & Launch
User training, documentation, and go-live support
Technologies Used
"The automation system BeTechSecure built for me was a game-changer. I went from drowning in manual tasks to having a smooth, professional client acquisition process that runs itself. My revenue increased 60% in just 3 months."
Complete Results
Ready to Achieve Similar Results?
Let's discuss how BeTechSecure can help your Ohio wellness business scale securely with HIPAA-compliant automation and web development.