You will get Wellness Business Operations Audit


Project details
Project Summary:
You're running a wellness business but something isn't working — clients fall through the cracks, bookings are messy, emails go out late, or payments feel disorganized. This audit gives you a clear picture of what's broken and exactly how to fix it. In 90 minutes on Zoom I review your booking system, email platform, payment setup, and client communication workflow. You walk away with a written report and specific actionable recommendations — no fluff, no generic advice. I've run my own wellness business for 8 years and built these systems myself. I know what works.
You're running a wellness business but something isn't working — clients fall through the cracks, bookings are messy, emails go out late, or payments feel disorganized. This audit gives you a clear picture of what's broken and exactly how to fix it. In 90 minutes on Zoom I review your booking system, email platform, payment setup, and client communication workflow. You walk away with a written report and specific actionable recommendations — no fluff, no generic advice. I've run my own wellness business for 8 years and built these systems myself. I know what works.
Language
EnglishWhat's included $275
These options are included with the project scope.
$275
- Delivery Time 7 days
About Crystal
Wellness Business Systems | Customer Onboarding & Retention
Hoboken, United States - 7:36 am local time
After 15 years in enterprise client management and 8 years running my own wellness business — I've built the systems, launched the workshops, written the emails, and managed the clients. I know what works because I've done it myself.
What I help with:
— Workshop and retreat launch support
— Email marketing setup and sequences (MailerLite)
— Social media content for wellness brands
— Client onboarding and booking systems
— Business operations and workflow cleanup
— Canva graphics and brand content
I'm direct, reliable, and I deliver what I say I will. If you're a wellness founder who needs someone who actually understands your world — let's work together.
Steps for completing your project
After purchasing the project, send requirements so Crystal can start the project.
Delivery time starts when Crystal receives requirements from you.
Crystal works on your project following the steps below.
Revisions may occur after the delivery date.
Step one
Client completes short intake form (5 questions — sent immediately after purchase) 90-minute Zoom audit call scheduled within 3 business days Written recommendations report delivered within 48 hours of call