Business Systems Strategist · Healthcare coaches & educators
I help healthcare coaches and online health educators bring clarity to their business operations, workflows and client journeys. I identify what’s getting in the way, prioritise the right improvements, and help put them in place, from funnels and AI-assisted workflows to straightforward automation.
Services
Every engagement starts with how your business really runs. From there, I plan the improvements that matter most and help put the right ones in place.
01Plan and build
Helpful when Enquiries arrive from several places and interested people drift away before booking.
Deliver now
DevelopingStraightforward funnel builds in Systeme.io, with the scope agreed before each project.
Talk about your funnel02The foundation
Helpful when Work runs on memory, tasks are repeated, and no one can see the whole picture.
Deliver now
Talk about your operations03Practical, not complex
Helpful when Drafting, admin and follow-ups depend on someone finding the time, or remembering.
Deliver now
DevelopingBasic CRM setup, and automations that connect several apps.
No patient or health information goes into AI tools unless your own policies allow it.
Talk about AI & automationDeliver now is work I set up myself. Developing is capability I’m actively expanding, always with the scope agreed first. I don’t offer advanced AI engineering, complex integrations or custom software. If a project needs them, I’ll say so and help you brief a specialist.
Selected work
Explore selected projects demonstrating how I approach funnels, customer journeys, and practical business systems.
Built finished and working In progress still being built
Two opt-in pages for free guides, and a fuller funnel (home, invitation and application pages) for my own funnel-building services.
For my own page, The Modern Mktg Ph: greet new Messenger contacts automatically, point them to the right service and offer a simple next step, such as viewing a portfolio or booking a consultation.
A dental education business led by a practising dentist, offering aligner courses and mentoring. Results aren’t shown here, out of respect for client confidentiality.
Explore further
ProcessThree steps
Understand first, build second. Good systems start with how your business really runs.
ConceptInteractive demonstrations
One fictional healthcare-coaching enquiry, followed through three connected views.
About me
I care about the details that make a healthcare business easy to work with.
I’m a Business Systems Strategist for healthcare coaches and online health educators. I help small healthcare businesses see how their work really flows, from first enquiry to onboarding and the operations behind it, and turn that into clear, practical systems. A background in executive assistance means I see a business from both sides: how it feels to clients, and how it runs for you and your team.
I also help put the right improvements in place, from AI-assisted workflows and messaging automation to straightforward funnel builds. I work remotely with clients internationally. I’m steadily building my skills in more advanced automation.
“I love turning complex moving parts into clear, practical systems that actually work for people.”
I’m not a clinician and don’t advise on care. My focus is the systems around it: enquiries, follow-ups, appointments and onboarding.
Get in touch
Tell me how enquiries, bookings and day-to-day operations work today, and what feels complicated. A few sentences is plenty.
Not sure where to begin? The free assessment is a quick first step.
Prefer email?