// METABOLIC BALANCE COACH 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






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.






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
PACKAGE DELIVERABLES

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
PACKAGE DELIVERABLES



How Does it Work?


In case you're wondering...

We'll create a separate add-on workflow that can be activated in one click inside your CRM
We'll set up individualized consent and intake forms for your partner client, including bloodwork uploads and personal profiles
You'll unlock the opportunity to earn upwards of 50% more on your program, by supporting two clients with shared coaching and streamlined check-ins
Enter your bullet points here..
We'll apply your brand identity to your Canva guides (colours, fonts, imagery, and layout) so every client touchpoint feels intentional and cohesive
We'll design custom headers for your CRM forms and documents to ensure your automated delivery looks premium, polished, and unmistakably yours
Your client journey stays 100% on-brand across education, onboarding, and automated communication
Enter your bullet points here..
We'll map your existing process on a 1:1 strategy call, so automation enhances what works (instead of reinventing it)
We'll build a fully customized automated workflow inside your platform, including forms, scheduling tools, and approval steps
We'll extend your educational offboarding call by 30 minutes to ensure you feel confident running both workflows with ease
Enter your bullet points here..
All prices in CAD

