
Christiano
EXCELLENT PRACTICE BETTER CRM AND WORKFLOW AUTOMATION SETUP
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Experiência profissional
Practice Better Automation & Systems Specialist
Upwork • Freelance
Dec 2024 - Present • 1 yr 5 mos
I help health and wellness professionals transform their Practice Better platforms into fully automated, revenue-generating systems. My focus is on optimizing workflows that reduce administrative workload, improve client experience, and create consistent cash flow for practices. Over the past few years, I have worked with coaches, nutritionists, telehealth providers, and wellness clinics to implement high-performance Practice Better systems. My work includes telehealth workflow optimization, automated client onboarding, intake form automation, payment system integration, and no-show revenue protection strategies. I specialize in building end-to-end automation that manages the entire client journey — from first booking to intake, session delivery, follow-ups, and long-term retention. By aligning Practice Better features with strategic workflows, I help practitioners eliminate manual tasks and operate more efficiently. Key Achievements & Results • Built automated intake and onboarding workflows that reduced manual admin work by up to 70% for wellness practitioners. • Implemented automated reminders and follow-up systems that significantly reduced appointment no-shows and improved client engagement. • Designed secure payment and billing workflows including Apple Pay, Google Pay, and Buy Now Pay Later integrations to improve payment completion rates. • Developed automated invoicing and payment reminder systems that helped practices recover missed revenue from unpaid sessions. • Created end-to-end Practice Better client journeys that guide clients from booking to long-term engagement without manual intervention. • Helped practitioners build scalable systems that support multiple services, providers, and growing client bases. My approach focuses on building reliable, clean, and scalable systems inside Practice Better so practitioners can focus on delivering care while their platform handles the operational workload.