Our work
The systems behind better-run practices.
Explore websites, funnels, patient portals, integrations, reporting, and hands-on technical support built around real client needs. Workflow illustrations explain the work; they are not screenshots of client software.
Reviews & reputation
An automatic Google review invitation after the visit.
A completed doctor appointment triggers an SMS review request once the appointment is checked out, making the invitation part of the practice's follow-up workflow.
- Completed doctor appointment and checkout trigger
- Automatic SMS inviting the patient to leave a Google review
- Review requests sent without staff composing each message
Project source & scope
Evidence: Reveal Vitality implementation brief: automated SMS review requests after completed doctor appointments are checked out. Sending an invitation does not guarantee a review or a particular rating.
Practice systems
An operating foundation, built before the first patient.
A connected build spanning lead attribution, consultation follow-up, billing, onboarding, clinical-system handoffs, and referrals.
- Source tagging and immediate SMS/email response
- Stripe billing and onboarding across Cerbo and Biocanic
- Lab follow-up tracking and a FirstPromoter referral engine
Project source & scope
Evidence: Inception implementation brief supplied by Aaron; full case study available.
Funnels & client progression
From a first lab purchase to continuing membership.
Connected entry funnels, lab onboarding, pipeline tracking, and follow-up around Kristi's existing offers.
- Lead magnet, VSL, and free assessment entry points
- Initial lab purchase and structured onboarding
- High-ticket program progression and membership continuity
Project source & scope
Evidence: Kristi implementation brief: 110 leads, 29 lab clients, 12 program clients, 9 members. Reported totals, not guaranteed outcomes.
Custom patient portal
Equipment booking in one patient-facing place.
A custom portal built around the scheduling experience Reveal Vitality needed beyond its CRM's existing functionality.
- Cryotherapy, hyperbaric chamber, sauna, and light-bed calendars
- Upcoming and previous appointments in one portal
- Booking, rescheduling, and session recording in Biocanic
Project source & scope
Evidence: Reveal Vitality implementation brief; Sarasota, Florida.
Membership integrations
Connect a membership purchase to the next clinical step.
Membership transactions, CRM records, and Biocanic setup connected with renewal monitoring for 3-, 6-, and 12-month memberships.
- Cerbo membership transactions synchronized to the CRM
- Patient information, assessments, and trackers sent to Biocanic
- Expiration monitoring, reminders, and staff notifications
Project source & scope
Evidence: Reveal Vitality implementation brief. Platform names reproduced from that brief.
Custom reporting
See the path from lead source to membership.
A reporting dashboard tailored to the practice's lead sources and enrollment stages rather than relying only on standard CRM reports.
- Lead-source performance
- Discovery-call and consultation progression
- Stage-to-stage conversion reporting
Project source & scope
Evidence: Reveal Vitality implementation brief. No sample chart values are presented as client results.
Website & funnel
A practice website and funnel, with a clear handoff.
Debbie credits Aaron with creating her Rested Lifestyle website and funnel, and taking time to explain how it worked and what was needed from her.
- Rested Lifestyle website
- Funnel build
- Explanation and client handoff
“You really took the time to explain a couple of times how all of this worked”Watch the source testimonial
Project source & scope
Evidence: Debbie's testimonial, 0:04-0:18. She does not describe the funnel's individual steps or conversion results.
GoHighLevel website & funnels
Website and funnels, implemented inside GoHighLevel.
Dawn describes asking Aaron to set up a website and several funnels in GoHighLevel because she did not have the expertise to do it herself.
- GoHighLevel website setup
- Multiple funnel builds
- Technical implementation support
“I did not have the expertise to do that myself and Aaron made it really simple.”Watch the source testimonial
Project source & scope
Evidence: Dawn's testimonial, 0:00-0:10. Fitlosophy identification supplied by Aaron; individual funnel purposes are not specified in the video.
Marketing operations
The marketing backend, handled alongside the coaching business.
Sean describes support across email, newsletters, SMS, automation, funnel pages, and social-media ad management so he could spend less time on technology.
- Email marketing, newsletters, and SMS
- Automations and funnel-page builds
- Social-media ad management
“I reduced my time by hours and hours and hours a week.”Watch the source testimonial
Project source & scope
Evidence: Sean's coaching-business testimonial, 1:38-2:04. Separate from his Inception testimonial; time savings are his report, not a measured guarantee.
CRM & marketing support
Hands-on help when the practice's systems needed attention.
Dr. Erika describes marketing assistance, management of her customer relationship management system, and help resolving challenging situations.
- Marketing-related technical assistance
- CRM management
- Hands-on problem resolution
“He got me out of quite a few challenging situations.”Watch the source testimonial
Project source & scope
Evidence: Dr. Erika's testimonial, 0:09-0:25. No specific automation, integration, or revenue result is attributed to this work.
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