For WELLNESS professionalsA privacy-minded operations partner for the wellness business you've built.
Savvy Assistant is a virtual assistant and fractional operations partner for coaches, therapists, practitioners, and membership businesses. Intake, calendar, client records, memberships, and the small details that keep a business running clean, handled inside the tools you already use, so your hours go to clients instead of admin.
01 — What's breakingYou went to grad school for the clinical work. Not the admin.
If any of this sounds familiar, it isn't a you problem. It's a systems problem
Inquiries sit in your inbox for days because intake lives in three places. Cancellations and double-bookings scramble your week. Your client platform is half set up. Invoices go out late, and package or sliding-scale pricing lives in a spreadsheet only you can find. Membership renewals slip through the cracks, and nobody's quite sure who paused, who upgraded, or who stopped paying two months ago.
None of that means you're bad at business. It means your business grew faster than the systems behind it. The fix isn't working more evenings. It's designing the back end on purpose, with clear workflows, a clean client path, and someone who keeps it running week after week.
02 — What a wellness-business VA handlesInside the tools your business already uses.
For coaches, therapists, and practitioners
I work inside the platforms you already rely on, like SimplePractice, Practice Better, Acuity, Dubsado, and HoneyBook. Access is set up properly, passwords are managed securely, and sensitive client information is handled with care and limited to what the work requires.
You get a clean path from first inquiry to first session: forms, scheduling, reminders, and follow-up. Every Friday, a short recap of what moved, what's pending, and what needs you.
For membership and program businesses
Memberships, packages, and group programs need steady hands. I manage enrollments, renewals, failed payments, pauses, and cancellations, and keep your member list accurate in Kajabi, Circle, Mighty Networks, or Stripe.
Plus the client-experience details: welcome sequences, no-show and cancellation policies, payment plans, and the touchpoints that make people stay.
The goal: client hours that are focused, and off hours that are actually off.
Tools I loveTherapyNotes
Acuity
HoneyBook
Kajabi
Stripe
Google Workspace
Calendly
QuickBooks
Mighty Networks
Dubsado
Circle
TherapyNotes Acuity HoneyBook Kajabi Stripe Google Workspace Calendly QuickBooks Mighty Networks Dubsado Circle
04 — Common questionsFrom independent wellness pros, answered.
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Carefully and on purpose. I work only inside secure, privacy-minded tools, use a password manager for every login, and access only what the task requires. For therapists and practices that need one, I sign a Business Associate Agreement before touching any protected client information
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No. Most solo clients start with the Essentials or Starter tier and get back five to ten hours a week on intake, scheduling, invoicing, and follow-up. That's time you can spend with clients, on your next offer, or simply off the clock.
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Yes. A Sprint engagement covers platform setup or cleanup, pricing and billing in Stripe or your membership tool, welcome and renewal emails, failed-payment follow-up, and pause and cancellation policies. You end up with a membership that runs without you babysitting it.
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es. Whether you're leaving insurance panels, moving from single sessions to packages, or adding payment plans, a Sprint covers client communication, intake updates, fee schedules, payment setup, and no-show policies, so the change feels smooth for you and your clients.
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Yes. A Sprint covers your client platform, intake, forms, contracts, calendar, and payments, so you're ready to see clients within weeks instead of months. You start with systems built to grow, not a patchwork you'll need to rebuild later.
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Independent wellness businesses: coaches, therapists, counselors, nutritionists, bodyworkers, and movement teachers, and other practitioners, plus small businesses that run memberships, programs, or group offerings. If you serve clients one-on-one or in community and the back end is slowing you down, we're likely a fit.
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Practice platforms including SimplePractice, TherapyNotes, TheraNest, and Sessions Health, alongside secure communication and payment tools like Spruce, HushMail, Thrizer, Mentaya, Quickbooks and Stripe — plus the Google Workspace setup underneath. The stack is matched to how your practice already runs, not the other way around.
Virtual assistant for solo therapistsGet the back of your practice running as well as the front.
15 minutes · No pitch · No clinical advice given