Snapshots›Health & Wellness
EPIC Nutrition & Wellness Snapshot
A comprehensive solution for nutritionists and wellness coaches, offering automated client onboarding, personalized program delivery, and retention systems.
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What's included
Marketing Materials
- Email and SMS campaign templates
- Social media content calendar for 12 months
- Ad templates optimized for nutrition keywords
- Seasonal promotion campaign frameworks
- Client education guides and resources
Operational Systems
- Client relationship management (CRM) system
- Program tracking and management tools
- Compliance documentation templates
- Team task and performance management tools
- Financial reporting and analytics dashboards
Automations
- Lead capture and nurturing sequences
- Program follow-up and check-in reminders
- Client engagement and feedback workflows
- Referral program automation
- Birthday and milestone greetings automation
Sample workflows
Client Acquisition & Onboarding
- Automated lead capture forms integrated with CRM
- Email and SMS nurturing sequences
- Client qualification and segmentation workflows
- Appointment scheduling automation
- Welcome packet and onboarding process
Program Delivery & Management
- Personalized meal and wellness plan creation
- Progress tracking and adjustment workflows
- Client document management system
- Compliance and audit preparation tools
- Supplement and resource recommendations
Client Retention & Engagement
- Regular check-in reminders and follow-ups
- Client satisfaction surveys and feedback loops
- Educational content delivery schedules
- Referral request and tracking system
- Loyalty program management
Practice Operations & Growth
- Performance tracking dashboards
- Team task assignment and monitoring
- Marketing campaign management tools
- Financial reporting and forecasting
- Training and development resource library
Pricing
Snapshot + Vision Control™ | Ignite (Annual)
Bundle with annual subscription to Vision Control™ | Ignite
$3997 + $1470/year
Get this SnapshotSnapshot + Vision Control™ | Ignite (Monthly)
Bundle with monthly subscription to Vision Control™ | Ignite
$3997 + $147/month
Get this Snapshot“This system gave me back hours every week and helped me build real momentum. Automations handle my follow-ups, and my new client onboarding is smooth and professional. Clients notice—and stay!”