
Select the setup option that matches your business stage, from foundational organization to advanced automations.
Tell us about your practice, tools, and priorities. This helps us customize your systems for how you work.
We will ask more in-depth questions needed to complete the project and then you’ll pay a one-time setup fee for your chosen package. This covers the full system build, training, and delivery.
Our experienced virtual assistants will handle the entire setup, ensuring your automations, forms, and workflows are ready to go.
Once your system is live, you choose how you want to be supported monthly, either with our hosting, maintenance, or full virtual assistant support.
All dependent on your needs.
Timeline: 5–7 business days
Purpose: Build your business foundation so bookings, intake, and communication flow seamlessly.
Setup Includes:
✅Google Business Profile polish
✅Booking link + calendar setup
(via GHL)
✅Branded intake and consent forms
✅“About” rewrite optimized for SEO + AEO
✅Micro online audit with 3 quick improvements
Best For:
Solo practitioners, new studios, or rebranding wellness providers.
Timeline: 2–3 weeks
Purpose: Create scalable, repeatable workflows that save hours each week.
Setup Includes:
✅2–3 custom automations (new lead → nurture, booking reminders, no-show follow-ups)
✅Email + form integrations
✅Payment + scheduling connection (Stripe, Square, GHL)
✅30-minute systems walkthrough + SOP handoff
Best For:
Practitioners or studios who want their operations to run on autopilot.
Timeline: 10 business days
Purpose: Get organized with a clean, trackable CRM system for all new contacts.
Setup Includes:
✅Automatic tagging + segmentation setup for all new incoming leads and contacts
✅Pipeline + session tracking system
✅Form + automation integrations
✅Contact import template (for easy uploads)
✅Custom KPI mini-dashboard
Additional Option:
If the client wants their existing list cleaned, tagged, and segmented, a custom quote with updated delivery timeline will be provided.
Best For:
Growing practices ready to track data and maintain clarity in their client journey.
Full Funnel Build Out
(One-time fee)
$2495*
Timeline: 2 - 3 months
Purpose: Get your offer out and visible to your clients with a system that nurtures
them as you focus on being present with your clients.
Setup Includes:
✅90-minute strategy & Planning call
✅Landing Page
✅Payment and Scheduling
✅Email & Form Integrations
✅Email Workflow for Onboarding or Course
✅30-minute Workflow Training and SOP Handoff
*If the client wants support with building out an offer and who to market it, please note a custom quote
with updated delivery timeline will be provided.
Best For:
Growing practices solo founders or practices wanting to buy back their time and
not have to do as many manual steps from onboarding, to nurturing their clients
Hosting + Troubleshooting
Standard Support
Premium Support
$49/mo
$199/mo
$399/mo
System hosting,
performance monitoring,
and light troubleshooting
Up to 5 support requests or system edits
per month, plus monthly backend check-in.
10 VA hours per month plus 12 done-for-you social media posts. No meetings required, tasks and content requests collected
via a monthly intake form.
Hosting + Troubleshooting
$49/mo
System hosting,
performance monitoring,
and light troubleshooting
Standard Support
$199/mo
Up to 5 support requests or system edits
per month, plus monthly backend check-in.
Premium Support
$399/mo
10 VA hours per month plus 12 done-for-you social media posts. No meetings required, tasks and content requests collected
via a monthly intake form.
Booking + scheduling systems
Client intake + consent forms
Automated reminders + follow-ups
CRM tagging + tracking
Payment + calendar integrations
Program, group, or workshop registration systems
Email templates + workflows
Ashley & Brandy are the team behind Pro Wellness Initiative and the backbone support system for wellness professionals. Our team is made up of professionals in the USA, Canada, India and the Philippines.





“I used to spend hours trying to organize client follow-ups. Now it’s all automated, I can actually focus on coaching again.”
- Rebecca, Wellness Coach,Charlotte North Carolina
“My booking process used to be chaos. Now clients get reminders automatically, and I never miss an appointment.”
-Kathy, EMDR Therapist, Tampa Florida
Click the button below to choose your
setup package and start your onboarding.
Within one week, you’ll have the systems and support you’ve always needed, without the stress of doing it yourself.
