How to be organized in your health & wellness business

How to be organized in your health & wellness businessThe problem with most small health & wellness businesses, is a lack of business acumen.

Let’s say you’re a chiropractor. Perhaps even a really good one.

You have your own practice. Your clients adore you.


Being good at what you do doesn’t mean you’re going to succeed in your business.

Because growing a business requires business acumen.

Part of that necessary business acumen, is being organized and systemizing your business. If you’re not organized, your business is not going to grow.

What does being organized achieve?

When I talk about being organized, I actually mean business systemization.

Business systemization is the act of getting a written, organized flowchart of your business with checklists and procedures for every position and task.

How does being organized, aka systemized, benefit you?

  • You and your team will get more done
  • You will save a huge amount of time
  • The customer service experience you provide will improve because it will be consistent, especially if you have other team members
  • Your business will grow
  • You will feel more peace of mind about having others do the things you usually do
  • It’s good for team morale because everyone knows what’s expected of them

These are just a few of the benefits. Trust me, there are way more.

How to get organized with business systemization

Start by listing the processes in your business that are the most painful.

In a software application like, or on a piece of paper, map out the current process.

Now think of ways that you can make the whole process easier and faster. You may need to think out of the box. Think in terms of “wouldn’t it be great to be able to have this…” so that you don’t limit your creativity.

Often, if you can imagine having some kind of application, you’ll find it on the Internet, and often it is free.

If your business revolves around appointments and clients, you may want to consider getting organized by using helpful applications like Insightly (free Customer Relationship Management online application) and Acuity Scheduling (scheduling application). If it’s only you using it, it’s free.

To manage or track projects, use Asana or Trello.

Keep client records to remind you of conversations with them and any treatment or suggestion, etc. Create a system that will help you check the client’s record from previous consultations (imagine your client’s delight when you ask him how his daughter’s wedding was), and record anything relevant every time you meet. It may simply be notes kept in a client folder.

Whatever will work best for you. But whatever system you use, it must work for you.

For instance, if you don’t sit at your computer often, an Internet-based scheduling system is not going to work for you.

The next step is to document the new procedure you’ve come up with. For more help on this subject, Wikihow gives a step-by-step guide to compiling a standard operating procedure.

Finally, test the new process and keep improving it as you go.


Getting organized can take some time, but honestly, the peace of mind, resulting productivity and ultimately the growth of your health & wellness business, is worth the effort.


How to attract customers with a referral program

How to attract customers with a referral program92% people trust recommendations from friends and family more than all other forms of marketing.

So it makes sense to focus your promotional activities on word-of-mouth advertising for your business.

Enter referral programs.

How to start a referral program that works

Be gossip-able

If you want to attract customers with a referral program, you’re going to first and foremost need to provide service that is worthy of being gossiped about.

Which means, you’re going to need to be awesome so that people start gossiping – in a very good way – about you.

This article by TalkDesk provides 14 techniques to provide awesome service.

Design an actual referral program

Don’t simply assume your customers are going to tell others about you. Instead, in order for a referral program to actually work, it has to be by design.

Referral program ideas

Idea 1: Join up with other health and wellness providers, but make sure that they are not your direct competitors. If you’re a chiropractor, you could join up with a dietitian. You could refer your patients to them and vice versa.

Idea 2: When you get a new customer, find out if someone referred them to you. Then make a point of at least thanking them. You may want to give them a token thank you gesture, like 10% off their next treatment or a small gift.

This will only encourage them to refer more people to you.

Idea 3: For customers who don’t refer, find other ways to “use” them. For instance, get them to write a testimonial for you.

Idea 4: If you send out newsletters, ask your subscribers to pass on the information by forwarding the email to their friends and family.

Make it easy for them to do so by adding a forward email link (you can check how to do this with your email marketing provider).

Idea 5: You could even add your LinkedIn profile link to your emails and say something like, “if you have benefited from the information in this email, please be so kind as to pass my profile on to someone who may appreciate my help”.

Idea 6: You could add a section in your emails that if they refer someone to you, they get something in return. And then make sure that happens.

Idea 7: Add “referrals appreciated” on your business card or emails or marketing materials. Sometimes people just need a little nudge.

Idea 8: Offer an 3) affiliate program.

Idea 9: Create an actual referral program and design it so that if one of your customers refers someone to your business, they get something of real value for them. Be creative. The key is to give them something they will appreciate, not simply the standard bottle of wine or a pen.

Idea 10: Ask your social media followers to refer their contacts to you. On Twitter, you can ask them to retweet something. On Facebook, you can ask them to share a post.

Idea 11: Make it easy for people to refer you. Give them the tools they need. Suggestions can be an e-book, testimonials or a landing page.

Idea 12: If you have a website, you can use Internet applications like 4)Expect Referrals or 5)Invite Box.

Here’s a list of 25 more 6)referral program applications you can use if you have a website.


With a bit of creativity and quiet time, you can develop many ways to attract customers with a referral program.

It’s a good idea to remember that those who send customers your way are acting as representatives of your business, and you wouldn’t get more business if it wasn’t for them, so be sure to thank them in a way that is meaningful to them.

Precise Portions Nutrition System Giveaway

February is American Heart Month and I am partnering with my friends at Precise Portions to give away a set containing a Complete Lifestyle Starter Set and a Go Healthy Travel Pack. There will be one (1) winner whom will receive one (1) Complete Lifestyle Starter Set and one (1) Go Healthy Travel Pack. The total suggested retail price of this Precise Portions Nutrition Control System set is $89.90.


Banana Chocolate Chip Crisp + Giveaway!

I love crisp. Apple crisp in the fall, peach crisp in the summer. There seems to be a crisp for every season. You can make it for an evening treat topping it with ice cream, frozen yogurt or even a dollop of whip cream. It also makes a great breakfast or snack with a bowl of yogurt. My newest variation of crisp I created is Banana Chocolate Chip Crisp. Warm bananas tossed with chocolate chips topped with a crunchy oatmeal topping. This is so good I love to dive into it warm out of the oven with just a spoon…