CLIENT COMMUNICATION · PRACTICE COORDINATION
I help therapists, coaches, and wellness studios onboard clients smoothly and keep every detail coordinated, so you can spend your energy on the work only you can do.
About
Before SB Studio, I spent years as a Licensed Master Social Worker (LMSW) and hospital case manager, coordinating care, managing sensitive information, and guiding people through processes that often felt overwhelming. I have also done this work from the inside at a counseling center, where I monitored inboxes and intake requests and made sure nothing fell through the cracks between first contact and first appointment. Those years of work taught me how to be the calm, trustworthy first point of contact for someone who is nervous about reaching out.
I know what it feels like when an intake slips through the cracks, when a scheduling error damages a client’s trust, or when admin work quietly eats into the time you should be spending with clients. That is why I created SB Studio, to manage and catch those things before they become bigger problems. Today I bring that same steadiness to health and wellness businesses. I build and run the onboarding and coordination systems behind the scenes (intake forms, scheduling, follow-ups, client communication, and more) so your clients feel cared for from the very first email, and you get hours back every week.
Services
Intake forms, welcome sequences, scheduling, and document collection. A complete onboarding system that moves new clients from first inquiry to first session smoothly and without you having to manage every step.
Confidential, HIPAA-aware communication with your clients: appointment reminders, follow-ups, rescheduling, and the kind of warm, professional replies that make people feel genuinely looked after.
A consistent, on-brand presence without the Sunday-night scramble. Content calendars, post scheduling, and light engagement support tailored to wellness audiences.
Skills & Expertise
My background as a licensed social worker brings years of training in confidential, client-facing coordination, applied here to the daily operations of your practice.
Portfolio
Below are some illustrative scenarios that reflect a potential problem, my approach, and the outcome it is designed to produce.
A growing wellness practice needs a repeatable way to get new clients from first inquiry to fully prepared for session one, instead of inconsistent paperwork and last minute scrambling. My approach would be to design a welcome-to-reminder sequence and a simple tracking system to flag incomplete files before appointment day, the same instinct I used flagging incomplete documentation before patient care transitions in hospital case management.
A telehealth practice’s inbox has become a bottleneck, with logistics questions pulling the practitioner away from client sessions or personal time with their family. My approach would be to set up a triage system with routine questions answered directly with pre-approved templates, and anything clinical routed same-day. This reflects the skills I built at a counseling center, monitoring intake and knowing what to handle versus escalate.
A practice’s outside relationships (referrals, labs, vendors, etc.) are undocumented or buried in a cluttered email inbox, with no consistent visibility into what can become stalled. My approach would be to build a tracking system and own the follow-up loop, so nothing quietly falls through the cracks. This mirrors the coordination discipline that was core to my hospital case management role.
A wellness practice wants a consistent social presence but has no time to plan, write, or post regularly, so content happens in scattered bursts or not at all. My approach would be to build a monthly content calendar mapped to key themes in seasonal moments, batch-draft captions in advance, and handle scheduling, light engagement, and day-to-day DM management, so posting becomes a system instead of an afterthought.
Pricing
Scope-based monthly packages rather than hourly billing. So you always know what's covered, and I can focus on outcomes instead of a timesheet.
Every practice is different, and price and services can be adjusted depending on your needs. If one of these doesn’t quite fit, let’s talk and figure out a plan that works.
Starting at $700 / mo
Starting at $1,800 / mo
Starting at $2,900 / mo
Contact
You’ve built a practice worth protecting. Now it is time to build the backend that lets you scale without compromising care. Your practice is ready for this. Send me a message to connect! I would love to hear more about your practice and book a free, no pressure strategy call.