Launching the Wellness Snapshot in 7 Days
This is the actual playbook we run with every wellness practice that buys the snapshot. Most practices follow it exactly. Some compress it to 5 days; some stretch to 10. The structure stays the same.
Day 1 — Order & Kickoff
You complete checkout. Within 60 minutes you receive:
- Welcome email with the onboarding form
- Calendar link for the 60-minute kickoff call
- Access to the launch portal where everything we do shows up
On the kickoff call (30 minutes max), we cover:
- Your modality, primary client type, program structure
- Existing tools we’ll integrate with (Practice Better, Healthie, NutriAdmin, etc.)
- Your branding assets (logo file, color palette, voice tone)
- Your top 2–3 pain points (so we sequence install accordingly)
Day 2 — Snapshot Install
We install the snapshot into your GHL account. This is the heavy technical lift, all on our side:
- 12 workflows imported and tested
- 8 pipelines configured
- 50+ custom fields and tags loaded
- Email and SMS templates loaded
- Calendar integration set up
- Client portal skeleton activated
- A2P 10DLC registration submitted (US-based practices)
You don’t need to do anything on Day 2. We send a Loom walkthrough at the end of the day so you can see the install.
Day 3 — Brand & Modality Configuration
We apply your branding:
- Logo → uploaded to portal, email templates, SMS branding
- Colors → applied to portal, emails, landing pages
- Voice tone → copy adjusted to match your existing brand voice
- Modality variant → snippet libraries tuned (nutrition / functional / hormone / gut / etc.)
- Protocol structure → pipeline stages match your specific protocols
Day 4 — Discovery Funnel & Ads
The discovery call funnel goes live:
- Application page on your domain (or a subdomain)
- Qualification scoring tuned to your fit criteria
- Calendar integration tested with a live booking
- Pre-call education email + SMS sequence active
- Optional ad-form-to-funnel routing (Meta, Google, TikTok)
Day 5 — Existing Clients Migration
Active clients get imported and the system activates around them:
- Active client list uploaded with tagging
- Daily check-in pulse opt-in sent (clients can decline)
- Renewal cadence applied based on current package end dates
- Failed-charge recovery flow activated
- Group cohorts (if applicable) imported and synchronized
Day 6 — Test & Polish
You become your own test client. We walk through:
- Book a discovery call as a prospect
- Submit the application
- Receive the qualification → calendar flow
- Become a paid client (test mode)
- Run a daily check-in
- Get a milestone celebration (we trigger one manually)
- Receive a renewal pre-warm
- Test the review-ask flow
Any rough edges get smoothed in real time.
Day 7 — Go Live
All systems active. Your 10 dedicated support hours bank starts ticking. We schedule weekly 30-minute calls for the first 4 weeks to:
- Review what’s working
- Tune anything not working
- Build any custom workflow you discover you need
- Train you on the parts you’ll touch daily
What to expect in the first 30 days
Week 1
- 24/7 system operating across discovery, intake, check-ins, renewals
- Real-time data starting to flow into the dashboard
- A few false-positive red flags from the check-in engine (we tune in real time)
Week 2
- First renewal pre-warm sequences fire for active clients near package end
- Review asks fire on first milestone events
- Discovery call calendar starts filling differently — better-fit prospects
Week 3
- Failed-charge recovery kicks in on the first billing cycle since launch
- You notice your daily morning routine taking ~12 minutes instead of 2 hours
- First “wins” from the system surface — recovered renewals, milestone celebrations landing
Week 4
- Full cycle running. We have a 30-min review call to lock in any final tuning.
- Your 10-hour support window is typically 50% consumed at this point.
Beyond 30 days
After Day 30, your 10-hour support window still has hours left for any custom workflows you discover you need. After Day 15, the snapshot runs itself. After Day 30, you can decide whether to extend support via our Wellness GHL VA plans for ongoing CRM management.