I’m a self-proclaimed nerd when it comes to technology platforms. I love connecting mental health professionals with platforms that automate processes and make life simpler for them and their clients.

I offer one-on-one teaching to help you set up and learn how to use certain platforms while also helping you decide which ones would work best for your needs. I bring patience and empathy to all my teaching sessions to ensure we can go at your own pace.

Additionally, for a fixed price, I will setup and customize these platforms for you on my own so you’re ready to hit the ground running. If you have a larger project you would like help with, reach out and we can discuss if my services would be a good fit. I teach and work with the following platforms:

• Community Building and Online Events Platforms: Circle

• Course Platform/Learning Management System (LMS): Thinkific, Circle

• Artificial Intelligence (AI) tools: ChatGPT, Google Gemini, and Fathom (AI Meeting Notetaker)

• Retreat Management Platform for automating bookings, communications, and payments: BookingLayer

• Automations to connect processes through multiple platforms: Zapier

• Automatic Appointment Scheduling: Calendly, Google Calendar

• Project/Task Management platforms to enhance your productivity: ClickUp, BaseCamp, Asana, and Trello

• Google Workspace including Drive, Gmail, Docs, Sheets, Slides, YouTube, and more

• Digital Filing and Storage: Google Drive, Dropbox, and OneDrive

• Email Marketing: Flodesk, Mailchimp

• Listings for your Practice: I’ll guide you through the most popular therapist/clinician directories and Maps listing sites

• Social Media: Facebook, Instagram, LinkedIn, and Youtube

• Customer Support/Help Desk: Intercom

• Forms: Custom HIPAA compliant forms through Cognito Forms or TypeForm

• Customer Relationship Management (CRM): Mailchimp, Hubspot

Project Examples:

• Automated Pre-Screening & Consultation Flow: Intake or Pre-Screening forms linked to automatic appointment scheduler + Customer Relationship Management (CRM) or Electronic Health Records (EHR) platforms, automatically assigning leads and appointments to the right staff.

• Retreat Management System Setup with complete booking pages, client portals, automated communications & reminders (eg, BookingLayer, Acuity)

• Payment & Intake Automation: Connect booking/payment systems with intake forms and storage of client records.

• Technology Operations Audit & Recommendations: Deep dive into your current tools and processes to find what’s not working well, and how your workflow could be improved.

• Online Course Platform Setup (Circle/Squarespace/Thinkific) with branded elements, templates for course design, best practices for designing courses, and templates for staff training or client education.

• Centralized Task Management & Communications System: Build a task management dashboard (Asana, Trello, Notion, BaseCamp, or ClickUp) that connects to key tools like booking platforms, intake forms, or CRMs. Automations push updates into an internal communications platform like Slack so staff are instantly notified of new bookings, pending tasks, or client needs. Keeps everyone aligned, reduces email clutter, and ensures nothing slips through the cracks.

• Marketing-to-CRM Integration: Connect email marketing (e.g., Flodesk, Mailchimp) with CRM (e.g., HubSpot, Mailchimp) to track leads through the sales funnel.