UK Wellness Clinic

Sector: Health & Wellness

Focus: Automation, Financial Modelling, Growth Strategy

The Problem

A growing service-based business was struggling to balance client management, admin tasks, and business development. The owner was spending too much time chasing leads and managing bookings. Retention was below 50%, and disjointed systems made it hard to see where the business was truly profitable.

Our Solution

We streamlined and automated the entire Lead → Order → Payment process and provided full visibility into cash flow and customer behaviour.

Key steps included:

  • Process Mapping: Clarified each stage of the sales journey.

  • Financial Modelling: Forecasted business growth and profit potential.

  • Automation:

    • Automated booking and form submission

    • Centralised all lead and customer data into one system

    • Linked financial data to a real-time weekly P&L dashboard

    • Automated lead nurturing, follow-ups, review requests, and repeat bookings

  • AI Chatbots & Workflows: Reduced manual admin time.

  • Data Dashboard: Focused on key KPIs — £ per booking, top spenders, customer sentiment, and biggest growth opportunities.

The Outcome

  • Business now operates from a single, integrated system

  • Repeat booking rate improved to 75% within 3 months

  • Owner freed up time for growth, branding, and expansion

  • Admin time reduced by 10+ hours per week

  • Clear insights into profitability and customer trends

  • Positioned to scale into multiple locations and teams

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