Holistic Wellness Industry

What Needed Support

Before we stepped in, this wellness business had a strong heart but a few growing pains. Here’s what we helped identify as the key areas of opportunity:

• An outdated website that didn’t reflect her growth
  Her current site was hard to update, didn’t showcase her full offerings, and lacked modern features that clients expect, like online scheduling and mobile responsiveness.

• No formal brand or logo in place
  Without a cohesive visual identity, it was tough to build consistency across digital platforms, printed materials, or future programs.

• Inconsistent and clunky payment systems
  Payments were being collected in multiple ways depending on the service or platform, making it hard to track income and provide a smooth experience for clients.

• Technology misalignment with her client management system
  Her existing system didn’t fit her evolving needs. It was time-consuming and lacked features like integrated scheduling, appointment reminders, and client history.

• Manual appointment booking
  She was spending too much time going back and forth with clients to schedule sessions, which cut into her availability for actual healing work.

• A desire to offer online teaching/coaching but no platform in place
  She had ideas for expanding her impact with digital content but wasn’t sure how to bring it all to life.

How ABCO Advisors Helped

We partnered with her step-by-step to untangle the mess and rebuild the foundation in a way that felt aligned, empowering, and easy to manage.

Here’s what we worked on together:

• Built a brand-new WordPress website
  Her new site was designed with both beauty and function in mind, highlighting her services, sharing her story, and giving clients an easy way to engage with her work.

• Created a custom logo and brand kit
  We developed a professional logo that felt true to her energy and mission, along with a full set of digital and print-ready files so she could show up consistently everywhere.

• Defined a cohesive color palette for her brand
  With a clear color scheme, all of her materials - from her website to social media to teaching content - now reflect a unified, calming brand identity.

• Researched and transitioned her to a better client management system (Vagaro)
  We helped her move all of her client information into a new system that offered built-in scheduling, reminders, payment processing, and more—all in one place.

• Set up online booking and appointment confirmations
  Clients can now book sessions anytime, without back-and-forth emails. The system handles reminders and confirmations automatically, freeing up valuable time.

• Streamlined her payment processors
  We connected her systems to modern, reliable payment processors so she could track income more easily and ensure a smooth checkout process for clients.

• Launched her online teaching platform on Teachable
  To support her vision for growth, we set her up on Teachable - building out the backend, designing course pages, and making sure everything matched her new brand.

The Result: A More Aligned, Organized, and Empowered Business

Today, this wellness practitioner has a clean, professional digital presence, a streamlined client experience, and new income opportunities through online education. She can focus on her healing work, knowing that her systems are supporting her every step of the way.

At ABCO Advisors, we love helping passionate small business owners bring structure and strategy to their vision—especially those doing meaningful work in their communities. If your wellness business is growing and you need help organizing the back end so you can shine on the front end, we’re here for you.