About This Automation
Program delivery and check-ins require nutritionists to manually enroll clients, prepare materials, schedule calls, and track progress across multiple tools. This fragmented workflow creates delays, missed reminders, and administrative burden that pulls time away from client care.
Automation handles enrollment, material preparation, scheduling, and reminder tracking in the background. Nutritionists focus on conducting calls and adjusting programs while the system manages logistics and documentation.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
The full workflow, from trigger to completion.
A new client record is created or an enrollment form is submitted. The automation detects the trigger and begins the onboarding sequence.
The automation retrieves the appropriate program materials and meal plan template based on the client's program type.
The automation sends a personalized welcome email with the client's name, program overview, initial materials, and onboarding instructions.
The automation generates a booking link for the first check-in call and includes it in a follow-up message or record.
The automation calculates the next check-in date based on the program schedule and sets a reminder to trigger a check-in prompt on that date.
On the scheduled check-in date, the automation sends a notification to the nutritionist and a reminder email to the client prompting them to book the call.
After the call is held, the nutritionist manually logs notes. The automation detects the update and triggers the next step.
The automation sends updated resources and homework assignments based on the program phase and any notes logged by the nutritionist.
Most popular tool stack used
— the complete tool combinations companies use
HubSpot
Google Sheets
Gmail
Calendly
SlackWhat you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
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Frequently asked questions
Everything you need to know before mapping this process.
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