Build a $2-3k/month AI automation offer for med spas — booking, no-show recovery, reactivation, and a 5-day plan to land your first client. Adapted from @digitallauraanderson.

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Claude

#marketing

Weekly client/exec marketing report

Tight 1-page weekly report covering metrics, wins, blockers, and next week's plan. Stops the 'what did we do this week?' panic on Friday afternoon.

Chiro / wellness clinic AI automation offer — build the pitch

Build a $1-2.5k/month AI offer for chiro and wellness clinics — intake, booking, reactivation, progress check-ins, plus a 7-day plan to land your first client. Adapted from @digitallauraanderson.

Recall SMS for a lapsed client

Short, low-pressure text to a client who hasn't booked in a while. Doesn't sound automated, doesn't push.

Intake form summariser

Paste a client's intake form responses → get a 1-paragraph summary with key points, flags and a suggested first-session focus.

New client intake agent

Pre-first-session workflow: takes a client's intake form, returns clinician summary + flags + first-session focus + welcome email + Medicare/insurance check.

Practice marketing engine agent

Weekly content workflow: takes one anonymised client win + your specialty angle, produces a Facebook post, an Instagram caption, a Google Business update, and a referrer email.

Lapsed-client recall agent

Pulls clients who haven't booked in X weeks, segments by reason, drafts the right recall message for each (gentle for grief, direct for routine).

Build a Notion client onboarding workflow template

Inside Notion AI, builds a reusable client onboarding template with header callout, day-by-day task database, welcome email, kickoff agenda, asset checklist, internal checklist, and a debrief reflection.

Search my whole Notion workspace for everything related to a client

A Notion AI agent that scans your whole workspace for a client and returns a pre-meeting prep brief with snapshot, open commitments, last 5 interactions, signals, and three things to lead with.

Weekly coaching admin sprint agent (90-minute Friday clear-out)

A 6-block 90-minute weekly admin sprint for coaches: session recaps, follow-ups, content drip, inbox triage, client folder housekeeping, and the Monday brief.

Mid-project scope creep capture + comms agent

A scope-creep workflow that calls the ask in or out, prices the work, gives the client three options, and produces both the reply and the internal log entry.

Re-engagement agent for a client gone quiet

A 5-output re-engagement workflow: a real hook, the message, the 10-day fallback, a graceful "no" reply, and the CRM note that prevents over-chasing.

Mid-engagement scope shift capture + comms agent

A 5-step scope shift workflow: scope check, the pricing, three client options, the reply, and the variation order - so mid-engagement asks get handled in 30 minutes instead of becoming write-offs.

New client first booking sequence agent (confirm, prep, arrival)

A 3-message new-client sequence: confirm with warm tone, prep them 48 hours out, and a calm day-of arrival SMS - plus a memory hook for their next visit.

Repeat client booking + confirm + memory hook agent

A 5-message repeat-client flow that uses real memory to keep the touch warm: confirm, 24-hr SMS, day-of prep, post-visit thank-you, and the memory hook for next time.

Chronic no-show client policy escalation agent

A 5-step chronic no-show escalation: decision check, the message, the internal record, the team brief, and the pushback reply - the whole boundary conversation, drafted in one go.

Monthly client performance report agent (data to narrative to next-month plan)

A monthly report that turns numbers into a story the client will read: executive summary, KPI commentary, the narrative, the next-month plan, and a 7-slide outline if you present live.

Win-back agent for clients gone 3+ months

A 5-piece win-back pack: the main message, a short version, a "yes" reply, a graceful "no" reply, and the internal update - so the loop closes cleanly either way.

Weekly authority post agent: one insight, five posts

A weekly content workflow that turns one client insight into five distinct posts, a 4-week recycle plan, and a reply bank for the comments they will attract.

New 1:1 client welcome sequence agent (4 emails over 7 days)

A 4-email sequence that walks a new 1:1 client from "you're in" through intake, pre-work, and a calm pre-session prime - each email under 200 words.

Five questions to lock a brief after a discovery call

The 5 questions that turn a fuzzy discovery call into a lockable brief. Each question targets the vaguest answer, with a one-line "why I'm asking" so the client doesn't feel interrogated.

First-time booking confirmation — mobile service

First-time mobile-service booking confirmation that pre-answers the four things every new client wonders: where to set up, what they need to have ready, how long it takes, what it costs.

Seasonal calendar-opens-up announcement to past clients

Past-client email when a new season's calendar opens — gives them early access ahead of the public, surfaces the most-fought-over slots, and includes any past-client perk. Real warmth, no fake urgency.

Translate a creative concept for a non-creative client

Explain a creative concept to a client who isn't a designer — strip the jargon, use their language, end with the one question that moves the project forward.

Bespoke quote for an off-menu package

A bespoke off-menu quote that's itemised, GST-clear, includes a deposit-to-confirm and a quote-expiry, and lets the client say yes in a one-word reply. Plus a one-liner on how price moves if scope changes.

Monthly retainer recap email

A 4-section monthly recap that keeps a retainer client warm: what shipped, what it delivered, what's next, what you need from them.

Two-month silent client rebook nudge

A 2-month silent-client nudge that opens with a specific detail you remember, offers three real time slots, and lets them reply with a single word. Feels like a friend reaching out, not a CRM.

LinkedIn post: client win without breaching confidentiality

A LinkedIn client-win post that uses sanitised context (industry + size, no name), names the real challenge + method, and lands on a takeaway any reader can use. The structure that doesn't feel like a humblebrag.

Plain-English engagement letter cover note

A plain-English cover note that goes ABOVE the formal engagement letter — translates the clauses into what the client's actually agreeing to, names the out-of-scope limits, invites questions before signing.

Cancellation + no-show recovery agent

When a client cancels late or no-shows, this agent decides whether to charge, drafts the right reply, schedules the reschedule.

Discharge summary agent

End-of-care workflow: takes the case start-to-end, produces a discharge summary tuned to the audience (client, GP, NDIS planner, insurer).

Medicare / private health rebate agent

Helps explain to a client what their rebate will be (Medicare CDM, MHCP, private health), confirms eligibility, drafts the receipt + claim instructions.

Client intake + welcome agent

Builds the full new-client onboarding pack — welcome email, intake form, kickoff agenda, and the first-week deliverable.

Turn a client win into a LinkedIn post

Takes a recent client outcome and turns it into a tasteful LinkedIn post that demonstrates expertise without sounding boastful or breaching client confidentiality.

Telehealth session prep + tech-check agent

Morning of telehealth: lists today's clients, sends each a personalised reminder + Zoom link + tech check, prepares the digital tools you'll use.

Intake-to-discharge workflow agent

Maps the entire arc of a client's care from referral through discharge: when to reassess, when to refer out, when to wrap up. Agent flags drift.

New client welcome email

Sent after a new client books. Sets expectations, tells them what to bring, what to expect, where to park.

Goal-review session progress note

Structured note for a session focused on reviewing client goals (typically every 4-8 sessions). Captures what's changed and what's next.

Outcome measure interpretation for the client

When you re-administer an outcome measure (e.g. K10, DASS-21, Oswestry, Berg), explain the result to the client in plain English.

Treatment plan summary for the client

Written summary of the treatment plan for the client to take home. Plain English, clear expectations, what they need to do.

Discharge summary

Concise discharge summary at the end of an episode of care. Ready to share with the client, GP, or NDIS.

Internal handover note — referring within practice

Note to a colleague within the same practice when handing a client over (e.g. physio → OT, or to a different practitioner for cover).

Clarify a vague client brief

Reads a client brief, lists what is missing, and writes a polite email asking the five highest-leverage clarifying questions before you start work.

Mid-project written check-in (no meeting needed)

A short labelled check-in email instead of a meeting. Status, next steps, ask. The client gets clarity in 30 seconds and you get your day back.

Repeat no-show — final-notice message (warm but firm)

After 2-3 no-shows, the message that switches a client to prepayment without burning the relationship. Names the pattern, sets the new boundary, gives them an exit if it doesn't suit.

First-visit prep email — what to expect

A "first visit" email that takes the nerves out. Walks the new client through exactly what happens, what to bring, where to park — so they show up relaxed and on time.

Mid-programme check-in agent

Designs the 50%-mark check-in for a 1:1 client — what to ask, what to flag, and how to recommit them to the work.

Client testimonial harvesting agent

Designs the post-programme testimonial process — when to ask, what to ask, and how to turn the response into 5 usable formats.

Write a 'taking on a new client' welcome

Drafts a warm welcome email and onboarding doc for a new freelance or consulting client.

Write a 'raising my rates' email to clients

Drafts a respectful client email announcing rate increases for freelance or consulting work.

Booking confirmation that reduces no-shows

A confirmation message that is warm, short, and includes the prep info that makes clients show up on time and ready.

Polite no-show follow-up SMS

An SMS to a client who did not show. Doesn't shame them, names the missed-fee policy if it applies, and books them in again.

Difficult feedback message — when client isn't doing the work

Honest, kind message when a client isn't following through. Names what you've noticed without shame, gives them an out.

Pricing change announcement

Email or post telling existing clients about a price change. Direct, doesn't apologise, gives existing clients a runway.

End-of-month retro template

Structured prompt to write up the monthly marketing retro — what worked, what didn't, what we're changing. For your team or for client.

Last-minute cancellation reschedule SMS

Short text when a client cancels last-minute. Acknowledges, doesn't shame, offers reschedule options.

Performance reporting template

Build a performance report template that survives a stakeholder, client and board read without being three different documents.

Multi-disciplinary handover agent

When a client crosses disciplines within or beyond your practice (physio→OT, psych→GP, OT→speech), this drafts the handover note with consent + key context.

Build a 'research-as-a-service' offering

Designs a productised research offering for clients — packaged, repeatable, profitable.

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