Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup simplepractice and automate client intake process
Tobi Flows
Level 2
About this gig
Struggling with a SimplePractice setup that feels complicated, time-consuming, or difficult to manage?
I help therapists, counselors, coaches, and health practitioners turn SimplePractice into a clean, organized system that reduces admin work and keeps clients moving through the right process.
Instead of giving you another complicated setup, I focus on solving the problems that slow your practice down.
I can help you solve:
- Clients taking too long to complete intake
- Missed appointments and inconsistent reminders
- Manual follow-ups with clients
- Clients going inactive without reengagement
- Disorganized scheduling and communication
- Time-consuming administrative processes
- Billing and insurance workflows that are difficult to track
- An existing SimplePractice account that needs cleanup or optimization
Already using SimplePractice? No problem. I can review your current setup, identify workflow gaps, and improve the areas creating unnecessary manual work.
The goal is simple: fewer administrative headaches, better client follow-through, and a practice that's easier to manage.
Get to know Tobi Flows
Tobi Flows
Helping Businesses Scale with Future Proof Automation
Level 2
- FromNigeria
- Member sinceFeb 2025
- Avg. response time1 hour
- Last delivery2 days
Languages
English, French, German, Spanish
As a Digital Marketing Manager and Automation Specialist, I create smart workflows, lead generation systems, AI-powered automations, and growth-focused strategies that save time and improve efficiency.
Whether you need CRM automation, marketing funnels, email automation, or AI integrations, I deliver practical solutions tailored to your business goals.
✔ Reduce manual work
✔ Improve customer experience
✔ Increase productivity
✔ Scale your business with smart automation
Let’s build systems that work smarter so your business can grow efficiently.
Among my clients
Adura vox
My Portfolio
Other Email Marketing Services I Offer
FAQ
What platforms do you work with?
I specialize in SimplePractice and Practice Better setup, configuration, and automation for therapists, coaches, and health practitioners.
Can you set up my entire CRM from scratch?
Yes. I can configure your account, organize your workflows, set up forms, reminders, onboarding, follow-ups, and other processes based on your needs.
Can you automate appointment reminders?
Yes. I can help configure SMS and email reminders designed to reduce missed appointments and keep clients informed.
Can you automate new client intake?
Yes. I can set up a smoother intake and onboarding process using your existing forms, questionnaires, and workflows.
Can you create client reengagement workflows?
Yes. I can build workflows that help you follow up with inactive clients and encourage appropriate rebooking or continued engagement.
Can you migrate my existing client data?
Yes, depending on the source and data format. I can help organize and migrate supported client information from spreadsheets or another system.
Can you help with cancellation and billing workflows?
Yes. I can configure workflows, reminders, and process rules around cancellations, billing, and insurance tracking where the platform supports them.
Do you work with existing SimplePractice accounts?
Absolutely. You don't need a new account. I can review your existing setup and optimize or rebuild the areas that aren't working efficiently.
Will you show me how everything works after setup?
Yes. Your package can include a walkthrough so you understand the workflows and know how to manage them after delivery.
Can you integrate my CRM with other tools?
Yes, where supported. I can help connect your practice systems with compatible tools and automation platforms to reduce repetitive administrative work.
