Your Virtual Assistant for Therapy Practice Success

• Setting up and managing intake forms in SimplePractice, TherapyNotes, or similar systems

• Onboarding new clients (sending welcome packets, adding them to your EHR system)

• Appointment scheduling assistance

• Sending client reminders and follow-ups

• Following up on missed appointments or unpaid invoices

• Organizing Google Drive or Dropbox for easy access

• Creating email and document templates for recurring tasks

• Setting up Trello, Asana, or ClickUp boards to streamline workflows

• Designing simple graphics in Canva for social media, blogs, and events

• Scheduling posts to Facebook, Instagram, or LinkedIn

• Formatting and uploading blog content to your website

• Creating branded PDF resources (worksheets, tip sheets, checklists)

• Formatting and sending email newsletters

Have a course idea or finished content you want to share with a wider audience? We’ll help you polish it, prepare your materials, and launch it on Elevocity’s platform — where you keep a share of every sale.

Includes:

• Organizing and formatting your course materials (videos, PDFs, worksheets, etc.)

• Uploading and setting up your content in Kajabi under Elevocity’s branding

• Creating your course sales page and checkout process

• Setting up email automations to promote your course to our audience

• Setting up registration pages for workshops or group therapy programs

• Sending participant reminder emails

• Managing Zoom links and follow-up communications