How to be organised in your health & wellness business

by | Jan 2, 2017 | Health Habits, Nutrition Support, Uncategorized

The problem with most small health & wellness businesses, is a lack of business acumen.

Let’s say you’re a chiropractor. Perhaps even a really good one.

You have your own practice. Your clients adore you.


Being good at what you do doesn’t mean you’re going to succeed in your business.

Because growing a business requires business acumen.

Part of that necessary business acumen, is being organized and systemizing your business. If you’re not organized, your business is not going to grow.

What does being organized achieve?

When I talk about being organized, I actually mean business systemization.

Business systemization is the act of getting a written, organized flowchart of your business with checklists and procedures for every position and task.

How does being organized, aka systemized, benefit you?

  • You and your team will get more done
  • You will save a huge amount of time
  • The customer service experience you provide will improve because it will be consistent, especially if you have other team members
  • Your business will grow
  • You will feel more peace of mind about having others do the things you usually do
  • It’s good for team morale because everyone knows what’s expected of them

These are just a few of the benefits. Trust me, there are way more.

How to get organized with business systemization

Start by listing the processes in your business that are the most painful.

In a software application like, or on a piece of paper, map out the current process.

Now think of ways that you can make the whole process easier and faster. You may need to think out of the box. Think in terms of “wouldn’t it be great to be able to have this…” so that you don’t limit your creativity.

Often, if you can imagine having some kind of application, you’ll find it on the Internet, and often it is free.

If your business revolves around appointments and clients, you may want to consider getting organized by using helpful applications like Insightly (free Customer Relationship Management online application) and Acuity Scheduling (scheduling application). If it’s only you using it, it’s free.

To manage or track projects, use Asana or Trello.

Keep client records to remind you of conversations with them and any treatment or suggestion, etc. Create a system that will help you check the client’s record from previous consultations (imagine your client’s delight when you ask him how his daughter’s wedding was), and record anything relevant every time you meet. It may simply be notes kept in a client folder.

Whatever will work best for you. But whatever system you use, it must work for you.

For instance, if you don’t sit at your computer often, an Internet-based scheduling system is not going to work for you.

The next step is to document the new procedure you’ve come up with. For more help on this subject, Wikihow gives a step-by-step guide to compiling a standard operating procedure.

Finally, test the new process and keep improving it as you go.


Getting organized can take some time, but honestly, the peace of mind, resulting productivity and ultimately the growth of your health & wellness business, is worth the effort.