Dr. Michelle Wolford

The Problem

Dr. Michelle Wolford, a highly respected certified natural medicine doctor, was facing a growing challenge within her practice. As her client base expanded and her library of online courses continued to grow, she found herself without an efficient system to manage both. Her existing setup lacked a reliable CRM, leading to scattered client information, inconsistent follow-ups, and a disjointed course delivery experience hosted on Thinkific. This fragmented approach was limiting her ability to scale her practice and provide a seamless experience for her clients.

The Solution

We designed and implemented a fully customized CRM management system tailored specifically to Dr. Wolford’s practice needs. Our team migrated her entire course library from Thinkific into her new, all-in-one platform—allowing her to manage clients, nurture leads, and deliver her educational content under one roof. To further enhance her operations, we built automated nurture sequences that streamlined her client pipeline, automated follow-ups, and ensured timely course delivery. The result is an integrated system that empowers Dr. Wolford to focus on what matters most—helping her clients achieve optimal health—while her backend operations run smoothly and efficiently.