Case Studies - Thrive Wellness Systems

Building a Wellness Coaching Platform: Part 2 – The Client Journey

From Checkout to Portal in Under 60 Seconds In my grocery business, I used to manually send delivery time SMSs. I’d get the delivery schedule from our routing software. Open my SMS platform. Type each customer’s phone number. Copy-paste their delivery window. Send. Repeat for 60 customers. Then do it all again the morning of …

Before writing a single line of code, I map the entire client journey and system design. Here’s how I planned this automated enrollment-to-delivery platform. I once saved my team two hours a day by moving one piece of paper. They were picking up the packing list, reading an item, putting the list down, getting the …