Rooted Wellness is a fictitious naturopathic practice built to demonstrate what connected infrastructure actually looks like. Three workflows. One system. Fully clickable.
Dr. Rivera is a functional medicine practitioner with a thriving reputation and a growing client base. Word of mouth kept her busy. But underneath the surface, everything ran through her: intake, scheduling, follow-up, onboarding, even marketing when she had time.
She had a website that looked fine but did not convert. A booking tool that was not connected to anything. No enrollment sequence. No follow-up system. No way to deliver her 12-week Gut Restore program without being involved in every step.
She did not need more marketing. She needed infrastructure that could hold what she had already built and grow without adding more hours to her week.
A lead magnet landing page, email capture, and nurture sequence that educates before it sells. A stranger becomes a booked discovery call without lifting a finger.
Try the Funnel →A pre-qualifying questionnaire that captures context before the call, connected scheduling, and automated confirmation and reminders.
Book a Demo Call →Log in and see what a client experiences: program modules, appointment scheduling, intake documents, messaging, and progress tracking.
Enter the Portal →The front door. A complete authority website with homepage, about, services, shop, and contact, designed to convert visitors into booked discovery calls.
Visit the Website →Click through all three workflows. Every form submits. Every sequence fires. Every piece connects to the next. This is not a mockup.
Mapped the full client journey: how people find her, how they enroll, how they onboard, how she delivers the program, and how she follows up. Identified where the system depended entirely on her.
Designed the lead magnet funnel, booking flow, and client portal as one connected system before building anything. Every piece planned to feed the next.
Built the website, funnel, nurture sequence, booking questionnaire, scheduling integration, client portal, and program delivery. Connected them so data flows without manual handoffs.
Walked through every path a prospective or existing client could take. Refined copy, timing, and transitions until the system held itself without intervention.