Online Business Management

for Therapists, Coaches, and Wellness Professionals

Hello! My name is Rio. I offer strategic online business management, systems design, and ongoing operations support so you can focus on your clients while your business runs smoothly.  

I’ve worked with a variety of service-based providers, including therapists, creatives, and non-profits to make their systems more efficient and bring ease to their day-to-day. 

Who is this service for?

Partnering with an OBM is for you if:

  • Streamlined client onboarding, billing, and workflows could be saving you hours each week, but your current caseload leaves no time for you to figure it out on your own

  • You run programs, courses, or digital offerings that need consistency, but managing all the parts is taking too much energy

  • You want expert leadership over your operations, systems, and launches so things run smoothly without micromanagement

Practice Systems &
Workflow Management

Designing, maintaining, and optimizing the systems that support intake, scheduling, documentation, and internal operations. 

Core Service Offerings

Platform & Program Operations

Ongoing operational support for courses, podcasts, websites, and digital programs, ensuring platforms function reliably and content stays up to date.

Revenue & Billing Management

Insurance claims submission, follow-ups, and payment tracking, to improve cash flow and reduce administrative burden. That means you won’t have to sit on hold with insurance anymore!

Light content support such as monthly newsletters and website edits can be integrated where it supports operational goals.

Packages are customized to your goals with a starting investment of $900/month for ongoing services.

To maintain a high quality of service, I only work with a few clients at a time. 

Custom Packages
Monthly Retainers

  • Oversight of client workflows, onboarding, and scheduling

  • EHR and Systems Management (Experienced with Sessions Health, TherapyNotes, Kajabi, and Thinkific)

  • Billing and revenue management

  • Monthly reporting and review

Pricing: starts at $900 per month

Strategic Projects

  • Revenue or billing system audits

  • Workflow restructuring

  • SOP development

  • Platform setup or optimization

  • Launch infrastructure for new services

Pricing: custom, based on scope

Submit an Inquiry

I’m excited to get to know you, your business, and your goals!

If you’re interested in partnering with me, please complete the form with a few details about your business.

After reviewing, I’ll reach out to schedule a complimentary 30-minute consultation call.