Katina runs a holistic wellness practice where client trust and professionalism matter deeply. As her brand grew, so did the need for a strong digital presence and seamless back-end management. With client data spread across platforms and the website needing regular updates, Katina required a support partner to step in and ensure both the frontend (branding) and backend (operations) were in sync.
Client records migrated
Posts and Reels Designed
High client satisfaction rate
Faster Onboarding Process
The Challenge
Katina was managing her wellness business using multiple platforms while also juggling brand visibility and content creation.
Her key challenges included:
Keeping the WordPress website updated with the latest offerings.
Designing on-brand content for Instagram and other social platforms.
Migrating client information and wellness materials from Alma to Practice Better.
Ensuring data accuracy and reducing onboarding delays.
Finding a partner who understood both creative and technical aspects of the business.
What did Tasks Expert do?
Tasks Expert provided end-to-end digital and operational support across Katina’s key business areas:
Website Management & Optimization
Updated and maintained Katina’s WordPress website, ensuring performance, mobile compatibility, and fresh content aligned with wellness services.
Managed content uploads, blog formatting, and homepage banners using visual editors and custom widgets.
Creative Content & Social Media Design
Designed visually compelling reels, posts, and story highlights in Canva that reflected Katina’s brand tone and service ethos.
Supported ongoing social content planning with research-based wellness themes to drive engagement.
Client Migration & Data Accuracy
Transferred client records and resources from Alma to Practice Better with full accuracy.
Cross-checked all entries to ensure appointment types, payment plans, and history were preserved.
Reduced onboarding time and administrative backlogs with structured data migration.
Operational Workflow Support
Helped Katina streamline communication and client interaction through platform setup.
Provided technical help for managing her digital wellness tools (Practice Better setup, settings, and automation).
The Results
- Digital Consistency Across Channels
- Reduced Admin Overhead
- Increased Engagement
- Smooth Tech Transitions
