Digital health intake
History, goals and consent captured at booking rather than chased afterwards.
Done-for-you funnel for health & wellness businesses
Health & Wellness GoHighLevel Funnel
Consultation funnels, programme delivery and adherence tracking for wellness practitioners.
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- Consultation to enrolment
- Adherence tracking
- Intake handled before arrival
- Delivered
- Within 24 hours
- Installs
- Unlimited sub-accounts
- Support
- 20 hours, 15 days
- Updates
- Free for one year
app.gohighlevel.com
$290$363Save 20%
One-time payment. Unlimited installs. One year of free updates.
Only 7 seats left in this pricing cohort
- Emailed within 24 hours of purchase
- Install on unlimited sub-accounts you manage
- 14-day replacement guarantee on every snapshot
- Secure checkout by Stripe
Delivered in 24 hours
Share link by email
Unlimited installs
Every account you manage
Free updates
For a full year after purchase
Secure checkout
Handled by Stripe
What this replaces
Practitioners selling programmes and packages rather than single sessions.
- 01
Discovery calls do not convert
A free session happens, goes well, and no structured path leads to enrolment.
- 02
Clients drop out at week three
Motivation fades and nothing catches the slip before it becomes a cancellation.
- 03
Intake paperwork is manual
Health history and consent forms are emailed, chased and re-emailed for every client.
End to end
How the Health & Wellness snapshot actually works
Here is what actually happens when a client finds you, once the Health & Wellness snapshot is imported and switched on.
- 01
Website
It starts with a website that is already built
The snapshot brings its own website. Programme pages, practitioner bio and intake, all branded to you, all pointed at one thing: getting a client to enquire instead of leaving.
Swap the logo, colours and business details on one settings screen and every page updates.
- 02
Intake form
Every enquiry arrives already answered
Rather than "name and email", the intake captures their symptoms, what they have already tried and what they want to change. That is the difference between a lead and a lead you can actually price.
- 03
Enrolled
Submitting enrols them in the automation
Nobody types anything. The form creates the record, tags it against what they came for, and the automation takes it from there.
- 04
Auto reply
They hear back before they close the tab
An automatic reply confirms the session, sends the intake questionnaire and the prep notes, sent while they are still on the page. Speed is the whole game here: the wellness practitioners that replies first usually wins the job.
The sequence keeps going if they do not answer: follow-ups on day one, day three and day seven.
- 05
Chat widget
Questions get answered on the page, not in your inbox
The widget sits on every page and fields do you work with this, how long does it take, what does it cost. When the answer is good enough, it books the discovery session without waiting for you.
- 06
AI receptionist
The phone gets answered whether you can or not
A call at 10 PM from someone still looking for answers does not go to voicemail. The AI voice agent picks up on the first ring, asks the qualifying questions and books straight into the calendar.
Any call it cannot handle fires a missed-call text back within seconds, so the thread stays open.
- 07
Pipeline
They become an opportunity in your pipeline
Everything lands on one board, in the stages this trade recognises: Enquiry, Discovery booked, Plan presented, Programme started, Programme complete. Nothing sits in an inbox where you cannot see it.
- 08
Review
The last stage stops selling and starts asking
Once the card reaches Programme complete the selling stops and the asking starts. As soon as the client finishes their programme, the client gets the review request.
How that request is filtered is worth its own section, below.
Everything wired and working on import
Discovery session flow
Preparation, reminders and a structured post-session enrolment sequence.
Programme portal
A membership area holding protocols, resources and session recordings.
Adherence check-ins
Scheduled prompts that surface the week-three slip before it becomes a cancellation.
Progress tracking
Client-reported measures captured on a schedule and charted back to them.
Programme renewal
Completion triggers a results summary and a continuation offer.
Problem and fix
Which part solves which problem
Every claim below names the mechanism behind it. If a feature is not doing a job on this list, it is not in the Health & Wellness snapshot.
The problem
Discovery calls do not convert
A free session happens, goes well, and no structured path leads to enrolment.
What removes it
Automated follow-up sequences
Email and SMS keep going out on day one, three and seven without you remembering. The client hears from you more times than a competitor bothers with.
The problem
Clients drop out at week three
Motivation fades and nothing catches the slip before it becomes a cancellation.
What removes it
Booking with layered reminders
The discovery session is booked against real availability, then confirmed and reminded twice before it happens, which is what actually cuts no-shows.
The problem
Intake paperwork is manual
Health history and consent forms are emailed, chased and re-emailed for every client.
What removes it
AI chat widget on every page
Do you work with this gets answered in the moment, instead of the client closing the tab and asking someone else.
The path a lead takes, without anyone driving it
- 1
Discovery session booked
- 2
Digital health intake completed
- 3
Enrolment sequence
- 4
Programme delivery with check-ins
- 5
Results summary and renewal
What is true once it is running
Consultation to enrolment
Discovery sessions end inside a follow-up sequence that presents the programme properly.
Adherence tracking
Check-ins and progress prompts catch drop-off before it becomes a cancellation.
Intake handled before arrival
Health history and consent captured digitally as part of booking.
What ships in the box
Conversion-focused funnel and website builds with the follow-up automation already attached.
- Delivery
- Share link by email within 24 hours
- Format
- Native GoHighLevel snapshot
- Pages
- Ten-page site plus campaign funnels
- Installs
- Unlimited sub-accounts you own or manage
- Updates
- Free for one year after purchase
- Requires
- A GoHighLevel agency account
Ten-page responsive website
Home, services, about, contact and the supporting pages the industry expects, all mobile first.
Campaign funnels
Offer, opt-in and booking funnels built for paid traffic rather than generic templates.
Follow-up automation
Every funnel is wired to a nurture sequence, so a lead is never left sitting in a list.
Booking calendars
Appointment calendars with the reminder cadence already configured.
Forms and surveys
Qualifying forms that route enquiries by type rather than dumping them all in one bucket.
Custom values
Business details, links and branding controlled from one screen.
Build it yourself, or import it today
| Building it yourself | Health and Wellness Funnel | |
|---|---|---|
| Design and build time | 2 to 4 weeks | Same day |
| Industry copywriting | Hired or written yourself | Included |
| Follow-up automation | Built separately | Attached to every funnel |
| Mobile testing | Your responsibility | Tested at three widths |
Payback
How many clients pay for this?
One question decides whether this is worth buying: how many clients does it need to bring back. Type your value of one programme and find out.
At $800 per programme, the Health & Wellness snapshot pays for itself after
1programme
One-time price $290. Everything after that is yours.
Illustrative arithmetic using the figure you enter. It is not a forecast, a guarantee or a claim about typical results.
What the AI receptionist gives you back
The phone stops interrupting the work
The AI receptionist takes the call, asks what you would ask, and books it. You are not stopping mid-session to answer do you work with this.
Nights and weekends stop being dead time
A call at 10 PM from someone still looking for answers gets answered at full attention. That is the window most wellness practitioners lose entirely.
Nobody retypes anything
Form to contact record to pipeline to review request, with no manual entry anywhere in the chain.
Follow-up happens whether you remember or not
The sequences run on their own. Most clients that go cold do so because nobody followed up a third time.
Pre-session
Health intake and consent completed before the first appointment
Weekly
Adherence check-ins that catch drop-off early
Portal
Protocols, resources and recordings in one client-facing area
Done for you
Done for you, then 20 hours of support
The snapshot is not the end of it. You get 20 hours of hands-on customisation, usable across the 15 days that start once your snapshot is delivered.
15days of customisation
support, included
Talk to us firstsupport, included
- Set the automations up around your own process rather than the default timing
- Rewrite any copy that does not sound like your business
- Apply your branding: logo, colours, sender identity and domain
- Customise the website pages, sections and offers
- Connect your phone number, sending domain, calendar and Stripe
- Walk your team through the build on a call
From checkout to live
No developer, no export files and no waiting on a build queue.
Have us install it- 1
Order and receive the share link
Checkout completes and the snapshot share link is emailed to you within 24 hours. Check your promotions and spam folders as well as your inbox.
- 2
Load it into your sub-account
Open the link while logged into your agency account and choose the sub-account to load it into. HighLevel handles the import.
- 3
Swap the custom values
One settings screen holds business name, phone, address, booking link and brand colours. Every asset reads from it.
- 4
Connect your channels
Attach your phone number, email sending domain, calendar and payment processor. The automations are already wired to use them.
- 5
Turn the automations on
Workflows ship paused so nothing fires before you are ready. Publish them once you have tested with your own details.
Questions before you buy
Something not covered here?Email usand a person will answer.
Is it suitable for regulated practitioners?
Templates avoid medical claims and diagnostic language. Check the copy against your own professional body's advertising rules before publishing.
Can I deliver group programmes?
Yes. Cohorts run as separate programmes with their own portals, schedules and check-in cadences.
How is client data protected?
Health intake sits inside HighLevel with its HIPAA setting enabled on qualifying accounts. Review your own data protection obligations for your region.
How does the Health & Wellness snapshot turn a website visitor into a booked discovery session?
In five steps, all automatic. The prebuilt site captures the client on an intake form that asks their symptoms, what they have already tried and what they want to change. Submitting it creates the contact, tags it and starts the workflow. An email and SMS go out in seconds that confirms the session, sends the intake questionnaire and the prep notes. Anyone who will not fill a form gets the AI chat widget or the AI receptionist instead. The contact then sits in a pipeline running Enquiry, Discovery booked, Plan presented, Programme started, Programme complete, with automation attached to each stage.
How does the review system get more five-star reviews?
It asks every client automatically as soon as the client finishes their programme, by SMS and email, and via a QR code you can put in the completion email and on the clinic QR card. The rating they tap decides the path: five stars opens Google, Facebook or Trustpilot with the review box ready, while four or fewer opens a private feedback form that saves to the contact record and alerts you instead.
What does the AI receptionist do that an answerphone does not?
It answers. A call at 10 PM from someone still looking for answers is picked up on the first ring, asked the qualifying questions you would ask, and booked straight into the calendar. Anything it cannot handle triggers a missed-call text back within seconds, so the conversation is still open when you get to it.
How quickly does the snapshot pay for itself?
That is arithmetic rather than a promise: divide the one-time price by your value of one programme. The calculator on this page does it with your own figure. Because the price is one-time and installs are unlimited, everything past that number of programmes is margin.
How is a funnel different from a snapshot?
A funnel product focuses on the acquisition layer: the website, the campaign funnels and the follow-up attached to them. A snapshot is the whole sub-account, including pipelines, calendars, tagging and the full automation library. If you want the complete operating system rather than the front end, choose the snapshot.
Can I edit the pages?
Yes. Everything lands in HighLevel's native funnel builder, so every section, colour and line of copy is editable with no code.
Does it come with the copy written?
Yes. Headlines, body copy, form labels and email sequences are all written for the industry. You swap in your business details and adjust tone.
Will it work on mobile?
Every page is built mobile first and tested at phone, tablet and desktop widths.
Can I connect my own domain?
Yes. Point your domain at the sub-account in HighLevel's domain settings and the funnel serves from it.
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Health and Wellness Funnel
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