e-savvy solutions for ethical ops & authority marketing
Ethical Infrastructure & Authority Growth for Psychedelic Wellness Practices
Psychedelic medicine demands more than clean operations.
It requires compliance, precision, trauma-informed design and ethical visibility.
You cannot scale a regulated practice on referrals alone.
And you cannot market transformational medicine with manipulative funnels.
I build both: the backend infrastructure that protects your practice and the authority-driven marketing engine that grows it responsibly.
It requires compliance, precision, trauma-informed design and ethical visibility.
You cannot scale a regulated practice on referrals alone.
And you cannot market transformational medicine with manipulative funnels.
I build both: the backend infrastructure that protects your practice and the authority-driven marketing engine that grows it responsibly.
Online Business Management for the Psychedelic wellness space
Guaranteed Operational Excellence At Every Stage Of The Psychedelic Therapeutic Journey
Psychedelic medicine practices have operational needs that don't fit into standard healthcare templates. You're navigating controlled substance regulations, trauma-informed client care, complex clinical teams, and evolving legal frameworks—all while holding space for profound healing.
Comprehensive Operations Support Across Your Practice
Choose individual services for targeted support, or work with us as your full-spectrum OBM partner.
Clinical Operations Management
Seamless Clinical Coordination That Honors the Work
The Challenge:
Multi-provider scheduling, preparation session coordination, dosing session logistics, integration follow-ups, medical oversight requirements, and emergency protocols. When any piece breaks down, client safety and care quality suffer.
What I Build:
Provider Scheduling & Coordination
The Challenge:
Multi-provider scheduling, preparation session coordination, dosing session logistics, integration follow-ups, medical oversight requirements, and emergency protocols. When any piece breaks down, client safety and care quality suffer.
What I Build:
Provider Scheduling & Coordination
- Multi-practitioner calendar management systems
- Session type workflows (intake, prep, dosing, integration)
- Provider availability optimization
- Session room/space allocation protocols
- Backup coverage systems for emergencies
- Pre-session preparation checklists
- Day-of dosing protocols and safety monitoring
- Post-session documentation requirements
- Integration session scheduling automation
- Clinical handoff procedures between providers
- Medical screening workflow systems
- Physician consultation scheduling
- Medical emergency response protocols
- Clinical supervision documentation
- Prescription and controlled substance protocols
- Crisis response protocols
- Emergency contact systems
- Medical emergency procedures
- Psychological safety monitoring workflows
- Incident documentation and reporting
- HIPAA-compliant team messaging systems
- Clinical case discussion protocols
- Provider collaboration workflows
- Cross-functional team coordination
Regulatory Compliance & Documentation
Audit-Ready Systems That Protect Your License
The Challenge:
DEA controlled substance requirements, state medical board regulations, HIPAA compliance, clinical documentation standards, and constantly evolving psychedelic medicine legal frameworks. One compliance gap risks everything you've built.
What I Build:
DEA Controlled Substance Compliance
Ideal For: All psychedelic medicine practices, especially those in heavily regulated states or preparing for inspections
The Challenge:
DEA controlled substance requirements, state medical board regulations, HIPAA compliance, clinical documentation standards, and constantly evolving psychedelic medicine legal frameworks. One compliance gap risks everything you've built.
What I Build:
DEA Controlled Substance Compliance
- Ketamine inventory tracking systems
- Controlled substance documentation protocols
- DEA security and storage requirements
- Prescription monitoring program compliance
- Waste disposal and record-keeping systems
- License renewal tracking and management
- State-specific practice requirement systems
- Scope of practice documentation
- Continuing education tracking
- Regulatory change monitoring and updates
- Secure EHR implementation and workflows
- Privacy and confidentiality protocols
- Data encryption and storage systems
- Business associate agreements management
- Breach notification procedures
- Session notes templates and workflows
- Informed consent documentation systems
- Medical screening record protocols
- Treatment plan documentation
- Outcome tracking and reporting
- Compliance audit checklist development
- Documentation organization systems
- Record retention protocols
- Audit response procedures
- Corrective action tracking
- Ongoing monitoring of federal/state regulation changes
- Quarterly compliance reviews
- Updated protocol implementation
- Industry best practice integration
Ideal For: All psychedelic medicine practices, especially those in heavily regulated states or preparing for inspections
Trauma-Informed Client Journey Design
Every Touchpoint Designed for Safety, Trust & Healing
The Challenge:
Standard "efficient" client management systems can retraumatize vulnerable clients. Your intake, preparation, session, and integration touchpoints must build safety and trust while meeting clinical and regulatory requirements.
What I Build:
Inquiry to Intake Journey
Ideal For: Practices prioritizing client experience, trauma-specialized therapists, retreat operators
The Challenge:
Standard "efficient" client management systems can retraumatize vulnerable clients. Your intake, preparation, session, and integration touchpoints must build safety and trust while meeting clinical and regulatory requirements.
What I Build:
Inquiry to Intake Journey
- Trauma-informed initial contact response systems
- Screening questionnaire design (clinical + nervous system aware)
- Informed consent process that builds understanding
- Financial accessibility and payment plan options
- Pre-intake education and expectation-setting
- Multi-touchpoint preparation workflow
- Educational resource delivery automation
- Preparation session scheduling and reminders
- Pre-session checklist and readiness assessment
- Set and setting optimization guidance
- Arrival and orientation procedures
- Pre-session check-in workflows
- Safety monitoring and documentation
- Post-session grounding and transition support
- Immediate follow-up communication
- Structured integration session scheduling
- Post-session check-in automation (24hr, 1 week, 1 month)
- Resource library access
- Community connection options
- Long-term follow-up systems
- Between-session support protocols
- Crisis escalation procedures
- 24/7 emergency contact systems
- Warm handoff to additional resources
- Re-stabilization pathways
- Nervous system-aware language guidelines
- Response time protocols
- Boundary-respecting communication rhythms
- Cultural sensitivity and accessibility
- Confidentiality reinforcement at every touchpoint
Ideal For: Practices prioritizing client experience, trauma-specialized therapists, retreat operators
More Comprehensive Operations Support
Choose individual services for targeted support, or work with us as your full-spectrum OBM partner.
Retreat Operations Management
Multi-Day Experiences That Run Like Clockwork
The Challenge:
Coordinating travel logistics, multi-day programming, diverse staff, participant preparation, on-site operations, and post-retreat integration across dozens of moving parts. One missed detail compromises safety or experience quality.
What I Build:
Pre-Retreat Participant Management
Ideal For: Psilocybin retreat operators (Oregon, international), ketamine retreat facilitators, plant medicine retreat centers
The Challenge:
Coordinating travel logistics, multi-day programming, diverse staff, participant preparation, on-site operations, and post-retreat integration across dozens of moving parts. One missed detail compromises safety or experience quality.
What I Build:
Pre-Retreat Participant Management
- Application and screening workflows
- Medical clearance coordination
- Travel and accommodation logistics
- Pre-retreat preparation program delivery
- Participant communication sequences
- Packing lists and arrival instructions
- Detailed operational runsheets (minute-by-minute)
- Staff role assignments and protocols
- Meal planning and dietary accommodation systems
- Space setup and session preparation checklists
- Supply inventory and management
- Emergency protocol documentation
- Facilitator, integration specialist, medical, and support staff workflows
- Communication systems and check-in protocols
- Shift scheduling and coverage
- Real-time issue resolution procedures
- Participant safety monitoring systems
- Pre-ceremony preparation procedures
- Dosing protocols and documentation
- Safety monitoring and support workflows
- Post-ceremony integration circles
- Individual follow-up procedures
- Immediate post-retreat communication
- Virtual integration session scheduling
- Community connection facilitation
- Resource delivery and ongoing support
- Participant feedback collection and analysis
- Templated retreat operational systems
- Multi-location coordination infrastructure
- Staff training and onboarding programs
- Quality control and consistency protocols
- Growth capacity planning
Ideal For: Psilocybin retreat operators (Oregon, international), ketamine retreat facilitators, plant medicine retreat centers
Practice Growth & Scaling Infrastructure
Scale Your Impact Without Sacrificing Care Quality
The Challenge:
You want to serve more people, add providers, expand locations, or launch new programs—but your current operational infrastructure can't handle growth without compromising safety, quality, or your sanity.
What I Build:
Provider Expansion Systems
The Challenge:
You want to serve more people, add providers, expand locations, or launch new programs—but your current operational infrastructure can't handle growth without compromising safety, quality, or your sanity.
What I Build:
Provider Expansion Systems
- New provider onboarding workflow design
- Clinical training and credentialing protocols
- Provider scheduling and capacity planning
- Quality assurance and supervision systems
- Independent contractor vs. employee infrastructure
- Operational standardization across locations
- Location-specific compliance requirements
- Centralized vs. decentralized decision-making frameworks
- Cross-location communication and coordination systems
- Brand consistency with local flexibility
- Program design operational planning
- Pilot testing and iteration frameworks
- Marketing and client acquisition systems
- New service workflow integration
- Success metrics and optimization protocols
- Referral network management systems
- Collaborative care coordination workflows
- Revenue sharing and tracking systems
- Co-marketing and joint program operations
- Strategic alliance documentation
- Client volume capacity analysis
- Provider utilization optimization
- Revenue modeling and projections
- Operational bottleneck identification
- Strategic growth roadmapping
- Complete operational documentation
- Training program development
- Quality control systems
- Replication-ready infrastructure
- Intellectual property organization
Tech Stack Implementation & Integration
HIPAA-Compliant Technology That Actually Works Together
The Challenge:
You need scheduling software, EHR systems, client communication tools, billing platforms, and documentation systems that comply with healthcare regulations AND actually integrate with each other. Most practices cobble together tools that don't talk to each other, creating data silos and manual work.
What I Build:
Technology Assessment & Selection
The Challenge:
You need scheduling software, EHR systems, client communication tools, billing platforms, and documentation systems that comply with healthcare regulations AND actually integrate with each other. Most practices cobble together tools that don't talk to each other, creating data silos and manual work.
What I Build:
Technology Assessment & Selection
- Current tech stack audit and gap analysis
- Psychedelic medicine-specific tool recommendations
- HIPAA compliance verification
- Integration capability evaluation
- Budget-appropriate solution matching
- Practice Management/EHR:
- SimplePractice, TherapyNotes, or Jane App setup
- Custom intake forms and documentation templates
- Clinical workflow configuration
- Provider access and permissions
- Client portal implementation
- Acuity, Calendly, or practice management integration
- Multi-provider scheduling logic
- Session type workflows and automation
- Reminder and confirmation sequences
- Cancellation and rescheduling protocols
- HIPAA-compliant email (Paubox, Hushmail)
- Secure messaging platforms
- Automated communication sequences
- Crisis support contact systems
- Boundary-appropriate response templates
- Stripe, Square, or Ivy Pay integration
- Superbill generation for insurance
- Payment plan automation
- Sliding scale management
- Financial assistance tracking
- Zapier or Make workflow automation
- Data flow between systems
- Duplicate entry elimination
- Reporting dashboard creation
- Backup and data security protocols
- System documentation and SOPs
- Team training sessions
- Troubleshooting support
- Adoption monitoring and optimization
- Ongoing tech support coordination
Team Development & Training Systems
Build a Team That Operates With Clarity & Excellence
The Challenge:
Hiring facilitators, therapists, integration specialists, medical directors, and administrative support is hard enough. Training them on your specific protocols, ensuring consistency, and maintaining quality as you grow feels nearly impossible without proper systems.
What I Build:
Role Clarity & Documentation
The Challenge:
Hiring facilitators, therapists, integration specialists, medical directors, and administrative support is hard enough. Training them on your specific protocols, ensuring consistency, and maintaining quality as you grow feels nearly impossible without proper systems.
What I Build:
Role Clarity & Documentation
- Detailed role descriptions and responsibilities
- Scope of practice documentation
- Decision-making authority frameworks
- Cross-functional collaboration protocols
- Performance expectations and metrics
- New team member orientation workflows
- Clinical training program design
- Compliance and regulatory training
- Technology and systems training
- Cultural integration and values alignment
- Clinical protocol documentation
- Administrative procedure manuals
- Emergency response procedures
- Quality assurance checklists
- Troubleshooting guides
- Core competency training modules
- Ongoing education and development paths
- Supervision and mentorship structures
- Specialized skill development
- Continuing education tracking
- Team meeting structures and cadences
- Case consultation protocols
- Feedback and performance review systems
- Conflict resolution procedures
- Team culture and wellness support
- Clinical quality monitoring systems
- Peer review and supervision protocols
- Client feedback integration
- Outcome tracking and analysis
- Continuous improvement processes
ONGOING OBM PARTNERSHIP
Your Strategic Operations Partner for the Long Haul
Your Strategic Operations Partner for the Long Haul
You don't need one-time fixes. You need ongoing operational leadership that evolves with your practice, anticipates challenges, optimizes continuously, and ensures your infrastructure keeps pace with your growth and the changing regulatory landscape.
Strategic Operational Leadership (Retainer-Based)
Monthly Partnership Includes:
- 10-20 hours of dedicated operational management
- Strategic planning and decision-making support
- Ongoing system optimization and refinement
- Team coordination and workflow management
- Regulatory update monitoring and implementation
- Monthly operational review and planning sessions
- Comprehensive Operations Oversight
- All clinical operations coordination
- Client journey management and optimization
- Team development and training support
- Technology management and troubleshooting
- Compliance monitoring and documentation
- Growth planning and scaling support
- Proactive Problem-Solving
- Identify operational bottlenecks before they become crises
- Implement improvements based on data and feedback
- Adapt systems as regulations evolve
- Scale infrastructure as practice grows
- Navigate unexpected challenges with strategic solutions
- Regular Deliverables
- Monthly operational performance reports
- Quarterly strategic planning sessions
- Updated SOPs and documentation
- Team training and development
- System audits and optimization recommendations
- Regulatory compliance updates
- Communication & Availability
- Slack or email access for operational questions
- Weekly check-in calls (or as needed)
- Monthly strategic planning meetings
- Quarterly comprehensive reviews
- Emergency availability for crisis situations
Partnership Tiers:
Foundation - $3,000/month
10 hours monthly dedicated support
Core operational management
Best for: Solo practitioners or small teams
Growth - $5,000/month
20 hours monthly dedicated support
Comprehensive operations + team management
Best for: Multi-provider practices or scaling operations
Enterprise - $7,500+/month
30+ hours monthly dedicated support
Complete operational leadership + strategic planning
Best for: Multi-location practices, retreat centers, or complex operations
Ideal For: Established practices needing ongoing operational leadership, practitioners who want to focus on clinical work, growing practices requiring scalable infrastructure
Minimum Commitment: 6-month initial engagement; month-to-month thereafter
10 hours monthly dedicated support
Core operational management
Best for: Solo practitioners or small teams
Growth - $5,000/month
20 hours monthly dedicated support
Comprehensive operations + team management
Best for: Multi-provider practices or scaling operations
Enterprise - $7,500+/month
30+ hours monthly dedicated support
Complete operational leadership + strategic planning
Best for: Multi-location practices, retreat centers, or complex operations
Ideal For: Established practices needing ongoing operational leadership, practitioners who want to focus on clinical work, growing practices requiring scalable infrastructure
Minimum Commitment: 6-month initial engagement; month-to-month thereafter
