3 Tips to Build a Better Health & Wellness Business This Year

Kick off your new year with tech solutions for your business processes

Resolution season is upon us, and as people return from vacations and holidays, they’re ready to start the new year with new habits and routines. Is your health and wellness business doing everything it can to reach new clients, support them, and help them achieve their goals? Whether you’re ready to make the switch to digital invoices to speed up your payment processes, or begin tracking data for better customer insight, here are the best ways you can build up your health, beauty, and wellness business in 2023.

Digital Ads and Funnels

The vast majority of your client base is going to have a digital presence, and it will benefit you to meet them where they’re at. But long gone are the days of simply posting a pretty picture with your logo on social media and hoping somebody calls you to schedule an appointment. Today’s businesses need digital advertising that captures their clients’ attention and gathers their information. It’s just a perk that digital advertising tends to have a lower customer acquisition cost (CAC), especially for small businesses looking to compete in larger markets.

If you haven’t heard the term “marketing funnel” before, it’s a marketing strategy of casting a wide net to then bring your customers through a series of communications that slowly get more targeted and specific until your final action—typically making a purchase. In the case of digital ads, this can be posting an interesting article or eye-catching photo that gets interested customers to provide some form of contact information. You can then use the contact information to reach out with more personalized content, such as an email asking about fitness goals if you’re a personal trainer, and begin a meaningful conversation with them. 

When it comes to data, you’re going to need a way to make sure your audience information ends up where you need it most. And the best way to streamline that is through effective data capture. Investing in a mobile forms system that can quickly capture contact information, and then send that data to a spreadsheet or CRM, means you never lose a single contact. The best mobile forms solutions will provide automation options as well, taking the burden off of you to transfer and organize your data, and even send automated confirmation emails to speed up your client communication efforts.

Move Your Paperwork Online

The days of paper pushing are long gone, or at least they should be. If you haven’t migrated your client records, payroll, and vendor services to the digital realm yet, you’re overdue. Not only is the environmental impact beneficial, but moving to electronic records can keep your information more secure, save your company money, and provide a solid framework for your business to scale in the coming year. 

Buyers and potential customers are likely to find your business through a digital platform. Comfort with technology is only growing with each generation, with 59.5% of the world’s population now actively using the internet. You can streamline your business processes by moving your old paper forms and intake paperwork to a digital medium instead. This can help keep your client’s attention and keep the communication with them moving along at a steady pace. In many cases, to reach younger clients and grow your business, digital communication is going to be a priority to them.

Aside from the printing and storage costs, not to mention the time you’ll save no longer manually entering your data, getting away from paper is your best choice for your business’s bottom line. Whether you want to save money after a slow year or you’re gearing up for a record-setting one, being able to scale your business is priceless. Digital forms and processes don’t have the same bandwidth restrictions or overhead costs that paper does. By expanding into electronic processes, integrated technology stacks, and digital communications with clients and employees, you can easily grow your business in a lean and efficient manner.

Digital Invoices to Streamline Payments

Once you’ve mastered how to attract clients and communicate with them effectively, your next step is to focus on making your payment process as easy as possible. As countless abandoned online shopping carts can tell you, if the payment process isn’t simple, your customer base isn’t going to follow through. By using digital estimates, invoices, and payment agreements you can minimize missed opportunities.

In many cases, you can also integrate with other platforms to automate appointment scheduling and reminders, payment processing, and inventory tracking to make your entire client interaction a breeze. These integrations mean a seamless interface for your customers, and efficient, hands-off data capture for you and your team. And with legally binding electronic signature forms, you don’t have to worry about keeping or scanning any contracts or waivers, and you can maintain long-distance clients to expand your business reach. 

Make this year the year for unprecedented growth in your health, beauty, and wellness business by embracing technology to make your life, and your client’s lives, easier.

About GoFormz

GoFormz is a digital forms solution that helps bring your data into a single, actionable place. We believe that everyone should be able to fill out their forms online and deliver products and services that redefine how people and businesses collect and process information. GoFormz is the only online form solution that goes beyond a PDF form creator to get your data on any device using the same look and feel as your existing paper forms. Let GoFormz capture, digitize, and send your data wherever you need it to streamline all your business processes in the coming year.