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About Us

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Your Trusted Partner:

Transforming Healthcare with Streamlined Processes & Efficient Operations

At Automation Ally, we understand the unique challenges faced by healthcare professionals with small-to medium-sized practices. Our personalized solutions are designed to elevate your patient experience, improve operational efficiency, and increase your overall business success. We are driven by a commitment to support you in the crucial work you do, helping you and your patients thrive!

 

Ready to Transform Your Practice?

Partner with us today and discover how our expertise can help you achieve your business goals.

Our Mission

Our team at Automation Ally is dedicated to helping people live healthier, happier and more fulfilled lives by partnering primarily with functional medicine professionals and those in the health and wellness field. Our passion lies in working with you to streamline operations, automate workflows, and manage your CRM efficiently, so you can focus on what truly matters — caring for your patients.

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Our Core Values

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We Partner With You.

We believe in working closely with you to create customized solutions that align with your business vision. Every client is a unique project, that deserves personalized attention and care.

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We Guide You.

Our team will guide you through the process of crafting a system that addresses all aspects of your business. From marketing automation to patient management, we aim to bring you closer to success with a holistic approach.

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We Support You.

We’re here for you. You’ll receive customized support from experienced, friendly professionals. Our small, yet mighty, dedicated team is always available to help you grow and maintain your platform with maximum efficiency.

Our Process

Empowering Your Practice with Expert Support
01
Let's Get Acquainted!
The Discovery Call is where we'll discuss your business needs and goals. This is an opportunity for you to get to know us and see if we're the right fit for your business before committing to anything.
02
Deep Dive
Once you've decided which plan is right for you, we'll schedule your first onboarding session. We'll take a deep dive into your business, thoroughly assessing your current marketing and business automation (if any). This process enables us to pinpoint needs and propose strategies customized specifically for your business.
03
Personalized Roadmap
Optimize your business operations with an individualized approach and custom tech stack to simplify processes through automation. This frees up time for you and your team to focus on the core business activities that truly require your expertise and attention.
04
Reports & Insights
Leverage our expertise to create smart automation systems that perform reliably and efficiently from the start. We design these systems. Additionally, we’ll create custom reporting, giving you the critical insights needed to measure and track your goals effectively.
05
Refine
We conduct regular check-ins every six months to evaluate the performance of your automation systems and ensure your financial success. During these sessions, we’ll review data together to refine and adapt strategies based on your evolving needs and business goals.

Meet The Team

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Kristi Turchi
Co-owner, Keap Certified Partner

With over 10 years of experience in e-mail marketing and business automation, Kristi leads our team in delivering effective solutions for businesses of all sizes. Her expertise ensures that our clients receive top-notch service and results.

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Laura Lindsey
Co-owner, Keap Certified Partner

Laura brings 10 years of technical expertise and a passion for innovation to our product development. Her dedication ensures that our solutions are always at the forefront of the industry, helping your business stay competitive and efficient.

Our Services

Streamline Your Healthcare Practice with Expert Automation

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Cerbo & Keap Integration

Enhance your healthcare practice with a seamless Cerbo and Keap integration. Automate administrative tasks, improve patient communication, and focus more on providing exceptional patient care.

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Email & Text Automation

Stay effortlessly connected with your patients through automated email and text campaigns. Generate leads, engage patients, and maintain a strong connection without the hassle of manual outreach.

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Customer Management

Achieve a seamless, HIPAA-compliant CRM setup with Keap. From uploading contact lists to managing email campaigns, we streamline your customer journeys, allowing you to concentrate on exceptional patient care.

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Sales Pipeline Performance

Watch your practice grow as we help you nurture leads and move them through your sales pipeline effortlessly. Tailored campaigns for testimonials, feedback, and client retargeting keep your practice thriving.

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With our expert automation solutions, you’ll save time, reduce your stress, and improve overall day-to-day operations.
Experience the benefits of working with a partner dedicated to your growth.
Contact us today!