HealthTech
HealthTech company saves 9.1 hrs/day, opens 2 new revenue lines, and sees 11x return with AI blood test analysis, nutrition planning, and CRM
Three AI agents save the equivalent of a full-time employee each day, 273 hours monthly, while launching blood test reporting and personalized meal plans as brand-new services the company did not offer before.
How the system works
Overview
A health coaching company with 3 coaches was scaling toward 100 to 200 clients per coach when they hit the ceiling: manual meal plan creation, blood test analysis, and CRM admin were consuming their team. Three AI agents now save the equivalent of a full-time employee each day, 273 hours monthly, while launching blood test reporting and personalized meal plans as brand-new services. The return on investment: 11x.
The problem
What was capping the business.
A health coaching company with 3 coaches had each person capped at roughly 100 clients by manual workload. Three bottlenecks were strangling the business:
- No blood test product. Clients were asking for blood test analysis, but no product existed. At an estimated 100 reports per month at $100 to $130 each, $10,000 to $13,000/month in revenue was sitting on the table.
- Meal plans were manual. Experienced coaches spent 1.5 hours hand-building each 7-day plan with grocery lists and macro audits. At 35 plans per week, that consumed the equivalent of a full-time employee.
- CRM was reactive. Coaches manually checked client activity across their legacy coaching software, drafted follow-ups from scratch, and had no systematic way to flag at-risk clients. Churn rose when clients felt ignored during critical fall-off periods.
Coaches were exhausted. Growth had hit a ceiling. And $10,000+/month in new revenue was completely uncaptured.
What we ship
What we built.
Three integrated AI agents were designed and deployed.
AI Meal Plan Engine
A custom-trained AI generates 7-day personalized nutrition plans (28 meals, grocery list, food swaps, macro audit) from an intake form. What took a coach 90 minutes now takes 10 to 15 minutes of review. At 35 plans per week, the system recovers 6.3 hours per day.
AI Blood-Test Report Engine
A 12-step pipeline: clients purchase online, fill an intake form, and upload blood test PDFs. The AI extracts 50 to 70 biomarkers, classifies phenotype, and generates a 5-page clinical report with supplement protocols, lifestyle, diet, and exercise recommendations. Two product tiers (Basic and Advanced) were created. Coaches review and approve; the system generates a branded PDF and emails it to the client. This was an entirely new service line the company did not offer before.
AI CRM & Automation System
A customized CRM connected to the legacy coaching software, e-commerce platform, and Slack via automations, covering 8 workflows across 49 steps. A daily rule engine scans 107 clients, pulls activity data, and flags at-risk cases with a reason and an AI-drafted response message. Coaches open their dashboard and see which clients need attention and why, with a suggested message ready to personalize. Onboarding, intake, and cancellation workflows are automated to 80% or more.
All three systems integrate: meal plans and blood test reports are saved to the client's CRM profile.
Results
The numbers.
| Metric | Before | After |
|---|---|---|
| Meal plan creation | 90 min manual build | 10 to 15 min AI review |
| Blood test product | Did not exist | 2-tier product line, 100 reports/month target |
| Daily client monitoring | ~20 min per coach, manual | 3 to 5 min summary |
| Hours recovered/day | 0 | 9.1 hrs (1+ full-time employee equivalent) |
| Hours recovered/month | 0 | 273 hrs |
| New revenue lines | 0 | 2 (blood test reports, meal plan add-on) |
| ROI | N/A | 11x |
Areas of expertise
Explore the building blocks of this engagement.
Industries
Departments
More results
Other outcomes we've shipped.
What would this look like for your operation?
30 minutes. We map your highest-leverage workflow and give you a written roadmap. Free whether or not we work together.