Practical solutions to fix what slows you down
TidyOps helps health & wellness coaches spend less time on admin and more time doing what is important.
We're not a SaaS tool. We're people who untangle the messy bits - onboarding that takes too long, reports you build by hand, tools that don't connect. We work with you to figure out what's broken, and quietly fix it.
From people who love making things work .
We jump in, figure out what's not working, and get it sorted.
Catherine
Has led operations in fintech, sustainability, and SaaS. Knows what to automate and what not to while staying calm in the chaos.
James
Gets things moving when they're stuck. Built partnerships and programs around the world. Good at spotting what's broken and solving what matters.
Brands we have worked with
For health & wellness professionals who want to save time, scale smoothly, and give clients a standout experience - whether in person, online, or both.
TidyOps brings your tools together into one seamless flow, so you can focus on what matters most - your clients.
Some Tools we work with (among many!)
We fix workflows that waste time.
Client Experience
Smooth systems from first message to first session.
- Session and class reminders
- Follow-ups and client check-ins
- Progress updates and milestone tracking
- Renewal reminders and thank-you notes
Internal Operations
Simple systems to keep things tidy behind the scenes.
- Program materials and content organization
- Payment and renewal tracking
- New client or coach onboarding
- Session notes and progress documentation
Find your automation quick wins
Book a 20-minute walkthrough to map your workflows and see where TidyOps can save you the most time.
Book a CallSome Problems We've Helped Fix
Here's a few examples of workflows we've streamlined (across multiple industries). Every coach's practice is different though, so we always start from scratch to figure out what's actually slowing you down.
Client Onboarding
Client Progress Tracking
Lead Follow-Up Emails
Local Market Research
Industry Updates & Content
Client Onboarding
Every new client meant an hour of manual setup: creating project folders, setting up Slack channels, gathering links, sending welcome emails. When the team was swamped, new clients waited - not a great first impression.
An instant onboarding system triggered when a client gets added to Dubsado:
- Duplicates and renames template Google Drive folders
- Creates dedicated Slack channels with proper permissions
- Sends personalized welcome emails with all the right links
- Every client gets the same premium experience, every time
No more hour-long setup delays. Every client gets consistent onboarding, and the team can focus on delivery instead of admin.
Local Market Research
The team needed competitor data regularly but getting it meant manually hunting across different platforms, copy-pasting into spreadsheets, and often getting outdated or incomplete info.
Type a competitor's name in Slack and get an instant report:
- ChatGPT pulls company summaries and recent news
- Data gets formatted and logged in a master Google Sheet
- Complete report posts back to Slack within seconds
- Historical data builds up automatically for trend analysis
Instant competitor insights whenever needed. Team stays informed without the manual research grind.
Industry Updates & Content
Curating industry news was a daily time sink - finding relevant articles, reading through everything, deciding what to feature. Hours spent for inconsistent results.
An intelligent news pipeline that does the heavy lifting:
- Google Alerts feeds industry news into Gmail automatically
- Parseur extracts clean article data from the alert emails
- AI generates summaries and feeds everything into a Google Sheet
- Simple yes/no toggles let editors make quick decisions
- Approved articles auto-publish as curated roundups with full source attribution and links back to original articles
Went from manually finding 5-10 articles weekly to processing 60+ automatically. Publishing twice-weekly roundups while freeing up time for strategic content.
Client Progress Tracking
Tracking project status across Jira meant manually compiling updates every week - copying issues, checking statuses, and formatting updates for leadership. It took time and often went out of date fast.
An automated weekly bot that pulls Jira work and posts a clean summary to Slack:
- Every project in Jira tagged with the team goal it supports
- Bot checks Jira weekly and pulls all active projects
- Groups by status (done, started, in progress, added) and by goal
- Posts a formatted update to Slack automatically
The team gets a clear weekly snapshot of what's happening and whether work aligns with the goals - no more manual reporting.
Lead Follow-Up Emails
Writing personalized business development emails meant researching each company and crafting custom intros - slow and repetitive.
An automated outreach assistant that personalizes intros from live news and drafts the email ready to send:
- Sales team adds contacts to a Google Sheet with company name and outreach type
- Zapier searches Google News for recent stories about the company
- ChatGPT writes a personalized opening line based on the news
- Combines it with the template pitch for that outreach type
- Creates a draft email in Outlook ready to send
Google Sheets → Zapier → Google News → ChatGPT → Outlook
Personalized outreach emails at scale. Each one feels custom without the manual research grind.
Find Your Fastest Wins with F-PACE
Our 5-factor framework helps you pinpoint the workflows that drain your time and show where automation will make the biggest impact.
How It Works
List your recurring workflows
e.g. onboarding, proposals, reporting
Rate each by how often it happens
Frequency
Score the remaining factors
People, Advantage, Confidence, Effort
Your F-PACE score shows which tasks to tackle first
Prioritisation Summary Dashboard
Quick Win
High value, low effort
High Priority
Significant upside, moderate effort
Strategic Investment
Worthwhile, but heavier lift
Defer
Low return, high effort
Review
Doesn't clearly fit any category