An integrative health practice moved its team onto a secure Claude setup and its leads out of spreadsheets

A business Claude account for the team

We moved practice leadership onto a business Claude account and shared Google Drive, with no issues reported after the switch. The Google Drive connector lets Claude read live documents during a chat.

Skills that work like standard procedures

We built and tested an email response skill with the team. Next in line are checks for voice and terminology, webinar A/B testing, and receipt processing.

Small habits that keep Claude projects sharp

Uploading plain text or Markdown instead of PDFs keeps project context lean. A team member is building a project that speeds up patient lab estimates and instructions.

Patient data stays out

Patient exports are stripped of protected health information before they're used in any automation. Web forms remind people not to include health details.

From spreadsheets to a pipeline

We set up GoHighLevel with pipelines, SMS consent filtering, and follow-up emails and tasks that fire when a lead changes stage.

What changed

• The team works in a business Claude account and shared Google Drive, with no issues reported after the switch.
• An email response skill, built and tested with the team.
• Lead follow-up moved out of spreadsheets and into a CRM that sends the next step automatically.

Next on the list

Moving the rest of the practice's internal operations off spreadsheets, and collecting text opt-ins earlier in the webinar funnel.