Dashboard

Phase 1
Critical Foundations
Week 1
Choose the message, start GBP visibility, open warm conversations
Phase 2
Visibility + Conversion
Weeks 2-4
Make Sava Therapies easier to find, understand, and book
Phase 3
Activation
Days 31-60
Activate referrals, maintain cadence, test channel traction
Phase 4
Optimise + Prepare
Days 61-90
Double down on what works, seed Wellness Program, confirm Month 4
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90-Day Plan

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Phase 1

Week 1 - Critical Foundations

12 tasks Goal: choose the message, start GBP visibility, open warm conversations
Send personal messages before the referral brief is ready - fastest path to a first booking
Options A-D in Section 1 and Blueprint Section 9 - must be confirmed before any content goes live
Three verification paths in Section 3 (Prompts) - Option A or B recommended if a commercial address is available
Where plan supports it - dropdown options in Prompts > Splose Part C
6 status options and 7 source tags - details in Prompts > Splose Part E
Positions account as clinical practice; recruitment post also needs archiving - see Blueprint
VA writes after positioning is confirmed (Task p1-t02); you approve before publishing
Replace "Clinical Somatic Psychotherapist & Yoga Teacher" - new headline in Prompts > LinkedIn Profile
Three specific fixes in Prompts > LinkedIn Profile - removes signals that undermine credibility
Email 48hrs + SMS 24hrs - Prompts > Splose Parts A-B
Copy booking link from Splose Settings; full channel list in Resources > Splose Quick Reference
Month 4 infrastructure - Sales Navigator activates when corporate outreach begins
Phase 2

Weeks 2-4 - Visibility and Conversion Foundations

17 tasks Goal: make Sava Therapies easier to find, understand, and book
Prompt in Prompts > LinkedIn Profile - serves both individual ICP and corporate buyer simultaneously
VA updates in Canva using confirmed positioning from Task p1-t02
Prompt in Prompts > Google Business Profile - fill all fields listed in the profile completion table
Prompt in Prompts > Psychology Today - run before creating the listing, not during setup
Setup steps in Prompts > Psychology Today - set Day 60 calendar reminder after creating
Free listings; lower priority than Psychology Today but zero cost
Prompt in Prompts > Website Homepage - three pieces: headline, who-this-is-for, credential line
Three changes only - headline, paragraph, CTA button - not a redesign
Full templates in Resources > Gmail Templates - covers gaps Splose doesn't handle automatically
Prompt in Prompts > Referral Brief - four sections, written for allied health professionals, 30-second read
VA Canva instructions in Resources > Referral Brief Structure - A4, amber/SAVA brand palette
Splose first; Google Sheet fallback with 5 columns in Resources > Monthly Review Checklist
VA runs weekly workflow from Resources > VA Content SOP; you review and approve each batch
VA runs prompts from Prompts section; provide voice notes when possible for Pillar 3
Search instructions and tracking sheet structure in Resources > Corporate Target List
Personal messages only, not bulk email - warm contacts from Task p1-t01 first
Psychology Today, GBP, referral brief, website CTA button - full list in Resources > Splose Quick Reference
Phase 3

Days 31-60 - Activation

9 tasks Goal: activate referrals, maintain cadence, test channel traction
One structural change to the website - not a redesign
Prompt in Prompts > Corporate Outreach section (see Month 2-3 prompt) - must be live before Month 4 outreach
Blueprint Section 5 - pricing model must be decided before corporate conversations begin
Warm contacts from Phase 1 outreach - relationship first, no pitch until trust is established
Priority: physio and GP contacts who received the referral brief
Warmer than cold outreach - attach referral brief, reference a mutual connection if available
VA continues from Resources > VA Content SOP; voice notes from Anita lift quality significantly
Non-profit sector focus - Resources > Corporate Target List for search instructions
Resources > Monthly Review Checklist - identify strongest channel before doubling effort
Phase 4

Days 61-90 - Optimise and Prepare Month 4

8 tasks Goal: double down on what works, seed Wellness Program, confirm Month 4
Three months of tracking should show clear patterns - use Resources > Monthly Review Checklist
Adjust VA time allocation based on Day 60 review findings
Personal invitation only, not a public launch - Blueprint Section 5
VA drafts from prompt; month 2-3 timing - account must be established around core positioning first
Steps in the source map Section 12 - build only if core foundations are running consistently
Three prerequisites from Prompts > Corporate Outreach - all must be done before outreach begins
Resources > Monthly Review Checklist - final assessment before starting Month 4
Prompts > Corporate Outreach sequence ready to execute

Prompts

Golden rule: Always paste the Sava Content Context File into Claude before running any prompt. Find it in Resources below.

Instagram content

All three prompts follow the same structure. Open a new Claude conversation, paste the full Sava Content Context File, then paste the prompt below. Do not skip the first step.

Instagram - Pillar 1: "Why you're stuck"

Educational (160-200 words) - opens with the ICP's experience as fact, not a question

You have received the Sava Content Context File. Apply the positioning statement,
ICP profile, voice brief, content pillar definitions, banned word list, ethical
guidelines, and sample hooks from that file to everything you produce below.
If you have not received the Context File, stop and ask for it before proceeding.

PILLAR: Pillar 1 - Educational ("Why you're stuck")

RAW INPUT FROM ANITA (Voice note mode - paste transcript here):
[Paste transcript, or leave blank for Base mode]

THEME (Base mode - paste from 30-day theme bank if no raw input):
[Paste one theme]

YOUR TASK:
Write one Instagram post draft (160-200 words). The post should:

1. Open with the ICP's experience stated as fact - not Anita's perspective, not a
   question, not an affirmation. Start mid-thought. The reader should feel recognised
   before she finishes the first sentence.

2. Name one specific thing the ICP will recognise from her own life. Not a category
   ("anxiety"). A texture ("the gap between knowing exactly what you should do and
   still not being able to do it").

3. Introduce the body-based perspective without naming modalities or credentials.
   One clear idea about why the body holds what the mind has already processed.

4. Close with a low-pressure invitation - a thought that leaves space, not a CTA
   with urgency.

DO NOT:
- Use any word from the banned list
- Open with a question ("Have you ever...", "Do you find yourself...")
- Write as if this is marketing copy - write as if Anita is thinking out loud to
  someone she respects
- Use "evidence-based" as a standalone claim - show it, don't just say it
- Sound like AI wrote it. If you wouldn't say it out loud in a session, cut it.

After the draft, write one sentence only:
"Hook check: [describe what the opening line is doing and whether it will stop the
scroll for this specific ICP]."

Instagram - Pillar 2: "What I do differently"

Positioning (120-160 words) - demystifies somatic therapy; evidence-based, not spiritual

You have received the Sava Content Context File. Apply the positioning statement,
ICP profile, voice brief, content pillar definitions, banned word list, ethical
guidelines, and sample hooks from that file to everything you produce below.
If you have not received the Context File, stop and ask for it before proceeding.

PILLAR: Pillar 2 - Positioning ("What I do differently")

RAW INPUT FROM ANITA (Voice note mode - paste transcript here):
[Paste transcript, or leave blank for Base mode]

THEME (Base mode - paste from 30-day theme bank if no raw input):
[Paste one theme]

YOUR TASK:
Write one Instagram post draft (120-160 words). Shorter is better for this pillar -
clarity over length. The post should make someone who is unsure about somatic therapy
feel like they understand it, and feel like Anita's version specifically is grounded
and clinically serious, not spiritual or trendy.

Structure:
1. Open: state one thing most people assume or misunderstand about this kind of work.
   Correct it gently - not dismissively.
2. Middle: one plain-language explanation of what body-based therapy actually does.
   One idea, not a list.
3. Close: one sentence positioning Anita's approach as the specific answer to the ICP's
   unmet need.

DO NOT:
- Use modality acronyms (IFS, ACT, CBT) without a brief plain-language explanation
- Use "evidence-based" or "holistic" as standalone descriptors - show, don't tell
- Imply the client is broken or needs fixing
- [All banned words from the Context File apply]

After the draft, write one sentence only:
"Objection addressed: [name the specific misconception this post corrects and whether
the correction lands naturally in the flow]."

Instagram - Pillar 3: "Anita's voice"

Connection (80-120 words) - requires raw input from Anita; do not run in pure Base mode

You have received the Sava Content Context File. Apply the positioning statement,
ICP profile, voice brief, content pillar definitions, banned word list, ethical
guidelines, and sample hooks from that file to everything you produce below.
If you have not received the Context File, stop and ask for it before proceeding.

PILLAR: Pillar 3 - Connection ("Anita's voice")

NOTE: This pillar always requires raw input from Anita. Do not run in pure Base mode.
If no raw input has been provided, stop and request it before proceeding.

RAW INPUT FROM ANITA (paste transcript here - required):
[Paste voice note transcript or written observation]

YOUR TASK:
Write one Instagram post (80-120 words). This post should sound the most like Anita
talking - not like content, like a person. It can be shorter than the other pillars.
It should feel honest, not curated.

Structure:
1. Open directly into the observation or thought. No preamble, no setup, no "I've
   been thinking about..." Start with the idea itself.
2. One layer of development: what does this observation point to? One additional
   sentence or two, no more.
3. Close: leave it open. A thought that does not need a conclusion is more memorable
   than one that ties up neatly. No CTA.

The only success criterion for this post: someone who reads it thinks "I want to talk
to this person." If it sounds polished rather than honest, it has failed.

DO NOT:
- Add a booking call to action
- Tie the ending up neatly
- Make it longer than 120 words
- [All banned words from the Context File apply]

LinkedIn individual (channel modifier)

Use with any Instagram prompt. Adjusts framing for professional context, word count, and CTA.

LinkedIn Individual - Channel Modifier

Add this block before YOUR TASK in any Instagram prompt to shift to LinkedIn register

CHANNEL ADJUSTMENT - LINKEDIN (Individual ICP register):

This is a LinkedIn post, not Instagram. Make two adjustments to the standard
prompt task:

1. Frame the insight for a professional reading on a work device. The same nervous
   system and body-based expertise applies - but point it at sustained professional
   performance, leadership responsibility, and the cost of high functioning in a
   work context, not only private emotional life. The ICP is a capable professional
   who is also carrying something that therapy-reading and self-awareness have not
   resolved.

2. Adjust word count: 150-180 words for Pillars 1 and 2. 100-140 words for Pillar 3.

3. Closing: replace "link in bio" with: "If you'd like to talk through what this looks
   like in practice, there's a free 15-minute consult at savatherapies.com."

Everything else - the voice brief, banned words, hook structure, and ethical
guidelines - applies unchanged.

LinkedIn corporate register

One corporate LinkedIn post per week, from Month 1. These run alongside the individual-led posts. The golden rule applies: paste the Content Context File first, then the prompt. Corporate posts never pitch a service, mention a booking link, or use generic corporate wellness language - they are observations, not proposals.

LinkedIn Corporate - Pillar A: "What I see in non-profit teams"

Thought leadership (150-200 words) - honest observation from Anita's sector experience, never a pitch

You have received the Sava Content Context File. Apply the voice brief, banned word
list, and ethical guidelines from that file to everything you produce below. Note that
this is a corporate LinkedIn post - the audience and register differ from the individual
ICP content. If you have not received the Context File, stop and ask for it before
proceeding.

PILLAR: Corporate A - "What I see in non-profit teams"
TYPE: Thought leadership. Not selling. Not pitching. An honest observation from
someone who has worked in this sector.

ANITA'S CONTEXT:
- She worked in non-profits before becoming a therapist
- She has observed secondary trauma, boundary erosion, and the sustained emotional
  cost of client-facing social services work
- She now offers integrated wellbeing support for non-profit teams: individual
  counselling, somatic therapy, and yoga from a single external provider

RAW IDEA FROM ANITA:
[2-3 sentences from Anita about a specific observation, experience, or pattern from
her non-profit years - not a summary, her actual words]

AUDIENCE:
HR managers, People & Culture leads, Operations Managers, and Executive Directors at
Perth non-profits and social enterprises. Time-poor, sceptical of generic wellness
pitches, quietly managing staff retention and burnout.

VOICE: Warm professional authority. Reads like someone who has done this work and is
now reflecting honestly on what it cost. Not clinical. Not corporate. Conversational,
but grounded.

LENGTH: 150-200 words. Reads easily on mobile.

DO NOT:
- Pitch a service, mention a booking link, or name a program
- Use phrases like "wellbeing initiatives," "employee engagement," or "mental health
  strategy"
- Be snide about generic wellness offerings - name what is missing, not what is wrong
  with what exists
- End with a call to action - end with an observation

After the draft, write one sentence only:
"Corporate hook check: [why this specific reader will stop scrolling - what makes
them feel understood rather than pitched at]."

LinkedIn Corporate - Pillar B: "What integrated wellbeing actually looks like"

Educational (150-200 words) - contrasts genuine support with token alternatives

You have received the Sava Content Context File. Apply the voice brief, banned word
list, and ethical guidelines from that file to everything you produce below.
If you have not received the Context File, stop and ask for it before proceeding.

PILLAR: Corporate B - "What integrated wellbeing actually looks like"
TYPE: Educational. Explains what real employee wellbeing support does, versus what
most organisations substitute for it.

ANITA'S CONTEXT: [same as Pillar A above]

RAW IDEA FROM ANITA:
[2-3 sentences about a specific contrast - what genuine support produces that token
programs cannot, or one specific outcome that only comes from working with the whole
person over time]

AUDIENCE: [same as Pillar A]

VOICE: Clear, authoritative, gently provocative. Makes the reader feel seen in their
frustration with inadequate solutions. Does not mock. Points toward a direction without
naming a product.

LENGTH: 150-200 words.

DO NOT:
- Name specific competitor programs or vendors
- Pitch Anita's services directly
- Use the phrase "fruit bowls and Headspace" or similar - it has been done; be more
  specific and more original
- End with a booking link - end with a thought that makes the reader reconsider one
  assumption they brought to this post

LinkedIn Corporate - Pillar C: "Why external support works"

Structural argument (130-170 words) - confidential external support vs. internal programs

You have received the Sava Content Context File. Apply the voice brief, banned word
list, and ethical guidelines from that file to everything you produce below.
If you have not received the Context File, stop and ask for it before proceeding.

PILLAR: Corporate C - "Why external support works"
TYPE: Structural argument. Makes the case for external, confidential support over
internal programs - based on how organisations and people actually behave, not on
what looks good in a policy document.

ANITA'S CONTEXT: [same as above]

RAW IDEA FROM ANITA:
[2-3 sentences about why clients benefit from external support - what they say to an
external therapist that they cannot say inside their own organisation, or what changes
when the support sits entirely outside the reporting structure]

AUDIENCE: [same as above - HR managers and EDs evaluating whether to bring in
external support]

VOICE: Practical, direct, clear. Feels like advice from someone who understands the
organisation's constraints as well as the employee's needs. Warm but not soft.

LENGTH: 130-170 words. This pillar is shorter - the point is simple and should not
be diluted.

DO NOT:
- Use "journey," "empower," or "wellbeing solution"
- Pitch Anita's program or pricing
- End with anything that sounds like a close - end with a thought that makes the
  reader reconsider something they assumed about how their current setup is working

Google Business Profile

GBP Description

Under 750 characters - natural language for high-intent searchers, not a keyword list

You have received the Sava Content Context File. Apply the voice brief, positioning
statement, ICP profile, and banned word list from that file to everything below.
If you have not received the Context File, stop and ask for it before proceeding.

TASK: Write a Google Business Profile description for Sava Therapies.

REQUIREMENTS:
- Under 750 characters (GBP hard limit)
- Natural language, not a keyword list
- Speaks to the person searching for this kind of help
- Includes the strongest credential and the clearest differentiator
- Mentions online availability across Australia, not only Perth in-person

DETAILS:
- Practice: Sava Therapies
- Practitioner: Anita Wong, Master of Psychotherapy and Counselling
  (Western Sydney University), ACA member
- Primary offer: somatic psychotherapy at $180/session, body-based and
  evidence-informed
- Entry offer: 3-session intro for $370
- Who she works with: high-functioning women who have done therapy before
  and still feel stuck
- Differentiators: online (Australia-wide) and in-person (Perth),
  free 15-minute consult, transparent pricing, NDIS registered

DO NOT USE: "holistic," "natural therapies," "heal," "wellness journey,"
"unlock," "transform," "balance"

After the description, write one sentence: "Lead-with rationale: [what you
chose to open with and why it will land for a high-intent searcher]."

After verification, complete all profile fields: business name, categories, service area, website, phone, hours, services, and photos.

Psychology Today

Psychology Today Headline + About Section

Headline (max 10 words) + About section (max 200 words) - run before creating the listing

You have received the Sava Content Context File. Apply the positioning statement,
ICP profile, voice brief, and banned word list from that file to everything below.
If you have not received the Context File, stop and ask for it before proceeding.

TASK: Write a Psychology Today AU therapist profile for Anita Wong.

TWO PARTS:

PART 1: Headline (maximum 10 words)
Start with the client's experience, not Anita's credentials. The person reading
this has already decided she wants a therapist. She is now deciding between
practitioners. Give her a reason to stop on this profile.

PART 2: About section (maximum 200 words, shorter is fine if strong)
Structure:
1. Open with the ICP's experience. She should feel recognised immediately.
2. Middle: what Anita does (body-based, evidence-informed), who she works with
   (high-functioning women who have done therapy before and still feel stuck),
   and why her approach differs from standard talk therapy.
3. Credentials: Master of Psychotherapy and Counselling, Western Sydney University,
   and ACA membership. Woven in naturally, not listed separately.
4. Close: one line noting the free 15-minute consult. Psychology Today adds the
   booking button automatically, so no link is needed.

TARGET READER:
A woman, 35+, who has done CBT or talk therapy before, understands herself
intellectually, and still feels stuck. She reads carefully. She is not looking for
someone to tell her to "lean into growth." She is looking for someone who
understands exactly what is wrong and why previous work did not fix it.

DO NOT USE in either part: "holistic," "journey," "empower," "heal," or any phrase
that could appear on any other therapist's profile.

After both parts, write one sentence: "What makes this stop the scroll: [the
specific thing in the headline or opening line that will make this ICP choose
Anita's profile over the one above and below it in the directory]."

LinkedIn profile setup

Also update your headline to: "Somatic Psychotherapist | Body-based therapy for high-functioning women | Corporate wellbeing | Perth WA" - takes 2 minutes, no Claude needed.

LinkedIn About Section Rewrite

200-250 words - rewritten from scratch; current version is in the prompt as context

You have received the Sava Content Context File. Apply the positioning statement,
ICP profile, voice brief, and banned word list from that file to everything below.
If you have not received the Context File, stop and ask for it before proceeding.

TASK: Rewrite the LinkedIn About section for Anita Wong, somatic psychotherapist
and founder of Sava Therapies, Perth WA.

CURRENT ABOUT SECTION (rewrite entirely from scratch, keep nothing):
"Being the contributor to successful, transformative experiences for my client.
Life has ups and downs, and I'm here for both as I walk with my clients on their
journeys.

Education is something I was brought up to believe was important. As a life-long
learner, I have come to realise that no one mode, or theory is ever complete. As I
grow and learn from complementary industries, my ability to weave in elements from
various frameworks evolves.

That's why I love working alongside professionals from different backgrounds, all
with the same strong community values. I like identifying core challenges,
understanding them then collaborating with others to create healthier beliefs,
attitudes, relationships, mindsets and bodies. I love striking win-win balances,
helping people experience more joy and cheering them on to reach their full
potential."

WHAT THE NEW VERSION MUST DO:
1. Open with the client's experience. The first two sentences make the ICP feel
   recognised before she reads anything about Anita's credentials.
2. Middle: what Anita does (body-based, evidence-informed), who she works with
   (high-functioning women; also available for corporate wellbeing engagements),
   and why her approach differs from standard talk therapy.
3. Credentials: Master of Psychotherapy and Counselling, Western Sydney University,
   and ACA membership. Woven in naturally, not listed separately.
4. Close: one-line invitation to book a free 15-minute consult at savatherapies.com.

DUAL AUDIENCE:
This About section faces two readers simultaneously. The individual ICP (a
professional woman evaluating whether Anita can help her) and the HR manager or
Executive Director (assessing credibility before responding to an outreach message).
Write it so both readers feel it was written for them.

VOICE: Warm, direct, clinically grounded. Reads like a thoughtful professional
speaking, not a personal brand statement.

LENGTH: 200-250 words. Short enough to read on a phone without scrolling past.

DO NOT USE: "journey," "unlock potential," "heal," "holistic," "thrive," "empower,"
"transform your life," "walk alongside," "whole person," "passionate about."

After the section, write one sentence: "Dual-audience check: [which sentence works
hardest for the individual ICP and which works hardest for the corporate buyer]."

Website homepage

Homepage Copy

Headline + "who this is for" paragraph (60-90 words) + credential line - three pieces in one prompt

You have received the Sava Content Context File. Apply the positioning statement,
ICP profile, voice brief, and banned word list from that file to everything below.
If you have not received the Context File, stop and ask for it before proceeding.

TASK: Write three specific pieces of homepage copy for savatherapies.com.

PIECE 1: Headline and subheading
- Headline: the confirmed positioning statement (from the Context File)
- Subheading (one sentence, maximum 20 words): expands on the headline.
  Names what Anita does and who it is for.
  Suggestion to improve on or use as-is: "Body-based, evidence-informed therapy
  for high-functioning women who are ready to go somewhere talk therapy could not
  take them."

PIECE 2: "Who this is for" paragraph (60-90 words)
A description of the person reading this page. Not a list of modalities.
Not a list of conditions. A description of a specific human being and her
specific experience.

Structure:
- Sentence 1: what she has already done (therapy, reading, self-work)
- Sentence 2: the gap (understanding has not changed the feeling)
- Sentence 3: where that leaves her (functioning well outwardly, something
  exhausted or stuck underneath)
- Sentence 4: what this is not (not a failure, not a fixed state)
- Sentence 5: what the work does (at the body level, not the thought level)

PIECE 3: Credential line (one sentence)
Surface the Master of Psychotherapy and Counselling credential on the homepage
in one natural sentence. Should feel like information, not a badge.

VOICE across all three pieces: direct, warm, precise. No filler. Every sentence
should be one Anita would read out loud and feel was exactly right.

DO NOT write the call-to-action button text. The VA adds that separately.
DO NOT USE any word from the banned list in the Context File.

After all three pieces, write one sentence: "First-impression check: [what a
first-time visitor understands about Anita and her work within 10 seconds of
landing on this page]."

Referral brief

Allied Health Referral Brief Content

Four sections for GPs, physios, and OTs - designed to be read and acted on in 30 seconds

You have received the Sava Content Context File. Apply the voice brief, ICP profile,
positioning statement, and banned word list from that file to everything below.
If you have not received the Context File, stop and ask for it before proceeding.

TASK: Write the text content for a one-page referral brief for Anita Wong, somatic
psychotherapist at Sava Therapies (savatherapies.com).

AUDIENCE: Allied health professionals (GPs, physiotherapists, psychologists,
occupational therapists) who may refer clients to Anita. They have 30 seconds
to decide whether to pass this to a patient. This document does not need to
persuade. It needs to be clear.

FOUR SECTIONS, each no longer than 5-6 lines:

SECTION 1: Who to refer
Stay close to this language:
"If you have a client who says: 'I have been in therapy for years. I understand
why I feel this way. But I still feel this way.' That is who I work with.
High-functioning women who are intellectually clear on their patterns and still
cannot change how they feel. Often presenting with anxiety, burnout, chronic
stress, or a sense of being stuck despite years of self-work."

SECTION 2: How Anita works
Body-based and evidence-informed (not spiritual, not hands-on massage). Works at
the nervous system level, addressing the gap between cognitive insight and felt
experience. Modalities: somatic psychotherapy, IFS, ACT, CBT. Master of
Psychotherapy and Counselling (Western Sydney University). ACA member.

SECTION 3: The offer and process
Free 15-minute initial consultation to assess fit. Individual sessions at $180.
New client intro offer: 3 sessions for $370. Online (Australia-wide) and in-person
(Perth WA). NDIS registered (plan-managed and self-managed). Booking via
savatherapies.com.

SECTION 4: Contact and booking
Website: savatherapies.com
[Anita to add: email and phone if preferred]
Booking link: [Anita to add Splose booking URL before distributing]

After the four sections, write one sentence: "VA layout note: [brief instruction
for arranging the four sections clearly on a single A4 page in Canva]."

Corporate outreach (Month 4)

Do not start corporate outreach before Month 4. Pricing decided, corporate page live, and three months of sector-relevant content must be in place first.

Connection Request Note

Under 300 characters - warm, specific to the organisation, no pitch

You have received the Sava Content Context File. Apply the voice brief and banned
word list from that file to everything below. If you have not received the Context
File, stop and ask for it before proceeding.

TASK: Write a LinkedIn connection request note from Anita Wong to [name], [title]
at [organisation name].

CONTEXT:
- Anita worked in non-profits before becoming a therapist. She has genuine sector
  experience and perspective.
- She now offers integrated wellbeing support for non-profit teams: individual
  counselling, somatic therapy, and yoga from a single external provider.
- [Insert any specific detail about the organisation or their work noted during
  research in the target list - the more specific, the better]

REQUIREMENTS:
- Under 300 characters (hard limit - LinkedIn rejects longer notes)
- Warm, professional, not a pitch
- No ask, no mention of services, no booking link
- Mentions their specific organisation or cause if at all possible
- Reads like a genuine human reaching out, not a template

Write 3 variations. Label A, B, C. Anita chooses the one that sounds most like her.

Message 1: Soft Value Offer

3-4 sentences - send 5-7 days after connection is accepted; offer without ask

You have received the Sava Content Context File. Apply the voice brief and banned
word list from that file to everything below. If you have not received the Context
File, stop and ask for it before proceeding.

TASK: Write LinkedIn Message 1 from Anita Wong to [name], [title] at [organisation],
sent 5-7 days after they accepted her connection request.

PURPOSE: Offer something genuinely useful. No ask, no pitch. Make the reader feel
like Anita is worth paying attention to.

CONTEXT:
- Anita worked in non-profits before becoming a therapist. She has firsthand
  experience of what sustained emotional load does to people in the sector.
- She has recently published LinkedIn posts about what actually helps non-profit staff
  manage sustained pressure. Reference these if relevant.
- She is not selling anything in this message.

VOICE: Warm, unhurried, not corporate. Reads like a message from someone genuinely
interested in the sector, not someone running an outreach sequence.

LENGTH: 3-4 sentences maximum.

DO NOT: Mention a service, a program, pricing, or a booking link. End with a soft,
open offer rather than a yes/no question.

Message 2: Gentle Service Introduction

4-5 sentences - send 2 weeks after Message 1, only if Message 1 got engagement

You have received the Sava Content Context File. Apply the voice brief and banned
word list from that file to everything below. If you have not received the Context
File, stop and ask for it before proceeding.

TASK: Write LinkedIn Message 2 from Anita Wong to [name], [title] at [organisation],
sent approximately 2 weeks after Message 1, only where there was engagement.

PURPOSE: Introduce Anita's service offering, gently and without pressure. Make it
easy to say yes to a conversation without committing to anything.

CONTEXT:
- Anita offers integrated wellbeing support for non-profit teams: external individual
  counselling, somatic therapy, and yoga from a single provider.
- Key differentiators for this audience: external (confidential), flexible commitment
  structure, sector-specific understanding, Master of Psychotherapy credential.
- She is offering a conversation, not a package or a retainer.

VOICE: Warm professional. Reads like a genuine offer, not a sales script. The words
"no" or "not the right time" should feel easy to say.

LENGTH: 4-5 sentences.

DO NOT: Mention specific pricing. Use "I'd love to work with you" or "would be a
great fit." Make a hard ask. End with something they can respond to with minimal
friction.

Message 3: Propose Discovery Call

Direct template - no Claude needed. Send only after a positive reply to Message 2

That's great to hear - even a brief conversation is useful. Would a 20-minute call
work? I'm flexible on timing and happy to fit around yours.

You can book a time here: [Splose booking link]

Keep it short. They have said yes. No additional context needed.

Splose setup (configuration steps - no Claude needed)

Part A: Appointment Reminders

Steps to follow, no Claude needed. Email 48hrs before + SMS 24hrs before

  1. Log in to Splose.
  2. Click the gear icon (Settings) in the top right corner.
  3. Select "Notifications" or "Client Communications."
  4. Enable "Appointment Reminders."
  5. Set email reminders to fire 48 hours before each appointment.
  6. Set SMS reminders to fire 24 hours before each appointment.
  7. Save changes.

SMS credits: Each outgoing SMS costs 10 cents. Purchase credits via Settings, then SMS. At roughly 10 sessions per week, approximately 40 SMS reminders per month, around $4-5 in credit top-ups. Not a subscription, just a credit top-up when the balance runs low.

What good looks like: every client receives an email 48 hours before their session and an SMS 24 hours before. No manual sending required.

Part B: Booking Confirmation

Steps to follow, no Claude needed. Review the auto-confirmation email template

  1. Go to Settings, then Notifications, then Booking Confirmation.
  2. Read the email template.
  3. Confirm it includes the correct session link (for telehealth) or location details (for in-person). Update if needed.
  4. Save.

What good looks like: every new booking triggers an automatic confirmation with all the details the client needs for their session.

Part C: Intake Form with Source Tracking

Steps to follow, no Claude needed. Build "New Client Intake" with a source dropdown

Check that your plan supports custom online forms before building. If forms are not available, contact Splose support or use the website contact form as a fallback for capturing source data.

  1. Go to Settings, then Forms.
  2. Click "Create New Form." Name it "New Client Intake."
  3. Add these fields:
    FieldTypeRequired?
    What are you hoping to work on?Open textYes
    Have you had therapy or counselling before?Yes/NoYes
    What are you hoping for from this work?Open textYes
    How did you hear about Sava Therapies?DropdownYes
  4. Dropdown options for the source question: Google search / Psychology Today / Shapes and Sounds / Instagram / LinkedIn / Referral from a practitioner / Word of mouth / Other
  5. Attach the form to the booking confirmation email so it fires automatically to every new client.

What good looks like: every new client arrives at their first session with intake already completed and stored in Splose. The source question has been answered without you needing to ask it during the session.

Part D: Booking Link Deployment

Steps to follow, no Claude needed. Add your Splose booking link to all 7 channels

  1. Go to Settings, then Online Bookings.
  2. Copy the booking link.
  3. Add it to each location:
    LocationWhen
    Instagram bioWeek 1
    LinkedIn profile (Contact section)Week 1
    Email signatureWeek 1
    Psychology Today profileWeek 2 (when creating the listing)
    Google Business ProfileOnce verified
    Referral briefBefore distributing (end of Week 4)
    Website CTA buttonVA updates in WordPress, Weeks 2-3

Part E: CRM Status and Source Tracking

Steps to follow, no Claude needed. Set up 6 status options and 7 source tags, where your plan supports the CRM feature

If the CRM feature is active on your Splose plan, use it to track enquiry status rather than relying on memory or a separate spreadsheet. If your plan does not support CRM tracking clearly, use the Google Sheet in Resources > Monthly Review Checklist instead.

Status options to set up:

StatusWhen to apply
New enquiryAs soon as an enquiry arrives
RepliedAfter first response sent
Consult bookedOnce the free consult is scheduled
Waiting for responseAfter consult completed, no booking yet
Converted to clientFirst paid session booked
Not proceedingClient confirmed not moving forward

Source tags to set up (consistent with the intake form dropdown): Google, Psychology Today, Instagram, LinkedIn, Shapes and Sounds, Referral, Word of mouth

What good looks like: every enquiry has a status and a source tag. The monthly review takes 15 minutes because the data is already in Splose.

Month 2-3 additions

These two prompts support the Month 2-3 additions in your 90-Day Plan. Do not run them before the core foundations are established.

Psychedelic Integration Post (Instagram + LinkedIn)

Two versions in one prompt (Instagram 180-220 words, LinkedIn 150-180 words) - run in Month 2 or 3, not before; never referenced in corporate materials

You have received the Sava Content Context File. Apply the voice brief, ICP profile,
and banned word list from that file to everything below. If you have not received
the Context File, stop and ask for it before proceeding.

TASK: Write an educational post for Anita Wong about psychedelic integration support.
Two versions: Instagram and LinkedIn.

CONTEXT:
- Psychedelic integration therapy means helping clients make sense of and integrate
  insights, emotions, and experiences arising from psychedelic use, whether
  recreational, ceremonial, or therapeutic (e.g. ketamine, TGA-approved psilocybin
  or MDMA sessions). The therapist does not administer substances.
- Australia's TGA approved psilocybin and MDMA for use by authorised psychiatrists
  in 2023. This is a legitimate, evidence-informed clinical service.
- Anita's audience for this post: therapy-literate women who are already aware this
  space exists, have had or are considering altered-state experiences, and want a
  clinically grounded therapist rather than a coach or facilitator.

MISCONCEPTIONS TO ADDRESS GENTLY (not defensively):
- "Integration support means the therapist is helping you take drugs." No. It means
  working with what has already happened.
- "This is fringe or unproven." The research base is substantial and the TGA
  regulatory framework reflects this.
- "You'd have to admit illegal activity." Integration support is available for all
  altered-state experiences. Clinical framing is non-judgmental.

TONE: Clinical intelligence with human warmth. Quiet, serious, competent.
Not advocacy for psychedelic use. Not spiritual or ceremonial framing.
Normalising without being breezy.

INSTAGRAM VERSION (180-220 words): Opens with the experience of the person who needs
this, not a definition. Standard mental health hashtags only, no psychedelic-specific
hashtags.

LINKEDIN VERSION (150-180 words): Slightly more clinical framing, slightly less
personal. Still warm. Closes with: "If you're navigating this kind of experience and
want to work with someone who takes it seriously, I'd be glad to talk."

DO NOT USE: "consciousness expansion," "healing journey," "sacred," "plant medicine,"
"ceremony," "guide," "trip."

After both versions, write one sentence: "Biggest potential misread: [the most likely
way this post could be misunderstood, and one suggested edit to prevent it]."

Good when: someone therapy-literate reads it and thinks "this is a serious clinician who understands this space," not "this is an enthusiast."

Corporate Wellbeing Page Copy

Four-section page copy for savatherapies.com - run Days 31-60, before Month 4 outreach begins

You have received the Sava Content Context File. Apply the voice brief, positioning
statement, and banned word list from that file to everything below. If you have not
received the Context File, stop and ask for it before proceeding.

TASK: Write copy for a short corporate wellbeing page on savatherapies.com. This
page is for HR managers, People and Culture leads, and Executive Directors at Perth
non-profits and social enterprises who have received an outreach message from Anita
and are checking the website before deciding whether to reply.

THE PAGE NEEDS FOUR SECTIONS:

SECTION 1: What Anita offers organisations (60-80 words)
External, confidential wellbeing support for teams: individual counselling, somatic
therapy, and yoga from a single provider. No large EAP contract. Flexible engagement
structure. Designed for non-profits and social enterprises with staff carrying heavy
emotional load.

SECTION 2: Who it is for (one short paragraph or list)
Non-profits, social enterprises, and values-aligned organisations. HR managers or
Executive Directors managing visible staff burnout, secondary trauma in frontline
workers, high turnover, or an EAP that staff do not use.

SECTION 3: Why external support (two sentences)
The structural case for confidential, external provision over internal programs.
Reference staff uptake and the trust barrier that internal programs face.

SECTION 4: Enquiry invitation (one sentence)
How to start a conversation. Use the Splose booking link or direct email as the
contact path.

TONE: Warm professional authority. This reader is sceptical. She has been sold
generic wellness programs before. Speak to the operational problem she is managing,
not the wellness solution you are selling.

DO NOT USE: "mindfulness sessions for your team," "employee engagement," any generic
EAP language, spiritual or retreat-style framing.

After the copy, write one sentence: "Credibility check: [the single most important
thing on this page that will make a sceptical HR manager think Anita understands
their sector]."

Good when: a Perth non-profit HR manager reads the page and thinks "this was written for organisations like mine, not for a generic corporate client."

Resources

Sava Content Context File

The single most-used document in this system. Every prompt above requires it pasted into Claude first.

Positioning statement not yet confirmed. Once Anita confirms her choice, insert it here and remove this notice before delivering the file.

How to use this file

Three ways to use this file

  1. Option A (recommended): create a Claude.ai Project, paste the context file as project instructions. Every conversation in that project has it automatically.
  2. Option B: save as a local .md file, drag and drop into Claude when needed.
  3. Option C: use the copy button on this card each time.
### Who you are writing for

A woman, 35-55, professionally capable, often carrying significant responsibility at work or at home. She describes herself as anxious, burnt out, tired, squeezed, stuck. She has done therapy before - CBT probably, maybe EMDR or something else. She understands her patterns with impressive precision. That knowledge has not changed how she feels. The gap between understanding and felt experience is exactly where she lives, and she is exhausted by it.

She trusts evidence and credentials. She wants a collaborator, not an authority. She can detect inauthenticity immediately. She has spent years in therapy developing that skill. She will scroll past generic wellness content. She will stop for something that names the specific texture of her experience in a way nobody has quite said before.

She is online across Australia, not only in Perth. The current Instagram audience is 44.5% Sydney-based. Write for someone sitting in Sydney at 9pm, scrolling before sleep, who could book an online session. Make online availability obvious.

### What Anita sounds like

Warm but not soft. Clinically trained (Master of Psychotherapy and Counselling, Western Sydney University). Her writing should reflect that intelligence without wearing it as a badge.

Evidence-based, not spiritual. She is a psychotherapist who does body-based work. Not a healer, not a wellness influencer, not a guru.

Plain language. If a word requires a psychology degree to parse, replace it. "Nervous system" rather than "dysregulation." "Stress response" rather than "window of tolerance."

Collaborative, not authoritative. She describes what she notices and invites reflection. She does not tell people what they should do.

Her own words (preserve this phrasing in every prompt):
"I use gentle body-based and traditional talk therapy strategies to help people change how they feel about themselves, their nervous system, and their relationships. A lot of the people I work with are high-functioning, powerful people who just need a little bit of support."

Note the specific words she reaches for: gentle. Just a little bit of support. Body-based. These belong in the content.

### Words and phrases to use

nervous system, body, felt sense, stress response, patterns, body-based, grounded, evidence-based, gentle, practical, somatic, high-functioning, clear, direct

### Words and phrases to never use

journey, unlock, transform, heal, holistic, thrive, empower, authentic (as a standalone claim), wellness journey, trauma response (as a phrase), "safe non-judgmental space," "fill your cup," "you've got this," any three-word motivational phrase ("feel more yourself," "start today," "you deserve this")

Do not update this list. It exists for a reason.

### Three content pillars

Pillar 1: "Why you're stuck" (educational, 40% of posts)
Names the ICP's experience through a nervous system or body lens. Goal: she reads it and thinks that's exactly me. This is the shareable pillar. She sends it to a friend.
Instagram: 160-200 words. Static image with longer caption, or carousel (3-5 slides) for list-format topics.
LinkedIn (individual register): same insight, framed for a professional reading between meetings. 150-180 words. Reference performance and responsibility, not only private emotional life.

Pillar 2: "What I do differently" (positioning, 30% of posts)
Demystifies somatic psychotherapy. Addresses assumptions: it is not spiritual, not massage, not hands-on, not just yoga. Goal: a curious reader understands what makes this different and why it might be the thing that works.
Instagram: 120-160 words. Shorter is better here: clarity over length.
LinkedIn (individual register): slightly more clinical framing. Same length.

Pillar 3: "Anita's voice" (connection, 30% of posts)
Professional observations, clinical reflections, working philosophy. The content that makes people feel like they know Anita before they have met her. Shorter than the other two. Reads like thinking out loud, not like content.
Instagram: 80-120 words. Anita provides the core idea; the VA lightly expands.
LinkedIn: identical to Instagram version. This pillar needs no register shift.

LinkedIn corporate register (approximately 30% of LinkedIn output, running alongside the individual-led posts)
The same clinical expertise, applied to the workplace context. Not a separate knowledge base, just a different lens on the same observations. Three sub-pillars:
- What I see in non-profit teams: thought leadership from Anita's non-profit sector background. Names the cost of sustained emotional load without pitching a solution.
- What integrated wellbeing actually looks like: contrast between real support and token alternatives. Educates without mocking.
- Why external support works: the structural case for external, confidential support over internal programs.
These posts never pitch a service directly. They build the credibility layer that makes Month 4 outreach convert.

### Sample hooks that work

Use these as tone and structure references. Do not recycle them.
- "The specific feeling of understanding exactly what you need to do, and still not being able to do it."
- "The exhaustion of being the person who always holds it together."
- "You know your patterns. You've known them for years. So why do you keep acting from them?"
- "What talk therapy didn't reach, and why that's not a failure."
- "The part of you that knows better isn't the part making decisions under stress."
- "Therapy gave her language for everything that was wrong. She still felt the same way."

What these share: they name a specific texture of experience, not a general category. "Anxiety" is a category. "The specific feeling of understanding exactly what you need to do and still not being able to do it" is an experience. Always go for the experience.

### How to close a post

Low-pressure invitation. Not a hard call to action.
- "If this sounds familiar, the free consult link is in my bio."
- "If you're curious what body-based work looks like in practice, a 15-minute chat is a good place to start. Link in bio."
- "If you've felt this too, I'd be glad to talk."
Not: "BOOK NOW," "DM me for details," or anything with urgency language.

### Ethical guidelines for content

- Do not share client stories, even anonymised, without clear consent and all identifying details changed
- Do not describe clinical techniques as universal prescriptions. They are tools, not protocols.
- Do not compare Anita's approach to other practitioners or modalities by name
- Do not claim to treat or cure specific diagnoses. Language is "work with," "support," "explore," "help navigate," not "treat," "cure," "fix".
- Do not make before/after claims about client outcomes without documented consent

### What sounds right and what doesn't

Right:
"The specific feeling of understanding exactly what you need to do, and still not being able to do it. That's not a motivation problem. It's not laziness. The cognitive part of you knows what to do. But the part of the nervous system that moves you? Still running the old programme. This is the gap that body-based therapy works in, not the thought, but the pattern underneath it. If this sounds like where you are, the free consult link is in my bio."

Too generic:
"Anxiety can feel overwhelming, but there are tools that can help. As a somatic psychotherapist, I work with the mind-body connection to help you find balance and feel more yourself. Book a free consult today!"

The first names a specific experience. The second could have been written by anyone. If a post could have been written by any therapist, it is not specific enough yet.

### 30-day content theme bank

The VA draws one topic per post in Base mode. Add new topics as they arise from Anita's clinical work, client conversations, or patterns she keeps explaining.

1. When talk therapy helped but didn't shift the pattern: you understand why you do it, but you still do it (Pillar 1)
2. Why relaxation feels unsafe for some people: the nervous system that learned "alert" as its default (Pillar 1)
3. How high-functioning people hide burnout, including from themselves (Pillar 1)
4. Why "knowing better" doesn't change behaviour: the difference between cognitive insight and embodied change (Pillar 1)
5. Why body-based work isn't spiritual or alternative: what the research actually says (Pillar 2)
6. What actually happens in a somatic session: no crystals, no incense, nothing you need to believe in (Pillar 2)
7. The cultural dimension of therapy: why "just set a boundary with your parents" doesn't always land for people navigating different cultural expectations from family (Pillar 1/3)
8. The last-resort client: why people arrive at somatic therapy after exhausting everything else, and why this makes them some of the most motivated clients (Pillar 2/3)
9. The exhaustion of being self-aware without being able to change: what that specific stuck feeling points to (Pillar 1)
10. What "working with the nervous system" actually means in plain language, not jargon, just the honest description (Pillar 2)
11. The gap between understanding your history and still repeating its patterns (Pillar 1)
12. What your body does when you're performing calm: the difference between regulation and suppression (Pillar 1)
13. Why high-achieving women often come to somatic work last, and why that makes sense (Pillar 2/3)
14. The specific weight of carrying professional capability alongside private exhaustion (Pillar 1)
15. Why "mindfulness didn't work for me" is actually useful clinical information (Pillar 1/2)
16. What makes somatic psychotherapy different from a yoga class (Pillar 2)
17. What body-based therapy looks like for someone who has never done it before (Pillar 2)
18. The thing most therapy-experienced clients know but never say out loud (Pillar 3)
19. The experience of navigating between two sets of cultural rules for how to be, and what that does to the nervous system (Pillar 1/3, particularly resonant for Asian Australian ICP)
20. What it means to work at the body level, not just the thought level, in plain language (Pillar 2)

Gmail Template 1: Post-consult follow-up

Send within 48 hours if no paid session appears in Splose after a free consult

Hi [name],

Lovely to meet you today. If you'd like to take the next step, the link to book
your first session is here: [Splose booking link]

The intro offer (three sessions for $370) is a good way to begin if you'd like
a bit more structure. Happy to answer any questions.

Warm regards,
Anita
Send when: no paid session booking appears in Splose within 48 hours of a completed free consult.
How to trigger: after the consult, snooze the client's email thread for 48 hours. When it surfaces, check Splose. If no booking, send this template.
What good looks like: sent within 48 hours, one booking link, one sentence about the intro offer, no pressure.

Gmail Template 2: Enquiry follow-up

Send if someone enquires but doesn't book a consult within 72 hours

Hi [name],

I noticed you reached out earlier and wanted to check in. If you're still
looking for support, I'd love to offer a free 15-minute chat: [Splose booking link]

No pressure at all.

Warm regards,
Anita
Send when: someone contacts Sava Therapies but does not book a consult within 72 hours.
How to trigger: when an enquiry email arrives with no booking, snooze it for 72 hours. When it surfaces, check Splose. If no consult booked, send this template.
What good looks like: sent once, within 72 hours of the original enquiry. If still no response after this, close the contact in Splose as "Not proceeding." Do not send a third message.

VA Content SOP: Weekly Workflow

Trigger: begins every Monday morning, and immediately whenever Anita sends a voice note

ModeWhen to useWhat Anita doesWhat VA does
Base modeDefault - any week Anita does not send a voice noteNothing - VA runs independently from the theme bankSelects topics, runs prompts, delivers drafts (6 posts: 3 Instagram + 2 individual LinkedIn + 1 corporate LinkedIn)
Voice note modeAnita sends a voice note (iPhone Voice Memos or WhatsApp)Records 2-4 sentences about something from her weekTranscribes, uses as raw input for one or more pillars
Monthly reviewOnce per month, 15 minutesReads last 2-3 posts, sends one sentence of feedbackApplies feedback note; flags if recalibration is needed
  1. Check for raw input VA
    Check WhatsApp and shared Google Doc. Voice note received this week → Voice note mode, proceed to Step 2. No voice note → Base mode, skip to Step 3.
    What good looks like: this check happens first thing Monday, before the workflow starts. A voice note received after the prompts have already been run is a missed opportunity.
  2. Transcribe the voice note (Voice note mode only) VA
    Transcribe the audio verbatim. Preserve Anita's exact words and phrasing. Do not paraphrase, summarise, or tidy up the language. If unclear, note it with [unclear] and confirm with Anita.
    What good looks like: "Had a client this week who said she'd been in therapy for eight years and she still cries in the same way in the same situations..." What bad looks like: "Client discussed long-term therapy experience with limited results" - that is a summary, not a transcription. It has lost the voice.
  3. Select topics for the week VA
    Assign a topic to each of the six post slots. In Base mode: pull from the 30-day theme bank, matching pillar type, with no repeat in the last four weeks. In Voice note mode: Anita's raw input becomes the core of one pillar (usually Pillar 1 or Pillar 3); the rest draw from the theme bank.
    What good looks like: three Instagram topics and three LinkedIn topics assigned before the prompts are run, none repeated in the last four weeks.
  4. Run the Claude prompts VA
    The golden rule: paste the full Sava Content Context File into Claude first, wait for confirmation, then paste the prompt for the first pillar. Run one prompt per post, request one considered draft, move through all six posts in separate prompts within the same session.
    What good looks like: the draft opens mid-thought, names a specific experience, contains no banned words, lands within the target word count, and doesn't sound agency-written. What bad looks like: the draft opens with "Have you ever..." - send it back with a specific revision note and request one revised draft.
  5. Deliver drafts to Anita VA
    Send all five drafts in one message via WhatsApp or shared Google Doc, each clearly labelled with day and pillar, plus the hook check note. Monday afternoon at the latest, so Anita can review and return by Wednesday.
  6. Anita reviews and approves You
    Mark each draft: Approved as-is / Needs one edit (with a specific note) / Rework (with one specific issue). Target turnaround within 24-48 hours.
  7. Revise if needed VA
    Apply Anita's feedback note, re-check against the Context File, deliver one adjusted draft. If the same pillar needs two rounds of revision consistently, flag it in the monthly review.
    What good looks like: one revision note answered with one revised draft, not multiple options.
  8. Format in Canva VA
    Use the existing Sava Therapies brand palette (amber/orange) and SAVA logo. Static image with caption is the default for all three Instagram pillars. Use a carousel (3-5 slides) for Pillar 1 when the topic is list-adjacent. Caption lives in the Later.com caption field, not on the image.
  9. Schedule in Later.com VA
    Upload formatted images, paste captions, set scheduled times per the scheduling table (Instagram Mon/Wed/Fri evenings, LinkedIn Tue/Thu/Fri midday AWST). Do not schedule for morning - peak follower activity is 6-9pm AWST.

Referral Brief Structure + VA Instructions

One-page A4 PDF for allied health professionals - text-only, four sections, 30-second read

StepAction
1Use the existing Sava Therapies brand template (amber/orange palette, SAVA logo top-left or top-right)
2Format as A4, portrait orientation
3Four sections with clear headings. Text-only layout. No stock photography.
4Font consistent with existing website and Instagram aesthetic
5Output as one PDF, print-ready
6File name: Sava Therapies - Referral Brief - [Month Year].pdf
The four sections (from the prompt output): 1. Who to refer (the client description Anita is looking for), 2. How Anita works (modalities and credentials), 3. The offer and process (consult, fees, intro offer, online/in-person, NDIS), 4. Contact and booking (website, email/phone, booking link).

Splose Quick Reference

Key settings summary - full configuration steps are in Prompts > Splose setup

Reminders (Parts A-B): Email reminders fire 48 hours before each appointment, SMS reminders fire 24 hours before. Booking confirmation emails are automatic - just check the template includes the right session link or location details.

Intake form source options (Part C): Google search / Psychology Today / Shapes and Sounds / Instagram / LinkedIn / Referral from a practitioner / Word of mouth / Other

Booking link channels and timing (Part D): Instagram bio, LinkedIn profile, email signature (Week 1) - Psychology Today (Week 2) - Google Business Profile (once verified) - referral brief (end of Week 4) - website CTA button (Weeks 2-3)

CRM status options (Part E): New enquiry, Replied, Consult booked, Waiting for response, Converted to client, Not proceeding

CRM source tags (Part E): Google, Psychology Today, Instagram, LinkedIn, Shapes and Sounds, Referral, Word of mouth

Monthly Review Checklist

15 minutes, once per month. Ticking these does not affect the main 90-Day Plan progress bar.

  • Which source appeared most in the enquiry list?
  • Which source produced the most booked consults?
  • Which source produced the most paying clients?
  • Did Psychology Today generate any enquiries? If zero after 60 days: revise the profile copy before deciding to cancel.
  • Did any warm enquiries fall through without a follow-up? Recover if still within a reasonable window.
  • What does the "what they were looking for" column keep saying? If the same problem appears five or more times, that is a content topic for next month.
  • Which channel deserves more effort next month? Which should be paused?
Google Sheet fallback ("Sava Enquiry Tracker"), five columns only: A. Date, B. Source, C. Outcome (booked / converted), D. What they were looking for, E. Notes.

What good looks like: after three months of consistent tracking, patterns are clear without any analysis.

Corporate Target List Structure

12-column tracking sheet for the LinkedIn corporate outreach pipeline (Month 4)

ColumnHeaderWhat goes here
ANameFull name
BOrganisationNon-profit or social enterprise name
CTitleHR Manager, ED, People and Culture Lead, etc.
DLinkedIn URLDirect profile URL
EMutual connection?Yes/No, name if yes
FNotes from profileSomething specific to personalise the connection note
GConnection sentDate
HConnected?Yes/No
IMessage 1 sentDate
JResponse?Yes/No
KMessage 2 sentDate
LOutcomeMeeting booked / No response / Not right time
Create as a new tab in your Sava Enquiry Tracker Google Sheet. Fill columns A-F during Months 1-3 research; fill columns G onwards during outreach from Month 4. Target: 20-30 profiles before outreach begins.