Project Goal:
This project focused on building an AI wellness platform that streamlines member intake, coaching delivery, and long-term engagement for a science-backed weight loss and metabolic health membership, making personalized care scalable without sacrificing the human touch.
The Challenge:
- Manual intake and eligibility screening created bottlenecks as membership demand grew.
- Health coaches were spending significant time on repetitive check-ins and administrative follow-ups rather than high-value member guidance.
- Delivering personalized education across multiple wellness phases (weight loss, longevity, hormones) was difficult to scale consistently.
- Member adherence and engagement dropped between coaching touchpoints without structured automated nudges.
- Fragmented communication between coaches, clinicians, and members reduced care continuity and program outcomes.
Our Solution
- Automated member intake and eligibility workflows to reduce manual screening time and accelerate onboarding.
- Built an AI-assisted triage for support queries, routing routine questions automatically and escalating complex cases to human coaches.
- Developed personalized education journey flows that deliver science-backed content based on each member's program phase and health goals.
- Integrated automated check-in nudges and adherence prompts to maintain engagement between live coaching sessions.
- Created coach-facing dashboards summarizing member check-in data, enabling faster, more informed 1:1 sessions.
- Unified member communication across intake, coaching, and care support into a single streamlined system.
By layering intelligent automation into its coaching and care model, this AI wellness platform was designed to help health organizations scale structured, human-supervised wellness programs without increasing operational overhead—keeping the member experience personal, consistent, and outcome-focused.
How it Works (System Flow):
- A prospective member completes an intake form and the system automatically screens for program eligibility.
- Eligible members are onboarded and assigned to a health coach based on their wellness goals and program type.
- An automated education journey begins, delivering phased content on weight loss, habit building, and metabolic health.
- The AI support chatbot handles routine member questions, freeing coaches for high-value interactions.
- Automated check-in prompts are sent at key intervals to track progress and maintain accountability.
- Member responses are summarized and surfaced on the coach dashboard ahead of each scheduled session.
- As members transition into maintenance or extended wellness phases, the system adapts content and check-in cadence accordingly.
- Coaches and clinicians review aggregated insights to refine program delivery and flag members needing additional support.
Project Impact & Benefits:
- Reduced member intake and eligibility processing time by an estimated 50–60% through end-to-end workflow automation.
- Decreased repetitive coach workload by approximately 40%, allowing health coaches to focus on meaningful member interactions.
- Improved member engagement between sessions, with automated nudges projected to increase check-in completion rates by 30–45%.
- Enabled consistent, personalized education delivery across all program phases without proportional increases in staffing.
- Positioned the platform to scale membership capacity significantly while maintaining the quality of human-supervised care.
