Off spreadsheets, onto a system
A nutrition practice was running client records on Excel sheets and paper forms. Builtrix replaced both with a single system: client intake, a CRM, structured nutrition tracking, and agents that read blood reports and food logs to assess whether each client is actually progressing.
- Client
- Nutrition and wellness practice
- Sector
- Healthcare
The bottleneck
Client history lived across spreadsheets, paper intake forms and the practitioner's memory. Progress was assessed by re-reading documents by hand before each consultation. Nothing was queryable and nothing carried forward automatically.
What we built
- Structured client intake, replacing paper forms
- A CRM holding the full client record in one place
- Nutrition tracking captured as data rather than notes
- Agents that read blood reports and food reports and assess progress against the plan
What changed
Every client record is documented, current and queryable. Progress assessment happens automatically rather than by manual review before each session.
Where this capability fits
This is an AI operating systems build, delivered through the eight stages on how we build. The other case studies are on what we have built.
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