Carla Morales - Virtual Assistant
I help female led health and wellness entrepreneurs
increase their impact without burnout
Hi, I'm Carla Morales
Every hour you spend on administrative tasks is an hour you’re not generating revenue. Female entrepreneurs especially are losing thousands of dollars monthly by handling email management, scheduling, and data entry instead of focusing on client acquisition and business growth strategies.
Stop trading dollars for hours. Smart outsourcing isn’t an expense—it’s an investment that pays for itself. When you delegate administrative tasks, you free up time to focus on high-value activities that actually move the revenue needle. Let me handle the backend operations while you concentrate on what generates income and grows your empire.
My Offers
Operation Management
Build strong systems that support your growth.
- Workflow and process optimization
- Standard Operating Procedures (SOP) development
- Practice management platform setup (Jane App, Practice Better, etc.)
- Automation for intake forms, reminders, and follow-ups
- Onboarding/offboarding systems for patients or staff
- Performance tracking and reporting
Administrative & Clinical Support
Day-to-day organization made simple and stress-free.
- Inbox and calendar management
- Patient communication and follow-ups
- Chart management and secure document filing
- Lab retrieval and result filing
- Faxing, scanning, and digital organization
- Invoice creation and management
Patient Experience Optimization
Enhance every step of the patient journey.
- Streamlined booking and scheduling systems
- Automated reminders and post-visit communication
- Feedback and testimonial collection
- Systems that encourage rebooking and improve retention
Virtual Receptionist Services
A professional and friendly first impression — every time.
- Call answering and message taking
- New patient intake and scheduling
- Appointment reminders and cancellations
- After-hours voicemail management
- Optional bilingual (English/French/Spanish) support
HR & Recruitment Coordination
Build and support the right team for your growing practice.
- Job posting creation and applicant tracking
- Screening and interview scheduling
- Reference checks and offer coordination
- Staff onboarding and documentation
- Team communication support
Meeting & Event Management
Keep your team, clients, and community connected — stress-free.
- Scheduling and managing team meetings
- Preparing agendas, notes, and follow-ups
- Coordinating workshops, patient events, or retreats
- Handling logistics, bookings, and confirmations
Social Media Support (in partnership with Well & Social)
Stay visible and consistent online — without adding to your plate.
Through my partnership with Well & Social, we offer content strategy and management services designed specifically for wellness professionals.
- Monthly content creation and scheduling
- Caption writing and engagement support
- Branded Canva graphics
- Hashtag and trend research
- Analytics reporting and optimization
View my tailored packages designed for busy female entrepreneurs
What My Clients Say!
– Danielle Reid (Restore & Revive Wellness)
Thank you for your expertise. I can only get it so far. You are much appreciated. I’ll be in touch about website edits, and your my fist contact when I have a new project!
– Kishara Rae (Kishara Rae Coaching & Nutrition)
Meet The Owner, Carla
That’s when I discovered my calling: partnering with ambitious women to streamline operations and eliminate chaos. Through systematic processes and reliable support, I help transform businesses from scattered to organized. My approach focuses on creating sustainable systems that support both professional success and personal fulfillment. Together, we’ll take tasks off your plate and give you freedom to focus on what truly lights you up and drives your vision forward.
