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!

I want to give a huge shoutout to the virtual assistant I hired. She worked on a month-long project to revamp my website. She created a branded pop-up, added a payment link for my workbook, and came up with fantastic ideas to improve my site’s functionality and sales. She was incredibly creative, proactive, and made the whole process smooth and stress-free. I highly recommend her services!

– 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

Hi, I’m Carla Morales, based in Casselman, ON, helping female entrepreneurs in health and wellness reclaim their time. My journey began as a licensed hairdresser for eight years, then transitioned into tourism and hospitality management across non-profit, luxury, and real estate sectors. When I became a mother, everything changed. I witnessed the passion women bring to their businesses, but also the overwhelming challenge of managing growth while maintaining balance.

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.

Step-by-Step Process

Schedule a Discovery Call

Arrange a complimentary 30-minute call to discuss your business requirements and objectives.

Review Your Proposal

I'll schedule another call to review your customized proposal. Adjustments can be made.

Make Your Payment

Receive and pay your invoice before work begins.

Embark on the Journey

Get your welcome package and kick-off call to discuss programs, processes, and project tasks.

Choose from essential admin help to full business operations management