A Simple AI Playbook for Wellness Practitioners: Save Time, Cut Costs, and Grow Smarter

If you’ve been curious about AI but unsure how to actually use it to help your wellness business grow, we created this guide just for you. If you’ve been dabbling in chatGPT and you’re not quite sure how it can serve your business, this guide will help you optimize your time and get real results from AI resources. Whether you run a med spa, functional medicine clinic, recovery center, or longevity practice—you don’t need to be “techy” to start using AI. You just need a guide to help you find answers fast.

At Salt Marketing, we work with practitioners who are juggling a lot: patient care, marketing, team management, and more. And one thing we hear all the time is, “I don’t have time to do it all.”

The good news is that you don’t have to. AI can help—in simple, actionable, cost-saving ways. In fact, you’re in a better position now to succeed that you were even just a year or two ago. The AI tools and resources available today can help you reach your goals faster.

Real Talk About AI In Wellness Practices (It’s No Longer Optional)

If AI still feels new or intimidating, that’s okay. You’re not late—you’re ahead just by reading this. The wellness practitioners who start experimenting with AI now will be the ones who grow faster and reclaim their time.

AI Is Not the Future—It’s the Present.

You don’t need to “wait and see.” AI is already helping small wellness practices reduce marketing costs, streamline operations, and create better patient experiences. The ones who start using it now will have a major advantage.

AI Won’t Replace You—It Will Amplify You.

Your expertise, your intuition, and your patient relationships are irreplaceable. AI isn’t about becoming less human. It’s about freeing you up from repetitive tasks so you can focus on people, not paperwork.

You’re Already Doing Work AI Can Help With. 

If you're: writing social posts, sending marketing emails, creating client or patient educational content, repeating the same instructions to your team or patients, or trying to stay consistent with marketing… AI can help with all of that. You don’t need to add more to your plate. You can hand things off—and still maintain control.

Using AI Is Easier Than You Think. 

You don’t need to code or set up complicated systems. You just need to tell it what you need, review what it gives you, and make small tweaks if needed. With tools like ChatGPT, NotebookLM, and AI integrations in Canva or Google Docs, the barrier to entry is low—but the return is high.

Don’t try to overhaul your whole practice. Instead, pick one thing: “Can AI write my next newsletter draft?” or “Can AI summarize this staff meeting?” or “Can I use AI to create a month of Instagram posts?” There’s no shame in being new to AI. You’re already a pro in your field. Now it’s just about adopting a new tool that supports the business side of your work—so you can do more of the work you love.

Pro tip: the old adage of "garbage in, garbage out" has never been more true than it is with today's AI tools. Make sure you nail your messaging first, and provide your StoryBrand Messaging Guide to your AI before you ask it to do anything. If you're able to explain your tone, your brand voice, who you are and what you believe, your AI will generate far better results for you.

The AI Playbook For Wellness Practitioners

Here’s your no-fluff, no-jargon playbook for putting AI to work in your practice—starting today.

Step 1: Map Your Wellness Practice Workflows

Before you dive into prompts and platforms, take 20 minutes to write out your repeatable tasks—especially the ones that drain your time or energy. Sometimes, our biggest bottleneck is just ideation and getting started! So, what do you procrastinate on that AI could take on for you? Think:

• Intake and onboarding communication
• Writing weekly newsletters or blog posts
• Creating social media content
• Responding to common patient questions
• Educating clients on treatments
• Drafting standard operating procedures (SOPs)

Ask yourself: Where do we repeat ourselves? What content/tasks feel manual or repetitive? This step is about visibility, because you can’t delegate to AI what you haven’t identified.

Step 2: What Wellness Tasks Can You Automate with AI?

Now that you’ve mapped your tasks, look at each and ask: “Could AI get me a first draft of this?” Chances are—yes. We look at AI a lot like an intern - it has a little bit of knowledge but lots of drive! So if you can get 60, 70 or even 80% of the way to your goal with the help of automated tools, you're saving time that you can spend on more important things.

Here are common examples of tasks that AI can automate for wellness practices:

Remember that using AI tools isn’t about replacing your voice—it’s about giving you a starting point. You still approve, tweak, and personalize, but you save hours in getting things off the ground. We teach our clients to give their AI assistant a handful of tasks to work on and then come back to it later. When you finally have a moment to craft that marketing email, write that article for your blog or get moving on those social media posts, AI has already given you a huge head start.

Step 3: Simple AI Tools to Get You Started

Now that you know what you can delegate to AI, it’s time to start using tools. Here are a few of our favorites—ones that don’t require a tech background:

Top AI Tools for Wellness Practices

• NotebookLM: Upload SOPs, patient materials, or business documents—and ask AI questions based on your own content. Great for internal training, patient education, or creating content that sounds like you.
• ChatGPT (Free or Plus): Use it to write first drafts of social posts, blogs, email campaigns, or answers to common questions. Add your tone and polish afterward.
• Canva Magic Write: Inside Canva, generate captions, headlines, or post ideas—right where you're already designing.
• Otter.ai , Fathom, Fireflies for Zoom: Use AI to transcribe and summarize client calls, strategy sessions, or staff meetings. Zoom also offers built-in note-taking capabilities
• The Salted Edge AI Coach: Our members get a done-for-you AI assistant built specifically for wellness marketing—plus swipeable prompts that make content creation almost too easy.

Start with one tool. Use it for one process. Then refine.

Step 4: Optimize, Tweak, and Grow with Confidence

AI isn’t a “set it and forget it” solution. It gets better the more you use it—and the clearer you are in your instructions.

Each time you use it, ask:

• Did it save me time?
• Was the result close to what I wanted?
• How can I give better instructions next time?

Think of AI as a team member who’s still learning your preferences. Give clear feedback and watch it improve.

Pro Tip: Keep a swipe file of your favorite prompts that worked well. Reuse and adapt!

AI For Wellness PractitionersYou Don’t Have to Do it Alone

That’s why we created The Salted Edge: to help wellness practitioners like you use the right AI tools, the right way—without the overwhelm. Members enjoy an AI supported personalized, guided onboarding experience, specific to their own goals. Once inside, The Salted Edge continues with an AI-supported 5-phase success tracker, and an always-with-you AI Coach that not only guides members to the resources they need but helps generate answers specific to their practice. Our members never wonder “what do I need to do next?” Inside The Salted Edge Membership you can:

• Access robust Marketing Guides to help you create marketing plans, maximize your marketing budget, master your messaging, optimize your visibility, keep clients longer and refine your marketing systems
• Use plug-and-play Marketing Templates like pre-built Canva social posts, ideas for reels, email campaigns, and our Profitable Giveaway Planner.
• Join weekly Live Coaching calls to help you get past those roadblocks
• Push Pre-built Automations to your Keap CRM for fast results
• Access our Tech Tools library for quick understanding of what you need to succeed
• Interact with other practitioners in our Online Community - share solutions to succeed!

We’ll help you save time, show up consistently, and feel confident that your marketing is finally getting done—without you doing everything.

Pro tip: Learn more about The Salted Edge here.

You’ve got this. And now you’ve got the playbook.