A.I.M Pathways
For Practitioners & Coaches
Platform & Consulting Services

Your clinical skill deserves
a practice that runs itself.

You trained to help people heal, not to spend your evenings formatting intake forms and rewriting case notes. I teach health coaches and integrative practitioners to run their practice on an AI-powered operating system: you stay in charge of every clinical decision, while your assistant handles the drafting, the organizing, and the busywork.

Book a Consult Call → See the Model

Built and validated in my own practice before it was ever offered to yours.

AI Drafts, You Approve Scroll ↓
( 01 ) The Model

Teach the method. Hand over the shortcuts.

This is not a course you watch, and not software you rent. It is a coached implementation program with two intertwined parts, delivered one-on-one until your practice runs on it.

( a )

Consulting: learn the method

I teach you, live and hands-on, how to use AI to optimize every service you deliver: how to think about it, how to direct it, how to review its work, and where to draw the clinical lines it must never cross.

( b )

Platform: ready-made shortcuts

You receive the working system I built and validated in my own practice: templates, automated workflows, and purpose-built AI skills that streamline each component of a coaching practice, from intake to final report.

( c )

Your practice, your brand

Nothing arrives generic. Everything is branded to your practice and filled with protocols from your own certified training, so the finished system is unmistakably yours.

( 02 ) The Platform

Every component of your practice, streamlined

By the end of the program you have a complete operating system, with an AI assistant that drafts and organizes while you review, refine, and approve.

( 01 )

AI Practice Hub

The heart of the system: a private AI workspace connected to your own practice folder, set up on your computer and under your control. Every other module below runs through it.

( 02 )

Client Intake System

A branded intake in two synchronized formats: a polished document and a live online form that never drift apart.

( 03 )

Case Study Builder

Raw intake answers become a structured, formatted case study in minutes, with gaps and red flags surfaced for your review.

( 04 )

Protocol Matching

Your assistant routes symptoms, scores, and test results against your own protocol library and drafts a sequenced plan for you to approve.

( 05 )

Clinical Operating System

A structured workbook that holds your triage flow, symptom router, protocol index, testing menu, and questionnaires in one place.

( 06 )

The Client Journey

A repeatable path from discovery call to intake, case study, evaluation, protocol plan, and a professional Pathway Report.

( 07 )

Testing & Dispensary Rails

The practical setup for functional testing and supplement dispensing: accounts, authorizing-physician lab services, and workflow.

( 08 )

Legal Foundation

Client agreement, informed consent, scope-of-practice guardrails, and a launch checklist, ready to adapt with your advisor.

( 09 )

Organized Records

Client files that keep themselves tidy: consistent naming, trackers, and privacy-first conventions from day one.

01.

Consult Call

A free conversation about your practice, where your time goes today, and whether this system fits how you want to work.

02.

Guided Build

A series of one-on-one working sessions. Each session we implement a module together, live: your hub, your intake, your clinical workbook, your client journey. Short pre-work and homework keep momentum between sessions.

03.

Launch & Support

Every module ends with a "done when" checklist, so nothing is left half-built. You finish with a launch-ready practice and ongoing support as questions come up.

( 03 ) The Client Journey

From first call to Pathway Report, on rails

The platform turns your client journey into a repeatable pipeline. Watch it move: your assistant drafts each step, and nothing advances to the next without your review.

( 01 )
Intake
A branded intake your client completes online, filed automatically into their record.
( 02 )
Case Study
Raw answers become a structured case study in minutes, with gaps and red flags surfaced.
( 03 )
Evaluation
Scored questionnaires map symptoms to systems, so the picture is measured, not guessed.
( 04 )
Testing
Where data would change the plan, functional testing through the authorizing-physician rail.
( 05 )
Root Causes
History, scores, and results triangulated into a clear root-cause picture.
( 06 )
Protocol Plan
Sequenced from your own protocol library, delivered as a branded Pathway Report you approve.
( 07 )
Implementation
Your client guided through supplements, food plans, and practices, step by step.
( 08 )
Revise & Resolve
Check-ins, retesting, protocol revisions, and working through issues as they surface.
( 09 )
Improve & Maintain
Improvement you can measure, then a maintenance plan that keeps it.
YOU REVIEW AND APPROVE EVERY STEP
( 04 ) Non-negotiables

The ground rules of an AI-powered practice

These rules are built into every template and workflow in the platform, and I will hold you to them, because they protect your clients and your license to operate.

( 01 )

AI drafts, you approve

Nothing generated by your assistant reaches a client without your review and sign-off. The system is designed to make review easy, never to skip it.

( 02 )

Never diagnose

The system describes patterns and complaints, not diseases. Diagnosis and treatment stay with licensed providers, and the workflows enforce that boundary.

( 03 )

Red flags route out

A built-in red-flag list catches warning signs and routes them to physician referral, immediately and documented.

( 04 )

Client data confidentiality

A founding pillar of this offering, not an afterthought. Client files live in your own practice folder, on your own machine, with privacy-first naming conventions. Nothing enters a shared tool it doesn't need to, and nothing is shared without written consent.

( 05 )

Your clinical content, not mine

Protocol content is never shipped in the platform. You build your own protocol library from your own certified training, with my guidance on structure.

( 06 )

Data driven insights

The same "test, don't guess" discipline I use with clients applies to your practice: we measure where your time goes before and after, so the improvement is quantified, not assumed.

Coach more. Administrate less.

Platform · Consulting Services

( 05 ) Who this is for

Made for practitioners who'd rather coach than administrate

→Certified health coaches building or relaunching a practice who want professional systems from day one.
→Integrative and functional practitioners drowning in intake forms, case notes, and follow-up admin.
→Solo practitioners who want the leverage of a back office without hiring one.
→Practices that want to adopt AI responsibly, with clinical guardrails built in rather than bolted on.

You bring your certified training and your clinical judgment. I bring the system, the shortcuts, and the coaching to make them yours.

( 06 ) Good questions

FAQ

Do I need to be technical?

No. If you can use email and a word processor, you can run this system. Every technical step is done together in a live session, and the program is designed so you finish able to maintain everything yourself.

Is this software I subscribe to?

No. You build the system on tools you own and control, set up on your own computer with your own accounts. What I provide is the architecture, the templates, the AI skills, and the coaching to implement it all. When the program ends, the system is fully yours.

Will the AI talk to my clients?

No. The assistant works behind the scenes, drafting and organizing for you. Everything a client sees passes through your review and approval first. That rule is built into every workflow.

Does it come with protocols?

Deliberately, no. Your protocol library is built from your own certified training, guided by me on how to structure it so the system can use it. That keeps the clinical content yours and within your scope.

How long does it take?

Most practitioners complete the guided build in about six working sessions, plus a few hours of pre-work and homework per week. The pace adapts to your schedule.

What does it cost?

The consult call is free. Program investment is discussed there, once we both know what your practice actually needs.

Ready to run your practice on a system?

Book a free consult call. Bring an honest picture of where your time goes today, and leave with a clear view of what an AI-powered practice would look like for you, whether or not we work together.

Book Your Consult Call →

Free, 30 minutes, no obligation.

A.I.M Pathways

Platform & Consulting Services with Sharon Rendel: coached implementation of an AI-powered operating system for integrative health coaching practices.

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Note for practitioners: Platform & Consulting Services provide business systems, technology implementation, and practice coaching. They do not provide clinical protocols, medical training, or legal advice. You remain responsible for practicing within the scope of your own certification and jurisdiction, and for having client agreements reviewed by your own legal advisor. © 2026 A.I.M Pathways. All rights reserved.