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Cheat sheet

Voice Intake Playbook (Vapi)

Turn your phone line into a 24/7 AI front desk

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The exact configuration we use to deploy Vapi voice agents for wellness practices. Includes the assistant prompt, tool schema, calendar wiring, compliance language, the 5-call test, and 30-day metrics. Designed for solo practitioners and small clinics.

Who it's for

For practitioners scaling 1:1 work without scaling burnout.

Best for

  • You run a coaching, nutrition, functional-medicine or longevity practice.
  • You want to use AI as a delivery layer — not replace your clinical judgement.
  • You're done re-explaining the same protocol in every consult.

Not the right fit if

  • You want a fully managed software product — this is a build-it-yourself system.
  • You're not ready to put your method in writing.

Audience: Practitioners

Inside · paste-ready blocks

practitionervapivoice-agentintakeautomationfront-deskprompt-pack

Vapi assistant prompt + tools + the 5-call test before you go live.

🔒 The step-by-step guide unlocks after purchase.

Before you buy.

It's built for practitioners — coaches, nutritionists, integrative clinicians — who want to give clients a private AI workflow without recommending another consumer app.

Find the next layer of your stack.