Turning Dr. Charlie’s Clinical Expertise into an Automated Feature of his Membership
Prepared by: Aveline Elfar & Co.
August 2025
The Client
Dr. Charlie is a holistic physician based in Franklin, TN, specializing in chiropractic, frequency, and functional medicine. With a unique, integrative approach, he helps both in-person and virtual patients uncover and address the root causes of their health concerns. His website, blog, and "In The Trenches" membership extend his mission, sharing practical resources and insights that have empowered thousands to achieve their healthiest selves.
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At AE&Co, we believe that clarity and structure are the foundation of every thriving membership or program. When new members join, their first steps should feel simple, supportive, and actionable—not overwhelming. Here’s how we helped Dr. Charlie turn a sea of content into a streamlined, confidence-boosting experience for every member, right from day one.
Challenges
Dr. Charlie’s membership was packed with value—hundreds of expert videos and resources. But for new members, the sheer volume was paralyzing. They’d join, get excited, and then hit a wall:
“Where do I start?”
“Which symptoms matter most?”
“What should I watch first?”
The result? Overwhelm, confusion, and missed opportunities to make real progress.
Solutions Implemented
We believe clarity always wins. So, we partnered with Dr. Charlie to transform his years of clinical wisdom into a step-by-step, guided experience—one that meets members exactly where they are.
Here’s what we did:
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Mapped the Journey: Built a 100+ question quiz in ScoreApp, rooted in Dr. Charlie’s clinical expertise, to pinpoint each member’s top 3 root causes.
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Personalized the Path: Each member received a custom roadmap, so they knew exactly which health concerns to focus on first.
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Curated Content: Connected quiz results to the most relevant videos—no more guesswork or content overwhelm.
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Automated Follow-Up: Used ActiveCampaign to send gentle reminders (two follow-up emails) to encourage quiz completion, ensuring no one fell through the cracks.
Results & Outcomes
This wasn’t just a quiz—it was a strategic bridge between information and action. By simplifying the member journey and automating the right touchpoints, we helped Dr. Charlie’s community turn overwhelm into progress, one confident step at a time.
With this system in place, new members felt supported from day one:
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They identified their top health priorities with confidence.
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Instead of sifting through 32+ topics, they got a clear, tailored starting point.
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Engagement and trust soared—members were actually using the content and seeing results.
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Automated reminders drove up quiz completion rates, making the system both scalable and sustainable.
Client Testimonial
“I've had countless wins since working with you - Got my whole business organized! I value your attention to detail and how easy you make everything for me. I feel safe, taken care of and more at ease that things are running smoothly without me needing to do anything. Everything has been amazing. The systems that you set in place have been a game changer and you have really helped my business in all aspects. Forever grateful for you and the team!"
- Dr. Charles Fagenholz
Ready to transform your business?
If you are ready to transform your business and achieve similar success, apply to work with AE&Co today to discover how we can help you implement tailored solutions that drive growth and efficiency and help you to scale quickly.
