Vital Veda Marketing Automation Case Study for Wellness
Vital Veda is an Ayurveda wellness and education brand offering courses, consultations, content, and traditional products that help people build holistic daily health practices.
Vital Veda was one of my first clients, and I spent a significant amount of time building and experimenting with AI-powered automations for their business. Working with them became a major part of my early AI automation journey, allowing me to explore complex workflows, integrations, customer systems, and operational automations in real-world scenarios.
A unified customer CRM across store, courses, appointments, and email
I centralized customer data from the online store, course platform, appointment scheduling system, and email marketing platform into a unified CRM with realtime two-way synchronization across all systems.
This created a single source of truth for customer activity, allowing the team to track purchases, appointments, engagement, and lifecycle behavior from one place.
The system improved operational visibility and gave the team a cleaner way to manage customer relationships across every major touchpoint in the business.
Behavior-based email flows for appointment and post-purchase journeys
I designed multiple appointment-based and post-purchase email automation flows tailored around customer behavior and engagement patterns.
Since the brand had a highly engaged customer base, the workflows focused on maintaining continuous engagement through timely, personalized communication.
These automations helped strengthen customer relationships, improve retention, and increase repeat interaction across the wider Vital Veda ecosystem.
Complex appointment automation across calendar groups and paid bookings
I developed a complex appointment automation system managing over 8 calendar groups and 50+ appointment types across different services and workflows.
Because appointment booking required payment before confirmation, the system included advanced scheduling logic integrated with payment handling, automated confirmations, reminders, rescheduling, and cancellation workflows.
This significantly reduced manual coordination effort, streamlined appointment operations, and created a more seamless booking experience for customers.
I worked with Prakhyat over several years while he served as our technical point of contact at TDA Agency, supporting the GoHighLevel CRM infrastructure for our business. My role was to identify what we needed operationally and translate that into briefs - Prakhyat's role was to build it, and he consistently delivered. What stood out most was his technical depth in GoHighLevel and marketing automation. Whatever we threw at him (workflows, pipelines, integrations) he understood it quickly and executed with precision. He's also genuinely fast; turnaround times were reliable, which matters a lot when you're running a lean operation and CRM issues can't sit unresolved. I'd confidently recommend Prakhyat to any business looking for a skilled automation specialist who can take complex requirements and bring them to life without hand-holding.
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