UltraLyfe Client Portal
Get clear before you fill out your website specs.
This page helps you prepare the details UltraLyfe needs to build your practice presence the right way. Use the AI Task Manager, take notes in a Google Doc or Notes app, set up your calendar and payment processor, gather photos or logos, then complete the official website form when everything is ready.
Use your AI Task Manager
Open the Task Manager in a new tab and ask it to help you answer each section on this page. Keep this page open so you can move step by step.
Open AI Task Manager ↗ Go to Website Form ↓Your simple setup flow
Do not try to perfect everything in one sitting. The goal is to get clear enough so UltraLyfe can build your website, brand, services, and client-facing setup correctly.
Clarify your business
Use this page and the AI Task Manager to define your niche, services, pricing, and brand direction.
Set up key tools
Create your calendar link and payment processor before submitting your website specs.
Gather assets
Collect your profile picture, logo files, brand images, testimonials, credentials, and important links.
Submit the form
Once your notes are ready, complete the website spec form in one sitting and book your review call if needed.
Before you touch the website form
These setup items make the website build smoother and reduce back-and-forth later.
Set up your payment processor
Create your Stripe account so your services can be connected to payment buttons when your site is built.
- Create your account at Stripe.com.
- Open Stripe ↗
- Prepare your ID, banking details, and business information.
- You need to add jc@myultralyfe.com as an Administrator so UltraLyfe can set up your packages, payment buttons, and payment options.
- Decide if you want full payment, payment plans, or pay-over-time options.
Help me decide what payment setup I need for my health practice. Ask about my services, pricing, payment plans, and whether I should offer full payment or monthly payment options.
Create your calendar link
Your website should make it easy for clients to book a consultation or session without extra friction.
- Create a Calendly account or use your preferred scheduler.
- Open Calendly ↗
- Set your availability and buffer times.
- Create your consultation or booking event.
- Copy the booking link so it can be added to your website form.
Help me plan my calendar setup for my health practice. Ask what calls I need, how long they should be, what questions I should ask clients before booking, and what my booking link should be used for.
Send photos, logos, and visuals
Gather any images you want used on your website before the build begins.
- Profile photo or headshot.
- Logo files if you already have them.
- Brand images, certification logos, or business visuals.
- Email files to jc@myultralyfe.com before or after submitting your form.
Help me make a list of the photos, logos, credentials, and visuals I should send UltraLyfe for my website. Ask me what I already have and what I still need.
Draft your answers first
The official website form should be completed once your answers are organized.
- Use Google Docs, Word, Apple Notes, or another saved document.
- Copy your AI answers into your notes.
- Clean up answers before pasting into the form.
- Keep a copy for yourself in case you need it later.
What to clarify before the website form
These are the core answers we need so your website feels intentional, professional, and built around your actual business.
1. Your niche and positioning
Get clear on who you help, what problem they have, and why they should trust you.
- Who is your ideal client?
- What specific problem do they want solved?
- What outcome do you help them reach?
- What makes your approach different?
I am building my health practice. Help me define my niche using this format: I help [specific person] overcome [specific problem] so they can [specific outcome] using [my method/background]. Ask me questions one at a time until this is clear.
2. Your signature transformation
Define the before-and-after result clients can expect from working with you.
- What are clients struggling with before working with you?
- What changes after they follow your process?
- What timeframe makes sense for the transformation?
- What proof, experience, or credibility supports it?
Help me create my signature transformation statement. Use this format: I help [who] go from [before problem] to [after result] in [timeframe] using [method]. Ask me questions until it sounds clear and realistic.
3. Your services and packages
Decide what you want to offer, what is included, and how clients will pay.
- Do you want 1:1 coaching, groups, programs, memberships, or a mix?
- What are your package names, prices, and lengths?
- What is included in each service?
- Do you want UltraLyfe to recommend packages for you?
Help me create 2–3 service packages for my health practice. Base them on my niche, experience, and ideal client. Include package name, length, price range, description, and bullet points for what is included.
4. Your brand and website style
Choose the feeling, colors, logo direction, and website elements you want included.
- What colors should be the focus of your website?
- Do you want a custom logo designed?
- What website features do you need?
- What are 3 domain name ideas?
Help me choose a brand direction for my health practice website. Ask about my audience, personality, services, and style preferences. Then suggest colors, logo direction, website feel, and 3 domain name ideas.
5. Your credibility details
Gather the information that makes you look trustworthy and qualified.
- Your professional title and years of experience
- Your specialties and deeper expertise
- Your qualifications, licenses, and certifications
- Your profile photo, testimonials, and short bio
Help me organize my professional credibility for my website. Ask me for my title, years of experience, certifications, specialties, background, testimonials, and personal story. Then turn it into clear website-ready notes.
6. Your website functionality
Decide what your website needs to do for visitors and future clients.
- Online appointment booking
- Contact form
- Testimonials
- Social media links
- Payment processing
- Service sections and calls-to-action
Help me decide what features my website needs based on my services. Ask me if I need booking, contact forms, payment buttons, testimonials, social links, and any extra pages or sections.
Your notes area
This notes box does not auto-save and does not permanently save to your account. Use it as a temporary workspace only, then copy your notes into Google Docs, Apple Notes, Word, or another saved document before leaving this page.
Official Website Spec Form
This should be the last thing you complete on this page. Finish your notes first, set up Stripe, create your calendar link, and gather your photos or logo files before submitting.