7 Essential Tools for Health Professionals to Start Building Today

4 min read

You know it’s true > the traditional ways of connecting with patients and clients are evolving, so fast, and the opportunity to expand your impact has never been greater.

You see it all around you, health professionals (doctors, nurses, psychologists, even coaches) are making tons of money - at least impact - by taking advantage of their unique position to create digital products and reach audiences beyond traditional appointments.

You may think, “But when will I have the time?”

The answer isn’t complicated. With the right tools, you can simplify processes, save time, and create products or services that help you reach more people - while staying true to your calling.

These 7 tools I’m about to cover with you are game-changers for health professionals ready to start building today.

Key Takeaways

Here's what we'll discuss in this issue

• The 7 tools to start building today: practical uses and tips.

• How to start small with each tool and see big results.

• A simple process to turn your expertise into a sellable product.

The 7 Tools to Start Building Today: Practical Uses and Tips

The right tools can transform how you work and help you make a bigger impact with less effort. Here are seven essential tools, their practical uses, and tips to get started:

1. Loom – Simplify Screen Recordings ($15/month)

Practical Use: Record processes like explaining lab results or creating patient plans for your digital course or guides. For example, if you review labs with clients to address specific health issues, you could record yourself using mock results to demonstrate how you interpret and build plans. Share these as resources or include them in your courses. For client-specific needs, they can still schedule consultations, but this approach scales your expertise. Loom also works as a training tool to teach your team or document internal processes.

Tip: Create quick, clear tutorials your clients can revisit anytime. These recordings save you time, add significant value, and can serve digital products you sell or offer for free in return for collecting emails.

2. Canva – Design Made Easy ($18/month)

Practical Use: Design workbooks, infographics, or promotional materials for your courses or practice. Use Canva’s templates for professional-looking designs without needing graphic design experience.

Tip: Set your brand colors so every design you create matches and saves you time. Don’t overthink it: pick a template, customize it, and publish.

3. Descript – Seamless Audio and Video Editing ($12/month)

Practical Use: Edit course videos, podcasts, or client sessions effortlessly with transcription-based editing. If you record a 15–20 minute session on a topic you’re passionate about, Descript can help you clean it up in minutes.

Tip: Repurpose long-form recordings into bite-sized videos for social media. You can delete mistakes with a click on the transcription, enhance audio quality automatically, and even generate show notes or captions. This makes creating polished content really easy.

4. Buffer – Plan and Schedule Social Media ($12/month)

Practical Use: Automate posting your tips, updates, or educational content across Instagram, LinkedIn, and other socials.

Tip: Treat Buffer like a marketing engine you check on once a week instead of something you manage daily. You can batch-create content in advance and maintain consistency without stressing out.

5. Zapier – Streamline Repetitive Tasks ($20/month)

Practical Use: Connect tools like Google Sheets, Gmail, or ConvertKit to automate repetitive tasks like onboarding clients or sending newsletters.

Tip: Zapier can connect almost any tool to another, eliminating the need for manual work. You can search for pre-made workflows on YouTube or use their AI-powered setup to create custom automation - no coding required.

6. Ideogram – Elevate Your Visuals ($8/month)

Practical Use: Quickly create high-quality thumbnails, covers, or promotional graphics for your courses or social posts. This tool is perfect for anything visual that requires text - it’s fast and accurate. It’s different than Canva in that with Canva you’re going to create a lot of the same or similar images, say for a campaign, and Ideogram will be more of a one-off. You could create something on Ideogram and then import it to Canva to work with.

Tip: Use it for standout designs that grab attention and align with your professional brand. With just a short prompt, you’ll get great results.

7. Gamma App – Effortless Course Creation and Presentation ($10/month)

Practical Use: Create professional presentations, PDFs, or even landing pages directly from your content outline in one click. It’s an all-in-one tool for organizing and delivering your expertise.

Tip: Use Gamma to turn a course outline into polished materials in minutes. Whether it’s slides for a live workshop, a downloadable PDF for your audience, or even a landing page to sell your product, Gamma makes the process seamless. I use this sometimes just to give me ideas of the layout of PDFs, I just tell it what I’m sort of thinking, and it spits out very clear visuals for me to work from.

These tools don’t just help you build—they help you scale. Pick one, start small, and watch your impact grow.

How to Start Small with Each Tool and See Big Results

Starting small with one tool at a time can simplify your workflow and create momentum for greater impact.

Many health professionals feel overwhelmed by the idea of integrating new tools, thinking they need to master everything at once. This misconception leads to procrastination, preventing them from leveraging solutions that could immediately save time and reduce stress.

Consider a dietitian who spends hours creating personalized nutrition plans for clients. By using Canva, they design a reusable meal plan template in minutes. Or think about a nurse practitioner overwhelmed by client follow-ups. With Zapier, they automate personalized email reminders, freeing up hours every week.

Identify one repetitive task in your current workflow. Choose a tool to streamline it, and use that momentum to build a more efficient and impactful practice.

A Simple Process to Turn Your Expertise Into a Sellable Product

Imagine a chiropractor with years of experience treating back pain. Instead of explaining the same tips repeatedly during appointments, they record a Loom video explaining the top 5 exercises for relieving pain. Using Gamma, they transform the video into a polished PDF guide, complete with visuals and actionable steps. In less than a week, they’ve created a product they can sell online or use to attract new clients.

Here’s a step-by-step guide of how this would work:

1. Record Your Expertise: Use Loom to capture a quick video about a topic you’re passionate about like relieving back pain in the example above.

2. Polish Your Content: Upload the recording to Descript to edit, refine it, transcribe it, and create small clips that can be used for social later. You can even ask the ai tools in there to create a prompt for Gamma to create a digital product.

3. Design Your Product: Take the transcript or prompt result and use Gamma to turn it into a PDF guide, course, or presentation.

4. Share and Sell: Use Canva to create promotional graphics and Buffer to schedule posts promoting your product on social media.

5. Automate Sales: Set up simple workflows in Zapier to manage purchases and deliver the product automatically.

The tools are here to support you, but the key is to take that first step.

Start with one small piece of your expertise, use these tools to refine and package it, and share it with the world.

Your knowledge is valuable, and now is the time to turn it into something that makes a difference - for your clients and your practice.

If you need help choosing the right tools or developing a strategy to get started, I’m offering a free call to my readers.

Together, we’ll map out the next steps for your journey.

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Baldomero Garza

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