AI Governance for Practitioners

You're using AI
with clients.
Where's the
governance?

Most health coaches adopted AI tools without a classification system. That is not carelessness. It is a gap nobody filled. CLEARED fills it.

Book the AI Workflow Audit Start with the Assessment

Built for health coaches and integrative practitioners. Not beginners.

The gap nobody is naming

You already know something is off. You are using AI to draft intake forms, summarize session notes, build content, research protocols. Some of that is completely fine. Some of it carries real liability exposure. And right now, you have no system for telling the difference.

That is the governance gap. Not a skills problem. Not a tech problem. A classification problem. Which of your AI workflows are safe to run as-is? Which ones need guardrails? Which ones should not exist in your practice at all?

Without answers to those questions, every AI tool you touch is an unmanaged variable in a clinical environment.

The question is not "should I use AI?" You are already using it. The question is whether you have a framework that protects your clients, your scope, and your professional judgment.

The Red / Yellow / Green Zone Model

Every AI workflow in your practice falls into one of three zones. Knowing which zone you are operating in changes what you do next.

Green Zone
Cleared for use. Minimal clinical risk. AI is working as an efficiency tool, not touching the decision layer. Administrative workflows, scheduling, content drafting, research organization. These are fine. Run them.
Yellow Zone
Proceed with guardrails. Real value, real risk if unmanaged. Session summaries, protocol research, client communication drafts. The AI output is useful, but it needs a Human Authority Filter before it reaches your client or influences your clinical decisions.
Red Zone
Pause and redesign. Liability exposure, scope-of-practice risk, or clinical quality concerns. If AI is making recommendations you are passing to clients without independent verification, that workflow needs to stop until governance is in place.

This is the framework. The Audit applies it to your specific practice, your specific tools, your specific client population. The Assessment gives you a written classification of where you stand right now.

Two ways to get started

Both paths give you a specific, personalized analysis of your AI usage. Not a course. Not a template. A governance framework built around how you actually practice.

Comprehensive
AI Workflow Audit
$297
A 90-minute live working session. We go through your actual tools, your actual client workflows, and your actual scope of practice. You leave with a complete governance document built for your practice.
What you walk away with
Every AI workflow classified Red, Yellow, or Green with written rationale
Human Authority Filter mapped to your clinical decision points
Branded governance document you can reference and share
Clear next steps specific to your practice, not generic advice
Book the Audit
Entry Point
AI Readiness Assessment
$97
A written analysis of your current AI usage, delivered within 48 hours. You describe your practice and your tools. I send back a zone classification, a risk profile, and your top priority actions.
What you receive
Zone classification for every AI workflow you submit
Written risk profile specific to your scope and modalities
2-3 priority actions, ordered by urgency
Written by Maria personally. Not AI-generated.
Start with the Assessment

This is built for you if

You are using AI tools in or around your practice and you have no documented governance framework
You have avoided AI entirely because something about it felt off, and you could not name what
You have watched other practitioners use AI in ways that made you uncomfortable
You want to use AI for efficiency without letting it touch your clinical judgment
You are a health coach, integrative practitioner, or allied health professional

Who built this

Coach Maria
Founder · Strategic Health Group LLC

Thirteen years as a data analyst and quality manager in enterprise IT. System merges. Workflow architecture. Airline and ticketing system integrations for companies like Expedia and Travelscape. The work was always the same: take complex systems, identify where the failure modes lived, and build governance before something went wrong.

Then I became an integrative health practitioner. And when AI started entering clinical spaces, I recognized the pattern immediately. Practitioners were adopting powerful tools without governance frameworks. The same failure mode I had spent a career preventing in enterprise systems.

CLEARED exists because I speak both languages. Practitioner and systems analyst. I built this framework for my own practice first. Now I build it for practitioners who are serious about using AI without letting it replace the judgment their clients hired them for.

Not ready to book?

FREE 5-PART SERIES / The CLEARED Framework Breakdown

Five emails, then you decide what's next.

Your clients trust your judgment.
This is how you protect it.

Start with the Assessment for a written analysis. Or book the Audit and build your governance framework live.

Book the Audit — $297 Assessment — $97

Questions first? Email maria@getshgllc.com