Our Process

Three months. One engine.
Then everything compounds.

A predictable 90-day arc to build, launch, and prove a complete marketing system for your behavioral and mental health practice. Three-month initial commitment, then month-to-month. You stay because it’s working.

The Structure

A 90-day arc, then ongoing.

Every engagement runs on the same three-month arc before stepping into ongoing retainer. The arc gives you a predictable path. It gives us a clean decision point at day 90.

1

Foundation & Strategy

Build the infrastructure. Nothing is live yet, but everything is ready to go.

2

Launch & Traction

Ads on. Content publishing. Nurture firing. First real data comes in.

3

Optimize & Prove

Refine based on actual performance. Deliver the 90-day report and the Month 4+ plan.

Month-by-Month Roadmap

What’s in motion, when, and why it matters.

Each month delivers an outcome. The deliverables are the mechanism for that outcome, not the point.

1

Month 1 — Foundation & Strategy

Outcome: a launch-ready system

Your full marketing engine gets constructed in the background. By Day 30, ads are loaded, nurture is built, your CRM routes leads to the right clinician, your GBP is optimized, and your first content is published or queued. Day 31, we hit the launch button.

The mechanism

  • Brand book delivered and applied to every asset
  • GBP audit, optimization, and post cadence live
  • Directory submissions started (25+ to 50+ by tier)
  • HIPAA-compliant call tracking provisioned
  • CRM intake, automation, and per-clinician routing built
  • Email and SMS nurture sequences drafted and approved
  • Google Ads account structured, copy and creative approved
  • 90-day content calendar delivered
  • Reporting dashboard configured
2

Month 2 — Launch & Traction

Outcome: leads landing in your CRM

The system goes live and starts generating real signal. Within the first 2 to 4 weeks, paid ads produce calls, nurture sequences fire on every new lead, and content begins indexing. By Day 60, you have your first cost-per-lead benchmark and a clear pattern of what’s converting.

The mechanism

  • Google Ads campaigns launch with weekly budget pacing
  • First optimization pass after 14 days of live data
  • Nurture sequences fire on every new lead, monitored for delivery and engagement
  • Blog cadence at tier rate (2 to 4 per month) with Q&A volume
  • Weekly GBP posts and engagement monitoring
  • Remaining directories finalized
  • Backlink building begins on monthly cadence
  • First full monthly report and strategy call
3

Month 3 — Optimize & Prove

Outcome: a system that pays for itself

The first 60 days of close data tells us what to amplify and what to cut. We refine targeting on real performance, sharpen ad copy, optimize landing pages, and tune nurture based on which lead types actually book. By Day 90 you have a full performance report with leads, cost per lead, show rate, close rate, and a roadmap for Month 4 and beyond.

The mechanism

  • Deep ad optimization: keyword refinement, copy iteration, negative sweep, day-parting
  • Conversion review and A/B testing on landing pages
  • Nurture optimization based on real lead behavior
  • Content topics informed by what is ranking and converting
  • Iterative CRM workflow improvements based on 90 days of operational use
  • Local search performance report with rankings, customer actions, review trend
  • Full 90-day performance report with leads, cost per lead, show rate, close rate, and return on investment
  • Month 4+ roadmap delivered

Inside Month 1

Week-by-week: what gets built before launch.

Month 1 is the heaviest lift. Here’s how it unfolds across the four weeks before your engine goes live.

Week 1

Kickoff

Strategy session, access provisioning begins, brand book kicked off, onboarding questionnaire reviewed. Strategy and plan aligned. Project in motion.

Week 2

Infrastructure

CRM intake setup, HIPAA call tracking provisioning, GBP audit and optimization, directory submissions batch 1, Google Ads account structure built, per-clinician routing configured. Core infrastructure built and routed.

Week 3

Content & Creative

Nurture sequences built, ad copy and creative drafted, landing page reviewed, first blog drafted, 90-day content calendar delivered, backlink outreach begun. Content and ad assets built and ready for approval.

Week 4

Approvals & Launch Prep

Final QA on ads, nurture, routing, and tracking. Reporting dashboard configured. 50%+ of directories complete. First blog published or queued. Campaigns loaded. Everything green-lit. Live on Month 2 Day 1.

The Stack

What powers the system.

We don’t ask you to learn new tools. We build behind the scenes with infrastructure designed for behavioral and mental health practices.

CRM

HIPAA-Compliant CRM

Our client management and automation layer. BAA-covered, encrypted, HIPAA-compliant. Handles intake forms, appointment reminders, email and SMS sequences, pipeline management, and reporting. You get a login, but you don’t have to touch it if you don’t want to.

Intake

Easy Handoff to Your Team

We build a clean intake flow that hands organized, ready-to-book leads directly to your intake coordinator or front desk. Your clinical workflow stays exactly as it is. If your EHR has an accessible API, we may be able to connect directly for an even smoother handoff.

CT

HIPAA Call Tracking

Every call from every campaign is tracked to its source. You’ll know exactly which channel drove each new client. The call tracking layer is HIPAA-compliant with a signed BAA.

SEM

Google Ads & Search Console

Managed by your strategist. We handle campaign creation, bid management, ad copy, and landing pages. You own the account and all data. You get the calls and monthly reports with real numbers.

SEO

Local SEO Infrastructure

Directory management, Google Business Profile optimization, schema markup, backlink tracking, and local rank monitoring. All managed and reported on monthly.

RPT

Custom Reporting Dashboard

The 5 to 10 numbers that actually matter, with plain-language context and a recommendation for what to do next. No dashboards to learn. We bring it to your strategy call.

Done For You

What you don’t have to do.

Our entire model is built so you can focus on clinical leadership and practice management. Not on figuring out marketing.

Write the ads
Manage the CRM
Submit directory listings
Chase reviews
Figure out SEO
Design anything
Learn new tools
Wrestle with HIPAA

You show up to strategy calls, approve content when we send it, and see clients. We handle the rest.

Reporting

You’ll know exactly what’s working.

Every month, you get a report that answers the questions most practice owners can’t. How many new clients came in. Where they came from. What it cost to acquire each one. Which channels are growing. Which need adjustment.

We don’t bury you in dashboards. We give you the 5 to 10 numbers that matter, with plain-language context and a recommendation for what to do next. Strategy calls review the report together.

Growth Engine reporting dashboard showing monthly performance metrics, cost per lead, and channel attribution

Ready when you are

See the plan for your practice.

Book a 30-minute fit call. We’ll talk through your practice, see if we’re a fit, and if we are, map what the first 90 days would look like for your specific size, team, and market.