Audit + strategy
Agree on priorities, scope, key services and the outcomes to track.
Your team
Choose a practice contact and review the plan.
Getting started
We do the heavy lifting.
A clear implementation plan for your practice, from discovery and access to workflow testing, team handoff and launch.
A clear path to launchOne shared plan
Defined responsibilities. Tested handoffs.
Four clear phases
A practical plan. A clear handoff.
Tracking + workflows
Review access, data handling, calendars, phone routing and any supported connections.
Your team
Provide approved access and confirm your current workflow.
Website + campaigns + follow-up
Prepare the agreed pages, campaigns, responses and handoffs. Use test data to check the journey.
Your team
Approve content, messaging and escalation rules.
Team handoff + optimization
Test delivery and reporting, train the people who need access, and agree on the review rhythm.
Your team
Confirm the front-desk handoff and who owns each next step.
Phases are not a four-week guarantee. Timing depends on the agreed scope, access, approvals and any additional integrations. See the published launch offer and its conditions on our pricing page.
Ownership & handoff
Set expectations before we start.
Your website
Under our published pricing terms, you own the website at the end of your term.
Your Google Business Profile
Your Google Business Profile is always yours.
The rest, in writing
Before signing, confirm ownership, access, export and transfer terms for your domain, ad accounts, CRM data, phone numbers, creative, tracking records and leads.
Specific account, licensing and transition terms belong in your agreement. We’ll walk through them before implementation.
Before launch
The handoff gets tested, too.
Follow a test inquiry.
Check form delivery, call routing, staff notifications and the agreed follow-up sequence with test data.
Give every exception an owner.
Decide who handles clinical questions, booking conflicts, disconnected integrations and messages that need a person.
Agree on the review rhythm.
Confirm the reporting definitions, access roles and next review so everyone knows what happens after launch.
Your team has a practice to run.Make the next step clear.
Built around real working days
Less coordination.
More clarity.
Marketing should fit the people doing the work. We plan the access, approvals and front-desk handoffs with your practice, so the next inquiry has somewhere to go.
01 A shared plan02 Clear responsibilities03 A tested handoff
See how we get startedFind out where your practice is losing patients.
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