1) Introductory Coaching Session

2) Business Planning Session

3) Organic Marketing Strategy Session

4) Hiring and Onboarding Session

5) Metrics Tracking Session

6) As needed coaching session to help with anything you need.

7) Wrap up Session at the end of the contract so you feel confident moving forward

We’ll review where your business is now, including your existing team, infrastructure, EHR, website, marketing, clients & rate structure. Then we’ll set goals for where you want to go, and make a plan to get there.

I’ll use the information from our meetings and worksheets to conduct a SWOT analysis and develop your business plan which we’ll use as a guide for all business decisions and tasks going forward.

The business plan includes an executive summary, market analysis, organizational structure, financial projections, and marketing strategy (this will be developed as part of the Organic Marketing Strategy portion of the contract).

The business plan is for internal use, not for requesting bank funding.

Ideal Client Avatar development

Website review and recommendations for best practices to attract your ideal client and increase client conversions.

Keywords research

Updates to website for SEO (search engine optimization) strategy including keywords, meta descriptions, and implementing client conversion recommendations.

1 Year content calendar

List of blog post ideas customized for your practice’s SEO strategy.

Blog post templates for core articles every practice should have.

Google MyBusiness setup or improvement

Google Analytics & Search Console set up.

Standard Operation Procedure with detailed instructions of how to update and maintain your organic marketing strategy.

Research your state’s laws for W2 vs. 1099 requirements, mandatory paid breaks and other labor laws.

Develop your practice’s compensation plan (we have a recommended tiered compensation plan).

Develop clinician work policies.

Develop job description based on the unique need of your practice.

Post job description to Indeed or hiring platform of your choice.Vet candidates according to your criteria.

Send you summaries, resumes and cover letters of the top candidates.

Schedule your interviews with your top picks.

Provide onboarding checklists.

Complete onboarding tasks such as I9 verification, reporting new hire to the state, adding the therapist to your EHR, website, email provider, etc.

Therapist will receive a welcome email with a checklist of onboarding tasks.

Our robust metrics tracking dashboard allows you to see where your therapy practice stands at a glance. The dashboard provides you with answers to dozens of questions about your clients’ journey from caller to converted client to satisfied reviewer. The dashboard also answers your questions about the performance of your intake coordinator and therapists, helping you make decisions with up to date information and giving you peace of mind about the quality of service your clients are receiving.

$300 value FREE with this package. Includes customized set up.

3 hours of live virtual trainings for your therapists on:

Improving Client Retention: help your therapists learn how to retain clients until the have met their therapy goals.

Reducing Cancellations: help your therapists learn best practices for reducing client cancellations.

Consultation Calls: ideally your intake coordinator books clients for their first sessions, but some clients just won’t start until they do a consult with a therapist. Help therapists learn to put on their intake coordinator hat and convert those callers to clients.

Set up of customizable periodic survey for existing clients and exit survey for terminating clients with HIPAA compliant process for receiving testimonials for your website.

Evaluate how your therapists are
performing, how satisfied your clients are, and why they are terminating.

For clients with Squarespace and Wix websites only.