How working with us starts: intake, strategy session, Growth Review

Every client relationship starts the same way, and the first two steps are free. Here’s what to expect.

1. The intake (free, about 12 minutes)

You answer a guided set of questions, mostly taps. We pull what we can from your website so you don’t have to type it. We ask about your services, your capacity, where patients come from, and how your front desk handles new leads.

Your progress saves as you go, so you can stop and come back any time, on any device.

Not ready for that yet? Book a free 15-minute Quick Chat from our home page and ask us anything first.

2. Your Strategy Review Session (free, 30 minutes)

At the end of the intake you book a video call with us. We talk through your answers, share what we see from the outside, and answer your questions. If there’s a fit, we walk you through our full Growth Review and what it would cover for your business.

3. The Growth Review ($499, waived if you move forward)

This is where we dig in, fully remote:

• Lead response and booking audit. How easy is it to go from “interested” to “booked”?
• Mystery shop. We reach out by phone, web form and DM, like a real prospective patient would, and note how fast and how well each channel responds.
• Remote walkthrough. You film a short walkthrough of your space on your phone, or we do a quick video tour together, so we see what a new patient sees.
• Website, Google listing and reviews. What people see before they ever contact you.
• Local competitors. Who else your patients are comparing you to, and how you stack up.

You get a short 90-day plan ranked by impact: what to fix first, what can wait, and what it should be worth. We walk you through it on a call, in plain language.

The review is $499. If you move forward with our services, that fee is waived.

4. Your Kickoff Call

Once you decide to work with us, we meet to get set up: access, timelines and the first 30 days. Then we build and run the system with you.

What we never ask for

We never ask for passwords or patient information. If we need to see an account, like your Google Business Profile or ad account, we ask for read-only access and send a one-minute guide.