Free 60‑Minute Strategy Session

Zoom out. Align goals. Leave with a clear plan.

Healthcare practices that want a fast, focused reset on next‑year marketing—especially leaders who need to align Marketing, Operations, and Leadership around measurable growth.

What You’ll Get (Deliverables)

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1–2 page Strategy Snapshot with green/yellow/red status across key pillars (Web, Reputation, Social, SEO, Paid, Intake/Phones, Staffing, Referral/Work Comp).

Risk & Scenario Notes (what to do if a provider leaves, crisis/social backlash, hospital competition, weather/closure, etc.).

Top Priorities for the next 12 months with quick wins and next best actions.

Baseline Metrics & Targets (e.g., traffic, leads, conversions, capacity alignment, reputation).

How It Works

Before the Session (Prep):

  • You complete a short intake + share read‑only access to analytics (GA4, GSC, ad platforms, phone/intake reports, social dashboards).
  • Our team pulls last‑year performance highlights, traffic heatmaps/click paths, mobile vs. desktop usage, and reputation trends to bring data to the discussion.

During the 60‑Minute Aession (Agenda):

  1. Wins & What Worked (past 12–18 months; campaigns and out‑of‑scope hits worth repeating).
  2. Business Goals → Measurable KPIs (move beyond “be busier” to specific targets).
  3. Capacity & Ops Alignment (avoid driving demand your team can’t handle).
  4. Blind Spots & Dependencies (vendor lock‑in, owned lists/relationships, staffing gaps).
  5. Market & Competitive Shifts (new offices, hospital moves, emerging platforms).
  6. Scenario Planning (provider departure, crises, viral reviews/TikTok, closures).
  7. Next‑Year Priorities & Budget Levers (where dollars and effort make the biggest impact).

After the Session:

We deliver your Strategy Snapshot and priority list, recapping agreed KPIs, assumptions, and immediate next steps.

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What We Need From You

  • Primary goals for the practice (growth, service mix, referral/work comp priorities, staffing).
  • Read‑only access to analytics + any phone/Intake or capacity reports.
  • Known constraints (staffing, scheduling, provider availability) and any “must‑do” initiatives.
  • Competitors and comparison practices you watch.

Why This Works

  • Data‑informed, not guesswork. We arrive with your numbers and heatmaps in hand.
  • Cross‑functional by design. Marketing + Operations alignment prevents wasted spend and phone bottlenecks.
  • Repeat what works. Identify the wins to scale; cut what drags.
  • Built for healthcare realities. Recruiting, work comp, provider changes, and hospital dynamics are baked into the plan.

Logistics

  • Format: Virtual (Google Meet or Zoom).
  • Duration: 60 minutes.
  • Cost: Free as a limited‑time offer.
  • Participants: Marketing lead + Ops leadership (and a physician champion, when possible).

Ready to Book?

Share analytics access + preferred dates and we’ll confirm your session and begin the pre‑work.

Optional add‑ons afterward: deeper channel audits, media plan, content roadmap, staffing/recruiting playbook, referral/work comp outreach plan.