Marketing Plan for Private Practices

Get a clear, personalized roadmap for growing your practice.

Every great marketing strategy starts with a plan.
Our Marketing Plan service helps therapists and group practices identify their goals, analyze their numbers, and outline a clear path for steady, sustainable growth.

This isn’t a cookie-cutter template — it’s a collaborative process that helps you understand your numbers, determine your ideal marketing budget, and see what’s possible for your stage of practice.

What’s Included

Your Marketing Plan includes a detailed, data-driven review of your practice and specific recommendations tailored to your goals.

Included Sessions & Deliverables:

15-Minute Intro Call – Learn about your goals and whether we’re a fit.
1-Hour Strategy Session – Review your revenue, expenses, total clients, and sessions to calculate your profit margin and client lifetime value.
30-Minute Strategy Review – Final review meeting to go over your personalized marketing plan. Detailed recommendations outlining your best marketing opportunities (SEO, paid ads, website improvements, etc.).

How It Works

1. Intro Call (15 min) – We’ll discuss your practice, goals, and growth challenges.
2. Strategy Session (1 hr) – Together, we review your key numbers to identify opportunities.
3. Plan Creation – We build a written plan showing your ideal marketing mix and ROI projections.
4. Review Meeting (30 min) – You’ll receive your full plan, timeline, and budget recommendations.

Your Marketing Plan becomes the blueprint for all of your marketing — from website and logo design to SEO and advertising campaigns.

Why It Matters

Most clinicians make marketing decisions based on guesswork.

We replace uncertainty with clarity. By grounding your marketing strategy in your actual data, you’ll understand:

• What’s working (and what isn’t)
• What your realistic goals should be
• Which marketing activities will get you there fastest
• How to invest confidently in growth
  

Pricing

Service	Price	Estimated Time
Marketing Plan	Free	2 hours total (as part of our onboarding process)

Your marketing plan is provided free as part of our sales process and helps ensure we only take on projects we can truly make successful.

What You’ll Walk Away With

• A clear understanding of your marketing priorities
• Realistic expectations for budget and growth
• A custom action plan and service timeline
• Confidence in your next step forward