The PatientJoin Process:
A Clear, Simple, Results-Driven Way to Work Together for Growth

STEP 01

Listen & Learn

This is the first and in some cases, most important step. We get to know you, your practice, your staff, your pain points, what you've done in the past to market your practice, what's worked, and what hasn't. This discovery phase is critical to getting your new marketing efforts off on the right foot. 

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Initially, we'll start with a short 30-minute video conference or phone call to discuss your needs and goals. From there, we'll put together a comprehensive plan to gather all the data points we'll need to create an effective growth strategy.

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We'll engage in short interviews with key staff members, talk with current patients, create questionnaires, do surveys and research work, and build a foundation for successful practice growth.

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Steps Include:

• Initial consultation call/video conference

• Discovery sessions with key stakeholders

• Questionaire/Survey deployment

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STEP 02

Plan for Growth

Once we've gathered all the discovery and research data together, we'll begin the process of creating your custom growth plan.

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Your strategic growth plan will be individual to YOUR practice; no cookie-cutter shortcuts here. Each practice is unique and requires different strategies and tactics to find growth success.

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We want to understand your audience, what they care about, where they are, what their individual needs are, etc., so we can position your practice to be there when they're ready. Knowing who your ideal patient is makes our marketing strategy much more effective.

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We'll collaboratively discuss the different media channels we want to use to reach those paitents (social media, paid and earned media, Google Ads, banner ads, email, print ads, billboards, radio, video, etc.), and how best to maximize your budget to achieve the best R.O.I. and start your practice on a path to success.

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Have multiple locations? Heavily vested in your local community? Have special communication and marketing needs? This is where we'll address all the variables to YOUR unique practice and customize a plan that works best for you.

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Steps Include:

• Create your custom marketing plan

• Create your custom media plan

• Audience & patient research specific to your specialty/market/growth strategy

STEP 03

Launch the Plan

Once your custom growth plan is in place, we handle everything needed to bring it to life. Our team takes care of the heavy lifting — from capturing professional photos and video that showcase your practice, physicians, providers, etc., to designing eye-catching digital and social media ads that get noticed. We set up and manage Google Ads campaigns so patients can find you when they search online, while also building trackable content like call tracking numbers and website cookies to measure every response accurately.

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Beyond digital, we make sure your message reaches patients through multiple channels. This can include email campaigns to keep your patients informed and engaged, print materials like brochures or postcards for your community, and even traditional advertising when it makes sense for your market. Every piece is designed to work together, ensuring your practice stays visible and memorable.

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The best part is that you don’t have to worry about juggling vendors or managing multiple pieces on your own — it’s all done in-house by our team. We coordinate every detail, keep the messaging consistent, and launch the plan seamlessly so you can focus on what you do best: caring for your patients.

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Steps Include:

• Build a content library of photography & video

• Create the creative content necessary to deploy your custom marketing plan (social media ads, Google ads, website design, retargeting plan, banner ads, print ads, etc.)

• Deploy your plan and watch your practice grow

STEP 04

Track and Improve

After your plan is launched, our work doesn’t stop — in fact, it’s just beginning. We track campaign performance in real-time, so we can see what’s working and make changes right away if something needs to be adjusted. Our advanced machine-learning and AI tools continuously optimize your digital and social campaigns, ensuring your message reaches the right people at the right time. This allows us to stretch your budget further and keep your return on investment as high as possible.

To keep you fully informed, we provide a monthly reporting dashboard, (see a sample dashboard HERE), where you can log in anytime to see exactly how your campaigns are performing — no guesswork, no confusing reports. Along with your dashboard, we also schedule monthly check-ins to review results together, answer your questions, and discuss next steps. We’re constantly evaluating and fine-tuning your campaigns so they work as hard as they can to bring more new patients through your door and keep your practice growing strong.

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Steps Include:

• Build a content library of photography & video

• Create the creative content necessary to deploy your custom marketing plan (social media ads, Google ads, website design, retargeting plan, banner ads, print ads, etc.)

• Deploy your plan and watch your practice grow