View Our Packages

We have a variety of packages suited to the needs of any Private Practice!

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View Our Packages

We have a variety of packages suited to the needs of any Private Practice!

View our packages below!

Packages Practice Launch

Practice Launch CRM Solution

Practice Launch
CRM Solution

This package is for the DIY'er who wants to save time strategizing the best campaigns and forms to use but wants to take the responsibility of customizing them for their practice . Although I will provide you with instructions to set up everything, and access to a Facebook group in which you can brainstorm and get help from other therapist users, you would be responsible for the publishing of all contents within the campaigns and forms. I will provide you with a solid framework of each form and campaign with instructions on how to make them aligned with your practice goals.

This package is pre-built. The client would then customize all the elements including timers, email content, custom fields, user assignment, etc. independently. All elements will be pushed into your system with instructions on how to set up .

Packages Pro Launch

Pro CRM Launch

Pro
CRM Launch

This campaign upgrades the previous campaign by providing customization options, consulting, additional support and training. You will still be filling in the content of the email responders, notes, tasks, etc.

This set up includes guidance on how to customize practice specific elements and setup of each campaign, form, and email set up.

*You provide all the content for emails, provide a list of custom fields, and work together on timers and task assignments

Concierge Setup

Concierge CRM Setup

Concierge
CRM Setup

This includes all of the previous packages but also includes more time consulting and customizing the provided packages, 2 months of post launch support and staff training, and ALL content. I will provide all the content so that you don't have to think about anything. Once that is in your app and set up then we will work on complete customization of those campaigns and forms to fit your practices needs. 

This set up all content, campaigns, emails, email content, and all the settings set up for you based on industry standards. We then can go through and make any modifications that you would like to make to adjust email content, timers, etc. if it could better reflect your practice goals.

Packages Practice Launch

Practice Launch
CRM Solution

This package is for the DIY'er who wants to save time strategizing the best campaigns and forms to use but wants to take the responsibility of customizing them for their practice . Although I will provide you with instructions to set up everything, and access to a Facebook group in which you can brainstorm and get help from other therapist users, you would be responsible for the publishing of all contents within the campaigns and forms. I will provide you with a solid framework of each form and campaign with instructions on how to make them aligned with your practice goals.

This package is pre-built. The client would then customize all the elements including timers, email content, custom fields, user assignment, etc. independently. All elements will be pushed into your system with instructions on how to set up .

Packages Pro Launch

Pro
CRM Launch

This campaign upgrades the previous campaign by providing customization options, consulting, additional support and training. You will still be filling in the content of the email responders, notes, tasks, etc.

This set up includes guidance on how to customize practice specific elements and setup of each campaign, form, and email set up.

*You provide all the content for emails, provide a list of custom fields, and work together on timers and task assignments

Concierge

Concierge
CRM Setup

This includes all of the previous packages but also includes more time consulting and customizing the provided packages, 2 months of post launch support and staff training, and ALL content. I will provide all the content so that you don't have to think about anything. Once that is in your app and set up then we will work on complete customization of those campaigns and forms to fit your practices needs. 

This set up all content, campaigns, emails, email content, and all the settings set up for you based on industry standards. We then can go through and make any modifications that you would like to make to adjust email content, timers, etc. if it could better reflect your practice goals.

Header

Practice Launch
CRM Solution

Pro CRM Launch

Concierge CRM Setup

Cell

Intake Email Campaign that Consists of:


  • 3 automated emails to client
  • 3 tasks for staff
  • 1 webform.

Intake Email Campaign that Consists of:


  • 3 automated emails to client
  • 3 tasks for staff
  • 1 webform

Intake Email Campaign that Consists of:


  • 3 automated emails to client
  • 3 tasks for staff
  • 1 webform

all of which are completely set up including content.

Phone Intake Campaign: Includes automation upon submission of phone intake form that includes placing on pipeline, assigning owner, and creation of contact record.

Appointment Scheduling Campaign: Includes a form to input appointment information and automated email to client with appointment information and automated task to biller to verify benefits.

Insurance Verification Campaign: Includes Form and automation to client regarding benefit information.

Document Review : includes form and automated email to client and/or staff regarding missing/collected documents.

Assign Therapist Email Campaign: to automatically insert clinician email addresses into fields so that automated can go out to clinicians with no added data entry.

Cell

Phone Intake Form: to capture information needed to schedule intake.

Document Review Form: includes a check list of commonly used practice documents that may be collected prior to the intake.

Insurance Verification Form: Includes elements collected for insurance verification.

Appointment Scheduling Form: Includes appointment details and therapist assignment to record in contact record.

Cell

Addition to Therapist Keap Users FB Group.

Addition to Therapist Keap Users FB Group.

Adding of custom fields.

Timer, task, email set up.

Timer, task, email set up including all content.

Staff Training and 1 month post launch support on package elements.

2 month post launch support and training.

2 x 1-hour check in's each month post launch to make modifications as needed.

Cell
Additional hours are billed at an hourly rate and additional campaigns/forms are billed by project.

Practice Launch
CRM Solution

Intake Email Campaign that Consists of:


  • 3 automated emails to client
  • 3 tasks for staff
  • 1 webform.

Phone Intake Campaign: Includes automation upon submission of phone intake form that includes placing on pipeline, assigning owner, and creation of contact record.

Appointment Scheduling Campaign: Includes a form to input appointment information and automated email to client with appointment information and automated task to biller to verify benefits.

Insurance Verification Campaign: Includes Form and automation to client regarding benefit information.

Document Review : includes form and automated email to client and/or staff regarding missing/collected documents.

Phone Intake Form: to capture information needed to schedule intake.

Document Review Form: includes a check list of commonly used practice documents that may be collected prior to the intake.

Insurance Verification Form: Includes elements collected for insurance verification.

Appointment Scheduling Form: Includes appointment details and therapist assignment to record in contact record.

Addition to Therapist Keap Users FB Group.

Pro CRM Launch

Intake Email Campaign that Consists of:


  • 3 automated emails to client
  • 3 tasks for staff
  • 1 webform

Phone Intake Campaign: Includes automation upon submission of phone intake form that includes placing on pipeline, assigning owner, and creation of contact record.

Appointment Scheduling Campaign: Includes a form to input appointment information and automated email to client with appointment information and automated task to biller to verify benefits.

Insurance Verification Campaign: Includes Form and automation to client regarding benefit information.

Document Review : includes form and automated email to client and/or staff regarding missing/collected documents.

Assign Therapist Email Campaign: to automatically insert clinician email addresses into fields so that automated can go out to clinicians with no added data entry.

Phone Intake Form: to capture information needed to schedule intake.

Document Review Form: includes a check list of commonly used practice documents that may be collected prior to the intake.

Insurance Verification Form: Includes elements collected for insurance verification.

Appointment Scheduling Form: Includes appointment details and therapist assignment to record in contact record.

Addition to Therapist Keap Users FB Group.

Adding of custom fields.

Timer, task, email set up.

Staff Training and 1 month post launch support on package elements.

Concierge CRM Setup

Intake Email Campaign that Consists of:


  • 3 automated emails to client
  • 3 tasks for staff
  • 1 webform

all of which are completely set up including content.

Phone Intake Campaign: Includes automation upon submission of phone intake form that includes placing on pipeline, assigning owner, and creation of contact record.

Appointment Scheduling Campaign: Includes a form to input appointment information and automated email to client with appointment information and automated task to biller to verify benefits.

Insurance Verification Campaign: Includes Form and automation to client regarding benefit information.

Document Review : includes form and automated email to client and/or staff regarding missing/collected documents.

Assign Therapist Email Campaign: to automatically insert clinician email addresses into fields so that automated can go out to clinicians with no added data entry.

Document Review Form: includes a check list of commonly used practice documents that may be collected prior to the intake.

Insurance Verification Form: Includes elements collected for insurance verification.

Appointment Scheduling Form: Includes appointment details and therapist assignment to record in contact record.

Addition to Therapist Keap Users FB Group.

Adding of custom fields.

Timer, task, email set up including all content

Timer, task, email set up including all content.

2 month post launch support and training.

2 x 1-hour check in's each month post launch to make modifications as needed.

Additional hours are billed at an hourly rate and additional campaigns/forms are billed by project.

Imagine a New and Brighter Future

Don’t get left in the dust. Re-imagine your practice operating in new and innovative ways.

If you're unsure what package is right for you, schedule a consultation call with us and we'll point you in the right direction.