Interested in working with TCP?
Are you more of a DIY'r or someone who likes it done for them?
View Our Packages
We have a variety of packages suited to the needs of any Private Practice!
View our packages below!
CRM Practice Launch Course
Practice Launch
CRM Solution
This package is for the DIY'er who feels comfortable learning new technology as long as they have some guidance and wants the most cost effective way of getting started.
The CRM Launch Courses provide you with instruction on how to set up the most beneficial forms and campaigns through a self guided course that will help you both become familiar with your new CRM, but also learn a little strategy, automation building, and guidance on how to rethink your processes.
*This is a self-guided and implemented solution
Automation Lab
Concierge
CRM Setup
The Automation Lab is a 6 month implementation, training, and strategy program. This is for the practice owner who wants to have their new CRM set up for them by professionals, get guidance on best solutions for their individual needs, and consult on strategy to get the most out of their new system.
During the Automation Lab we will meet monthly to discuss strategy and provide you with a menu of product options. So, if a particular campaign or won't benefit your particular practice, you will have the freedom of opting for other available options to increase productivity in your practice.
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 .
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
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 | Features | Practice Launch Course | Automation Lab |
|---|---|---|---|
Enter your text here... | Foundational Automations and Forms Lead capture solutions for your website and phone requests, internal forms for staff to track practice documents*, benefit verification* and intake appointment details. Customized sales pipeline to track all incoming potential clients and strategy on how to do more with the pipeline, included custom fields pertaining to health care private practices. *only available in Ultimate Course | ||
Automation for Private Practice FB Group A place for you to ask questions and get inspiration | |||
Staff Training Videos | |||
1:1 Monthly Strategy Sessions Meeting one on one to discuss what campaigns we will be focusing on in the month and how to best tailor them for your individual practice needs | |||
Selection from an Expanded List of Menu Options Beyond the settings and foundational forms and campaigns, you will be able to select from a menu of other options for forms and campaigns to really level up your practice, save time, and money. | |||
Practice Reference Site All the videos and documentation we share to build your CRM will be compiled and shared with you for a practice and staff reference | |||
Enter your text here... | Staff Training Up to two hours of administrative training opportunities available to use to meet with your staff and go over the new system, processes, and answer any questions needed. | ||
Professional Setup Our professionals will do all the set up so you don't have to! | |||
Cell | Cell |
Practice Launch |
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Intake Email Campaign that Consists of:
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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:
|
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:
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. |
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.
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