Optimized Health Partners

The Process

How It Works: From Licensed Provider to Open Practice

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The short version

One system, two paces.

Five stages, run in the same order every time. The only difference between tracks is how much room each stage gets — and how much strategy, brand and paid marketing we build with you.

01

Stage 01

Scope, Structure & Strategy

Before anything gets built we confirm what your license allows in your state and pick the entity that fits your specialty.

02

Stage 02

Compliance & Clinical Protocols

Documentation, standing orders and oversight get built so your first patient visit is defensible on day one.

03

Stage 03

Pharmacy, Pricing & Operations

Partner pharmacy accounts, supply sourcing, and the pricing model that makes the math work before you spend a dollar on ads.

04

Stage 04

Brand & Website Build

Pillar Four. In the 12-Week Guided Track the Brand Igniter team designs and builds your practice site; the 6-Week track covers brand basics, with the build as an add-on.

05

Stage 05 · Launch

Launch & Marketing Ignition

The 12-Week Guided Track launches social, paid advertising and referral relationships (additional monthly costs based on choices may apply), then onboards your first clients. The 6-Week track closes out and hands off.

Side-by-side timeline

The full timeline

Exactly what happens, week by week, in each track — and who is responsible for it.

Stage

6-Week Accelerated Track

$7,500 one-time

12-Week Guided Track

$10,000 one-time

Stage 01

Scope, Structure & Strategy

Before anything gets built we confirm what your license allows in your state and pick the entity that fits your specialty.

You
Bring your license, state and target launch date. Sign formation paperwork.
OHP
Scope research, entity recommendation, formation checklist, banking and insurance guidance.

6-Week Accelerated

Week 1

Business structure chosen and entity paperwork filed, EIN applied for, business bank account opened, target offer defined.

12-Week Guided

Weeks 1–2

Guided walkthrough: business structure chosen and filed, EIN and business banking opened, plus your intro to the pharmacy partnership and ordering process.

Stage 02

Compliance & Clinical Protocols

Documentation, standing orders and oversight get built so your first patient visit is defensible on day one.

You
Review and approve protocols. Interview a medical director if required.
OHP
Custom consent and intake forms, standing-order templates, oversight introductions, compliance checklist sign-off.

6-Week Accelerated

Week 2

Compliance Checklist completed self-guided with one review call. Client intake, consent and privacy templates provided; scope and insurance needs confirmed.

12-Week Guided

Weeks 3–4

We work the Compliance Checklist together, draft your intake, consent and privacy documents, and confirm scope-of-practice and insurance needs.

Stage 03

Pharmacy, Pricing & Operations

Partner pharmacy accounts, supply sourcing, and the pricing model that makes the math work before you spend a dollar on ads.

You
Complete pharmacy credentialing forms. Approve your service menu and pricing.
OHP
Direct pharmacy introductions, ordering workflow, EMR and payment setup, pricing and package modeling.

6-Week Accelerated

Weeks 3–4

Business Plan Template completed independently with one review session to finalize services and pricing, then pharmacy onboarding and booking/payment setup.

12-Week Guided

Weeks 5–6

Business Plan Template built section by section, services, packages and pricing finalized, and your startup budget set.

Stage 04

Brand & Website Build

Pillar Four. In the 12-Week Guided Track the Brand Igniter team designs and builds your practice site; the 6-Week track covers brand basics, with the build as an add-on.

You
One 60-minute brand call, then approve copy and design at two review points.
OHP
Design, copywriting, build, booking-engine integration, non-PHI lead routing, analytics and tracking.

6-Week Accelerated

Week 5

Lightweight brand basics guidance only. The full website build and marketing support are available here as a paid add-on or retainer.

12-Week Guided

Weeks 7–8

Branding developed — name, look and messaging — then your website build, with booking and payment systems set up. Included in this track.

Stage 05

Launch & Marketing Ignition

The 12-Week Guided Track launches social, paid advertising and referral relationships (additional monthly costs based on choices may apply), then onboards your first clients. The 6-Week track closes out and hands off.

You
Approve launch, fund ad budget if running paid, be ready to answer inquiries.
OHP
Go-live, local SEO, campaign setup, tracking verification, first-30-days growth plan.

6-Week Accelerated

Week 6

Final review call and program closeout, with the option to elect ongoing retainer support for website and marketing.

12-Week Guided

Weeks 9–12

Social presence launched, paid advertising campaigns set up, referral relationships built (additional monthly costs based on choices may apply). First clients onboarded, offer refined, then closeout.

Book a Free CallCompare track pricing

Pillar Four in sequence

Web build first, then the engine.

The website is built first and instrumented before launch. Marketing only switches on once tracking proves where a patient came from — otherwise you are buying clicks you cannot measure.

Phase A · Website build — $1,800, included in the 12-Week Guided Track

Brand & Discovery

Step 1

One working session that locks your name, positioning, palette, patient promise and the service lines the site has to sell.

  • Brand direction
  • Positioning statement
  • Service and offer map

Copy & Structure

Step 2

High-intent page architecture written to convert — not a brochure. Every service page targets a search a real patient makes.

  • Sitemap
  • Conversion copy
  • Keyword targets per page

Design & Build

Step 3

Mobile-first design and build on managed production infrastructure, with your booking engine and EMR wired in.

  • Custom design
  • Responsive build
  • Booking + EMR links

Tracking & QA

Step 4

Forms, calls and bookings are instrumented before launch so you can prove where every patient came from.

  • Non-PHI lead routing
  • Call & form tracking
  • Analytics + schema

Phase B · Marketing engine ramp

Foundation & Local Presence

Month 1

Google Business Profile claimed and optimized, local citations built, review requests turned on, baseline reporting established.

  • GBP optimized
  • Local SEO foundation
  • Review engine on

Demand Generation

Month 2

Paid search and paid social campaigns launch against your highest-margin services, with landing pages built per offer.

  • Paid search live
  • Paid social live
  • Offer landing pages

Optimize & Compound

Month 3+

Offers get tested, budget shifts to what books, and email and SMS nurture recaptures leads who did not convert the first time.

  • Offer testing
  • Nurture campaigns
  • Cost-per-patient reporting

Where the plans split

After launch you choose $75/mo Website Care to keep the site fast and current, or $575/mo Website + Marketing Engine to run the full acquisition program above.

See the full engine

Hand-off points

How the pieces connect.

Three moments where one workstream feeds the next. These are the gates that keep a launch from stalling.

Compliance Website

Your approved service menu and scope determine which pages get built. We never publish a service your license or protocols do not cover.

Website Marketing

Tracking, forms and booking links must be verified before a dollar of ad spend runs. Launch day is the handoff point.

Marketing Your practice

Leads route to your inbox and booking engine with no PHI in transit. Monthly reporting shows leads, bookings and cost per patient.

After go-live

What happens next.

The program ends. The practice does not. Here is what carries forward past day 90.

  • Elect ongoing retainer support: $75/mo Website Care or $575/mo Website + Marketing Engine.
  • 6-Week Accelerated Track: add the website and marketing build as a paid add-on any time.
  • Site edits, security patching, backups and performance tuning stay managed.
  • Add service lines later and we build the pages and campaigns to match.

Free Discovery Call

Still not sure which pace fits?

Bring your license type, your state and your target launch date. We'll walk the timeline against your real calendar and tell you which track you actually need.

Book a Free CallView Program Tracks

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