Get Expert Help With Ads, Quickbooks, and CRM Setup

Your time should be spent caring for patients and leading your team, not wrestling with software, ads, or bookkeeping. Let our team handle the work behind the scenes so you can focus on what matters most: Growing Your Practice!

Add on Services Available

These services are available to all Psych CRM and Business Coaching clients.
If you’re on our Practice Management plan, they’re already included at no additional cost.

White-Glove Setup

Meta Ads

Google Ads

Bookkeeping

Psych CRM White-Glove Setup

🚀 Get Your Entire Psych CRM Set Up, Hassle-Free

Setting up software shouldn’t slow you down. Your onboarding specialist will help build your website, configure your Psych CRM, create custom workflows & automations, and train your team.

*White-Glove Setup is included with all Business Coaching & Practice Management plans.

White-Glove Setup Includes:

  • Live Zoom Support

  • Update Business Profile

  • Setup User Accounts

  • Setup CRM w/ Custom Fields

  • Setup Phone w/ A2P Registration

  • Configure IVR

  • Setup 2 Way Texting

  • Setup Company Email Address

  • Setup Dedicated Email Domain

  • Create Brand Board

  • Setup Website with Customization

  • Configure DNS for Website

  • Connect Google Business Page

  • Connect Facebook Business Page

  • Connect Instagram Page

  • Connect LinkedIn Company Page

  • Connect Stripe Payment Processor

  • Setup Social Media Calendar

  • Setup Newsletter Calendar

  • Setup Reputation Management

  • Update Custom Values

  • Setup New Patient Application Workflow

  • Setup Onboarding Workflow

  • Setup TMS & Spravato Workflow

Free Account Setup With 12-Month Commitment ($1,500 Value)

Meta Ads Management

🚀 Turn Clicks Into Appointments

We create attention-grabbing ads with clear messaging that builds trust and turns clicks into real patient inquiries. From creative to targeting to optimization, we manage the entire process so your practice gets a consistent flow of new patients.

Meta Ads Management Includes:

  • Audience Targeting & Retargeting

  • Ad Creative & Copywriting

  • Campaign Setup & Optimization

  • A/B Testing & Performance Tracking

  • Weekly Monitoring & Adjustments

  • Lead Form & Landing Page Optimization

$1,000 Setup / $1,500 per month

Google Ads Management

🚀 Get More Clicks, More Calls, & More Patients

We manage targeted Search and Performance Max campaigns so you show up at the exact moment patients are looking for psychiatry services. Our team handles the full strategy, setup, and optimization so your budget goes toward real patient inquiries and appointments.

Google Ads Management Includes:

  • Keyword Research & Competitive Analysis

  • Ad Copywriting & Extensions

  • Conversion Tracking & Analytics Setup

  • Bid Management & Budget Optimization

  • A/B Testing & Continuous Optimization

  • Negative Keyword Management

$500 Setup / $1,000 per month

Bookkeeping for Quickbooks

🚀 Specialized Bookkeeping for Psych Practices

We clean up your entire QuickBooks file—fixing chart of accounts, reconciling past transactions, and making sure your P&L is accurate anytime you need it.

After the cleanup, we reconcile your accounts every week and send you an updated P&L plus a clean monthly report. We also work with your CPA or tax preparer so quarterly and annual filings are organized and stress-free.

$1,000 Setup / $300 per month