Marketing Systems and Lead Generation for Private-Pay Clinics

Intentional, Clinically-Tailored Strategy.

From patchy lead flow to unclear ROI, many clinics waste marketing dollars without a system in place. We help you build a marketing ecosystem that connects the right tools, strategies, and training to generate, convert, and retain the patients you want.

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Our Approach

We act as your clinic’s strategic marketing lead, without the exponential overhead.
Whether you have a full-time marketing hire or not, our job is to protect your investment, drive results, and ensure everyone on your team knows how to turn leads into booked patients. As your marketing consultant and liaison, we offer:

Marketing Deep Dive

To understand your current strategy, goals, and vendor performance. We analyze ad spend, organic performance, and more.

EMR & CRM Optimization

To uncover missed opportunities and help you fully leverage platforms like Jane, Vagaro, Boulevard, Hubspot, Salesforce, Zoho, Monday.com, and Klaviyo.

Strategic Budget & Vendor Reviews

To assess how your current dollars are working for you, and where they’re being wasted.

Lead Systems & Handling Training

Whether it’s through a full-featured CRM or a simplified spreadsheet, we train your team to track and follow up effectively.

What We Know

Real Talk: “Are we just paying for more marketing?”

We get it. Investing in marketing consulting can feel like you’re just adding another line item to your budget. But here’s what the statistics have to say about marketing for small businesses:

73%

Of small-business owners say they lack confidence in their marketing, while 56% report having only an hour or less per day to dedicate to it.

84%

Of marketers admit up to 37% of their marketing budget gets wasted when strategies aren’t aligned with real customer needs.

58%

Of B2B buyers don’t trust the last vendor they hired, telling us that skepticism and vendor-hopping are the norm.

A Clinically-tailored investment

From Unclear Spend to Proven Strategy.

Tailored marketing consulting establishes the infrastructure your clinic’s long-term growth needs, not a recurring expense, but a foundation for returnable investment. We help you prove the value of your marketing dollars, and make sure every dollar works harder and smarter from here on out.

Marketing dollars aligned to actual clinic goals
Lead handling systems your team actually uses
Clarity on vendor performance and budget waste
A foundational setup that supports long-term growth

Investment Adoption.

Some clinics hire us to guide and support their in-house marketing manager. Others don’t have that role at all, and we fill the gap. In either case, we make sure the strategy matches your goals, the systems are dialed in, and the team knows what to do with the leads coming in.

EMR/CRM Utilization Review

We audit your current platforms (Jane, Vagaro, HubSpot, etc.) to uncover missed opportunities and optimize features you’re already paying for.

Lead Intake Audit & Conversion Flow

We evaluate every touchpoint from first contact to booked appointment, pinpointing where leads fall off and how to close the gaps.

Marketing Budget & Vendor ROI Analysis

We analyze ad spend, agency performance, and what’s actually working to attract and retain patients.

Custom CRM Training or Spreadsheet Setup

Whether you’re using a CRM or winging it with a spreadsheet, we’ll build or refine a lead tracking system your team will actually use.

Team Coaching & Accountability Support

We don’t just hand you the strategy, we train your team, set clear KPIs, and provide ongoing support to keep conversion and retention on track.

Strategic Liaison for Marketing Vendors

We serve as your on-call marketing lead, translating jargon, holding vendors accountable, and aligning campaigns to real clinic goals.

turning your marketing from a mystery into a machine.

Connect With Us

Let’s talk about your current marketing systems, lead flow, and how we can help connect the dots.

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Words from Our Clients & Partners

Endorsements

Hear what our satisfied clients & partners have to say about their experiences with us.

★★★★★

Highly recommend Cultivation Consulting to any business looking to streamline & improve their operations and close more leads.

Client & Owner

★★★★★

The level of expertise, professionalism and attention to detail really sets her apart as a consultant.

Partner

★★★★★

Jordan has a knack for detailed problem solving and creative solutions. We will definitely comeback to her for the next hurdle we encounter.

Client & Owner

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Our Why

About Us

Clinics deserve more than flashy metrics and confusing reports. We’re here to help practice owners make confident, informed decisions with marketing that actually supports patient growth.

We’re not an agency, we’re your strategic marketing ally. With deep clinic experience and an eye for what moves the needle, we turn scattered efforts into streamlined systems that make every dollar count.

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The Clinic Collective

Explore ready-to-use scripts, templates, and strategy kits built to help your front desk convert more leads, improve retention, and streamline patient intake.

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