No CRM Required
What We Offer
Everything is designed to improve admissions and sales performance to make marketing decisions obvious. Systems and tracking come first. Marketing comes after the data proves what works.
We build the system around the tools you already use and upgrade when it makes sense.
More admissions. Less spend
Proof, no Vibes
Addiction Treatment Center, Colorado | 4 locations
Reduced marketing budget by 17.3% while increasing marketing admissions 5.8% (year over year, 2025).
Increased marketing-driven admissions 27% year over year.
Reduced cost per admit 48% year over year.
Improved lead-to-admission conversion rate 33% year over year.
Systems, Tracking, and Implementation
If you can't measure lead quality and conversion by source, you can't manage performance or justify spend. We build the system around the tools you have, with CRM implementation as an option.
Issues resolved
Inconsistent lead capture and follow-up
Unclear performance by lead source and rep
Reporting that does not match real workflow
Marketing decisions made without conversion data
What’s included
- Call and form attribution cleanup
- Tracking from source to contact to assessment to intake
- KPI definitions and consistent reporting
- Performance tracking by location, lead source, and rep
- Lead quality standards and a feedback loop
- Workflow standards that support execution
- Task standards and next-action rules
- Data standards for what gets captured every time
- Optional CRM implementation
Deliverables
- Call and form attribution cleanup
- Tracking from source to contact to assessment to intake
- KPI definitions and consistent reporting
- Performance tracking by location, lead source, and rep
- Lead quality standards and a feedback loop
- Workflow standards that support execution
- Task standards and next-action rules
- Data standards for what gets captured every time
- Optional CRM implementation
Follow-Up Systems and Automation
Leads die when reps get busy. Automation and standards prevent drop-off and increase future conversion.
Issues resolved
Warm leads turning cold due to slow or inconsistent follow-up
Missed call and form-fill leads not being contacted fast enough
No consistent re-engagement plan for cold lead
Over-reliance on memory and individual rep habits
Inaccurate ROI
What’s included
- Nurture sequences for not-ready leads
- Missed call and form-fill automation triggers
- Cold lead re-engagement cadence
- Text, email, and voicemail templates that sound human
- Rules for when to stop, when to recycle, and when to escalate
Deliverables
- Automation map with triggers and sequences
- Message template library
- Cadence rules by lead stage
Admissions and Sales Enablement
Training makes the system real. Standards make it consistent.
Issues resolved
Reps relying on personal style instead of a repeatable approach
Inconsistent conversion and inconsistent customer experience
Coaching that is informal instead of measurable
No shared standards for what “good” sounds like
What’s included
- Talk tracks and call structure training
- Barriers to treatment handling and next-step control
- QA scorecard plus coaching cadence using real calls
- Manager enablement for coaching and performance reviews
Deliverables
- Talk track library and conversation framework
- Interactive training workbook, not a handbook
- Objection response bank
- QA scorecard and coaching worksheet
- Coaching cadence plan
Marketing and PR Support
Scaling levers once tracking and conversion are under control.
Issues resolved
Spending more without knowing what converts
Traffic growth that does not translate into admissions
Messaging gaps between marketing promises and admissions reality
Underused PR opportunities for credibility and thought leadership
What’s included
- PPC, SEO, and CRO tied to admissions outcomes
- Landing page improvements for intake readiness
- PR strategy, press releases, media outreach, pitch angles, media training, and thought leadership content
- Messaging alignment between marketing promises and admissions reality
Let's Talk