Marketing StrategyContent & EducationPlatform ConfigurationWebsites & SEO

The systems your organization runs on, set up to actually run.

Every practice and nonprofit we meet is paying for software it uses at a fraction of its capacity — a website platform nobody updates, an email tool sending nothing, analytics no one reads, a scheduling system the front desk works around. We configure these platforms so they do the job, train your team to own them, and stay accountable for them working.

Established work

Platforms we've set up many times.

Website platforms

Wix, WordPress, Squarespace. Built in your account, secured, fast, and handed over with training so your staff can update a provider bio or a service page without calling anyone.

Analytics and reporting

Google Analytics, Google Business Profile, Search Console, and call and form tracking connected so you can see which pages produce appointments or donations — with a report written in plain language.

Email and marketing automation

Patient and donor communications that go out on schedule: appointment reminders, recall campaigns, newsletters, donor stewardship. Set up once, reviewed quarterly.

CRM and contact management

HubSpot, Mailchimp, or the CRM inside your practice or donor software. Clean lists, sensible fields, and automations that don't require a consultant to change.

Limited availability

AI-powered operations tools, brought into your practice carefully.

The tools reshaping how practices run — AI intake and scheduling assistants, patient-communication platforms, documentation and summarization tools, front-desk automation — are real, and most small organizations have no one to help them choose. Vendors demo well. Few of them explain what it costs, what it touches, or what happens when it's wrong.

We've spent three years running our own team on these kinds of tools, and we're now working with a small number of practices and nonprofits to do the same: evaluate what's worth adopting, configure it, train the staff, and measure whether it saved the hours it promised.

What that engagement looks like

  1. An operations conversation. Where does your staff's time go? We map it before touching anything.
  2. A short list, with costs. Two or three tools that fit, what each would cost you monthly, and what it would touch — including whether it can ever see patient data, and under what agreement.
  3. A pilot on one workflow. One process, one tool, thirty days, measured. You see the result before committing to more.
  4. Training and handoff. Your team runs it. We check in quarterly.

We're taking on a limited number of these engagements while we build the case studies to show you. If you're interested, ask — we'll tell you honestly whether we're the right help.

Ask about AI for your practice

Four rules, whatever the system.

You own it.

Accounts, domains, and data in your name. If you ever leave us, you keep everything and know how to use it.

Your team can run it.

Every configuration ends with training. We'd rather you never need us for a routine update.

Data goes where it's allowed.

We do not put patient, donor, or client data into consumer AI tools. Where a platform can touch protected information, we say so in writing before setup.

It's on the invoice.

Configuration bills at $170 an hour. Training and updates bill at $75. You see every hour with a description.

What this looks like in practice.

Chandler Cosmetic's website had been infected because a previous vendor never applied security updates. We rebuilt it on a platform the practice could manage without us, trained the staff to keep it current, and the problem never came back.

“Smart and fast. Understands the mechanics and is very honest.”
Damon Chandler, M.D. | Surgeon, Chandler Cosmetic

More results

Start with the platform that's costing you the most.

Thirty minutes. Tell us what your team works around every day, and we'll tell you which fix pays for itself first.

Schedule a consultation