Everything Your Practice Needs To Grow, Built And Run By One Team
From strategy and brand to AI agents, paid acquisition, membership and custom software. Fifteen disciplines, one connected system, diagnosed first and built in 45 days.

Strategy and Brand
Decide who you are and how you win, before anything is built.
Strategy and Advisory
The consulting layer. Clear decisions on positioning, offers and what to build first.
- Founder advisoryOne-on-one sessions on growth, operations, hiring and expansion, with a partner who has run these decisions before.
- Positioning and differentiationA clear answer to why patients should choose you over the clinic down the road, built from your market and your strengths.
- Offer architecturePackages, pricing and memberships designed so the offer is easy to understand, easy to buy and worth renewing.
- The 45-day growth planA written plan signed off before anything is built, so every dollar and every week has a purpose.
- New service line launchA full launch plan for GLP-1s, peptides, hormones, IV therapy or aesthetics, from offer to first booked patient.
- Tech stack consultingAn honest review of what to buy, what to connect and what to retire, so your tools work as one system.
Brand and Identity
How the market sees you, before they ever call.
- Brand creation and rebrandA new brand from zero, or a full rebrand that honors your history and looks like the medicine you practice.
- Guidelines, voice and messagingBrand guidelines and a messaging framework so every page, post and message sounds like one practice.
- Brand operating systemOne document your whole team executes from, so the brand stays consistent as you grow.
- Creative directionPhotography, video and before-and-after protocols planned and directed to look premium and stay compliant.
Get Found and Get Chosen
Be the practice patients find first, then give them a reason to book.
Web and Search Presence
Found first, chosen first.
- Website design and buildA fast, premium website built on Webflow, GoHighLevel or Shopify, designed to turn visitors into booked consults.
- Service landing pages and funnelsA dedicated page for each service, built around one patient question and one clear next step.
- Local and content SEOSearch visibility for the treatments and areas you want, built on useful content rather than tricks.
- GEO: AI recommendationsMaking your practice easy for ChatGPT, Claude and Perplexity to find, trust and recommend.
- AEO: answer enginesContent structured for featured snippets, voice search and Google AI Overviews.
- LLMO: language model optimizationStructured content and entity data so large language models learn your practice and cite it by name.
- Google Business Profile and reviewsA fully optimized profile and a review system that turns happy patients into your best advertising.
Lead Conversion Systems
Where most practices lose most of their revenue.
- Quiz funnels and lead magnetsDiagnostic quizzes that qualify the patient and give them something valuable before the call.
- Speed-to-lead automationAn SMS reply in under 60 seconds, day or night, while the patient is still interested.
- Missed-call text backEvery call you miss gets an instant text, so a busy front desk stops costing you patients.
- Booking flowA booking experience built on your real clinic hours, so patients book what you can actually deliver.
- Consultation scripts and trainingFront desk scripts and training that turn inquiries into kept consults.
- No-show recoveryReminder and recovery sequences that bring missed appointments back onto the calendar.
Technology and AI
The operating core that removes the manual work.
CRM, EMR and Technology
One connected system behind every patient.
- CRM architecture and automationsPipelines where every patient has an owner and a next action, with automations that run the follow-up.
- EMR consultingSelection, setup, migration and staff training, so the record system fits how your team works.
- Two-way EMR-CRM integrationA connected record over HL7 and FHIR, so marketing, booking and clinical data finally agree.
- AI chat and voice agentsAgents that handle intake and follow-up on your behalf, in your clinic's own voice.
- Database reactivationInfrastructure that brings lapsed patients back by reaching the right person with the right offer.
AI Agents and Automation
The layer that removes the labor.
- Full workflow reviewA review of the front desk, phones, intake, scheduling, follow-up, recalls and billing coordination to find what can be automated.
- AI voice agentsAgents that answer, qualify and book patients around the clock, so no call goes unanswered.
- AI chat agentsAgents across web, SMS and WhatsApp for intake, triage and follow-up.
- Journey automationAutomations that carry a patient from first inquiry to review with no staff touch: remind, reschedule, recover, request a review, reactivate.
- Back-office agentsAgents for GFE and insurance coordination, note drafting and task routing.
- GuardrailsApproval points where a human decides, and HIPAA-aware limits built into every agent.
Acquire and Retain
Bring the right patients in, then keep them for years.
Paid Acquisition
Launched last, into a system that has already been tested.
- Meta, Google and TikTok campaignsCampaigns built around cost per patient, not clicks, with daily kill-and-scale decisions.
- RetargetingFollow-up across the full patient journey, so interested visitors are reminded until they book.
- Ad creative productionStatics, UGC and video produced and refreshed every two weeks.
- Conversion rate optimizationContinuous testing of pages, offers and flows to make every ad dollar work harder.
- Restricted-category setupsHealth-claims compliant account setups for categories that platforms review closely.
Organic and Content
Authority that compounds.
- Social media strategy and managementA clear plan and consistent posting that builds trust with the patients you want.
- Short-form video systemA repeatable video process built around your providers, so you show up without it taking over your week.
- Influencer and UGC programsCreators and patient stories that bring social proof to your offers.
- Patient education and newsletterUseful content and a regular email that keeps your practice in front of patients.
Retention, Membership and Loyalty
Where the margin lives.
- Membership and retainer designMembership programs designed and rolled out so care becomes recurring, not occasional.
- Referral and loyalty programsRewards that turn patients into advocates and give them reasons to come back.
- Retention email and SMS calendarsA planned calendar of messages that keeps patients engaged between visits.
- Lapsed patient reactivationCampaigns that win back patients who have gone quiet.
- Cross-sell pathwaysClear routes from one service line to the next, so patients find more of what you offer.
Trust and Proof
Medicine demands trust. We build it in, and we measure it.
Compliance and Trust
Non-negotiable in medicine.
- HIPAA-aware infrastructureMarketing and patient-communication systems built with HIPAA-aware setup and BAA-eligible tooling.
- Platform health complianceAccount and ad setups that respect Meta and Google health category rules.
- Consent and media policiesClear consent and media usage policies for patient imagery.
- Case studies and credibility assetsProof of your clinical credibility, presented in a way patients trust.
Analytics and Reporting
Proof, not opinion.
- Tracking and attributionPixels, call tracking, UTMs and server-side events, so you know where every patient came from.
- Live practice ROI dashboardCost per consult, cost per patient and attributed revenue in one dashboard you own.
- Monthly report and strategy callA clear monthly report and a call with the owner to decide what to do next.
Scale and Build
When the system is running, grow it and build things that are yours.
Expansion
When the machine is running.
- New location launch playbookA step-by-step plan for opening your next location with patients already waiting.
- Telehealth expansionStrategy and build for reaching patients beyond your clinic walls.
- Provider recruitment marketingMarketing that attracts the clinicians your growth needs.
- Multi-location reporting and systemsOne view across every location, so leadership sees the whole network in one place.
Custom Software and Product Development
Built for your practice, owned by you.
- Live-results quiz and assessment toolsInteractive assessments branded to your clinic that give patients results and give you leads.
- Skin-analysis and diagnostic softwareSoftware for aesthetic practices that analyzes the skin and guides the patient to the right treatment.
- Custom EMR buildsA record system shaped around your workflow and owned by your practice.
- Patient portals and dashboardsPortals for patients and dashboards for your team, built to your needs.
- Market-requirement scoutingWe watch your category and proactively propose the tool that gives you an edge.
Physical Product Launch
From formulation to first sale.
- Product strategy and sourcingProduct direction and formulation partner sourcing for supplements, skincare and devices.
- Brand, packaging and positioningA product brand and packaging that earn their price.
- Shopify D2C storeA store with checkout and fulfillment wiring, ready to sell.
- Launch campaignsPaid, organic, email and your own patient database working together for launch.
- Ongoing sales systemSubscriptions, bundles and retention flows that keep product revenue growing.
CORIA Atelier: Clinical Program Development
Your expertise, built into a complete program.
- Clinical documentation suiteIntake, consent, visit notes, order sets and follow-up schedules, drafted for your physician to review.
- Patient education and digital coachingGuides, check-ins and tracking that keep patients on the plan between visits.
- AI personalised quizA quiz that adapts to each patient's answers and gives your team a personalised suggestion to review.
- Evergreen membership and loyaltyA membership and loyalty program designed for patients who stay for years.
- Authority and trust kitYour story, your face and your proof, told consistently everywhere.
Ready To Grow Your Practice?
Book a 30-minute consult. We review your practice before we speak, and you get written findings within 24 hours - free.







