One scoreboard, every location, down to the rep
If a dollar cannot be traced to an admission, a move-in or a seated patient, it cannot be defended at the board table. We install the system that traces it, and the compliance discipline that keeps it legal.
What breaks without it
Most healthcare groups know their cost per click and their census, and nothing trustworthy in between.
Most healthcare groups know their cost per click and their census, and nothing trustworthy in between. The ad platform counts leads, the front desk counts appointments, the EMR counts patients; none of the three agree, and none can say which campaign, which location or which scheduler produced the admission. So budget is set by whoever argues best. The phone is the largest blind spot: 58% of patients prefer to book by phone, yet only about 40% of those who called a hospital or health system booked on the first call (Kyruus/Wakefield, 2018), and about 71% of dental appointments are booked by phone (Peerlogic, 2026). If calls are not tracked by location and keyword and scored by outcome, most of the funnel is dark.
The second failure is the sponsor's. A platform that cannot show cost per patient by location, conversion by stage and rep, and referral share by source cannot defend its marketing line in a board meeting, cannot price an add-on's front door in diligence, and cannot show a buyer a growth engine at exit — only a spend history.
What we install
One CRM
A single system of action for every patient inquiry, every referral source and every practice-owner relationship across every location and brand name: GoHighLevel, configured for your pipelines, or your existing CRM integrated and disciplined. Triggers, not just records.
Call tracking by location and keyword
A tracked number per location, campaign and channel; keyword-level attribution on paid-search calls; caller context on screen before the phone is answered; recordings for coaching, with the recording and consent practices your state requires.
EMR and CRM integrations
Two-way connections to the practice-management and clinical systems you already run — dental practice-management software, senior living sales CRMs, EHRs and billing — so a booking, a move-in, a treatment plan and a completed course of care flow back to the source that produced them without a spreadsheet.
Closed-loop attribution
Every admission, move-in, seated patient and affiliation tied to its campaign, keyword, source, location and rep; cost per patient by channel; lifetime value by cohort; referral share by source.
Dashboards the sponsor can audit
Real-time views by location, campaign and person; the daily standup's numbers; a board-level summary every month; and one set of definitions used everywhere, so a number means the same thing in every market.
HIPAA-compliant tracking
Server-side measurement, consent architecture, BAA-covered tooling and de-identified conversion signals, so campaigns keep optimizing without protected health information leaving your site. The detail is at HIPAA-compliant marketing.
Where we bring it
Behavioral Health & Addiction
Cost per admission by campaign, verification-of-benefits-to-admit by rep, and tracking that respects HIPAA and 42 CFR Part 2, through our behavioral health practice, Recovery Marketing Consultants.
Senior Living & Memory Care
Inquiry-to-tour and tour-to-move-in by community, source and sales director; cost per move-in by channel; aggregator share on the dashboard.
Dental Service Organizations
New-patient booking rate by practice and scheduler, case acceptance, hygiene reappointment and cost per seated patient, integrated with the inherited practice-management estate.
Eye Care Practice Platforms
Exam-to-surgical conversion by practice and counselor, referring-optometrist volume, and the affiliation pipeline by stage.
Personal-Injury Healthcare
Referrals and patients by attorney and firm, treatment adherence, and time to collection on the same board.
For private-equity sponsors
One portfolio dashboard, diligence-ready definitions, and exit-ready data that shows an engine rather than a spend history.
Also served as their playbooks publish: Fertility Networks, Home Health & Hospice, Autism & ABA Therapy, Aesthetics, Dermatology, Physical Therapy & MSK Platforms.
How it connects to the other stages
Data is the stage that makes the other five accountable. It tells Demand which channel earned the admission, tells the 60-second door where a response ran slow, scores each person in Conversion on outcomes and on the rules, gives Relationships the outcome data its quarterly reviews run on, and counts what Retention recovers. It is also the contract: in Operation, the accountability metrics on this dashboard are what you hold us to. Our behavioral health practice, Recovery Marketing Consultants, is where the system was forged. Powered by RevGen Engines.
Book a strategy consultation
We will audit the door, the phone and the pipeline across every location, model the uplift available in your markets, and outline the 90-day path to installing the engine.