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Engagement Models

A clear path from diagnosis to managed growth

Choose the level of support that matches your practice, then scope the work with us.

Book a Growth Review

Three ways to work together

Every engagement is scoped around your current bottleneck, team and growth priorities.

Diagnostic Sprint

A focused start for understanding the highest-leverage next step.

Scoped diagnostic and implementation

  • Review of acquisition, website and intake pathways
  • Prioritized recommendations and implementation scope
  • Initial setup for the agreed growth-system foundation
Book a Growth Review
Core partnership

Client Growth System

The core partnership for connecting demand, intake and follow-up.

Scoped setup plus managed retainer

  • Setup and implementation of the agreed acquisition and intake system
  • Ongoing managed retainer for optimization and support
  • Measurement plan for inquiries, consultations and pipeline movement
Book a Growth Review

Managed Expansion

Broader support for practices adding channels, locations or workflows.

Scoped expansion and managed retainer

  • Additional implementation across acquisition, authority or automation
  • Managed retainer with ongoing planning and coordination
  • Technology and workflow expansion as the practice evolves
Book a Growth Review

What is included in the scope?

Setup and implementation cover the agreed initial build. A managed retainer covers ongoing management, optimization and support. Ad spend is a separate budget paid to the relevant platform. Technology fees may apply when managed software or infrastructure is part of the system. We confirm the complete scope before work begins.

Engagement questions

Do you publish prices before the review?
We scope the work after understanding your practice, existing systems and immediate bottleneck. This keeps the proposal tied to the work rather than an arbitrary package.
Is advertising spend included?
No. Advertising spend is separate from Optvoo fees and is paid to the relevant advertising platform. The recommended budget depends on your market, objectives and available evidence.
What happens if we already have tools in place?
We first look for sensible integrations and improvements. Replacing software is not assumed; any technology fee is explained when managed software or infrastructure is needed.

Start with the question that matters most

Book a Growth Review and we will identify the right scope for your practice.

Book a Growth Review