Kickoff Call Mental Health · Multi-State

Let's diversify the patient
acquisition engine — beyond
a single paid channel.

Today we align on scope, audit priorities, and the path to cut paid dependency — so we can present a focused, high-leverage growth plan for MindRx at the end of our two-week trial.

About
MindRx is a psychiatric and behavioral health practice operating across Oregon and Washington, founded nearly five years ago by Anthony Grippo. The practice runs a W2 employment model with 13+ active providers (and 3 more onboarding) — accepting virtually every commercial insurance payer — and deliberately balances new-patient intake against provider capacity so every clinician carries a full patient load. With 200+ Google reviews at the flagship location, same-day or next-day appointment availability, and a deep regional reputation, MindRx competes on access, trust, and clinician quality against 1099-model national chains.
60
Minutes
9
Sections
2 Wk
Trial Audit
OR · WA
States
Your Engagement
$10k/mo
Senior Growth Marketer + MH-1 Platform
Two-Week Trial · Two Meetings
DAY 1
Kickoff today · audit kicks off · access flowing
DAY 7
Meeting 1 · Business Review — channel-by-channel audit findings
DAY 14
Meeting 2 · 30-60-90 Plan — path forward + goals for next 3 months
DAY 15
Execution begins on the lead channel
One senior marketer + the MH-1 platform ships at the pace of a four-person agency team.
Section 1 · 5 min
Today's Agenda
Nine topics · 60 minutes · one outcome: everyone aligned on scope, constraints, and next steps for MindRx
01
Intros & Context
Who's on both sides, how we got here
5 MIN
02
Your Engagement
$10k/mo · what's covered · trial structure
5 MIN
03
Partnership Scope
Channels MH-1 audits + what stays internal
5 MIN
04
Org Structure
Anthony's team + MH-1 + existing vendors
5 MIN
05
MH-1 Team
Growth Marketer + MH-1 leadership + platform
5 MIN
06
Discovery Questions
Compliance, patients, audience, referrals
10 MIN
07
Tech Stack & Access
What exists, what we'll need, brand assets
10 MIN
08
Working Together
Comms, cadence, decision flow
5 MIN
09
What Happens Next
Two-week audit → focused growth plan
10 MIN
Section 2 · 5 min
Your Engagement
$10k/mo to start — focused, high-leverage, designed to prove value before scaling. The two-week trial covers a full audit so we know exactly where to spend the energy.
Growth Marketer + MH-1
Show value first.
Scale up only when proven.
$10k
PER MONTH
A senior growth marketer takes on the highest-leverage channel surfaced by the audit, powered by the MH-1 AI platform to do more than a typical single hire. Strategy oversight from MH-1 leadership. Built so MindRx can prove ROI on a new channel before committing more — and expand later if the audit reveals it's worth doing more, faster.
What $10k/mo Includes
→1 senior growth marketer focused on top-priority channel
→MH-1 AI platform — content, research, campaign scaling
→Strategy oversight from MH-1 leadership
→HIPAA-compliant ad copy & landing experiences
→Monthly performance reporting
2-Week Trial · Two Meetings
→Full channel + SEO/AEO audit · competitive scan
→Day 7 · Business Review — channel-by-channel findings
→Day 14 · 30-60-90 Plan — channel detail + goals for next 3 months
→Recommendation on Cardinal Marketing — keep, transition, or rebuild
→HIPAA / behavioral health ad-policy guardrails
Why Start Focused
Anthony has been here before — agencies that audit, recommend, then under-deliver. Starting at $10k/mo, on one channel, makes it easy to see whether the work is moving the needle on patient acquisition before anything bigger is on the table.
Path to Scale
If the audit reveals a bigger opportunity than one channel can capture — or once the focused work proves ROI — we layer in additional co-pilots (paid, content, lifecycle, referral) and a fractional CMO. No re-pitch needed; we just expand the team.
Most agencies take 6–8 months to deliver what we ship in 2 weeks. The MH-1 platform is the multiplier that lets a single senior marketer execute at the pace of a full team — we want MindRx in market faster than anyone else can promise.
Section 3 · 5 min
Partnership Scope
During the trial we audit everything; in production we focus where the leverage is highest — typically SEO/AEO + the existing paid channels
Channels MH-1 Audits + Owns
SEO + AEO (AI Search Presence) Likely Lead Channel
Paid Search (Google Ads) Audit + Optimize
Paid Social (Meta / Instagram) Audit + Optimize
Analytics & Attribution Build + Own
Strategy Leadership Growth Marketer + MH-1
Future Scope (If Engagement Expands)
Content + Social Media Add at Scale
Lifecycle / Patient Email Add at Scale
Referral & Affiliate Network Add at Scale
Not In MH-1 Scope
Clinical / HIPAA Compliance Review Internal / Legal
Provider Credentialing & Hiring Anthony's Team
Patient Intake / Insurance Verification Internal Team
In-Clinic Patient Experience Provider Team
MH-1 Is Responsible For
→Growth strategy and execution leadership across both states
→HIPAA-compliant ad copy and landing experiences
→Building SEO + AEO so MindRx wins local "psychiatrist near me" + LLM searches
→Auditing the existing Cardinal Marketing engagement and recommending continue/transition
→Analytics, attribution, and patient-acquisition dashboards
→Delivering full GTM plan after the two-week trial
Anthony's Team Provides
→Read-only access to all existing ad accounts, analytics, EHR, CRM
→Provider availability for content (video, blog, expert quotes)
→Approval on patient-facing copy under HIPAA + insurance constraints
→Provider load / capacity signals so we don't over-drive intake
→Timely approvals on creative and copy (24-hr SLA)
End-of-Trial Deliverable
At week 2 we present the full audit, channel-by-channel findings, and a focused 30/60/90 plan at $10k/mo. If the audit shows a bigger opportunity than one channel can capture, we'll show what an expanded scope would look like — but the default is starting focused.
Section 4 · 5 min
Organizational Structure
Anthony leads MindRx — MH-1 slots in as the growth & digital engine, working alongside the clinical practice and a future referral motion
A
Anthony Grippo
Founder & CEO — MindRx
5 years building MindRx · Based in Portland, OR · 13+ provider team
MindRx Practice
CLINICAL · OREGON + WASHINGTON
Owns
→13+ active providers (3 onboarding, 1 interviewing)
→W2 employment model · all major insurance payers
→Patient intake, scheduling, in-clinic experience
→Provider credentialing (120-day cycles with payers)
Constraint
Two-sided marketplace — patient demand must match provider supply so every clinician carries a full panel.
MH-1
GROWTH MARKETER · GROWTH ENGINE
Owns at $10k/mo
→Lead channel execution — likely SEO/AEO
→Paid Google + Meta audit and optimization
→Analytics, attribution & reporting
→MH-1 platform multiplies single-marketer output
→Strategy oversight from MH-1 leadership
Team (via MH-1)
Senior Growth Marketer MH-1 Platform Supporting Cast (Jarred + Josh)
Referral Network
PCPs · WELLNESS · FUTURE
Focus
→Primary care physicians + general practitioners
→Acupuncturists, chiropractors, wellness providers
→Lower-cost acquisition vs. paid social/PPC
→Long-tail trust building in OR + WA markets
When It Activates
A scoped expansion — not the starting motion. We layer this in once the focused growth marketer has proven traction on the lead channel.
Section 5 · 5 min
Your MH-1 Team
A senior Growth Marketer leads the engagement paired with the MH-1 platform — backed by Jarred and Josh as the supporting cast across strategy, operations, and engineering
Core Team — $10k/mo
GM
Senior Growth Marketer DEDICATED · ENGAGEMENT LEAD
Owns the lead channel surfaced by the audit — likely SEO/AEO based on the local market opportunity. Strategy + execution under one person, no hand-offs.
MH-1 AI Platform MULTIPLIER
Content, research, campaign scaling at the pace of a four-person team. The reason $10k/mo goes further than a typical solo hire.
Supporting Cast
J
Jarred
MH-1 Strategy & Operations
J
Josh
MH-1 Technical Lead
Your Team
A
Anthony Grippo
Founder & CEO
MindRx · Portland, OR
Provider Team
13+ Clinicians
Available for content + expert quotes
Cardinal Marketing
Existing Vendor
SEO + PPC (under audit review)
Section 6 · 10 min
Discovery Questions
What we need to know to focus the audit and propose the right lead channel at Day 14
⚠ Compliance & HIPAA
→Any HIPAA-specific marketing copy guidelines or attorney review process?
→Have Google Ads or Meta accounts been flagged or restricted historically?
→Any specific behavioral health advertising rules unique to OR or WA?
→Insurance-payer constraints on what we can claim about coverage?
→Any previous campaigns that ran cleanly without compliance flag issues?
Business & Patients
→Current monthly new-patient volume — by location and provider?
→Avg patient LTV by service line (psychiatry, therapy, med mgmt)?
→Where are patients coming from today — paid, organic, referral, word of mouth?
→Cost per acquired patient on Google Ads vs. Meta today?
→What share of intake is insurance-verified before a first visit?
→Provider capacity ceiling — when does demand outpace supply?
Audience & Content
→Target demographics — age, condition mix, insurance type?
→Which providers are willing to appear in video / educational content?
→Are there existing patient testimonials (with consent for use)?
→Top patient questions / objections at intake — material for content?
→What existing brand assets exist — logos, photography, brand guidelines?
→Which differentiating message resonates most — same-day access, W2 model, insurance breadth?
★ SEO + AEO (Likely Lead Channel)
→What keyword rankings does Cardinal Marketing report today?
→Has anyone evaluated AEO / AI search visibility (ChatGPT, Perplexity, Claude)?
→What share of new patients today come via organic search vs. paid?
→How many local landing pages exist by city, condition, provider?
→What's the publishing cadence on the blog (if any)?
→Are Google Business Profiles claimed and optimized at all locations?
Brand Assets
→Do brand guidelines exist? (colors, fonts, logo usage, tone of voice)
→Is there a positioning brief or messaging framework we can reference?
→What imagery exists? (clinic, providers, lifestyle, patient stories)
→Any existing video — provider explainers, clinic walkthroughs, testimonials?
→Existing ad creatives from Cardinal Marketing or prior agencies to learn from?
→Where are brand assets stored? (Google Drive, Dropbox, internal server?)
Tech & Data
→EHR / patient management platform in use?
→Is GA4 or another analytics tool tracking the website today?
→Email platform in use? Any existing patient flows or newsletters?
→Who manages the website — internal, Cardinal, another vendor?
→Call tracking on inbound patient inquiries (CallRail, etc.)?
→Which existing referral relationships (PCPs, wellness) already drive patients?
Section 7 · 10 min
Access & Assets We'll Need
Everything we'll request access to after today — platforms, accounts, and brand materials
Google Ads
Active — Cardinal Marketing managing PPC + SEO
Status: Active — needs audit & potential transition
Meta Ads (Facebook / Instagram)
Active paid social — primary patient acquisition channel
Status: Audit needed — high spend, single point of failure
SEO / Content
Active via Cardinal — results unclear after 5 yrs
Status: Full ranking + content audit needed
★ AEO (AI Search / ChatGPT)
Win local "psychiatrist near me" queries in LLMs
Status: Not built — biggest local opportunity
Email / Lifecycle
Patient nurture, re-engagement, referral request flows
Status: Confirm platform — likely underutilized
GA4 / Analytics
Website tracking, conversion events, attribution
Status: Confirm existing — gaps to close
Social Media
Instagram, Facebook, YouTube, LinkedIn — provider-led
Status: Underdeveloped — content strategy needed
Website
mindrxgroup.com — multi-state, multi-provider
Status: Full CRO + technical SEO audit needed
EHR / Patient System
Patient records, intake, insurance verification
Status: Confirm platform — integrate with marketing
Brand Guidelines & Assets
Brand Guidelines
Color palette, typography, logo usage, tone of voice
Status: Confirm if exists
Brand / Strategy Docs
Positioning briefs, messaging frameworks, value props
Status: Share if available
Imagery & Photography
Clinic, providers, lifestyle (with consent), brand shots
Status: Needed for ads + social
Video Content
Provider explainers, clinic walkthroughs, testimonials
Status: Inventory what exists
Section 8 · 5 min
Working Together
How we communicate, report, and stay aligned — especially during the two-week audit
Communications
Slack + Email
Slack for day-to-day questions and quick approvals (response <4 hrs).
Email for strategy docs and formal approvals (<12 hrs response).
Reporting
Weekly During Trial
Weekly audit progress updates during the 2-week trial. Post-trial: monthly performance dashboards. Quarterly QBR.
Meeting Cadence
Weekly During Trial
One sync per week during the 2-week audit to share findings and check alignment. Plan presentation at Day 14. Post-trial: weekly or bi-weekly per Anthony's preference.
Doers, Not Consultants
Execution > Decks
Anthony was clear — he's tired of agencies that audit and recommend without executing, and he's flagged comms quality as a make-or-break. The same team that builds the plan ships the work.
Section 9 · 10 min
What Happens After Today
Two-week audit → focused growth plan at $10k/mo — value first, expansion only if proven
01 Days 1–7 · WORK
Foundation & Audit
→Kickoff complete — all access granted
→Deep audit: Google Ads, Meta, GA4, Cardinal SEO scope
→Competitive research — local OR/WA mental health market
→HIPAA / behavioral health ad-policy guardrails
→AEO scan — MindRx visibility in ChatGPT / Perplexity / Claude
02 Day 7 · MEETING 1
Business Review
→Channel-by-channel audit findings
→Where MindRx stands today — paid, SEO, AEO, lifecycle
→What's working, what's broken, where the upside is
→Cardinal Marketing assessment — keep, transition, rebuild
→Lead channel recommendation for Day 14 plan
03 Day 14 · MEETING 2
30-60-90 Day Plan
→Channel-by-channel path forward
→What we'll ship in Month 1, Month 2, Month 3
→KPIs and reporting cadence locked in
→Anthony approves — execution starts Day 15
→What we'd layer in if/when proven
After Day 14 — Three Possible Paths
→
Continue at $10k/mo
The default path. Growth Marketer + MH-1 platform executing the focused plan on the lead channel — month to month, scale up when ready.
↑
Expand if Proven
Once results are landing, layer in additional co-pilots (paid, content, lifecycle, referral) and a fractional CMO. We just expand the team — no re-pitch needed.
×
Walk Away
If the plan isn't a fit at Day 14 — for any reason — full refund on the trial. No obligation, no hard feelings.
100% No-Risk Trial
If at Day 14 the plan isn't the right fit — for any reason — you get a full refund on the trial. No obligation, no hard feelings. We're confident enough in what we deliver to take that risk. We've had a 100% trial success rate.