7 fully-integrated phases. AI-powered automation. Deep EMR integration. White-glove done-for-you implementation. A private command center built just for your practice. This is the Streamlined 360°.
The Streamlined 360° isn't a course, a template pack, or a software license. It's a complete operating system built for your practice, deployed by our team, and run with you coaching at your side.
We don't send you a checklist and say "good luck." Our team builds every system, ports your phone number, migrates your website, and trains your staff. You focus on patients — we handle everything else.
Unlike any other agency, we connect directly to your Jane or PT Everywhere system — triggering pre-eval sequences, Google review requests at visit 4, and reactivation campaigns automatically based on real clinical data.
AI call analysis, transcript-based coaching, smart attribution dashboards, and lead scoring — all built into your system. You'll know exactly which marketing channels produce your highest-value patients.
Every client gets a personalized MyVault dashboard — their own login, their own analytics, their own hub for managing IVR, holiday campaigns, lead performance, and everything in between.
Our automations run 24/7, 365. Even after you graduate, your holiday campaigns launch automatically, your reactivation sequences follow up indefinitely, and your referral engine keeps generating word-of-mouth.
We've implemented this exact system across 100+ cash-based PT and OT practices. You're not a guinea pig — you're joining a proven framework backed by years of real-world results.
Click any phase to jump directly to it.
Capture every single call — even when you're with patients, closed, or slammed. We port your number, build your IVR, and configure every automation. You don't touch a thing.
Custom phone tree with intelligent routing. We handle complete porting and configuration — zero downtime, zero headache.
Instant follow-up within 60 seconds via text, voicemail, and email. Respond even when you're with a patient.
Real-time tracking of team availability. Calls honor PTO, lunch breaks, and busy status automatically.
Smart link system for 24/7 lead capture. Includes a branded subdomain (e.g. yourpractice.getintouch.today) for a professional touch.
See exactly which marketing channels bring your best patients — with pie charts, conversion rates, and ROI tracking that shows you where every dollar goes.
Landing pages, automated registration, email sequences, and conversion tracking for workshops. We build everything — you just run the event.
EMR-integrated screening forms with pre-conversion automations and intelligent follow-up sequences. Connects to Jane and PT Everywhere natively.
Beautiful pie chart dashboards showing your lead source breakdown, conversion rates, and ROI analysis in real time. Know what's actually working.
Custom high-converting website forms, lead magnets, and strategic opt-ins with automated follow-up and source tracking built in from day one.
Turn more leads into showing-up patients with custom video sequences, AI call intelligence, and automated multi-touch follow-up at every stage. This is where most practices leave massive money on the table.
The complete pre-call ecosystem — one manager controls your confirmation emails, 24hr reminders, 2hr reminders, and SMS for every single discovery call booking, automatically.
Your face, your voice — custom video drops into confirmation emails based on the prospect's specific situation (skeptic vs. first-timer).
3 template styles (Bold, Classic, Modern) — all customizable from your manager dashboard without touching GHL.
Confirmation, 24hr, and 2hr reminder texts — all automated, all branded, all managed from one place.
One webhook URL auto-populates 16 custom fields in GoHighLevel when a call is booked. Zero manual copy-paste.
AI-powered transcription analytics with real-time performance dashboards. Track conversions, identify patterns, and coach your team based on actual call data.
Pre-call, post-call, pre-eval, and post-eval video sequences with your face, voice, and clinic branding. Personal touch at scale = 2–3x higher conversions.
AI briefings map call transcripts to therapists before evals. Patients show up prepared. Therapists show up informed. No-shows become a thing of the past.
Quarterly reviews, strategic testing tracker, Cash PT Sales Audit tool, and customizable review frameworks. Measure, strategize, and continuously improve.
Track every evaluation, follow up at exactly the right time with exactly the right message, and use data to continuously push your conversion rate higher. This is the system most agencies don't even know exists.
Email sent that night while value is fresh. Text next morning to address buyer's remorse. Objection-based follow-up drives 65–75% conversions.
Track conversion outcomes, objections, and therapist confidence after every single eval — converted or not. This data is your coaching goldmine.
Two powerful modes: Essential Analysis (2 minutes) and Full Training Review for new therapists. Identify patterns, eliminate objections systematically.
Complete diagnostic framework with conversion checklist, revenue calculator, neurological framework, and objection handling guide. Diagnose any conversion issue.
Real-time eval-to-package analytics in your MyVault. Track conversion rates by therapist, identify objection patterns, review coaching insights — live.
Most agencies ignore patients after their first appointment. We built an entire ecosystem that turns every patient into a long-term revenue source — automatically, for years.
EMR-connected visit-based automations. Zero manual work required. Every trigger fires automatically based on real clinical progress.
Peak satisfaction timing. 30–40% response rate.
Referral request with shareable content. 15–25% referral rate.
Therapist-personalized goodbye + home exercise reminders.
Birthday, anniversary, seasonal reminders — indefinitely.
Our signature 8-email word-of-mouth referral campaign that turns your happiest patients into wellness ambassadors. They share $25 gift cards — you get warm, high-trust referrals without spending a dollar on ads.
Never miss a marketing opportunity. 22 holidays, fully automated. Smart scheduling, audience segmentation (leads vs. current vs. past clients), and automatic annual date updates — so you set it once and it works forever.
Automated 4-email sequence over 21 days, triggered at visit 4 via your EMR. Generates authentic 5-star reviews consistently — 30–40% response rate.
Re-engage dormant patients (30, 60, 90+ days inactive) using EMR smart lists. Warm "We Miss You" campaigns with comeback offers drive $42K+ in revenue every 6 months.
Manage every seasonal promotion, holiday offer, and time-based package from one central source. IVR, emails, landing pages, and SMS all pull from the same promo configuration — update once, it updates everywhere.
We built all these incredible systems — then we make sure your whole team can actually use them. Personal 1-on-1 training, automated onboarding, and SOPs for every role.
Automated daily, weekly, monthly, and quarterly task reminders for every role — CEO, Office Manager, Therapist, Admin, VA. Everyone knows exactly what to do today.
Complete pre-built training sequences, system access setup, role-specific SOPs, and automated check-ins. New team members are productive in under 7 days.
Comprehensive SOPs for every role and system, lifetime access to training videos, and quick-reference guides — all continuously updated as systems evolve.
Complete hiring support: job descriptions, interview templates, skills assessments, and seamless integration into existing workflows with role-specific training.
Phase 7 isn't a bonus — it's your gateway to predictable premium revenue and lifetime access to everything VMM builds going forward. No upsells. No additional fees. Ever.
Psychology-based 8-email reactivation sequence that generates $20K–$50K predictably every September from patients other practices consider "gone forever."
Your complete marketing and business hub. All templates, training materials, SOPs, strategic planning tools — continuously updated every month. Forever.
Pre-built workshop and injury screening templates that load instantly. Click duplicate, update details, go live. Branded URLs, QR codes, print-ready flyers, and complete GHL automation — auto-generated. Zero technical skills required.
Every Streamlined 360° client gets a completely personalized login to their own MyVault — a CEO command center built specifically for their practice. This isn't a shared portal. It's yours.
From MyVault, you manage everything: IVR staff schedules, holiday campaign content, promotional offers, performance dashboards, pre-call emails, post-eval tracking, hiring pipelines, and more — all in one place, all branded to your practice.
Not a generic dashboard. A purpose-built command center that operates every part of your Streamlined 360° system.
Real-time analytics: conversion rates by therapist, eval-to-package performance, lead source attribution, objection patterns, and revenue tracking — all live.
A dedicated command center for your practice team — CEO & Leadership, Front Desk, and Therapist portals all under one roof.
Your gamified 7-phase roadmap with audio messages, phase unlocking, progress tracking, and a direct line to your Systems Coach.
Manage confirmation emails, 24hr/2hr reminders, and SMS from one dashboard. Push all templates to GHL in one click.
Central source for all promotions — IVR, emails, landing pages, and SMS all pull from here. Update once, it updates everywhere.
22 holiday campaigns with a full content editor. Customize subject lines, email body, send times, and audience segments — for leads, current patients, and past patients separately.
We connect directly to your Jane or PT Everywhere account — triggering the right automation based on real clinical data. Visit counts, discharge dates, appointment types — all wired into your marketing.
You work with our AI-powered Avatar Strategy Guide to identify your top 3 patient types — runners, post-partum moms, CrossFit athletes, whatever makes sense for your practice.
We configure matching appointment types in your EMR (e.g. "Eval — Runner," "Eval — Pelvic Floor") so your system knows which avatar just booked and fires the right pre-eval sequence.
Visit 4 = Google review request. Visit 6 = referral campaign. Discharge = personalized goodbye sequence. Reactivation = smart list triggers. All from real EMR data. Zero manual work.
A realistic, white-glove timeline. We move fast because we've done this hundreds of times — but we never rush quality.
Complete your CEO Onboarding System, provide access credentials, and we initiate your GHL agency transfer. Your business profile becomes the single source of truth for your entire system.
Phone porting initiated, IVR configured, missed call automations deployed, workshop system built, attribution dashboard live. You start capturing every lead immediately.
Pre-call automation manager deployed, CEO video sequences recorded and live, Post-Eval tracking system configured, GHL workflows cloned and tested. Conversions start climbing.
Jane/PT Everywhere connected, visit-based automations live, Gift of Wellness campaign launched, holiday automation calendar configured, Google review engine running.
1-on-1 training for every team role, SOPs documented, onboarding sequences live, Deluxe Reactivation Campaign configured, VMM Vault fully unlocked.
All 7 phases fully deployed and integrated. Monthly check-ins, quarterly strategy reviews, and continuous system upgrades. Your automations compound and improve forever.
"I have spent almost $50,000 in the last several years on business coaching and I can say wholeheartedly that I have gotten more value from working with Chad than I did with any of the business coaching that I've done."
"We've gotten more website leads in the past 2 months than the past 4 years combined. The systems Chad built changed everything about how we attract patients."
"Chad and his team have been a crucial turning point for my business in terms of me getting more time back as an entrepreneur. The automation is next level."
"Instead of struggling through all of the setup, Dr. Chad and his team saved me a ton of stress, headache and energy. I was able to focus on what I do best — treating patients."
"We saw a significant improvement in our workshop conversions. The entire funnel — from landing page to follow-up — works exactly how it should."
"His ability to come up with great solutions has been nothing short of outstanding. The response time is hours, not days, and they implement things incredibly fast."
No à la carte surprises. No hidden setup fees. Everything needed to go from zero to fully automated is bundled in.
The Streamlined 360° is the only done-for-you system that covers every single revenue lever in your practice — from the first phone call to a patient who's been with you for years. See how it compares to VMM Lite.
100% Confidential · No Sales Pressure · Actionable Insights Guaranteed