Audit, Plan, Sprint: Your 90-Day Roadmap
The same three steps power both tracks - Preventative care and Marketing. Start where you are, and build momentum in 90 days.
Step 1: Audit
Where you are today - and where you could go:
- Services & demand: current offer, opportunities for prevention (Flexicare/Prevent/Prevent+), pricing boundaries
- Positioning & messaging: clarity test (5-second read), differentiation, proof assets
- Digital fundamentals: website CRO, forms, tracking, analytics health
- Local visibility: Google Business Profile, reviews (volume, quality, recency), local rankings
- Channels: organic search, paid search/social, referral activity
- Data: enquiry sources, conversion, pipeline quality; for prevention pilots - adoption/adherence proxies
Audit Outputs
- Audit scorecard + priority list (quick wins vs. strategic work)
- Risks & constraints (capacity, compliance, data gaps)
- Recommendation: Prevention, Marketing, or both - and the right support model
Step 2: 90-Day Momentum Plan
A practical, written plan with clear deliverables:
Goals & KPIs
Demand (enquiries/CPE), conversion (CVR), visibility (GBP metrics), trust (reviews/month), and - if relevant - prevention adoption & impact proxies.
Workstreams
Preventative care: design scope (Flexicare/Prevent/Prevent+), SOPs, training, collateral, Everfit integration (optional), pilot timeline.
Marketing: local SEO/GBP, reviews, paid search/social, website & CRO, content, email nurture.
Cadence
Weekly highlights; monthly deep-dive; quarterly retro & roadmap.
Resourcing
Who does what (your team vs. ours), with Coach / Do options.
Dashboard setup
Tracking, tags, and shared reporting views.
Step 3: Sprint & Optimise
Execute, measure, improve:
- Launch: Prevention pilot assets and/or campaigns (SEO/GBP hygiene, review prompts, landing pages, ads, CRO tests)
- Measure: Weekly highlights; track KPIs; remove roadblocks fast
- Optimise: Double down on what works; adjust messages, offers, and workflows
Reporting Cadence
- Weekly: shipped tasks, key movements, next week's focus (bulleted; 10-minute read)
- Monthly: deep-dive on KPIs, lessons, and priorities (shareable deck)
- Quarterly: retro and roadmap (what to stop/start/continue)
What you'll receive: Preventative Care
- Service blueprint (tiers, outcomes, inclusions, boundaries)
- SOPs & scripts; training workshop(s); quick-reference guides
- Client one-pager and landing page copy
- Everfit integration plan (optional) and reporting templates
- Adoption & outcome dashboards
What you'll receive: Marketing
- Local SEO/GBP action plan and optimisations
- Review system (ask flows, responses, cadence)
- Landing page/CRO improvements; testing plan
- Ads setup/QA (as scoped)
- Tracking & dashboards; content/calendar templates
Coach / Do - Choose your support model
Do (Managed)
We execute; you approve. Best for time-poor owners or teams with no in-house marketing.
Coach (Guided)
You execute; we guide, QA, and unblock. Best for teams with capacity but need expert direction.
Frequently Asked Questions
Can we do prevention and marketing at the same time?
Yes - many providers do. We'll right-size the scope so your team isn't overwhelmed.
What will you need from us?
Account access, a single decision-maker, and ~30-45 minutes/week for feedback. We handle the rest based on your chosen model (Coach/Do).
How quickly will we see change?
Expect quick wins in the first few weeks (GBP hygiene, review growth, CRO). Deeper shifts (brand clarity, prevention adoption) compound over 1-3 quarters.
Do you rebuild websites?
Only if needed. We prioritise message clarity and CRO; many results come without a rebuild.
How do we measure "people need less care"?
We track practical proxies (e.g., mobility sessions completed, reduced unplanned hours) and capture outcomes in testimonials and reviews.
Can you work with our in-house marketer?
Absolutely - Coach may be perfect, with targeted Do modules if needed.
Ready to start?
Start with an audit | Book an exploratory call
Download the Preventative Care Playbook | Download the Care Growth Playbook