STRATEGY AND AUDITS FOR PROVIDERS
Marketing Strategy and Audits and Mental Health Professionals
Find out exactly what's holding your practice back.
We audit every part of your marketing: your website, SEO, social media, funnels, Psychology Today profile, and business financials and hand you a clear, prioritized roadmap. No fluff. Just answers you can act on.

Most practices are not struggling because of a lack of effort.
They are struggling because of a handful of fixable problems nobody has pointed out yet.
You can spend years posting on Instagram, tweaking your website, and wondering why nothing is working or you can spend a few hours finding out exactly what is wrong and fixing it in the right order.
That is what our audits do. Each one goes deep on a specific part of your marketing, scores what we find, and gives you a written report with specific recommendations you can implement yourself or hand to us.
No generic checklists. No surface-level observations. Real findings about your practice.
Specific and prioritized. Every audit returns a scored report with findings ranked by impact so you know exactly what to fix first and what can wait.
Written for your field. We only work with mental health professionals. We already understand your practice model, your ethical constraints, and how your ideal clients search and decide.
Actionable immediately. You do not need to hire us to use your results. Every recommendation is written clearly enough to implement yourself, pass to a web person, or bring back to us.
HOW WE HELP YOU
A la carte options.
STRATEGY
Social Media
TikTok Content Strategy
TikTok isn't as scary as it looks, and it's one of the easiest platforms to grow organically without paying for ads. If you're in the wellness space, your audience is already there waiting for you.
AUDIT
Sales Funnel
Sales Funnel Audit
You might have a funnel already - a freebie, a landing page, an email sequence, but if it's not converting, something in the chain is broken. We map your entire funnel from opt-in to purchase and tell you exactly where people are dropping off, what's killing conversion at each step, and what to fix first to start seeing sales.
AUDIT
Business
Business Audit
Want someone to review your P&L, help you identify new revenue streams, or take a holistic look at your practice's financial health? Our business audit goes beyond marketing - it's a strategic overview of your entire business, designed to help you grow sustainably and profitably.
STRATEGY
Social Media
Social Media Strategy Session
If you're spending time and energy on social media and not seeing a return, this is for you. We work with our strategist to figure out exactly what isn't working across TikTok, Instagram, LinkedIn, Facebook, and Pinterest - and build a clear plan to fix it.
INSTAGRAM | TIKTOK | FACEBOOK | LINKEDIN | THREADS
AUDIT
Website
Website Design Audit
A full review of your website with specific recommendations on how to improve your copy, design, page format, branding, and messaging. We look at your site through the eyes of a potential client and tell you exactly what's making them leave - and what would make them book.
STRATEGY
Passive Income
Passive Income Strategy Session
Your expertise is worth more than what your calendar allows. If you want to launch a course, a group program, a workbook, or a digital product, but don't know where to start or what will actually sell - this session maps out your passive income path from your existing knowledge to a launched, monetized offer.
STRATEGY
Business
Business Strategy Session
A focused, one-on-one session with Jaclyn to work through whatever is holding your practice back. Whether that's a ceiling on revenue, a team that's grown faster than your systems, a pivot you're afraid to make, or simply not knowing what to prioritize - this session is built to get you unstuck and moving with a clear plan.
AUDIT
Google Ads
Google Ads Audit
Already running Google Ads but not sure they're working as well as they should? We review your current campaigns end-to-end and tell you exactly what to change to lower your cost-per-click, improve your quality scores, and get more bookings from your ad spend.
AUDIT
Website
Website SEO Audit
A deep dive into your website's SEO health - covering technical issues, on-page optimization, backlinks, traffic sources, keyword usage, and page speed. We identify exactly why you're not ranking and what it would take to get you to page one.
Questions providers ask us about strategy.
Straight answers. No jargon. If you still have questions after reading these, that's what the free consult is for.
What's the difference between an audit and a strategy session?
An audit evaluates a specific marketing asset: your homepage, blog post, Psychology Today profile, or freebie - and returns a scored report with specific recommendations. A strategy session is a live conversation about your broader marketing direction. Both are available and serve different needs.
How do I know which audit to start with?
Start where you feel the most uncertainty or where you're losing the most potential clients. If nobody's finding you, start with the homepage audit. If people find you but don't contact you, start with your Psychology Today or service page. If you have an email list that isn't converting, start with the freebie or funnel audit.
Can I run more than one audit?
Yes. Many clients run multiple audits to get a complete picture of their marketing. Each audit covers a different asset, so the results compound - fixing your homepage and your Psychology Today profile together typically has a bigger impact than either one alone.
What happens after I receive my audit results?
Your report includes specific recommendations for every category that scored below a 3. You can implement them yourself, hand them to someone else, or work with our team through one of our pro services. There's no obligation to do anything furthe
What if I'm not sure which service I need after the audit?
Book a free consultation. We'll review your audit results with you and help you figure out the most impactful next step. There's no pressure to purchase anything - the goal is to make sure you leave with clarity.