12-Month Plan · Altus Pediatric Billing

New Growth
Partnership.

An 11-month engagement built to compound. Monthly strategy, content, SEO & reporting — with a rotating quarterly focus that aligns to your EOS cadence and moves the needle.

Client
Altus Pediatric Billing
Contacts
Emily & Andrea
Term
11 Months · May '26 → Mar '27
2026  —  01 / 11 Prepared for Altus
Monthly Partnership
Always
On.
Strategy · Content · SEO · Reporting
Never stops.
Rotates Each Quarter
Add-On
This quarter
Add-On
This quarter
Introducing · The New Model

Monthly Partnership
+ Add-Ons.

A steady monthly partnership, plus two add-ons each quarter that flex to where growth needs attention.

  • Predictable base — the core work never stops
  • Flexible add-ons — match the quarter's priority, not last year's assumptions
  • Same team, all year — the strategist who knows your pipeline does the work
Included Every Month

The Monthly Partnership, Always On

Fixed every month for all 12 months — the steady base underneath the quarterly add-ons.

Strategy & Reporting
  • 60-min monthly strategy call
  • Monthly goal-aligned report: new leads, Emily's LinkedIn growth, newsletter subs, AI-engine citations
  • Quarterly business review — EOS-aligned
  • HubSpot pipeline review + list hygiene
  • Forms, workflows & landing pages built by us on request
Content & Social
  • 4 social posts / month (LinkedIn)
  • 1 blog post / month
  • 1 email campaign / month
  • Nurture sequence monitoring
SEO · AEO · GEO
  • Full SEO program (ongoing)
  • AEO — answer engine & featured snippet optimization
  • GEO — get cited by ChatGPT, Claude & Perplexity
  • Google Business Profile + website hosting
Need something built in HubSpot or on the site? Email the team — faster than doing it yourself.
Partner Perks
↻Annual Website Redesign
One full rebuild per contract year on your timing — built in our new AI-powered platform, so changes ship in hours, not weeks.
§Case Studies, Ongoing
Client interviews, writing, and publishing — rolled into the program all year.
✦Speaker Support Bonus
Pairs with any Landing Page add-on — submission packets, speaker pages, recap content.
The Menu

The Add-On Catalog

Pick two each quarter — matched to what'll move the business next. Click any tile for details.

Swap add-ons at your EOS quarterly review as priorities shift. Need a third some quarter? Talk to us — we'll usually find a way.
The Next Level

The Whole Year, One View

Four quarters, eight add-ons, one partnership — aligned to your EOS fiscal calendar.

1
Primary Goal
Generate new leads & business
2
Secondary Goal
Grow Emily's LinkedIn for speaking opportunities
3
Third Goal
Increase email subscriber count
Q2 '26
May – Jun · 2 mo kickoff
Reset Foundation
CRM Automation
Webinar Creation
Q3 '26
Jul – Sep
Lead Capture & Emily's Reach
Lead Gen + Nurture
Podcast Support
Q4 '26
Oct – Dec
Webinar + Retargeting
Webinar Creation
Meta Ads (Retargeting)
Q1 '27
Jan – Mar
Optimization & Scale Prep
Interactive Tool
Custom Landing Pages
Q2'26
May – Jun 2026 · 2-month kickoff

Reset Foundation

Two-month launch block: rebuild the site, ship the May webinar, and clean up HubSpot so the rest of the year compounds.

Add-Ons This Quarter

CRM Automation
HubSpot audit, pipeline cleanup, lead backfill, and two new nurture sequences built and live.
Webinar Creation
May 6 webinar — full production including promo sequence, registration page, slides, live support, and replay follow-up.
★
Partner Perk
Annual Website Redesign
Included — Q2 kicks off a full rebuild in our AI-powered platform, redesignable once per contract year.
★
Long-Time Client Bonus
Emily's Speaker Site, Kit & Book Page
Custom speaker website, a full speaker kit, and a dedicated landing page for Emily's book — all built in June alongside the main redesign.
MAY
Conversion-Focused Redesign Kickoff
  • Website redesign kickoff — wireframes, copy, form strategy Partner Perk
  • May 6 webinar — full production + promo + registration
  • HubSpot audit: pipeline cleanup, segmentation plan, nurture gap map
  • Subscriber growth plan: exit-intent, inline opt-ins, content upgrades scoped
JUN
Build, Ship & Speaker Site
  • Website build + launch by end of month
  • Exit-intent popup, inline signup CTAs + blog content upgrades live
  • 2 HubSpot nurture sequences built + live; leads backfilled
  • Emily's speaker site, speaker kit & book landing page built Client Bonus
  • Client interview outreach; case study #1 drafted
Q3'26
Jul – Sep 2026

Lead Capture & Emily's Reach

Ship the lead magnet and its nurture path, then start the podcast engine that grows Emily's thought-leader following and feeds speaking inquiries.

Add-Ons This Quarter

Lead Gen + Nurture Sequence
Pediatric-billing lead magnet (benchmark guide or self-assessment), its delivery page, and a 5-email nurture that walks downloaders toward a discovery call.
Podcast Support
Production, clips, and distribution for Emily's podcast guest appearances + booked-guest outreach — the accelerator for speaking opportunities.
JUL
Magnet Build & Podcast Kickoff
  • Lead magnet topic locked + drafted from conference transcripts
  • Magnet delivery page — strategy & copy (part of Lead Gen add-on)
  • Podcast guest list identified; outreach packet built for Emily
  • Email list segmented by FTE / practice type
AUG
Launch & Amplify
  • Lead magnet + delivery page go live
  • 5-email nurture sequence built & live in HubSpot
  • First podcast appearances recorded + clips distributed
  • Emily's LinkedIn Newsletter launched
SEP
Mid-Year Audit & Optimize
  • Pipeline + conversion rate audit
  • Nurture sequence optimization pass
  • Podcast content multiplied — 2-3 clips per episode
  • Case study #2 published
Q4'26
Oct – Dec 2026

Webinar + Warm-Audience Retargeting

Second webinar of the year, paired with Meta retargeting that stays in front of your warm audience — webinar attendees, magnet downloaders, and site visitors all pulled back into the funnel.

Add-Ons This Quarter

Webinar Creation
Second webinar of the year — full production, promo sequence, registration page, slides, live support, and replay follow-up.
Meta Ads — Retargeting
Facebook/Instagram retargeting to warm audiences only (webinar attendees, magnet downloaders, site visitors, email list). Small budget — typically $500–1K/mo at cost, billed directly to your Meta account.
OCT
Pixel, Audiences & Webinar Kickoff
  • Meta pixel + CAPI configured; warm audiences built
  • Webinar topic & date locked; promo plan set
  • Retargeting creative set — webinar signup, magnet, book
  • Newsletter + LinkedIn push toward webinar signup
NOV
Webinar & Retargeting Live
  • Webinar — full production, registration page, 3-email promo
  • Retargeting campaigns live across Facebook + Instagram
  • Post-webinar replay + follow-up sequence deployed
  • Emily's LinkedIn Newsletter — Nov edition
DEC
Q4 Review & Year-End
  • Retargeting performance review — cost-per-result, ROAS
  • Lead quality + conversion review
  • Holiday retention email campaign
  • Case study #3 published; year-end performance summary
Q1'27
Jan – Mar 2027

Optimization & Scale Prep

Build the interactive tool that becomes the top-of-funnel engine, optimize what's working, and tee up the next chapter.

Add-Ons This Quarter

Interactive Tool
FTE billing calculator, practice assessment, or quiz — built into the site to capture leads and qualify fit while you sleep.
Custom Landing Pages
Campaign page for the tool + a conversion-focused entry point for newsletter / speaker-site cross-promo traffic.
JAN
Plan What's Next
  • Annual content calendar drafted
  • Interactive Tool scoped: question, inputs, results logic
  • Case study #4 + stats refresh
  • Lead magnet distribution + speaker-site cross-promo driving newsletter growth
FEB
Build & Preload
  • Interactive Tool build in progress
  • Website refresh: cases, stats, testimonials
  • Q2 '27 nurture content preloaded
MAR
Launch, Review & Renew
  • Interactive Tool + campaign landing page go live
  • Full-year performance review
  • Next-chapter strategy document
  • Speaking calendar locked
  • Renewal decision
Every Sprint · All Year

Running Workstreams

These keep humming regardless of the quarterly add-on rotation.

→
Monthly HubSpot pipeline review with Andrea + Emily
→
Monthly reporting: traffic, leads, email, social
→
Ongoing social media management
→
Emily's personal brand — LinkedIn + Instagram reach amplification
→
Emily's LinkedIn Newsletter — monthly edition, built to scale on-platform
→
Nurture sequence monitoring & optimization
→
Website hosting + monthly updates
→
Full SEO · AEO · GEO program (keyword tracking, snippets, AI citations)

Questions?

What's Included
How We Deliver
SEO · AEO · GEO Program Levels

What's Included in Each Level

Classic SEO plus AEO (Answer Engine Optimization) and GEO (Generative Engine Optimization) — so you show up in Google and in ChatGPT, Claude, Perplexity & Gemini. Altus is on the Growth — Full SEO tier.

Capability FoundationSEO Fundamentals GrowthFull SEO ScaleComprehensive SEO
On-Page & Technical
Title tags, meta descriptions, headers, alt text✓✓✓
Site speed, mobile, sitemap, robots.txt✓✓✓
Google Search Console setup + monitoring✓✓✓
Full site audit with automated issue detection + fixes—✓✓
Schema markup (FAQ, HowTo, Organization)—✓✓
Core Web Vitals optimization—✓✓
Multi-location, international, JS rendering audit——✓
Content & Keywords
SEO-aligned content briefs for blog posts✓✓✓
Keyword tracking25–50100+200+
Topical mapping + competitor content gap analysis—✓✓
Full editorial calendar + historical content refresh——✓
AEO — Answer Engine Optimization
FAQ & HowTo schema targeting featured snippets—✓✓
Conversational / question-based content (People Also Ask)—✓✓
Zero-click & voice search structuring—✓✓
SERP feature tracking (snippets, PAA, knowledge panel)——✓
GEO — Generative Engine Optimization
LLM-friendly content structure (clear claims, sources, dates)—✓✓
llms.txt + AI crawler access configuration—✓✓
Entity / brand consistency across the web—✓✓
Citation tracking in ChatGPT, Claude, Perplexity, Gemini——✓
Authority content seeding to AI-referenced sources——✓
Local & Authority
Google Business Profile setup + optimization✓✓✓
Local citation building + review generation strategy—✓✓
Outreach-based link building—✓✓
PR-driven backlink campaigns, guest posting, competitor monitoring——✓
Reporting
Rank reporting cadenceMonthlyBi-weekly w/ insightsWeekly + exec dashboard
AI citation & answer-engine visibility report—✓✓