Launch New Infusion Therapy Clinic; With Advisory Support, New Digital Presence, and Interim CMO Support

Recently, the founding team of a newly funded venture – a Houston-based, infusion therapy clinic  – engaged me to help them develop the business and establish a new brand and digital presence.

During our time together, I advised and supported the team as we worked across digital best practices, corporate and marketing strategy, go-to-market strategies, digital/online, corporate branding, content marketing, leads development, and more.  We launched the new brand and digital presence within a few weeks – allowing them to pivot efforts away from setup and begin to focus on promoting the business and attracting patients/customers.

We began the project with a set of discovery sessions and advisory support sessions to help the core team structure a solid foundation and approach. We collaborated through ad-hoc breakout sessions, check-ins, and support via phone, text, and email, and we worked in a completely transparent manner.

We set up a “shared folder” in Google Drive and packed it with necessary company-specific resources, roadmaps and guides, and outlines for new processes – all for current/future work across marketing strategy, SEO, content, branding, go-to-marketing, patient portal development, competitive analysis, tech/tools comparisons and best practices, and more. Working this way allowed us to establish a “container” for everything we did together, built up a structure for the new marketing/sales departments, and gave us a way to effectively collaborate across multiple strategy docs, “sandbox” exercises, content outlines, new processes, and more.

After successful delivery of “phase one” project work, we restructured our relationship into a new retainer-based, interim CMO approach for ongoing buildout “phase two” efforts. In our current setup, or “phase two”, I continue to advise them across marketing, sales, and operations but now also work behind the scenes to implement and connect various technologies (patient portal, payment system, CRM, marketing automation software, etc.), build up the content suite and expand content marketing efforts, scale up social media across platforms, and put in place a scaleable lead generation program to deliver leads to sales, and so on.


How Others Engage Me:


As Interim Executive

Need someone to step in as an interim C-Suite executive? A typical interim assignment lasts 3-9 months and can be used to fill a critical gap while you look for a suitable replacement… Continue reading

As Project Consultant

Have an idea but need to see if it has legs? Want to build up or improve a new business, practice group, department or new digital presence? I can support your strategic consulting needs and work with you on a project by project basis…Continue reading

As Part-time / Temporary

Need specialized skills and knowledge for a temporary period of time? Looking for a fresh perspective to help with strategic planning and cultural transformation? Or maybe you need to fill a vacant executive position while you do the search…Continue reading

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