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Consultative Services

Strategic Marketing Advisory for Surgical Practices

Your practice administrator is excellent at operations, but marketing isn’t their specialty. You don’t need another full-time employee, but you do need an experienced advisor who understands marketing, knows what works, and can guide your team to execute effectively.

Our consultative services give you over 25 years of surgical practice marketing expertise, without the overhead of hiring a marketing director.

Is Strategic Consulting Right for Your Practice?

Not all practices need consultative services, but here are a few scenarios in which you might benefit from it.

Scenario #1: You Have In-House Marketing Staff

Your practice has a marketing coordinator or administrator who can execute tactics like social media posts, website updates, etc. However, they don’t have experience with surgical practice growth and need strategic direction on what they should be doing.

What you get:

Strategic oversight, campaign planning, and expert guidance while your team does the implementation.

Scenario #2: Your Marketing Needs Are Specific or Seasonal

In some cases, you might only need strategic input for a clearly-defined project with a start and end date. This might include things like introducing a new procedure, adding a new surgeon, or opening a new location.

What you get:

Project-specific strategy and planning without committing to a monthly plan.

Scenario #3: You Want to Build Internal Capability

You might be ready to start building an internal marketing staff, but you need assistance with building internal processes and/or training on marketing a surgical practice (particularly with regard to HIPAA compliance and other regulations).

What you get:

Training, process development, and ongoing mentorship to build a sustainable, capable, and confident marketing team.

Strategic Consulting Package for Surgical Practices

Below are the types of consultative packages we offer at P3. Not sure what you need? We can set up a call to discuss your needs and recommend the best package for you.

1. Practice Growth Strategy Development

A comprehensive 12-month marketing roadmap tailored to your practice goals.

  • Market analysis: Your competitive landscape, patient demographics, referral patterns
  • Current assessment: What’s working, what’s not, where the gaps are
  • Goal definition: Determine what defines “success” for your practice
  • Channel prioritization: Which marketing tactics will deliver the best ROI for your practice
  • Budget allocation: How to distribute your marketing investment across channels
  • Implementation timeline: Phased rollout plan with milestones and metrics
  • Success metrics: KPIs to track progress toward your goals

What you’ll know after this engagement:

  • Exactly which procedures to market and why
  • Which marketing channels to invest in (and which to avoid)
  • How much to budget for each marketing activity
  • What timeline is realistic for seeing results
  • How to measure success

Perfect for: Practices starting from scratch or completely revamping their marketing approach

2. Competitive Intelligence & Market Positioning

Deep analysis of your competitive landscape and strategic positioning recommendations.

  • Competitor identification: Other surgeons in your market (hospital-employed, private practice, ASC-based)
  • Competitive assessment: Their marketing strategies, online presence, strengths/weaknesses
  • Differentiation opportunities: How to position yourself against competitors
  • Messaging strategy: What to emphasize in your marketing

This answers questions like:

  • Who are my real competitors? (Not just who you think)
  • What are they doing that’s working?
  • Where are the gaps I can exploit?
  • How should I position myself differently?
  • Which procedures are underserved in my market?

Perfect for: Practices in competitive markets or planning to expand into new subspecialties.

3. Website Strategy & Content Planning

Complete website strategy and content roadmap (you handle the execution).

  • Site architecture: Information hierarchy, navigation structure, page organization
  • Content audit: What to keep, update, consolidate, or remove from current site
  • Content gap analysis: Missing pages and topics you need to rank in search
  • SEO strategy: Keyword targeting, technical optimizations, linking structure
  • Conversion optimization: CTA placement, form design, user journey mapping
  • Content calendar: 12-month editorial plan with topics and timing

What you’ll get:

  • Blueprint for your team (or web developer) to build/rebuild your site
  • Content specifications for every page
  • SEO keyword targets
  • Conversion optimization plan

Perfect for: Practices with internal web staff or working with a web developer who needs clear direction.

4. Practice Acquisition/Partnership Marketing Due Diligence

Marketing assessment and integration strategy for practice mergers or acquisitions.

  • Digital asset audit: Website, social media, online reputation, SEO value
  • Brand equity assessment: How valuable is their brand/reputation?
  • Marketing spend review: What they’re paying and whether it’s worth it
  • Integration strategy: How to merge marketing without losing patients
  • Rebranding plan: If/how to transition to unified brand

Critical questions this answers:

  • Is their marketing infrastructure worth anything?
  • Will we lose patients if we rebrand?
  • What marketing contracts are we inheriting?
  • How do we integrate without disrupting patient flow?

Perfect for: Groups acquiring other practices or surgeons joining larger groups.

5. New Surgeon Launch Strategy

90-day marketing plan for a surgeon joining your practice or starting independently.

  • Personal brand development: Positioning strategy and messaging
  • Digital presence setup: Recommendations for website, social media, review profiles
  • Announcement strategy: How to announce to referral network and community
  • Content priorities: What to create first for maximum impact
  • Advertising quickstart: Initial campaigns to generate early patient flow
  • Networking roadmap: Which relationships to build first

What you’ll have:

  • 90-day action plan to build the surgeon’s practice
  • All the messaging and positioning defined
  • Clear prioritization of marketing activities

Perfect for: Groups hiring new surgeons or surgeons starting their own practices.

6. Ongoing Strategic Advisory (Monthly Retainer)

Continuous strategic support and guidance on a monthly basis.

  • Monthly strategy sessions: 2 hours of consultation time per month
  • Unlimited email/phone support: Quick questions answered between meetings
  • Campaign review: We evaluate your marketing initiatives and provide feedback
  • Competitive monitoring: Ongoing tracking of competitor activities
  • Performance analysis: Monthly review of marketing metrics and recommendations

Perfect for: Practices that need ongoing strategic guidance but aren’t ready for full-service marketing or a full-time marketing director.

What Strategic Consulting Does NOT Include

With strategic consulting, we work with you to plan your marketing strategy. However, it does not include execution work:

  • We don’t write your content. We create the content strategy.
  • We don’t post on social media. We create the posting plan and messaging framework.
  • We don’t build your website. We create the site architecture and content strategy.

Think of us as your fractional CMO:

  • We provide the strategic thinking
  • You (or your team, or another vendor) handle the execution
  • We review the work and provide feedback
  • We adjust strategy based on results

Consulting vs. Full-Service Marketing: Which Is Right for You?

Choose Consulting When:

✓ You have capable people who can execute (staff, freelancers, or other vendors)
✓ You want to maintain direct control over implementation
✓ You need strategic expertise but not ongoing execution
✓ Your marketing needs are specific or project-based
✓ You’re building internal marketing capability

Choose Full-Service When:

✓ You have no one to execute the strategy
✓ Your team is already maxed out on capacity
✓ You want comprehensive marketing without hiring internally
✓ You need consistent, ongoing execution across multiple channels
✓ You prefer one point of contact for all marketing
✓ You want guaranteed execution, not just advice

Full-service gives you both the strategy and the execution.

Ready to Get Strategic About Your Marketing?

Schedule Your Free Consultation

In 30 minutes, we’ll:

  • Discuss your specific marketing challenges and goals
  • Identify which consulting services would be most valuable
  • Provide initial strategic recommendations you can implement immediately
  • Outline a potential engagement scope and investment
  • Determine if consulting is the right fit (or if you need full-service)

No pressure, just honest advice on the best path forward for your practice.

Schedule Your Free consultation →
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