Healing Sky
90-Day Engagement Review · March 13 to June 8, 2026

From a platform with a vision to a growth engine with a launch date.

Ninety days of strategy, systems, and execution across press, social, CRM, analytics, investor materials, and a directory-first acquisition model built to convert 51,000 licensed Providers.

Prepared by Josiah Begin · ADbundance Agency · For Dr. Raul J. Rodriguez, Jason Dubraski, and the Healing Sky team
↓  Download the deliverables
The Engagement by the Numbers

What 90 days produced

Healing Sky started this engagement with almost no marketing infrastructure. It ends it with a complete, connected growth system and a fundamentally stronger acquisition model.

0
recorded Healing Sky working sessions
0
licensed Providers in the directory pipeline
100+
active Providers confirmed on the platform
0
press releases distributed nationally
0
media placements across the two releases
0
branded Provider emails built into 3 automated workflows
0
claim ad variations built and launch-ready
0
growth scenarios in the 5-year investor pro forma
0
files delivered: copy, design, video, legal, systems, plus
The Work, Made Visible

Everything we built, in detail

Some of this sounds simple in a sentence. It is not. Here is the actual machinery and creative now in place, ready to switch on.

The systems, built

Not mockups. These are the actual automations and integrations built in your CRM, in final testing before the list goes live.
Provider lifecycle workflows
Free Claimed Welcome workflow
Free Claimed Welcome
Paid Upgrade Welcome workflow
Paid Upgrade Welcome
Cold Claim Outreach workflow
Cold Claim Outreach
Webhook intake, live
Provider webhook intake workflow
Upgrade triggers and the phone system
Provider upgrade triggersPhone IVR setup

The provider acquisition machine

A provider's status on the platform fires a webhook into the CRM, which tags them and drops them into the right email series automatically. Four series, one for every stage of the relationship.
Platform event claim, upgrade, lapse Webhook + tags routes by status Reinvite seriescold claim outreach, multi-touchUNCLAIMEDWelcome seriesonboards every new claimCLAIMEDPaid onboarding seriesStandard and FeaturedUPGRADEDWin-back seriesre-engages drop-offsLAPSED

The claim funnel

The motion that turns a public list into paying providers, tracked end to end.
51,000 Providers loadedthe directory seedClaim invitations sentoutreach + adsProfiles claimedfree, two minutesUpgraded to paidStandard / FeaturedEvery stage tagged and attributed, so we know which message produces a claim and a paid upgrade.

The business phone system

"Set up the phone" undersells it. This is a full auto-attendant: callers route by intent, voicemails become CRM tasks, and every line rings the right person and records the call.
Incoming call 1-800 line IVR menu auto-attendant Press 1 ServicePress 2 SalesPress 3 ExtensionsVoicemail, tagged by intentauto-creates a CRM follow-up taskRings cell + appcall recorded, nothing missed

25 claim ads, launch-ready

Twenty-five variations across five concepts and five visual styles, all on-brand and pointed at the claim flow. One from each concept, shown here, built and waiting for the directory to go live.
Claim adClaim adClaim adClaim adClaim ad

Real providers, turned into content

Captioned, branded provider reels, the most credible content a behavioral health platform can run.
Barbara welcome reelanxiety reelbipolar reelsex therapy reel
Carousels, five published
carousel covercarousel covercarousel covercarousel covercarousel cover
Plus the full content library: static graphics and LinkedIn posts, all to the locked v1.0 brand.

The audience strategy behind the ads

We did not just design ads. We engineered exactly who sees them, and when, so budget only ever touches licensed Providers.

COLDProspecting

Licensed Providers by job title and interest, in FL, NY, and CA metros, graduate degree or higher.

WARMRetargeting

Page and profile engagers, and anyone who viewed the claim page but has not started a claim.

RECOVERYRe-engagement

Providers who started a claim and did not finish, pulled back automatically.

Targeting, layered
GeographyJob titlesInterestsEducation
Held out of every campaign
Claimed ProvidersPaid ProvidersRemoval requestsNo lookalikes until 500+ seed

Every channel, on brand

Profiles rebuilt to the locked v1.0 brand across Facebook, Instagram, LinkedIn, and YouTube, each with its own custom cover art and highlight set.
Facebook cover
Healing Sky Facebook cover
LinkedIn banner
Healing Sky LinkedIn banner

The press, and how far it reached

Two releases distributed on national newswires, syndicated to hundreds of outlets and indexed by every major search engine.

RELEASE 1Platform launch

“Healing Sky Modernizes Provider Selection…”

564
placements
473
unique domains

Appeared on AP News, USA Today, and the news and markets sections of NBC, ABC, and CBS affiliate sites across 30+ markets, from Atlanta and Detroit to Miami, Minneapolis, Nashville, and San Antonio.

RELEASE 2The AI counterweight

“As AI Chatbots Move Into Therapy, Licensed Clinicians Are Building Their Own Digital Counterweight”

620
outlet placements

Syndicated across health, industry, and regional outlets.

1,184 total placements500+ unique domainsAP NewsUSA TodayNBC / ABC / CBS affiliate sites30+ marketsIndexed: Google, Bing, Yahoo

The toolkit, all in your hands

Beyond the campaigns, a set of polished assets you own and can open any time. Each one is in the download package below.
healingsky
Content Strategy

An 18-section provider growth plan, built as a web page.

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KPI Scoreboard

A live performance dashboard with targets and pacing.

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Investor Deck

Five-year model, three scenarios, interactive.

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Founding Provider Page

The conversion page that turns interest into claims.

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Acquisition Playbook

The claim-based go-to-market, end to end.

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Press Releases

Two distributed, a third drafted and ready.

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Content Calendar

The full publishing cadence, mapped out.

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Legal Pack

Privacy, Terms of Service, and licensing drafts.

The Three Phases

How the engagement unfolded

Month 1
March 13 to April 8
Foundation

Strategy, brand system, and infrastructure

  • Growth strategy locked: Providers first, patients second, credibility as the operating principle for every channel, psychiatry as the first recruitment vertical.
  • CRM migration completed: HubSpot to CoachMarketer with unlimited contacts and the full marketing suite, 138+ contacts and the complete sales pipeline migrated.
  • Brand voice systemized: approved language incorporated, dual Provider and Client tones established, and Skynet built, a custom GPT trained on Healing Sky messaging so the whole team can produce on-brand content.
  • Press Release #1 finalized with cited data and SEO backlinks, and a five-release PR pipeline mapped.
  • Social presence established: Instagram, LinkedIn admin, YouTube path, consistent handles, and a channel strategy built around LinkedIn for Provider recruitment.
  • Provider objection playbook: the five objections every Provider raises, answered with language used across landing pages, emails, and sales conversations since.
Month 2
April 9 to May 8
Activation

Live systems, a publishing cadence, and the pivot

  • Business phone system live: a 1-800 number on the site, IVR routing (1 Service, 2 Sales, 3 Extensions), per-team-member extensions ringing cell and app at once, call recording, and voicemail that auto-creates CRM follow-up tasks.
  • Lead leak found and fixed: the site's contact form was silently sending submissions to the wrong inbox. Rebuilt it to route straight into the CRM as a contact and a follow-up task, with A2P consent capture, and registered A2P texting under the corporate EIN.
  • Analytics stack deployed: GA4, Google Tag Manager, and Microsoft Clarity heat mapping, all under Healing Sky-owned accounts. Clarity session recordings of the signup flow produced the hard data that justified the pivot.
  • Social presence rebuilt and publishing: Facebook and Instagram redesigned to the locked v1.0 brand, the banner tagline set to "Connecting people, knowledge, and solutions," the first carousels posted, and a nine-post Instagram grid launched.
  • Provider video turned into a content model: clips from Dr. Rodriguez on major depression, Barbara, Danielle, and Drew on music therapy cut for Instagram, plus a plan for weekly provider content workshops.
  • Press engine running: PR #1 distributed April 13, the "Psychology Today vs. Healing Sky" comparison published, and PR #2 (30% Founder rate) scheduled with companion blog and LinkedIn pieces for the SEO triangle.
  • Investor materials delivered for May 8: an interactive HTML pitch deck and a five-year pro forma with three scenarios, sourced market data (a serviceable market near 609k providers, roughly $780 average revenue per provider), and a companion model spreadsheet.
  • The pivot was born here: a May 7 working session with Jason and Danny turned the Clarity drop-off data into the claim-based directory model, presented to Dr. Rodriguez the next day.
Month 3
May 9 to June 8
Directory Engine

The machinery that makes the pivot real

  • Press Release #2 distributed May 11, including AP Newswire pickup, promoted across social with Dr. Rodriguez's quote.
  • Authority placement secured: a feature on a domain-authority-82 site (Healing Sky's own is 2), a major SEO and credibility lift, plus an op-ed pitch of Dr. Rodriguez's AI-in-healthcare piece to a national health journalist.
  • Claim-Based Provider Acquisition Playbook v1.0: strategy and risk mitigation, claim ad assets for Meta, Google, and YouTube, a four-touch cold email sequence, LinkedIn outreach, and a seven-email post-claim nurture series.
  • Claim flow locked with leadership: the free Claimed tier, lead-form gating so every patient connection is tracked and credited, the FOMO upgrade pitch built on real lead volume, and a 48 to 72 hour verification step.
  • Three automated Provider workflows assembled live in CoachMarketer and now in testing: Free Claimed Welcome, Paid Upgrade Welcome, and Cold Claim Outreach, carrying 14 branded emails matched to the platform's own template, with custom fields, lifecycle tags, send windows, and exit rules all wired in.
  • Platform-to-CRM webhook intake built and in testing: claim and lead events map to custom fields and apply the routing tag that enrolls each Provider in the right sequence and creates a sales task automatically.
  • Performance scoreboard built: a live claim-funnel dashboard so results are measured from day one, not reconstructed at the end of the month.
  • Social system, fully on brand: LinkedIn banner rebuilt around counseling rather than stock wellness, the sunrise logo applied across Facebook, Instagram, and LinkedIn, headers redesigned, provider reels (Michelle Valdez, Barbara, and the doctor) produced and publishing, content reposted across all three channels, and Meta custom and lookalike audiences built from the doctor list.
  • 51,000-Provider list pipeline with the dev team: two webhooks specified (lead submission and provider profile updates), the list cleaned and email-enriched, and the CoachMarketer import path defined for outreach at scale.
  • Content takeover, proven and proposed: we produced a full sample rewrite (major depression in children and teens) as the quality standard for the 199 existing articles. The takeover itself is scoped and ready to begin once approved.
  • Communities and events: identity-based communities (Veterans and similar) scoped without distracting from the launch, plus event marketing for the Delray community market (June 7) and the GPPA Amelia Island conference (August 7).

The headline of the engagement: the pivot

The original model asked every Provider to pay before the directory had proof to offer them. In May, working sessions with Dr. Rodriguez replaced it with a directory-first, claim-based model: pre-populate the platform with licensed Providers from public data, invite each one to claim the profile that is already theirs, and convert claims into paid upgrades with automated nurture and a sales team holding real patient connections.

It solves the cold-start problem, creates enormous SEO surface area, and follows the playbook that built Healthgrades and Zocdoc. The engagement was structured to absorb a change of this size mid-stream, and that flexibility is exactly what made the stronger model possible.

Spotlight

The social and content engine, mostly built this last month

Healing Sky went from inconsistent profiles to a branded, publishing presence across three channels, with provider faces leading the content and paid amplification ready behind it.

PROFILES

Three channels, one brand

Facebook, Instagram, and LinkedIn rebuilt to the locked v1.0 system: sunrise logo across every profile, the LinkedIn banner redesigned around counseling rather than stock wellness, and headers and bios brought in line.

CADENCE

A real publishing rhythm

First branded carousels posted, a nine-post Instagram grid launched, and content reposted across Facebook, Instagram, and LinkedIn so each piece works on every channel instead of once.

FACES

Providers leading the content

Provider video turned into a repeatable model: reels and clips from Dr. Rodriguez, Barbara, Danielle, Drew, and Michelle Valdez, the most credible content a behavioral health brand can run.

REACH

Paid amplification staged

Meta custom and lookalike audiences built from the doctor list, claim ad creative produced for Meta, Google, and YouTube, and PR pushed across social with Dr. Rodriguez's quote and AP Newswire pickup.

What This Sets Up

A revenue engine, not a marketing checklist

Everything built over the last 90 days converges on one motion that begins now.

01

The directory goes live

51,000 licensed Providers receive claim invitations, and every claim lands in an automated welcome sequence with a sales follow-up task already created.

02

Every channel is accountable

Claim ads, cold email, and LinkedIn outreach run in parallel, tagged end to end so we know exactly which message produces claims and upgrades.

03

Content compounds underneath

The press backlinks, the published Provider content, and the directory’s own search footprint all build SEO surface area, so Providers and Clients who search find Healing Sky. A rewrite of the existing articles would compound it further.

04

Sales calls with proof in hand

The team calls Providers holding something no competitor offers in a first conversation: a real patient connection already tracked through the platform.

05

The list itself becomes a targeting asset

The 51,000-record Provider list is uploaded to Meta as a matched audience, so awareness ads reach the exact Providers already in the directory. The pixel tags every visitor, retargeting follows them through to the claim, and a lookalike audience extends reach to Providers who resemble them.

Going Forward

On the docket, and on the horizon

The scope has shifted a lot over 90 days, by design, as we learned what the platform and the market actually needed. Here is what is on the docket now, and what is likely to come up next as the directory goes live. Expect this list to keep evolving.

On the docket

Committed next steps

  • Take the funnel live: test and publish the three workflows
  • Finish the webhook intake and the suppression rules
  • Import and tag the 51,000-Provider list with Danny
  • Launch the awareness ad campaign to prime the provider audience
  • Launch claim outreach and the Meta claim campaign
  • Stand up claim tagging and attribution reporting
On the horizon

Likely next, from our working sessions

  • A takeover of the 199 existing blog articles, once approved
  • Expanded founder and provider thought-leadership content
  • Identity-based communities such as Veterans, build and copy
  • Wellness Hub content and the News and Events section
  • Geo-targeted ad campaigns timed to industry conferences and events
  • Sales rep onboarding into the CRM pipeline
  • The provider ambassador program and the demo video
  • The 51,000-Provider list as a Meta matched audience, with a lookalike and pixel retargeting
A growth lever we are putting in place

The 51,000-Provider list, turned into a paid-acquisition engine

The same list that seeds the directory becomes a Meta audience. We upload it with every identifier we already have, name, city, state, and phone, with no enrichment spend needed to target. From there:

  • Claim ads shown to the exact Providers already listed, near-zero waste and a perfect message-to-audience match.
  • The site pixel tags every visitor, so anyone who clicks but does not claim is retargeted through to completion.
  • A lookalike off the matched list extends reach to Providers who resemble them, later reseeded on the Providers who actually claim.

Email enrichment then narrows to its real job: the outreach channel for the priority launch segment, not the Meta targeting.

Scope, honestly

What we planned, and what we delivered

The engagement was scoped as a marketing foundation. We delivered all of it, and then the opportunity grew, so the work grew with it. This is not a bill. It is the clearest reason a fixed quarterly scope no longer fits.

Planned

The foundation we scoped, delivered in full

  • Growth strategy and providers-first positioning
  • Brand system and voice, including the Skynet GPT
  • CRM migration, pipeline, and contacts
  • Analytics stack: GA4, Tag Manager, Clarity
  • Press foundation: two releases, AP Newswire pickup
  • Social profiles built across three channels
  • Provider landing page and the email series
  • Claim ad creative, cold outreach, and LinkedIn copy
Beyond scope

What we took on past the original engagement

  • The directory-first claim pivot and the full acquisition playbook, a new way to acquire Providers
  • The live automation build: custom fields, lifecycle tags, three workflows, and webhook intake
  • The business phone system, IVR, and A2P registration
  • Legal drafting: Privacy Policy, Terms of Service, content licensing
  • Investor materials: the five-year pro forma and the deck
  • An editorial rewrite standard, proven with a sample article
  • Provider reels and the demo script
  • The KPI scoreboard for monthly measurement

Put plainly: the full foundation, plus a second body of strategy, build, legal, and capital work that was never separately scoped. That is why we propose month to month with a one-page scope each cycle, so the plan keeps matching the opportunity and both sides always agree on what a month buys.

Continuing the Partnership

The right structure for what comes next

The directory pivot, the communities direction, and the content takeover all came out of working sessions, not the original statement of work. That is how early-stage growth behaves, and it is why a fixed quarterly scope is the wrong container going forward. The proposal is simple: same team, same systems, same rate, month to month, with scope set together against the live priorities each cycle.

Investment
Current monthly rate, month to month, no long-term commitment required.
Standing scope
Directory launch execution, claim outreach and conversion, content takeover, social cadence, press pipeline, CRM and automation operations, monthly performance reporting.
Cadence
Weekly working sessions, monthly priorities set at the start of each cycle, monthly report at the close.
First priorities
Test and publish the three Provider workflows, import and tag the 51,000-Provider list, take claim outreach live, and stand up claim tagging and attribution reporting.

If you want to keep going, just say the word and I will line up the next cycle. I would also love to grab thirty minutes to walk through this together and map the launch sequence.

It has been a privilege to build this with you. The next 90 days are where it converts.

Appendix

The working session log

Twenty-nine recorded Healing Sky working sessions across the engagement, including the impromptu ones. This is the cadence behind everything above.

March · 7 sessions

Mar 13Kickoff: growth strategy, CRM migration plan, provider onboarding
Mar 16Tech stack review, HubSpot to CoachMarketer migration plan
Mar 18Launch press release finalized, social and account access
Mar 19Google, YouTube channel, and CoachMarketer setup
Mar 20Social media team intro with Dr. Rodriguez, Michelle, Danny, Jason
Mar 24Press release revision for provider value and SEO
Mar 27Business phone: vanity number (8483 HEAL ME) and phone tree

April · 9 sessions

Apr 2Ambassador program and provider pricing page strategy
Apr 6Provider acquisition strategy and UGC content plan
Apr 8Press release finalized, Meta ad accounts, For Providers page
Apr 9Press release approved, comparison blog, Clarity analytics live
Apr 14Social ambassador program approved, affiliate tracking
Apr 16Marketing strategy, nine-post Instagram grid, content plan
Apr 21Investor pro forma and user pricing overhaul
Apr 28101 active Providers, 30% Founder rate PR, carousels and FB banner
Apr 30Phone system live, A2P, contact form fix, first carousels posted

May · 10 sessions

May 6Investor pitch deck, Instagram grid, provider reels plan
May 6Provider acquisition strategy, server-side rendering for SEO
May 7The pivot: claim-based directory model defined (Danny, Jason)
May 13Provider outreach, content rights, social posting into scope
May 14Domain-authority-82 feature secured, LinkedIn refresh
May 15PR op-ed, pricing, thumbnails, Meta lookalike audiences
May 20Claim process and provider listing strategy
May 20Lead-gen and FOMO upsell (Danny, Dr. Rodriguez)
May 22Dev follow-up: webhooks and the 51,000-Provider list (Danny)
May 27Social redesign, email funnel, AP Newswire amplification

June · 3 sessions

Jun 3Webhooks, communities direction, IG reels, three-month report
Jun 5Prioritize the directory, content takeover of 199 articles
Jun 10Press release finalized (urgency narrative, psychiatrist profiles)

Plus several internal production and coordination sessions not listed here. Count reflects recorded sessions where Healing Sky was the primary focus.

Download Center

Take the work with you

Everything written and built across the engagement, packaged for download. The full media library (provider reels, IVR audio, ad creatives) is delivered separately because of its size.

The complete deliverables package75 documents across 12 sections · about 2.2 MB · .zip
Download all (ZIP)
Start Here — review, cover email, scoreboard, accomplishments reports7 files
Strategy & playbooks4 files
Brand & visual assets2 files
Social content — scripts, kits, library8 files
Content & blog9 files
PR & press3 files
Email & CRM automations20 files
Paid advertising5 files
Phone system2 files
Legal (drafts)7 files
Investor materials5 files
Landing pages2 files