Prepared for Insite
November 2, 2026 · KlientBoost
Growth Plan ● Meta, Google Search and performance creative ● Test, then scale

Meta, Google and creative, built to fill your consultation calendar.

Insite closes most of the therapists it gets on a design consultation. What's missing is a steady way to fill that calendar, at a cost that keeps your unit economics at three to one. Our plan tests your message on Meta and Google, then carries what works to more channels.

75% to 90%
Of design consultations close, by your count
$10,000
A month in ad spend to test, then scale what works
15,000
Paying therapists, your goal by the end of 2027

What We Heard

Insite in your words, from our October 28 call.

A sales-led model that closes. Product-market fit, now.

$75
A month, or $600 a year paid up front
About 70%
Of customers pay for the year up front
75% to 90%
Close rate once a therapist is on a call
About $150
Sales cost per close

Your figures, approximate. Pricing is still settling, and LTV is your working assumption of $1,200.

"Now is the time to throw the proverbial gasoline on the fire."Dean Falconer, Oct 28

How it works. The site is built before the call.

We build firstYour team builds a therapist's site before the sales call.
Design consultationA salesperson shows the site and edits it live, to about 95% done.
Launch portalOnce a card is down, about 95% of change requests are automated.

Where you're headed. 15,000 paying therapists.

  • Exit 2027 with 15,000 paying therapists, out of about 250,000 mental health professionals.
  • Test about $10,000 a month in ad spend, in one to two channels.
  • Budget grows as cash flow grows. Therapists are the beachhead, and contractors come next.
"As soon as we see what's working in one to two channels, let's go full send on that channel."Dean Falconer, Oct 28

What's in the way. In your words.

  • Paid ads stopped during the move from self-service to sales-led.
  • Past Meta data comes from the self-service days, so it's only marginally useful.
  • Your designers build websites, not ad creative or video.
  • Therapists aren't on LinkedIn. They're on Facebook, in forums.
"My creative capabilities are Claude."Dean Falconer, Oct 28

Your take: Did we get this right? What would you add or change?

NextOur PlanHow we target, test and scale

Our Plan

Meta creates demand. Google catches it. Then more channels carry what works.

Our plan. A path, one step at a time.

1

Create and capture demand

Meta creates demand. Google captures the therapists already searching. Creative testing runs from day one.

2

Scale what works

More budget behind the winning messages and audiences, on the platforms where they won.

3

Develop new channels

The winning message moves to video and audio, each new channel starting as a test.

Streaming TVYouTubePodcasts and streaming audio

About 1,800 US searches a month come from therapists shopping for a website. That's why Google gets the smaller share, and Meta reaches everyone else.

How we target. Find therapists, then let the creative sort.

Less Is More Money
Your provider listUploaded as a Meta audience, matched on phone, name and location. The sharpest targeting you have.
LookalikesBuilt from your paying customers, so Meta finds more people like them.
Broad, with a calloutAds that open with "For therapists in private practice." The creative does the targeting.
RetargetingSite visitors, and anyone who asked for a draft but didn't book.
See the detail
  • Meta can't target the members of a Facebook group. We read those forums for the words therapists use, and put them in the ads.
  • Interest targeting runs as one test, not the plan. Meta has cut many interest options over the years.
  • Current customers are excluded, so you don't pay to reach them again.

Your take: How many therapists are on the provider list, and how was it collected?

How we catch search. Be there when they look.

Shopping for a websiteSearches like therapist website design, templates and builders. The highest intent there is.
Comparing providersTherapists already looking at other website companies, and open to a better option.
Looking for clientsSearches about marketing a practice and getting more clients. Your answer is the site.
See the detail
  • Search is a smaller pool than Meta, so it starts at about $3,000 of the $10,000 a month.
  • Ad copy runs in tests side by side, so Google and Meta point to the same winning message.
  • Booked consultations and closed sales flow back to Google from your CRM, same as Meta.

Your take: When a therapist searches for a website today, who do you see showing up?

What therapists say. In their own words.

They said"A full year later, I have received zero leads. Not a single one."Therapist review, Oct 2026
Insite's answerA site built to turn visitors into clients, so your Psychology Today profile works harder.
They said"The website templates are rigid and poorly customizable."Therapist review, Sep 2026
Insite's answerYour site is built before the call, then edited live with you until it's yours.
They said"Someone would return my call when they returned from lunch."Therapist review, May 2025
Insite's answerAbout 95% of change requests are handled automatically in the launch portal.
They said"They will try to pressure you into keeping their services."Therapist review, Jan 2024
Insite's answerMonth to month at $75, or $600 for the year.

From public reviews of therapist website companies, 2024 to 2026. Each one is an ad angle we'd test.

Your take: Which of these do you hear most on your consultation calls?

How we test. Every ad is a test.

One Is the Loneliest NumberThe Creative QuiltThe Foundation Plan
Your site is already builtThe thing only Insite does. We built your site before the call. Come see it.
Before and afterA therapist's current site or directory page, next to the Insite version.
Short videoWhy a site of their own matters, from you or from a therapist you work with.

Starting angles. We'd finalize them with you.

Concept ads for Insite, for display purposes only. Final ads and copy go through your brand review.

Concept ad: Built to turn visitors into clientsFor display purposes only
Built to turn visitors into clients
Concept ad: A design call, not a sales callFor display purposes only
A design call, not a sales call
Concept ad: Your own site, your own clientsFor display purposes only
Your own site, your own clients
See three more concepts
Concept ad: Changes, handled for youFor display purposes only
Changes, handled for you
Concept ad: See it before you payFor display purposes only
See it before you pay
Concept ad: It starts with what you wroteFor display purposes only
It starts with what you wrote
See the detail
  • At your target cost, $10,000 a month buys about 44 to 53 booked consultations across both channels. Meta optimizes best at about 50 conversions a week, so we start one step earlier in the booking flow and move down as volume builds.
  • Closed sales go back to Meta and Google from your CRM, so both learn which therapists buy, not just who books.
  • Winning concepts get recycled into new versions each month, and the learnings carry forward.

Your take: Which message do you think lands hardest with therapists today?

How we scale. Results unlock spend, not the calendar.

The Three-Lane Structure
Phase 1

Learn what works

Meta and Google Search at about $10,000 a month, with new creative from day one. We test messages until we know which ones book consultations at your target cost, and why.

Opens Phase 2: a winning message, and a cost per booked consultation that holds at target for two weeks running.
Phase 2

Scale it and widen it

Spend on the winners steps up first, toward the $20,000 to $40,000 a month you named. Then the winning message goes to video and audio: YouTube, streaming TV, and podcasts or streaming music.

Each new channel starts as a test, priced when you're ready.

Your take: Once we know what works, where should the next dollar go first: more of the winner, or new channels like video and audio?

The math. On your numbers.

$1,200
Lifetime value, your working number
$400
Most a customer can cost at three to one
$250
Left for ads, after $150 in sales cost
$188 to $225
Per booked consultation, at your 75% to 90% close rate

At $250 each, $10,000 a month brings in about 40 new customers. Annual customers pay $600 up front, so they pay back their cost on day one.

The gap to 15,000
  • 15,000 customers by the end of 2027 is about 1,070 new customers a month, before churn.
  • At $250 each, that's about $268,000 a month in ads. So the test has two jobs: prove the cost, and find what lowers it.
  • Your provider list, referrals and partnerships can all bring the cost down. So can a higher LTV as customers stay.

Your take: Is $1,200 still the right lifetime value to plan around, and is three to one the ratio you want to hold?

What we won't promise

  • A cost per booked consultation before the test runs
  • That $10,000 a month alone reaches 15,000 customers by the end of 2027
  • How Meta's health ad rules treat a site with therapy wording. We check that first

What we commit to

  • Goals written into the agreement, measured on what matters to the business
  • Spend that moves on results, not on the calendar
  • Telling you when the math doesn't work, before you spend on it

Straight talk on cost: at a $10,000 test, our fee is a large share of ad spend. That's the cost of a team doing it properly, and the share falls as spend scales.

Deliberately not in scope

  • Video and audio ads, until Phase 2 is priced
  • Organic Facebook and Instagram posting
  • Landing pages and CRO testing
  • LinkedIn
NextOur PricingMeta, Google, creative and tracking

Our Pricing

Phase 1 in one plan. You pick the creative budget.

Our recommendation. Meta, Google, creative and tracking.

Phase 1, our recommendationMeta Ads + Google Ads + Performance Creative + Offline Conversion TrackingMeta Ads management$2,000 a monthAudiences built from your provider list and your customersReviewed weekly against the goals we set togetherProper in-account conversion tracking, includedGoogle Ads management$1,500 a monthSearch campaigns for therapists already looking for a websiteAd copy tested side by side with MetaProper in-account conversion tracking, includedPerformance Creative$3,000 a monthCreative strategy, and every ad formatYou re-pick the mix each month, wherever performance leadsSized with the builder belowOffline Conversion Tracking$1,500 one timeClosed sales go back to Meta and Google from your CRM, so both bid toward therapists who buy$6,500 a month, plus $1,500 one timePlus $10,000 a month in ad spend, about $7,000 on Meta and $3,000 on Google, paid to each platform directly.

Each ad platform is a flat monthly fee: $1,500 up to $5,000 in ad spend, $2,000 up to $20,000, then 10% of spend. Video and audio are priced when Phase 2 opens.

Size your ad budgets. The fee holds flat as spend grows.

Meta ad spend

$7,000 a month in ad spend. Management fee: $2,000 a month.

Google ad spend

$3,000 a month in ad spend. Management fee: $1,500 a month.

On each platform, the fee holds at $2,000 from $5,000 to $20,000 a month in ad spend, then it's 10% of spend. Google gets the smaller budget because fewer therapists search than scroll.

Your take: When the test works, how fast would you want spend to step up?

Size your creative. Pick a budget, see what it buys.

Creative budget: $3,000 a month. Here's what it buys, four ways:

Static only

Static ads12

Static + GIF

Static ads5
GIF ads5
Our pick

Multi-format

Static ads3
GIF ads2
Short videos1

Video heavy

Short videos2

You re-pick the mix every month, wherever performance leads. Multi-format is our pick from $3,000, because Meta rewards variety.

Prefer to buy single ads?
Single adPrice
Static ad set$250
GIF ad$350
Carousel, 5 concepts$600
Short-form video ad$1,500
UGC ad$2,000

Your take: To start, would you rather have more statics, or room for video?

Next step

Pick a creative budget. We send the agreement in writing, and our team schedules the kickoff once it's signed.

NextWorking With Our TeamWho you work with, and how

Working With Our Team

Who you work with, and how we work together.

Results we've driven. In software and healthcare.

Software for small service businesses

Signpost

+66%Conversions
+36%Traffic
+11%Conversion rate

A demo-led software company selling to small businesses. Tight ad groups and ad copy A/B tests.

We wanted to build an inbound lead engine, and needed help creating content, managing SEO, and managing PPC effort.Justin Ulrich, Director of Demand Generation, SignpostRead the case study
Healthcare practice

QuickCare

+200%Conversions
+531%Traffic
+109%Search impression share

Google Ads built from scratch, with dedicated landing pages and geo-targeting.

The KlientBoost team feels like a real partnership. They are forward-thinking and professional.Jonathan Hadden, QuickCareRead the case study
Healthcare practice

University Foot and Ankle Institute

+81%Conversion volume
−39%Cost per conversion
−62%Cost per click

Condition-focused landing pages, a granular campaign structure and ongoing landing page testing.

KlientBoost makes the extra effort to really become an extension of the UFAI team and they definitely understand our goals.Steven Laff, Outsourced CMO, University Foot and Ankle InstituteRead the case study

Published KlientBoost case studies. Each result is that client's own, from a different year and budget.

Who you work with. A team, not one person.

Growth ManagerYour main contact. Owns the plan, the account and your monthly review.
Growth DirectorOversees your Growth Manager and the strategy behind the account.
Performance Creative teamConcepts, design and video, briefed from what the data shows.
Business Intelligence teamBuilds your conversion tracking and the connection to your CRM.

How we work together. Goals first, in writing.

Goals in writingYour first goal is written into the agreement. When we hit it, we set the next one together.
Weekly reviewsEvery account is typically reviewed weekly, with a monthly performance call.
ReportingA monthly dashboard with a written summary, and a quarterly planning session.
See it firstWant to see a change before it goes live? We send it to you for review first.

A three-month initial term. It renews for the same term unless either side gives 30 days' written notice. No setup fee: onboarding is part of the monthly fee.

What we need from you.

Meta and Google accessYour ad accounts and pixel, once the agreement is signed.
Your provider listThe list, and how it was collected, so we use it the right way.
Your CRM stagesHow a booked call and a closed sale show up, so the right signals go back to Meta and Google.
Open calendarsBooked consultations pay off when your team can take them.

Your take: Out of everything here, what would make this a no-brainer for you?