AYMI · Prepared for Psychological Wellbeing
Expanded Marketing Proposal June 2026 v1.0 Creative preview →
Marketing Proposal · For Bruno Nora, LPC & the Psychological Wellbeing practice

From solo
to a group practice.

A private-pay acquisition system and group-practice growth engine for Psychological Wellbeing — built on a specialty-led wedge (EMDR · ASD · bilingual), a booking infrastructure measured in shown consults rather than clicks, and an operating system sized for a one-clinician practice scaling to a multi-chair group.

Prepared by AYMI · New York & London
Prepared for Bruno Nora, LPC · Founder, Psychological Wellbeing LLC · Albuquerque, NM
Engagement type Monthly retainer · 90-day initial sprint
§ 01 · The Opportunity

From a panel of insurers
to a practice that picks its clients.

Psychological Wellbeing has the rarest set of credentials a private-pay group practice can be built on: twenty years of clinical experience, EMDR certification, an Autism Spectrum Disorder specialty, immigration-evaluation niche, bilingual English-Spanish delivery, and licensure across three states. What it doesn’t have yet is the acquisition system that turns those credentials into a steady inbound of self-paying clients — and the operational scaffolding that turns a one-clinician practice into a group.

The ad that brought you to this conversation said it cleanly: insurance can’t define you. Right now, insurance reimbursement defines the ceiling of what the practice can earn per session, who you can take, and how long you can stay with them. Cash-pay and out-of-network billing reset that ceiling. EMDR-certified, ASD-specialty, bilingual clinicians command $175–$300 per session in private practice. The credentials are already there; the marketing system isn’t.

This proposal builds that system. The wedge is your existing specialty stack — EMDR for trauma, ASD specialty for neurodivergent adults, bilingual care for Spanish-speaking professionals — productized as three named “doors” into one cash-pay booking page. Around that wedge we build the paid acquisition that already proved out (you came in on a Meta ad), a specialty-matching assessment that pre-qualifies the right clients, a booked-shown follow-up system that measures the metric that actually matters in this category, and a clinician-hiring pipeline so that when you’re booked solid, the second chair is ready to fill.

The goal isn’t volume for volume’s sake. The goal is 10–20 new private-pay clients per month at known cost, then the third clinician, then the fourth — building a practice that can compound without ever taking another panel.

§ 02 · The Shift

Where you are vs.
where this takes you.

Eight axes of the practice growth surface, current state and post-engagement state.

Client
Acquisition
Current

Psychology Today directory + intermittent Meta exposure. No system for routing the right specialty interest to the right intake. Caseload depends on directory algorithm and referral momentum.

Future

Paid acquisition on Meta drives qualified Albuquerque/national-telehealth prospects to a Specialty Match assessment. Three persona tracks (EMDR · ASD · bilingual) each converting at a measured booked-shown cost.

Booking &
Conversion
Current

One CTA — “Book a free 15-minute consultation” — pointing to a third-party portal (clientsecure.me). No specialty path, no pricing transparency, no proof block. Prospects who arrive convinced have a single, generic door.

Future

A dedicated private-pay landing page per specialty (EMDR · ASD · Bilingual). Calendar embed. Transparent self-pay pricing. Three testimonials per page. FAQ stack. Mobile-first, friction-free path from ad to booked consult.

Insurance
Mix
Current

In-network with Aetna, BlueCross, Medicaid, Presbyterian. Roughly $150 per session across the panel. No defined cash-pay product, no transition roadmap, no positioning that distinguishes the two intakes.

Future

Defined private-pay product at a positioned rate. Cash-pay share of new intakes climbs from ~0% to 60–75% within 12 months. Insurance panels remain a feeder; private-pay becomes the engine.

Group
Practice
Current

Solo clinician carrying every intake, every session, every billing question. No hiring pipeline. The practice is a single point of failure on Bruno’s personal calendar.

Future

A clinician recruitment funnel running quarterly — Psychology Today, Indeed, Therapy Den, ASPPB, state-board mailing lists. By month 12, two associate clinicians onboarded; by month 18, four. The practice runs whether Bruno is in it or not.

Local SEO &
Directories
Current

One Psychology Today profile, one Webflow site, no Google Business profile optimized, no second directory presence. “Therapist Albuquerque NM,” “EMDR therapist near me,” “Spanish-speaking therapist Albuquerque” all yield other clinicians.

Future

Optimized Google Business profile, expanded directory presence (Psychology Today · TherapyDen · Headway · Alma · Open Path), and 12–18 SEO-formatted long-form articles per year targeting the specialty queries that match the practice.

Booked-Shown
Follow-up
Current

Free 15-minute consultation, then silence between booking and call. No SMS reminders, no email pre-frame, no no-show recovery. Industry-standard no-show rate for solo cash-pay practices is 18–28%.

Future

Booking confirmation + 24hr SMS reminder + same-day text + post-consult follow-up flow. No-show rate cuts to 8–12%. Booked consults that don’t convert receive a tailored re-engagement sequence over 30 days.

Operations
& AI
Current

One clinician managing intake, scheduling, billing, marketing, and clinical work. No CRM, no centralized prospect record, no insight cadence. Every operational gain comes out of personal time.

Future

Lightweight CRM, automated intake triage by specialty, AI-drafted client communications reviewed by Bruno, and a unified dashboard surfacing weekly booking/no-show/conversion data. Practice scales without proportional admin load.

Resilience
Current

One acquisition surface (Psychology Today + intermittent Meta), one clinician, four insurance panels. If the directory algorithm shifts or Meta CPMs spike, intakes drop. No buffer.

Future

Four acquisition surfaces (paid social · organic search · directories · referral) feeding a growing roster of clinicians. No single channel exceeds 40% of intakes. The practice carries an active waiting list.

§ 03 · Directional Growth Benchmarks

What the system should produce.

Illustrative 12-month targets, anchored against AYMI benchmarks for specialty-led private-pay practices building toward group scale.

12–18/mo
New private-pay clients
$65–$95
Cost per booked-shown consult
35–45%
Booked-to-shown rate
2–3
Associate clinicians hired
60–75%
Cash-pay share of new intakes
+180%
Organic search traffic
3.5–5x
Marketing ROI on retainer
<40%
Share from any single channel

Targets are directional and tied to a Growth System engagement. More conservative shapes (Foundation) trade scale for lower media commitment; deeper shapes (Full Practice OS) add a second strategist and accelerate the clinician hiring pipeline. Media spend, EHR/booking software, and clinician hiring costs are separate from the AYMI retainer.

§ 04 · Three Buyer Personas, One Practice

Three clients. One practice.

The Psychological Wellbeing positioning works hardest when the marketing speaks to the named clinical wedge the prospect is searching for — not to “therapy” as a category. The system segments by three personas mapped to your existing certifications, each with its own creative, landing page, and intake flow.

PERSONA 01
The Trauma-Recovery Client
Adult carrying long-form trauma — PTSD, grief, attachment injury, persistent anxiety — who has tried talk therapy elsewhere and wants a clinician trained in evidence-based protocols. Searches “EMDR therapist near me,” “trauma therapist Albuquerque,” “EMDR for grief.”
→ Landing: /emdr-trauma
→ Lead in: EMDR Specialty Match
PERSONA 02
The High-Achieving Adult
Professional in their 30s–50s navigating burnout, anxiety, relationship strain, or identity-recalibration around career and family. Cash-paying. Wants a clinician who works at their pace, with confidentiality protocols that match their visibility.
→ Landing: /high-achieving-adults
→ Lead in: Out-of-Network Consult
PERSONA 03
The Spanish-Speaking Professional
First-generation professionals, families navigating immigration paperwork or cross-cultural stress, parents seeking a bilingual evaluator for an ADHD/ASD child. Underserved in NM telehealth. Trusts a clinician who can move fluidly between languages and cultural frames.
→ Landing: /bilingual-therapy
→ Lead in: Consulta en Español

Each persona gets its own ad track, its own landing page, and its own first-contact framing, but all three funnel into the same private-pay intake. The intake is one offer; the marketing surface is three different doors into it. A fourth persona track (ASD-specialty / neurodivergent adults) layers in by month four as the system stabilizes.

§ 05 · The Most Important Expansion

The wedge:
build a specialty-led intake.

Most therapy practices market themselves as “a therapist who works with X, Y, Z, and more.” The list is the position. It earns no clicks. The system this proposal builds takes your three strongest specialty differentiators and turns each one into its own front door — same clinician, three named entry points, three measurable conversion paths.

The Anchor Asset
A Specialty Match Assessment — a 90-second, scored intake that routes a prospect to the right specialty path, captures contact, and pre-frames the first session.

The prospect lands from a Meta ad on a specialty-specific page (EMDR · ASD · bilingual). The page anchors the offer and surfaces a Specialty Match Assessment — six to eight questions about presenting concerns, prior therapy experience, payment preference, and scheduling. The assessment returns a personalized one-paragraph match: “Based on what you’ve described, your fit is strongest with EMDR-led trauma therapy. Here’s what the first session would cover, and how to book.”

The assessment does three things at once. It captures email and phone (lead). It pre-qualifies the prospect by specialty (the right person to the right intake) and by payment fit (private-pay vs. insurance). And it sells the first session before the consult, because the prospect arrives at the booking screen having already received a personalized, written read on why this practice is the right one — not a directory listing among twelve.

The Booked-Shown Funnel

Cold to booked-shown in four steps.

01
Cold reach
Paid ad on Meta. Specialty-specific creative — EMDR, ASD, bilingual. Hooks on the “insurance can’t define you” wedge that already converted.
02
Assessment
90-second Specialty Match Assessment. Six to eight questions. Personalized written match. Email + phone capture.
03
Booking
Specialty-specific landing page with calendar embed. Transparent self-pay rate. FAQ. Same-day SMS confirmation.
04
Shown consult
24hr SMS reminder + day-of nudge. 15-min consult with Bruno (or, as the practice grows, the right associate). Convert-to-first-session sequence after.
Target performance: 12–18 booked-shown consults per month at a blended cost-per-booked-shown of $65–$95. With a self-pay first session at the positioned rate and average client retention of 12–20 sessions, the funnel pays for itself in the first three sessions and the lifetime value compounds across the engagement. The metric this engagement reports on monthly is cost-per-booked-shown, not cost-per-click. Click costs lie. Shown consults pay rent.
§ 06 · Content Engine

A clinician’s voice on the public web.

Your specialty stack is the product. The content engine’s job is to make it visible — in Google, in AI search, in the directories — so the right client finds you before the ad does. Four content pillars, each tuned to one specialty wedge.

PILLAR 01
EMDR & Trauma Recovery
For Persona 01 — Trauma-Recovery Clients

Long-form pieces on what EMDR actually does in the brain, what the first session looks like, how to know if you’re a good candidate, and what trauma-informed care looks like in practice. The series that ranks for “EMDR therapy explained” and feeds the trauma landing page.

PILLAR 02
Out-of-Network Therapy, Demystified
For Persona 02 — High-Achieving Adults

How superbills work. How to use OON benefits. What private-pay buys you that an in-network panel can’t (longer sessions, faster scheduling, no diagnosis-for-billing constraint). The trust-building series that converts the “insurance can’t define you” wedge into a booked consult.

PILLAR 03
Terapia Bilingüe / Bilingual Care
For Persona 03 — Spanish-Speaking Professionals

Bilingual-clinician content on cross-cultural identity, immigration-related stress, raising children between two languages, and the clinical evidence for therapy delivered in a client’s native language. Published in both Spanish and English.

PILLAR 04
Neurodivergent Adult Care
For Persona 04 (layered) — ASD & ADHD Adults

The ASD specialty pillar — late-diagnosis adults, masking and burnout, accommodations in the workplace, the difference between ASD-informed care and generic CBT. Activates by month four as a fourth persona track.

Operating cadence

§ 07 · Paid Acquisition

One channel. Three doors.

The paid engine that brought you to this proposal is the engine to compound on. Meta works for therapy because the audience makes the decision on platform — in moments of scrolling reflection, not in the active search of a Google query.

Meta — specialty-led targeting

Meta carries the brunt of cold acquisition. The system runs three creative tracks (one per persona), tests headlines and assessment hooks weekly, and rebalances budget across persona segments based on cost-per-booked-shown. The “insurance can’t define you” angle that already converted becomes one of the evergreen creatives in rotation. Initial budget recommendation: $2,500–$4,500 monthly media spend (paid by Psychological Wellbeing, separate from retainer), scaling as cost-per-booked-shown holds inside target band.

Google Local Services / Search retargeting

A modest secondary spend runs against high-intent local search queries — “EMDR therapist Albuquerque,” “Spanish-speaking therapist near me,” “out-of-network therapist NM.” Lower volume, higher conversion. Initial budget recommendation: $500–$1,000 monthly.

What AYMI manages

§ 08 · Lifecycle & Communication

The work between assessment and shown consult.

In therapy, the booking decision is often a months-long internal conversation interrupted by one moment of action. The job of the lifecycle layer is to stay present, in the right voice, during that wait — and to recover the no-shows and reschedules that this category produces in volume.

Five automated flows

Broadcast cadence

One monthly broadcast email to the active list. Format: one essay or reflection in Bruno’s voice (an EMDR insight, a piece on identity recalibration in midlife, a bilingual clinical observation), with a soft consult-booking CTA at the end. Open rate target: 38–48% in year one — therapy audiences read.

§ 09 · Conversion Infrastructure

Removing friction between interest and shown consult.

The psychologicalwellbeingllc.com site carries the voice but it doesn’t convert at the volume the credentials should produce. A single CTA pointing to a generic third-party portal leaves money on the table at every step. CRO is the closest, most under-priced lift available in this engagement.

Rebuild priorities

§ 10 · AI-Powered Operations

Practice infrastructure for one clinician, built to scale to several.

You are a one-clinician practice today. By month 12, the goal is two associates. By month 18, four. Every operational layer we build now has to anticipate that growth — automating the work that doesn’t need a human in the loop so that hiring is about adding clinicians, not adding admin.

Core systems

§ 11 · Proof

AYMI’s track record.

Three engagements that mirror the shape of the Psychological Wellbeing opportunity — credentialed expert leading the brand, recurring client relationships, diagnostic-to-customer funnel architecture, and an audience that researches before it commits.

Adjacent proof · matched to the Psychological Wellbeing shape

Operator-led health practices AYMI built the systems for.

Nutrafol
+320% recurring revenue
+58% retention
4.2× marketing ROI
A clinician-credentialed health brand built on recurring relationships and a long, considered buy. AYMI built the lifecycle and CRM discipline that drove the retention curve — the same shape as scaling a therapy practice from one-session-buy to long-term care.
Proven Skincare
+480% subscription revenue
−65% CAC
3.7× ROAS
Diagnostic-as-funnel proof. Proven’s quiz-to-subscription architecture is structurally identical to the Specialty Match Assessment-to-booked-consult play in this proposal. AYMI built the quiz, the nurture, and the conversion stack.
Sugarbearhair
+1,200% social conversions
+380% influencer ROI
+75% repeat purchase
Social-first acquisition for a private-pay health audience. Proves the Meta-led playbook converts wellness-vertical prospects at scale — the same channel mix this proposal anchors on.
Named work in mental-health private practice category is in active build. Metrics above are pulled from adjacent consumer-health, recurring-relationship, and private-pay engagements that share the operating dynamics — credentialed founder voice, considered decision cycle, and intake-as-conversion architecture. We’ll never represent these as therapy case studies; we’re showing you the mechanics behind the methods.
§ 12 · Package Options

Three engagement shapes.

The following packages are structured as monthly engagement options. Each shape can be adapted based on media spend, internal resources, and how aggressively Psychological Wellbeing wants to move from solo to group. Paid media spend, EHR/booking software, telehealth platform fees, and clinician hiring costs are assumed separate from the AYMI retainer.

Package Team AI Dashboard Best fit
Foundation 1 Strategist Not included Audit, assessment build, one specialty landing page rebuild, content engine launch. Monthly written reporting. The right shape if the goal is to test the funnel architecture before scaling spend.
Full Practice OS 2 Strategists ✓ Included Maximum depth. Two strategists (paid/creative + content/SEO/lifecycle) plus AI dashboard, active clinician-hiring funnel, ASD specialty pillar from day one, and a quarterly “practice physical” review.
The investment for each shape is held for the scoping call — we’d rather decide together what’s in scope first, then price it once the answer is real.
Foundation
1 Strategist · No Dashboard
  • Team: 1 dedicated growth strategist. Monthly written reporting.
  • Specialty Match Assessment: Full build with one persona track.
  • Landing page: One specialty landing page (chosen at kickoff) with calendar embed, social proof, FAQ stack.
  • Content engine: 4 long-form essays per quarter across the chosen pillar.
  • Directory hygiene: Quarterly refresh of Psychology Today, TherapyDen, Headway.
  • Email: Post-assessment nurture + pre-consult sequence built once, runs forever.
  • Reporting: Monthly written report. Assessment volume, booked-shown rate, list growth.
Full Practice OS
2 Strategists · AI Agent Dashboard
  • Everything in Growth System, plus:
  • Second strategist: One owns paid + creative; one owns content + SEO + lifecycle. Two dedicated AYMI brains on the practice.
  • Clinician hiring funnel: Automated job posting refresh, application triage, pre-screen scripts. Active from month one.
  • ASD specialty pillar: Activated day one rather than month four. Fourth persona track in market sooner.
  • Quarterly practice physical: Aggregated, anonymized assessment data becomes a quarterly internal review.
  • Diagnostic prep automation: AI prep brief delivered to Bruno (or onboarded associate) 24hrs before every booked consult.
  • Local press: Light press outreach on Bruno’s EMDR/ASD/bilingual expertise as the practice scales.

All shapes include AYMI strategy direction across The Method (Discovery, Strategy, Creative, Launch, Optimize). Media spend, software (CRM, email platform, EHR, ad tools), and clinician hiring costs are pass-through and billed separately. Contract is month-to-month after the initial 90-day sprint commitment.

§ 13 · Our Recommendation

The Growth System shape.

Why this shape
It’s the smallest engagement that builds the full system — paid, organic, lifecycle, conversion, and AI ops — instead of just one piece of it.

Foundation is the right shape if the goal is to test the funnel architecture quietly first — one specialty, one landing page, no paid acceleration. It builds the assessment and the system around it. Bookings will come, but slowly, and the cash-pay transition takes longer.

Growth System adds paid acquisition across all three specialty tracks and the live AI dashboard. Paid is what turns the assessment from a static asset into a 12–18 booked-shown-a-month engine. The dashboard is what lets a one-clinician practice react to performance data without waiting for a monthly report. This is the shape that moves a solo practice meaningfully toward group within twelve months.

Full Practice OS is the right shape if the priority is hiring fast and activating the ASD pillar from day one. It’s the year-two upgrade. Year one, Growth System is the right shape — it builds the system that earns the right to expand into the deeper engagement.

§ 14 · 90-Day Sprint

How the first quarter runs.

By the end of the 90-day sprint, Psychological Wellbeing has a working acquisition engine across three specialty doors, a content cadence running on weekly automation, a CRO program with two tests in flight, a measurable cost-per-booked-shown, and a clear picture of when the next chair gets filled. Year one targets become directional from there.

§ 15 · The Long View

A practice
that compounds.

This proposal transforms Psychological Wellbeing from a solo, panel-dependent practice into a system that runs whether Bruno is in the next session or onboarding the next clinician. The system uses paid media to scale specialty-matched assessment submissions, content to earn search and AI-search authority, lifecycle communications to recover no-shows and ripen the long deciders, conversion infrastructure to remove friction at the booking moment, and AI operations to let a one-clinician practice operate like a small group.

The final goal is simple: every prospect who hits a specialty page, every assessment submission, every booked-shown consult, every first session, and every active client becomes part of a system that compounds — into more sessions, more cash-pay share, and ultimately more clinicians sharing the work. The credentials are already there. The next step is to build the infrastructure that lets them carry the practice they earned.

The next step

A 45-minute scoping call to lock the shape and finalize scope.

Once Psychological Wellbeing confirms shape and 90-day sprint start date, AYMI begins build on Monday of the following week. The Specialty Match Assessment and three landing pages go live by end of Week 6; the full system at scale by end of Week 12.

Engagement Lead
MK · Founder, AYMI
Performance & Growth
Email
studio@aymi.agency
Book a call
aymi.agency/contact?industry=psychology
AYMI · New York & London
Prepared by AYMI for Bruno Nora, LPC and Psychological Wellbeing LLC · June 2026 · v1.0
Confidential — for Bruno and the Psychological Wellbeing team only.