Growth Proposal

A Calibrated Pathway to Bio Behavioral Institute

A strategic digital foundation and controlled patient acquisition roadmap.

📅 Prepared: 7/15/2026
🏢 Client: Bio Behavioral Institute
📄 Strategic Partner: AZL Marketing

Overview & Growth Goals

Dear Bio Behavioral Institute Team,

Thank you for the opportunity to present this proposal for your consideration. We appreciate the time you've invested in sharing your vision for the future of Bio Behavioral Institute and your commitment to helping more individuals receive specialized care.

As your practice continues to grow, we believe the most successful marketing strategy is one that aligns with your operational goals and expands at a pace that supports your team. Rather than focusing solely on generating more leads, our approach is centered around building a strong marketing foundation that can scale alongside your practice as additional therapists, services, and locations are introduced.

This proposal outlines a phased approach designed to strengthen your digital presence, improve patient acquisition, and create a sustainable growth strategy for the years ahead. By taking the time to build the right framework first, we'll be well positioned to increase visibility, attract qualified patients, and support your long-term expansion goals with confidence.

Capacity-First Growth Strategy

We approach this as a slow-growth marketing partnership. We recognize BBI is actively recruiting therapists and building capacity. Our campaign schedules and budgets will directly map to appointment availability - gradually increasing patient volume only when your operations are ready.

Sincerely,

Adam Lakowitz
AZL Marketing

Current Opportunity

With over 45 years of clinical authority, Bio Behavioral Institute is a recognized leader in evidence-based treatment for OCD, BDD, anxiety, and depressive disorders. While the clinical foundation is world-class, there is an immediate opportunity to optimize the digital admissions pipeline to capture high-intent patient queries in the New York market and convert them efficiently.

Currently, patients seeking specialized Exposure and Response Prevention (ERP) and CBT therapy are actively searching for reputable care in your locations. By establishing a modern web layout, ensuring tracking accuracy, and deploying highly targeted local campaigns, we will direct these inquiries to a structured CRM pipeline, reducing leakage and allowing BBI to triage and accept patients at a calibrated pace.

Scope of Work

Phase 1: Marketing Foundation

Weeks 1-4

Establish the core analytics, audit conversion pathways, optimize branding messaging, and verify operational pipelines prior to deploying advertising spend.

  • Conversion Pathways: Audit website service pages, CTAs, contact forms, and scheduling pathways.
  • Branding & Messaging: Align clinical authority messaging for OCD, BDD, and anxiety treatment.
  • Competitor Analysis: Research New York competitor positioning and patient acquisition channels.
  • Analytics & SEO: Audit and confirm Google Analytics (GA4), Search Console, and conversion tracking are firing accurately.
  • Intake Analysis: Review how admissions inquiries are currently received, tracked, and followed up to suggest pipeline improvements.
  • Service Mapping: Identify high-priority clinic offerings to highlight first in upcoming promotions.

Phase 2: Controlled Lead Gen

Weeks 5+

Launch highly targeted search campaigns focusing on patient quality and alignment with clinical intake availability.

  • Google Search Ads: Target high-intent queries related to OCD, anxiety, and exposure-based treatments.
  • Custom Landing Pages: Build/refine landing pages tailored specifically to prioritized treatments.
  • Ad Copy & Assets: Create evidence-based, compassionate campaign messaging and ad extensions.
  • Intake Pipeline Sync: Route inquiries directly to your CRM or designated intake pipeline.
  • Auto-Replies: Deploy email and SMS touchpoints for instant acknowledgement.
  • Capacity Scaling: Dynamically adjust spend and campaign volume to match therapist availability.

Phase 1 Deliverables

At the conclusion of Phase 1, AZL Marketing will deliver a comprehensive Clinical Marketing and Operational Roadmap detailing:

  • Digital Fix-List: Specific structural and conversion layout modifications recommended for the current website.
  • Service Priorities: A roadmap defining which service lines (e.g. ERP, IOP, BDD) to launch first.
  • Target Geography Mapping: Detailed local targeting parameters mapped to physical locations and remote telehealth services.
  • Technical Tracking Plan: Validation documentation for GA4, call tracking, and scheduling systems capture.
  • Operational Checklist: Operational triggers required internally at BBI before scaling lead generation budgets.

Strategic Guardrails & Partnerships

To ensure a smooth transition and respect BBI's current digital vendors, we establish the following strategic boundaries:

  • SEO Vendor Integration: We do not displace existing search engine optimization vendors. Our audits and recommendations will be shared transparently to work alongside them.
  • Social Media: Excluded from immediate scope to maintain focus on high-intent search patients. Social media remains an optional future add-on.
  • Quality Over Volume: Our campaign optimization prioritizes clinical fit (e.g. patients seeking evidence-based ERP) rather than generic, low-intent traffic.
Proposed Timeline

Weeks 1 - 4: Foundation

• Kickoff strategy and intake review meeting.

• Technical tracking audit and setup validation.

• New York competitor positioning analysis.

• Delivery of Phase 1 Marketing & Operational Roadmap.

Weeks 5+: Controlled Acquisition

• Implementation of priority website conversion fixes.

• Launch of high-intent Google Search campaigns.

• Integration of lead routing into admissions pipeline.

• Bi-weekly review of lead quality and therapist capacity.

Program Options & Investment

Option A: Foundation Setup

$3,500 one-time

Complete execution of Phase 1. Perfect for BBI if you want to optimize tracking, audit conversion pathways, and receive a comprehensive operational roadmap before committing to advertising.

  • Phase 1 Website & UX Audit
  • Google Analytics & Conversion Setup
  • New York Competitor Research
  • Strategic 12-Month Roadmap Report

Option B: Integrated Program

$5,500 setup

Complete execution of Phase 1 (Foundation) & Phase 2 (Google Ads setup, custom landing pages, campaign copy, CRM pipelines integration, and auto-responders).

  • All Phase 1 Foundation deliverables
  • Google Ads Campaign build & launch
  • Custom landing pages configuration
  • CRM inquiry integration
  • Dedicated account strategy manager
Optional Future Add-ons (Can be activated later)
Social Media Essentials Organic social media content planning, template design, and publishing to build brand trust and support recruitment campaigns.
  • Instagram & LinkedIn Focus: Core branding and content management across both channels.
  • Post Frequency: 3 professional, brand-consistent posts per week (12-15 posts per month).
  • Recruitment Support: Spotlights on clinical culture, team trust, and open therapist roles to aid hiring.
  • Branded Visual Templates: Custom graphic style guide matching BBI's clinical branding colors and fonts.
  • Content Calendar: Collaborative monthly calendar shared in advance for review and approval.
+$750/mo
Social Media Video Support Short-form vertical video content planning, editing, and optimization to showcase clinical expertise and team trust.
  • Video Frequency: 1 high-quality, edited short-form video per week (4 videos per month).
  • Creative Direction: Concept storyboarding, caption scripting, and professional video editing (subtitles, sound alignment, transitions).
  • Educational & Culture Content: Highlights of BBI clinical insights, OCD/anxiety education, and office environment tours.
  • Multi-Platform Delivery: Optimized formatting and publishing for Instagram Reels, LinkedIn, and YouTube Shorts.
+$500/mo

Summary of Selected Options

$5,500
Option B: Integrated Program Setup
Phase 1 Foundation Setup & Phase 2 Launch Campaign Setup
$5,500
No optional add-ons selected
$0
Total Monthly Retainer
Billed monthly starting in Month 2 (Phase 2 Launch)
$1,500/mo
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