1. Write the brief
Goals, markets, budget range, current results and constraints.
Hiring an agency is a business decision. This guide gives you a simple process for making it with confidence and avoiding the usual mistakes.
Define what you want: more signed cases, a lower cost per case, expansion into a new city or recovery after a traffic drop. Write down your current numbers, including leads, signed cases, ad spend and what your intake team can handle. With a clear brief, proposals become much easier to compare.
Goals, markets, budget range, current results and constraints.
Choose agencies with PI experience and relevant references.
Ask the same questions of each, and request a sample report.
Speak with a current and a former client if possible.
Confirm ownership, scope, reporting and notice terms in writing.
Any of these should prompt hard questions.
Good sign: Honest ranges and stated uncertainty.
Red flag: Guaranteed rankings, lead counts or timelines.
Good sign: Clear explanation of tactics and tools.
Red flag: Proprietary methods that cannot be explained.
Good sign: Time to review and compare.
Red flag: Deadlines and discounts that expire today.
Good sign: You own all accounts and assets.
Red flag: The agency keeps control of your site or listings.
We review your site, Search Console, Google Business Profile, intake process and competitors before recommending anything.
You get a short written plan ranked by expected case impact, with what we would not do and why.
We ship pages, tracking and intake fixes in stages so you see progress without a risky big-bang launch.
Monthly reporting ties activity to calls, signed cases and cost per case, not just rankings and traffic.
A few weeks is reasonable. Rushing tends to produce poor matches.
An audit or a small defined project can be a good test before a larger commitment.
Document what went wrong and ask each agency how they would avoid it.
We partner with a limited number of PI firms and medical providers in each market. Book a 30-minute call to see if we can help you build organic lead infrastructure.