Comprehensive Collaborative Practice Group Formation

Forming or Growing a Collaborative Practice Group?

We provide the following:

  • Website with membership directory
  • Newsletter setup
  • Domain email, cloud storage and intranet through Google Apps for Work
  • Setup of QuickBooks online for your financial records
  • Application for domain name and setup on GoDaddy
  • Formation of nonprofit corporation
  • Application for recognition as tax-exempt entity
  • Drafting of bylaws, vision, mission
  • Create membership applications
  • New member orientation manual

We accelerate formation. You focus on building membership.

Ongoing Virtual Management Services

Website Creation

Website creation, update and maintenance, including:

  • Design Branding and Logo
  • Design Website
  • Setup Email marketing
  • Setup Email addresses via Google Apps
  • Setup social media  and create graphics

Get your message across clearly.

Communications

Member communications include:

  • Responding promptly to member inquiries
  • Keeping website up-to- date
  • Updating social media sites
  • Assisting with press releases
  • Maintaining accurate & current Email distribution lists
  • Providing membership surveys & analyzing results
  •  Implementing & managing online conferencing systems for Boards and Committees
  • Designing, scheduling & distribution of newsletter
  • Providing timely meeting notices and reminders
  • Creating & updating event calendars

Focus your time where it counts – on clients, members & donors

Email Marketing

Email marketing includes the following:

  • Select & implement Email opt-ins on website
  • Develop Email distribution list
  • Create funnel to direct potential clients to your services

Drive traffic to your website.

Optimization and SEO

We offer the following:

  • Implement local SEO
  • Provide website copywriting
  • Connection to Google Analytics and Google Search Console
  • Setup and monitoring on local search directories
  • Collection and monitoring of reviews

Get found by your clients quickly.

Record-keeping

Record-keeping & regulatory compliance include:

  • Gather all documents and file in secure cloud storage (bylaws, tax returns, minutes, etc.)
  • Develop record-keeping system including file name conventions, retention & destruction schedule
  • Comply with Sarbanes-Oxley, state and IRS requirements
  • Maintain Board member list and Board terms
  • Maintain Board Committee rosters
  • Maintain official Board and Committee minutes

Find what you need when you need it. Smooth accurate transition of information from current to future Chairs & Officers

Event Registration & Management

Event management includes the following:

  • Event registration
  • Event Email marketing
  • Event landing page
  • Event organization
  • Attendee name tags
  • Event posters

Keep costs down and your sanity as well.

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Additional Services

We understand nonprofits and collaborative practice intimately. We will help you define your target audience(s) and then create the website experience that grabs their attention.

  • Migration from current website to new website
  • Create landing pages
  • Design & print business cards
  • Design & print postcards
  • Shoot & edit videos (2 to 5 minutes in length)
  • Ongoing website maintenance and content support
  • Implement member directory

Achieve consistent message and branding.

Membership Management

Membership management includes:

  • Manage accurate membership records by term or level
  • Maintain membership directory
  • Monitor delinquent dues payments and follow-up
  • Annual verification of membership information

Increase member satisfaction. Ensure accurate records.

Social Media

Social Media includes the following:

  • Create and update social media sites
  • Brand consistently across sites
  • Select sites based on target audience(s)
  • Integrate with your website
  • Monitor your ROI with analysis & reports
  • Post content
  • Create content

Effective marketing is targeted marketing.