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.


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 & 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.


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.