Guides by industry
Your reputation precedes you.
Digital marketing, growth, RevOps, and CRM for physicians, dentists, attorneys, psychologists, architects, accountants, and other independent professionals.
PDF guide (21 pages) + Excel spreadsheet · Free
The guide and spreadsheet are currently in Portuguese.
Who it is for
- Your schedule fluctuates wildly from month to month.
- Almost all business comes from referrals, with zero predictability.
- You don't show up when people search for your specialty in your city.
- You take on everything and are remembered for nothing.
- Your fees get compared to low-cost competitors.
What you get
The PDF guide
PDF guide (21 pages), with an end-to-end practical example: Architecture · Schedule and mix · Client acquisition sources · Reputation · Authority · Referrals · Pricing and 90 days. Concludes with a one-page summary, common mistakes, a glossary, and a first-days checklist.
The Excel spreadsheet
Excel spreadsheet with 8 interconnected tabs, pre-filled with an example (Dr. Ana Lima, dermatologist, private practice): Schedule · Acquisition source · Reputation · Authority · Referrals · Pricing · 90-day plan · Dashboard. Replace the yellow cells with your numbers and the rest calculates automatically, complete with green, yellow, and red status indicators.
How to use it
- 1
Track your schedule
occupancy, no-shows, and open slots.
- 2
Log client acquisition sources
referrals, search, social media, or other channels.
- 3
Follow the 90-day plan
authority, local presence, and structured referrals.
What changes in your business
A more predictable calendar, recognized authority in your specialty, and less price shopping.
Frequently asked questions
Do independent professionals need marketing?
They need a visible reputation: being found for their specialty, remembered for something specific, and referred consistently.
How do you break the reliance on referrals?
By keeping referrals while building local search presence on Google and publishing content that proves your expertise.
Can doctors and lawyers do marketing?
Yes, within the guidelines of professional regulatory bodies like CFM and OAB. The focus must be on education and authority, not promises.
Other tools on this front
Free material
Where does your growth stall?
A practical 60-minute diagnostic to run with your leadership team. Walk away with your bottleneck, the evidence, and a 7-day plan.