Do I need to Purchase the Course First?

No.The setup service is available whether or not you've completed the course.

Will this work with my practice?

Most likely, yes. We primarily work with therapists, psychologists, and psychiatric providers, but every setup is customized to the needs of the practice. We start with a free consultation to make sure we're the right fit!

Can you customize the reports?

Absolutely. The dashboards and tracking systems are designed to be flexible and adapted to your workflow.

Can my VA manage the system after setup?

Yes. In fact, many practices use these systems as part of their ongoing administrative workflows. Ideally, your VA would be part of Step 2 and Step 4 as they are the individuals who will be using this system most!

Can I use Add-ons at a later time?

Absolutely - if you've already worked with us, you can reach out for any add-on at any later date.

Inquiry to Insight
Setup Service
Turn Inquiry Data Into Actionable Insights

The Inquiry to Insight course walks through the systems, workflows, tracking methods, and reporting tools used to better understand referrals, inquiries, retention, and practice growth.

But not everyone wants to build those systems themselves.

Our Inquiry to Insight Setup Service provides a customized implementation of the tracking and reporting systems covered in the course—tailored to your practice, your clinicians, and your workflow.

I'm Interested!

What Can We Help You Build?

Custom Reporting Dashboards

Using Looker Studio, we can create reporting dashboards that help you visualize your data and identify trends over time.

Inquiry volume
Referral source performance
Clinician-specific metrics
Retention trends
Waitlist trends
Conversion rates
Caseload insights

Inquiry Tracking

System

Track the full client journey from first inquiry through consultation, intake, and ongoing care.

Referral source tracking
Inquiry conversion tracking
Consult-to-intake reporting
Retention tracking
Waitlist management
Referral follow-up systems
Practice growth metrics

Referral System

Stop sending clients into the void
Maintain a reliable referral network
Build (and maintain) professional relationships
Support clients who aren't a good fit for your practice

Optional Add-ons

Email Organization

Labels

Filters

Spam Cleanout

Communication Templates

Inquiry Responses

Paperwork Reminders

Late Cancellations

In/Out of Network Script

Mini Audits

Inactive Clients

Incomplete documents

Duplicate Clients

+More

Custom SOPs

New Client Workflow

Inquiry Responses

Processing Cancellations

+ More

The Process:

Step 1:
Discovery Call

Step 2:
System Setup

We'll talk through your practice, your goals, and what information would be most helpful for you to track.

We'll build and customize the tracking systems and reporting dashboard based on your needs.

Step 3:
Review & Adjustments

Step 4:
Final Walkthrough and Training

We'll walk through the system together, answer questions, and make any necessary adjustments.

We'll walk through how this system works, so you feel confident tracking data and using the reports to support informed decision-making.

Investment

Projects begin at $600

Most implementations are completed within approximately four weeks.

Final pricing depends on practice size, desired customization, and any add-ons requested.

If you:

✔ Want better visibility into referrals and inquiries

✔ Want clearer reporting on clinician caseloads and retention

✔ Are tired of piecing together information from multiple places

✔ Want data that actually helps guide decisions

✔ Don't have the time (or desire) to build the systems yourself

This service may be for you

Practice Specific Customization

Every practice operates differently.

We'll work with you to determine:

Which metrics matter most
What information you want to track
Which fields should be included
What reports would actually be useful for your team

Because the goal isn't collecting more data.

It's collecting information that helps you make better decisions.

Frequently asked questions

Inquiry To Insight Setup

Inquiry to Insight Setup Service Turn Inquiry Data Into Actionable Insights