Marketing, websites and systems built for telehealth clinics.
A telehealth clinic sells a consult that leads to a plan, and the plan is where the margin lives.
Step 1 of 2
How can we help you get found?
Next: name, email and budget. That’s it.
Growth depends on getting qualified patients to the intake at a cost the first month of revenue can carry, inside ad policies that disapprove most health creative, and without ever making a claim the FDA or FTC would question. We have operated provider directories in men's health, weight management and hormone care that route visitors to vetted telehealth partners, run Google and Meta traffic to them, uploaded offline conversions and network postbacks, and reported partner revenue in one place. Theory Road brings that to your clinic: a compliant site and intake, certified ad accounts, partner and directory channels, and reporting that joins spend to paying patients.
Questions this page answers
- Who is the best marketing agency for a telehealth clinic
- How do I run Google Ads for a weight management clinic without getting disapproved
- Website design for a men's health telehealth company
- How to track which ads produce paying patients
- HIPAA compliant CRM and email for a telehealth practice
- How to get patients from directories and affiliate publishers
Where growth is won or lost in telehealth.
A telehealth clinic is a funnel with a licensed provider in the middle. A patient searches a symptom or a treatment, lands on a page, checks price and legitimacy, completes an intake, sees a provider by video or async form, and either starts a plan or does not. The consult costs the clinic provider time whether or not the patient converts, so eligibility screening before the visit is where margin is protected. Revenue comes from the plan and its renewals, which means the first month decides whether acquisition paid for itself and the sixth month decides whether the business works.
Growth is lost in three places. Ad accounts run without the certifications the platforms require, so volume is capped and disapprovals recur. Copy drifts into outcome claims because a media buyer needed a better click rate, and the clinic inherits the exposure. And attribution breaks the moment privacy rules stop pixels from seeing the patient, so budget is set on form fills while paying patients come from somewhere else. Previous vendors usually delivered leads, not patients, and had no answer for the directory and affiliate channel where many patients actually make their choice.
We build the clinic's acquisition system as one thing. The site and intake are written under claims review and screen for eligibility. Ad accounts are certified and creative is designed inside policy. Directories and affiliate publishers are tracked through Everflow or Impact with postbacks on plan starts. Offline conversions go back to Google and Meta so the platforms optimize to paying patients. A single report joins spend, partner payouts, plan starts, refunds and renewals by source and state, and every new page or ad passes review before it ships.
The problems we fix in telehealth clinics.
Ads that get disapproved or throttled
Health creative trips platform policies on personal attributes, before-and-after imagery and prescription terms. Accounts without the right certifications run at a fraction of capacity, and each disapproval costs days of volume.
Consults that do not become plans
Cheap leads fill the calendar with patients who are not eligible, cannot pay or live in a state where the clinic is not licensed. Cost per consult looks fine while cost per paying patient climbs.
Claims that create legal exposure
Copy about outcomes, dosing and off-label use written by a media buyer under deadline is how a clinic ends up with a regulator's letter. Most vendors have no review step at all.
Revenue that cannot be traced to a source
Ad platforms see a form fill, the EHR sees a patient, the partner network sees a click, and nobody can say which channel produced first-month revenue after refunds and cancellations.
Web, marketing, creative and systems for telehealth clinics.
Built on your accounts, wired into the tools your team already runs, and measured to booked work.
- Condition hubs
- Treatment and protocol pages
- How it works
- Pricing
- Providers and credentials
- States we serve
- Eligibility intake
- Reviews and patient stories
Each page answers one intent, carries one call to action, and lands the lead in your CRM with the page attached.
Websites and digital product.
Pages for each condition and protocol, written from the clinical evidence, reviewed against FDA and FTC standards before publishing, and structured so search engines and the major AI platforms cite them.
- Intake and eligibility flowA screening flow that checks state, age and basic eligibility before booking, so consults are filled with patients the clinic can actually treat and charge for a plan.
- Provider and licensure pagesProvider profiles with credentials, a states-served page that reflects current licensure, and pricing pages that state what a plan costs before the consult is booked.
- Patient-side speed and privacyFast mobile pages, forms that do not leak health information to ad pixels, and analytics configured so no protected information reaches a vendor without an agreement.
- Google SearchAlways on, certified before launch
- Meta prospecting and retargetingAlways on with creative rotated monthly
- Directories and affiliate publishersAlways on, partners added quarterly
- Condition SEO and AI visibilityPublished weekly, reviewed quarterly
- Email and SMS reactivationTriggered by patient events
- YouTube and short-form videoMonthly production, always on
Demand, search and reputation.
Search campaigns built on condition and treatment intent, with the certifications the platform requires for prescription terms and landing pages that pass policy review.
- Meta with policy-safe creativeCreative that avoids personal-attribute targeting and outcome claims, tested against the health policy before launch, and optimized to booked consults through server-side events.
- Directories and affiliate publishersPlacement on the review and directory properties patients read before choosing a clinic, tracked through Everflow or Impact with postbacks on paid plans, not clicks.
- Condition SEO and AI visibilityA content program on the questions patients ask about the condition, the treatment and the clinic model, built to rank and to be cited by the major AI platforms.
- Reactivation and refill messagingEmail and SMS journeys for lapsed patients and refill windows, with consent recorded and content kept free of protected information at every step.
- Claims-reviewed copy libraryApproved phrasing for every condition, treatment and outcome statement, so ads, pages, emails and scripts all draw from language that has already been reviewed.
- Provider photography and videoReal providers on camera explaining how a visit works, what to expect and who is not a fit, which converts better than stock imagery.
- Ad creative built for health policiesStatic and video sets designed within platform restrictions from the start, with variants ready for the disapprovals that still happen.
Brand, photography and collateral.
Name, mark, palette and photography direction that look like a medical practice rather than a supplement ad, since trust is the conversion for a clinic.
Comes in from
- Website forms
- Tracked calls
- Ads and LSA
- Google Business Profile
Lands in
- Everflow
- Impact
- HubSpot
Comes back as
- Per-source attribution
- Automated follow-up
- One weekly scoreboard
Built to your system of record, not around it. Nothing is re-keyed by hand.
Integration, automation and data.
Forms, scheduling and messaging that keep protected information with vendors under a business associate agreement, and analytics that receive only what they may.
- Offline conversion uploadsPaid plan starts and first-month revenue pushed back to Google Ads and Meta with the original click identifiers, so the platforms optimize to patients, not form fills.
- Network postbacksEverflow and Impact postbacks fired on paid plans with the correct payout event, so directory and affiliate partners are paid on revenue and fraud is filtered.
- Unified revenue reportingAd spend, partner payouts, consults, plan starts, refunds and renewals joined in one dashboard by source, week and state, refreshed daily.
- CRM and messagingHubSpot or Klaviyo segmentation on non-protected fields, Twilio for consented SMS, and routing rules that send eligible patients to the right provider by state.
What a great telehealth website contains.
The pages that do the selling for this kind of company, and what each one has to do to turn a visit into a call.
Condition hubs
One hub per condition the clinic treats, linking to treatment, pricing, eligibility and provider pages, written under claims review to rank and be cited.
Treatment and protocol pages
What the treatment is, who qualifies, what a visit involves and what it costs, with side effects and contraindications stated plainly.
How it works
The visit, the provider, the pharmacy or lab step and the follow-up, explained in order so the patient knows what happens before paying.
Pricing
Plan prices, what is included, what is billed separately and how to cancel, stated before the intake so consults are filled with patients who can pay.
Providers and credentials
Each provider with license type, states, specialty and a short video, because a patient is choosing a person as much as a clinic.
States we serve
A page that reflects current licensure per state and routes ineligible visitors to a waitlist instead of a wasted consult.
Eligibility intake
A screening flow for state, age and basic history that books only patients the clinic can treat, built to keep health data with covered vendors.
Reviews and patient stories
Reviews with claims-safe language and no outcome guarantees, plus responses that show the clinic listens without disclosing anything about a patient.
Patient education and FAQ
Answers to the questions patients ask about the condition, the treatment and telehealth itself, structured for search and AI answers.
Where the demand comes from, and when.
The tools telehealth clinics already run on.
We build to your system of record rather than around it. Leads, calls, jobs and revenue land where your team already works, with the attribution attached.
Everflow
Partner tracking, postbacks on plan starts, payout rules and fraud filtering for directory and affiliate traffic.
Impact
Publisher program management, contracts, reporting and postbacks for affiliate partners.
HubSpot
Pipeline, consult scheduling status and lifecycle email on fields that carry no protected information.
Klaviyo
Email and SMS journeys for reactivation and refills with consent and suppression handled.
Twilio
Consented SMS reminders and two-way messaging with opt-out handling and audit logs.
Google Ads offline conversions
Plan starts and revenue uploaded with click identifiers so campaigns optimize to paying patients.
Meta Conversions API
Server-side consult and plan events without pixels that could carry health information.
What we run the account by
Cost per qualified consult.
Spend divided by consults that pass eligibility, by channel, which exposes cheap leads the clinic cannot treat.
Consult to plan rate.
Share of consults that start a paid plan, by provider and source, the number that shows whether intake and pricing are working.
First-month revenue per patient by source.
Plan revenue after refunds in the first thirty days, by channel, the figure acquisition cost is judged against.
Partner payout to revenue ratio.
What directory and affiliate partners are paid against the revenue their patients produce, so payouts stay inside margin.
Policy incident rate.
Disapprovals, account restrictions and claims flags per month, because a restricted account costs more volume than a bad campaign.
Rules we respect
FDA and FTC claims standards.
No outcome guarantees, off-label promotion or unsupported efficacy claims in any page, ad, email or script, with a review step before anything publishes.
HIPAA and business associate agreements.
Where protected health information is collected, only vendors under a signed agreement may receive it, and pixels and analytics must be configured to exclude it.
Platform health advertising policies.
Google healthcare certification, pharmacy and telehealth rules and Meta's restrictions on personal attributes and health claims shape targeting, creative and landing pages.
State licensure and prescribing rules.
Marketing must not reach states where providers are not licensed, and controlled-substance protocols follow federal and state telehealth prescribing requirements.
The telehealth playbook.
Audit claims, policy and tracking.
We review every page, ad and email for claims risk, check platform certifications and disapproval history, and trace how a patient moves from click to paid plan in your current data.
Fix the base before spending.
Claims rewritten, certifications filed, business associate agreements confirmed, offline conversions and postbacks live, and an intake that screens for eligibility before the calendar fills with patients you cannot treat.
Build the site, intake and partner layer.
Condition pages, provider profiles, states-served, pricing and the eligibility flow, plus tracked partner links and postbacks for directories and affiliate publishers, all written under claims review before launch.
Run channels to cost per paying patient.
Search, Meta, partners, content and reactivation managed weekly to cost per paying patient and first-month revenue by source, with claims review on every new creative.
- Strategy and brandwe lead it or back your team
- Paid mediamanaged day to day
- Search and AI visibilityrun and reported monthly
- Websites and hostingbuilt, hosted and cared for
- CRM and lead systemsrun for you or with you
- Creative and contentproduced in-house
Fully managed, alongside your team, or built and handed off. Month to month after the initial term.
Why telehealth clinics choose us.
We run provider directories in these categories, route visitors to vetted telehealth partners and get paid on plans, so we know what makes a patient choose one clinic over another.
- We build the tracking that survives privacy rulesOffline conversions, server-side events, postbacks and a revenue report that never touches protected information are things we have wired for our own properties, not things we describe in a proposal.
- Claims review is part of the workEvery page and ad we produce passes a claims review before it ships. That discipline has kept our own health properties running under platform policy and regulator scrutiny.
Reading for telehealth clinics.
- Paid Media · Takeaway
The most common reason a Meta pixel is not firing is that the pixel ID was never set in the site's environment on the host, so the base code renders empty.
Paid Media · 9 min read
Meta Pixel Not Firing? How We Diagnose and Fix It in Order.
A silent Meta pixel does not just break reporting. It empties every retargeting audience and starves the algorithm of conversion signals. Here is the diagnostic order we use on our own stores and on accounts we take over.
Read - Lead Generation · Takeaway
A dental marketing plan has two engines, new patient acquisition and hygiene recall, and most practices fund the first while ignoring the second.
Lead Generation · 10 min read
Dental Marketing Plan: New Patients, Recall and a 12-Month Calendar.
A dental practice grows on two engines: new patients and hygiene recall. This plan lays out the Google presence, the ads, the pages, the scheduling and texting, the HIPAA guardrails and a quarter-by-quarter calendar that keeps both engines running.
Read - Systems & Integration · Takeaway
HubSpot is not HIPAA compliant by default; it becomes usable for patient data only after a signed Business Associate Agreement and sensitive-data settings on an eligible paid tier.
Systems & Integration · 9 min read
Is HubSpot HIPAA Compliant? What Clinics Must Do First.
HubSpot can hold patient data safely, but only after a BAA, sensitive-data settings and a hard look at every pixel and connected app. Here is the setup order, the tracking rules and a decision table for what belongs where.
Read
Hiring an agency for a telehealth business.
- Who is the best marketing agency for a telehealth clinic?
- Choose a firm that has run health accounts under platform policy, can show you a claims review process, and reports on paying patients rather than leads. We operate directories in men's health, weight management and hormone care, run certified ad accounts, upload offline conversions and join partner and ad revenue in one report. Ask any agency how they handle a disapproval and a regulator's letter.
- How do I run Google Ads for a weight management clinic without getting disapproved?
- Get the healthcare and pharmacy certifications the platform requires, keep prescription terms off pages that are not certified, avoid outcome claims and before-and-after imagery, and write landing pages that describe the visit rather than promise results. We build the account this way from the start and keep replacement creative ready for the disapprovals that still happen.
- Is your marketing HIPAA compliant?
- We design so protected health information stays with vendors that sign a business associate agreement and never reaches ad pixels or general analytics. Forms, scheduling, messaging and conversion uploads are configured to carry only what each vendor may receive. Where a clinic already has an EHR and a compliance officer, we work inside their policies.
- Can you get us listed on directories and affiliate sites?
- Yes. We operate directories in these categories and know what publishers need: a clean offer, a tracked link, a postback on plan starts and a payout that makes sense against first-month revenue. We set up Everflow or Impact, recruit and vet partners, and report partner revenue next to ad revenue.
- How do you know which channel produced paying patients?
- Every click carries an identifier that follows the patient through intake to plan start. Plan starts and revenue are uploaded to Google and Meta and fired as postbacks to partner networks, then joined in one report by source and state. You see cost per paying patient and first-month revenue for each channel, after refunds.
Let’s grow your telehealth business.
A short note on where the business is and where it needs to go. A senior partner replies within one business day.