AYMI · Prepared for Cortney Harden, LCSW
Expanded Marketing Proposal June 2026 v1.0
Marketing Proposal · For Cortney & the Live Aligned team

One brand,
two practices,
one compounding engine.

You've already built the hard part — a clinically-credentialed integrative practice, a B2B advisory practice, and the brand that holds them together. What you're missing is the marketing system that fills both calendars off the same flywheel.

Prepared by AYMI · New York & London
Prepared for Cortney Harden, LCSW, CMNCS — Live Aligned Integrative Therapy & Consulting, P.C.
Engagement type Monthly retainer · 90-day initial sprint
§ 01 · The Opportunity

From two practices to
one authority engine.

Live Aligned isn't a generic therapy practice. It's an integrative-medicine brand built around a tight set of niches — perimenopause, maternal mental health, nervous-system regulation, metabolic health — paired with a B2B consulting practice serving CalAIM, ECM, and SUD service-line clients. Both run on your name. Neither has a marketing engine yet.

You have a real clinical brand. ACT, lifestyle medicine, somatic work, clinical nutrition therapy under one PC structure. A niche set that earns premium positioning. A blog that's already publishing monthly. An Instagram account, a TikTok account, and the kind of expertise — LCSW + CMNCS, plus your CalAIM advisory role at BlueRidge — that very few competitors can replicate in California.

You have a real B2B practice. The Strategic Consulting page on livealigned.co, plus the Senior Advisor work at BlueRidge Management Solutions, isn't a side hustle — it's a parallel business serving health plans, counties, and community-based organizations on Enhanced Care Management implementation. That's a $200K+ engagement-shaped market that lives or dies on authority and referrals, not paid acquisition.

What's missing is the system that compounds them. The clinical practice has open associate hours that aren't filling. The consulting practice has authority that isn't being broadcast. The blog isn't earning search traffic. The Meta ads (we got pinged through one) are running but without the lifecycle behind them that turns clicks into clients. Two practices running in parallel instead of one engine running in series.

The long-term goal is simple: every clinical inquiry feeds the brand, every brand asset feeds the consulting authority, every consulting engagement feeds the clinical credibility. Live Aligned becomes the kind of practice that competitors can't price against, because it isn't a single line of business — it's a system.

§ 02 · The Shift

Where you are vs.
where this takes you.

Eight axes of the Live Aligned marketing surface, current state and post-engagement state.

Clinical
Lead Flow
Current

Meta ads running, with Grow Therapy and Psychology Today as secondary inflow. No lifecycle behind the click. Associate calendar utilization isn't reported into a single view.

Future

Persona-targeted paid + organic feeding a unified lead system. Associate-aware routing — new clients matched to the clinician with capacity. 25-40 high-fit inquiries per month at steady-state.

B2B
Pipeline
Current

The Strategic Consulting page exists, but new business comes through your BlueRidge network and word-of-mouth. No outbound. No owned authority surface beyond a single page.

Future

A LinkedIn authority engine running under your byline. A quarterly CalAIM/ECM perspectives piece. Inbound consultation inquiries from counties and health plans who found you through your own writing.

Brand &
Site
Current

livealigned.co on Wix — professional, clear, but built for a single-clinician shape rather than a dual-practice brand. SEO is constrained by the platform; the consulting arm hides behind one page.

Future

A rebuilt site split into two visible pillars — Clinical and Consulting — with shared authority content. Each pillar has its own persona pages, lead magnets, and conversion flow. Wix-portable or Webflow, depending on your preference.

Content
Engine
Current

Monthly blog posts on niche topics. Good signal of expertise, but unaccompanied by an email list, a distribution loop, or repurposing into LinkedIn / IG / TikTok.

Future

Two long-form pieces per month (one clinical, one consulting), each turned into 4-6 social posts and one newsletter. The same expertise, four times the distribution.

Lifecycle
& Email
Current

No automated flows on either practice. Clinical inquiries get one response and live or die on it. Consulting prospects get a personal note from you, which doesn't scale.

Future

Five automated flows on the clinical side, plus a quarterly broadcast list for the consulting practice that keeps you in mind for budget cycles 6-12 months out.

Authority
& Search
Current

Wix limits technical SEO. The blog is publishing but not earning search authority. CalAIM and ECM expertise isn't surfacing in B2B search.

Future

Top-3 California rankings for two-to-three priority clinical queries (perimenopause therapist California, somatic therapist statewide). Top-page results for "CalAIM ECM consulting" within 9-12 months.

Operations
& Capacity
Current

You're the protagonist of clinical, brand, content, ads, and consulting. The associates exist; the system that fills their hours doesn't.

Future

A unified dashboard showing inquiries, consults, associate utilization, content performance, and B2B pipeline. Weekly insight digest. Operational time on marketing drops from ~10 hrs/wk to ~2 hrs/wk.

Compounding
Loop
Current

Each practice gets attention when it gets attention. Neither flywheel turns the other.

Future

Clinical content earns search authority that surfaces consulting pages. Consulting case studies earn credibility that converts clinical prospects. Same brand, same expertise, two compounding outputs.

§ 03 · Directional Growth Benchmarks

What the system should produce.

Illustrative 12-month targets across both practices, anchored against AYMI benchmarks for integrative-clinical brands with parallel B2B arms.

25–40
Clinical inquiries / month
+85%
Associate calendar utilization
3–6
Qualified B2B inbounds / quarter
+340%
Organic search traffic, year one
2,500+
Email subscribers by month 12
4.5×
Return on clinical marketing spend
+12
LinkedIn authority pieces / year
2–3
Top-3 California Google rankings

Targets are directional and tied to a Growth System engagement. Conservative tier preserves the niche and authority work without paid acquisition; the top tier accelerates clinical volume while compounding the B2B authority engine.

§ 04 · Three Personas, One Operator

The three doorways into Live Aligned.

Your niche isn't a category — it's a stance. People living inside bodies that are changing, navigating systems that aren't designed for them. Three personas, all converging on your clinical-plus-integrative philosophy.

PERSONA 01
The Perimenopausal
Professional
Late-30s through mid-50s, midway up the career arc. Sleep is broken, anxiety is new or worse, metabolic shifts feel uncontrolled. She's been told by GPs that it's "just hormones." She's searching for someone who treats the whole system — psychiatric, somatic, metabolic — without dismissing her.
→ Lead magnet: "The Perimenopause Mental Health Audit"
→ Content pillar: What perimenopause does to high-functioning women that no one explains
PERSONA 02
The Maternal
Mental Health Mother
Postpartum, fertility-treatment, or pregnancy-loss territory. Her clinical needs span anxiety, identity rebuild, body changes, and partner-relationship strain. She wants a therapist who already understands the maternal medical timeline so she doesn't have to explain it.
→ Lead magnet: "The Postpartum Recalibration Companion"
→ Content pillar: Maternal mental health beyond the depression screener
PERSONA 03
The CalAIM /
ECM Health Plan Lead
A program director at a California health plan or county BH org navigating CalAIM implementation. Needs ECM service-line design, compliance support, SUD integration. Wants an advisor who has actually built the clinical side, not a generalist consultant.
→ Lead magnet: "The CalAIM ECM Service-Line Audit"
→ Content pillar: Operationalizing Enhanced Care Management for behavioral health

All three personas pay premium. All three respond to the same brand voice — clinically credentialed, integrative-minded, system-aware. The two clinical personas feed the practice; the B2B persona feeds the consulting arm; the brand assets earn the audience for all three.

§ 05 · The Most Important Expansion

The Live Aligned Authority Engine.

The central play isn't more channels. It's a single content + lead system that compounds across the clinical practice, the consulting arm, and your personal authority as a CalAIM-fluent LCSW.

The Anchor Asset
A monthly cadence of clinical insight + B2B perspective, published under your byline, distributed across owned and earned channels.

Two long-form pieces per month — one clinical (matched to your perimenopause / maternal / metabolic niche), one B2B (matched to your CalAIM / ECM / service-line work). Each piece gets repurposed into four LinkedIn posts, two Instagram carousels, a weekly newsletter slot, and an SEO-targeted landing page. Twelve to twenty inputs per month, one engine, two pipelines getting fed.

This isn't content for its own sake. Every clinical piece converts to a lead magnet download. Every B2B piece converts to a CalAIM audit inquiry or a perspective subscription. The system is built so each long-form piece earns 3-5 inquiries on its own arc — and then keeps earning them for the next 18-24 months.

The Dual-Pipeline Funnel

One piece of writing, two practices fed.

01
Write & Publish
Long-form clinical or B2B perspective piece, in your voice, AI-assisted from your outline conversations.
02
Repurpose & Distribute
Sliced into 4 LinkedIn posts, 2 Instagram carousels, a newsletter feature, and SEO-targeted on-site.
03
Capture
Each piece links to its persona's lead magnet — assessment, companion, or audit. Email captured. Tagged by funnel.
04
Convert
Clinical leads enter a 5-email nurture to a fit consult. B2B leads enter a quarterly broadcast that compounds until budget cycle alignment.
Target performance: 25-40 clinical inquiries/mo at steady-state, 3-6 qualified B2B inbounds/quarter, with the two pipelines reinforcing each other rather than competing for attention.
§ 06 · Content Engine

Two pillars per practice, one voice.

Four content pillars covering both practices, all under the same operator-led byline.

PILLAR 01 · CLINICAL
The Perimenopause & Hormones Series
For Persona 01 — women 35-55 in midlife transition

Long-form clinical pieces on what perimenopause does to anxiety, sleep, executive function, and identity — paired with the integrative-medicine lens that competitors don't have. Two pieces per quarter, plus weekly Instagram and LinkedIn cuts.

PILLAR 02 · CLINICAL
The Maternal Mental Health Beat
For Persona 02 — fertility through postpartum

Clinical perspectives on the maternal mental health timeline — fertility treatment, loss, postpartum identity, return-to-work. Distributed through fertility clinic referral networks and motherhood-niche Instagram.

PILLAR 03 · B2B
The CalAIM Operator's Notes
For Persona 03 — health plan and county leads

Operational, opinionated pieces on CalAIM and Enhanced Care Management implementation, drawing on your BlueRidge work. Distributed via LinkedIn long-form and California behavioral health newsletters.

PILLAR 04 · BRAND
The Integrative Lens
For the long-cycle audience across all three personas

Monthly newsletter — a clinical note, a CalAIM observation, a piece of integrative-medicine research. Builds the slow-burn audience that converts on its own schedule.

Operating cadence

§ 07 · Paid Acquisition (Clinical Only)

Meta + Google for the practice, organic-only for the consulting arm.

Paid acquisition makes sense for the clinical practice — predictable cost-per-consult, statewide telehealth means lookalike audiences scale. The B2B arm is too narrow for paid; it scales on authority and inbound.

Clinical paid stack

§ 08 · LinkedIn Authority Engine (B2B)

The consulting practice that compounds.

B2B in behavioral health doesn't move on Meta ads. It moves on LinkedIn, on conference panels, and on the quiet credibility of being published under your own name.

What runs

§ 09 · Lifecycle & Email

What happens between intake and consult.

Most clinical inquiries don't book on first contact. Most B2B prospects don't sign in their current budget cycle. Lifecycle email is the ripener that survives both gaps.

Clinical flows

B2B broadcast

One quarterly broadcast to the B2B list — your CalAIM/ECM perspective, distributed to a tight list of operators. 600-1,500 subscribers within 12 months. Open rate target 45-55% (B2B operator list, premium voice).

§ 10 · Conversion Infrastructure

A site that holds both practices.

Live Aligned on Wix works for a single-clinician shape. To hold the clinical + consulting + brand voice cleanly, the site needs a rebuild — Wix-preserved or Webflow-migrated, your call.

Rebuild priorities

§ 11 · AI-Powered Operations

Built for a dual-practice operator.

You're running clinical, consulting, content, and brand under one roof. Operational drag is the enemy. AI handles the drafting and the triage; you handle the approvals.

Core systems

§ 12 · Proof

AYMI's track record.

Three engagements from the AYMI case library that mirror your shape — clinically-positioned, premium-priced, dual-audience (consumer + B2B).

Pulled from the AYMI case library · See full studies at aymi.agency/work

Premium expertise, two-audience brands AYMI built the engine for.

Nutrafol
+320% recurring revenue
+58% retention
4.2× marketing ROI
Clinically-positioned health brand serving a specific physiological niche. Lifecycle + content engine built the long-cycle audience that compounds — the same dynamic that converts a perimenopause newsletter subscriber 8 months later.
BCG Digital Ventures
+320% qualified leads
+45% conversion rate
4.5× ROAS
B2B consulting practice where authority-led content was the entire acquisition strategy. The shape that maps to your CalAIM/ECM consulting arm — long sales cycles converted by published expertise.
Eight Sleep
+580% direct sales
−42% CPA
3.9× conversion
Founder-fronted health brand built around premium positioning and persona-led acquisition. The lever that turns a clinically-credentialed solo practice into a defensible audience asset.
Transparency note. These engagements sit in adjacent categories — consumer health, B2B consulting, and premium-positioned wellness — rather than the exact integrative-clinical-plus-CalAIM shape Live Aligned occupies. The underlying dynamics map (expertise-led trust, long-cycle conversion, dual-audience brand mechanics) and the playbook ports. Named work in integrative-clinical practice is in progress; we'd build Live Aligned as a referenceable case in this vertical.
§ 13 · Package Options

Three shapes of engagement.

Each shape is structured as a monthly retainer with a 90-day initial sprint. Media spend, software, and any contributor or creator fees are pass-through and billed separately from the retainer. The right shape depends on how aggressively you want to pursue the clinical scaling, the B2B authority engine, or both.

Foundation
1 Strategist · No AI Dashboard
Clinical brand rebuild and content engine — no paid acquisition yet, no B2B authority engine.
  • Team: One AYMI strategist as your engagement lead.
  • Brand & site: Live Aligned site rebuild + 3 persona pages.
  • Content engine: Two clinical long-form pieces per month + monthly newsletter.
  • Email: Welcome flow + clinical nurture flows + dormant reactivation.
  • Reporting: Monthly written strategic review.
Full Practice + Authority OS
2 Strategists · AI Agent Dashboard
The full dual-pipeline build, with dedicated B2B authority and PR support.
  • Everything in Growth System, plus:
  • Second strategist: Dedicated capacity for the B2B authority engine and quarterly perspectives.
  • Quarterly CalAIM perspectives PDF: Gated, distributed, used as a B2B authority asset.
  • B2B outreach: Targeted warm-list cultivation across CA county BH directors and health plan ECM leads.
  • PR support: Targeted clinical and CalAIM-policy commentary placements in California behavioral health press.
On investment. We've intentionally left dollar figures out of this proposal. The shape that's right for Live Aligned depends on the clinical/B2B mix you want to weight, how aggressively you want to scale associate utilization, and a few tactical questions about your CalAIM advisory work that are better answered together. We'd rather decide what's in scope on the scoping call, then price it cleanly. Media spend, software, and any contributor fees are always pass-through and billed separately.
§ 14 · Our Recommendation

The Growth System.

Why this shape
It's the engine that turns your existing assets — the clinical brand and the CalAIM expertise — into two compounding pipelines, without overbuilding either.

Foundation is right if you want six months of brand and content work before activating paid or authority. Defensible, slow, but the clinical inquiry curve is shallow without paid joining.

Growth System is the right shape for year one. It activates both the clinical paid layer and the B2B authority engine on day one, paired with the dashboard so the dual operations stay legible. This is the recommendation.

Full Practice + Authority OS is the right shape the quarter you decide to materially expand the consulting arm — for example, if you want to step into a more public CalAIM thought-leadership role, or if BlueRidge becomes a primary client surface for Live Aligned-led engagements.

§ 15 · 90-Day Sprint

How the first quarter runs.

At the end of the sprint Live Aligned has a unified brand, a converting site for both practices, paid acquisition feeding the clinical side, an authority engine seeding the B2B side, and the dashboard that lets you make weekly throttle decisions in 30 seconds.

§ 16 · The Long View

A brand that compounds in two directions.

The thing about a practice built around an operator with rare expertise is that every piece of writing, every consult, every CalAIM engagement makes the next one cheaper. The perimenopause newsletter from month three is still pulling clinical inquiries in month thirty. The CalAIM perspectives PDF from quarter two is still landing on county directors' desks two years later. The brand stops being something you build; it becomes something that compounds.

The final goal is simple: every clinical session funded, every consulting engagement won, every piece of writing published makes Live Aligned more defensible. The practice runs whether you're in session, in a county meeting, or on a panel. The system holds.

The next step

A 45-minute scoping call to lock the shape and define month one.

We'd want to talk through the clinical-to-B2B weighting, the associate utilization picture, the BlueRidge arrangement, and the right starting media budget. Once we've defined scope, we'll send a clean engagement letter with investment and a 90-day milestone plan.

Engagement Lead
[Engagement lead to assign]
AYMI · Performance & Growth
Email
studio@aymi.agency
Book a call
aymi.agency/contact?industry=psychology
AYMI · New York & London
Prepared by AYMI for Cortney Harden, LCSW · June 2026 · v1.0
Confidential — for Cortney & team only.