Meeting Recap
& April Plan

What we agreed on, what happens next, and your April deliverables.

March 31, 2026 · Emerson North

When We Started vs. Now

Before Emerson North

✗ No website
✗ No blog
✗ No SEO presence
✗ No email marketing
✗ No scheduling automation
✗ No AI assistant (Dakota)
✗ No CRM or patient pipeline
✗ Manual scheduling via text/phone
✗ Woodstock location references still live
✗ No schema markup for Google

Today

✓ Full website live
✓ 2 optimized blog posts (E-E-A-T)
✓ Sandy Springs location page ranking
✓ 21 nurture emails across 2 tracks
✓ Adult + Myo calendars in GHL
✓ Dakota AI routing intakes intelligently
✓ Full CRM with patient segmentation
✓ Automated intake forms + routing
✓ Clean Sandy Springs-only branding
✓ MedicalBusiness + Person schema live

26 Deliverables in 2 Weeks

March 17 -- 31, 2026. Every item built from scratch.

Website & SEO

✓ Created Sandy Springs location page
✓ Built credentials/authority page
✓ Added MedicalBusiness + Person schema
✓ Optimized 2 blog posts for E-E-A-T
✓ Removed all Woodstock references
✓ Full audit of site, emails, and blogs
✓ Workbook landing page + lead capture

Email & Nurture

✓ 9-email pediatric nurture sequence
✓ 12-email adult/Parkinson's sequence
✓ Email segmentation matrix (2 tracks)
✓ Tagging automations for both tracks
✓ Dakota intake email template
✓ Re-engagement + referral ask emails

Dakota AI

✓ Built intake routing logic (3 calendar types)
✓ Updated location, suite, parking directions
✓ Added Saul Chiropractic wayfinding
✓ Uploaded PDF map for patient reference
✓ Replaced old booking page with intake form

Scheduling & CRM

✓ Set up GHL + Amanda access
✓ Created Adult 45-min treatment calendar
✓ Created Myo 30-min treatment calendar
✓ WebPT integration evaluation
✓ Luma Health demo + SimplePractice sync eval
✓ Condensed workbook download + lead capture

Operations

✓ Created workbook product in GHL
✓ Admin job description drafted

Email Nurture Workflows

Two automated tracks running in GHL. Each triggers based on patient type.

Pediatric / Myo Track Draft

Trigger tag: nurture-pediatric

Email 1 -- Welcome to the Lasting Language Family

Email 2 -- How's everything going at home?

Email 3 -- Celebrate the wins (even the small ones)

Email 4 -- 5 speech activities you can do tonight

Email 5 -- We miss you, everything okay?

Email 6 -- Something new at Lasting Language

Email 7 -- "I didn't think she'd ever say my name"

Email 8 -- Allergy season and your child's speech

Email 9 -- Ready when you are, let's schedule

Cadence: Biweekly for emails 1-5, then monthly. Total span: ~4 months.

Adult / Parkinson's Track Draft

Trigger tag: nurture-adult

Email 1 -- Welcome + Understanding Your Therapy Plan

Email 2 -- Why Voice Exercises Matter Every Day

Email 3 -- Caregiver Corner: Supporting Therapy at Home

Email 4 -- Research Spotlight: Evidence for Speech Therapy

Email 5 -- "My family said they can hear me again"

Email 6 -- 3-Month Check-In + Reassessment CTA

Email 7 -- Swallowing Safety: Signs You Shouldn't Ignore

Email 8 -- Community Resources (CFMC, APDA, Synapse)

Email 9 -- 6-Month Milestone + Reassessment

Email 10 -- Maintaining Gains

Email 11 -- Caregiver Wellness

Email 12 -- 12-Month Follow-Up + Annual Reassessment

Cadence: Biweekly weeks 1-8, then monthly. Total span: 12 months.

Scheduling Automation

Referral to 8 booked sessions. Zero manual scheduling.

1 Referral comes in -- patient directed to in-person evaluation

2 During the eval -- Amanda captures availability and adds it to patient's GHL profile as a note

3 AI cross-references Synapse doc -- finds the patient by name and pulls their email and PT schedule

4 AI reads Amanda's calendar + patient availability note -- picks 8 dates, 1 week apart (unless specified otherwise)

5 Patient receives SMS + branded email -- full 8-session schedule with dates, times, and location details

This replaces Evelyn's scheduling work entirely. No training. No turnover. No back-and-forth.

What the Patient Receives

Lasting Language Therapy · SMS

Hi Linda! This is Amanda from Lasting Language Therapy Services. Great meeting you at your evaluation today!

Your 8-session treatment schedule is confirmed:

Apr 8 · Tue 10:00 AM
Apr 15 · Tue 10:00 AM
Apr 22 · Tue 10:00 AM
Apr 29 · Tue 10:00 AM
May 6 · Tue 10:00 AM
May 13 · Tue 10:00 AM
May 20 · Tue 10:00 AM
May 27 · Tue 10:00 AM

A full confirmation email is headed to your inbox now with all the details. Looking forward to working with you! - Amanda

Delivered · 11:42 AM

Your Treatment Schedule is Confirmed

Hi Linda,

Thank you for coming in for your evaluation today. Based on our conversation and your availability, I have scheduled your 8-session treatment plan:

Session	Date	Time	Type
1	Tue, Apr 8	10:00 AM	In-Person
2	Tue, Apr 15	10:00 AM	In-Person
3	Tue, Apr 22	10:00 AM	In-Person
4	Tue, Apr 29	10:00 AM	In-Person
5	Tue, May 6	10:00 AM	In-Person
6	Tue, May 13	10:00 AM	In-Person
7	Tue, May 20	10:00 AM	In-Person
8	Tue, May 27	10:00 AM	In-Person

Location: 6667 Vernon Woods Dr NE, Suite B-16, Sandy Springs, GA 30328

Back side of B building, along the fence line adjacent to the Toyota dealership. Lower parking lot available for accessibility.

If any of these dates do not work, simply reply to this email and we will adjust. You will receive a reminder 24 hours before each session.

I am looking forward to working together.

Amanda Smith, M.Ed., CCC-SLP

Speech Language Pathologist & Owner

Lasting Language Therapy Services · 470-851-4988

Lasting Language Therapy Services · Sandy Springs, GA · lastinglanguagetherapy.com

Blessed to be a blessing.

What You Need Going Forward

Weekly SEO & Blog Content

One optimized blog post per week targeting Sandy Springs and Atlanta search terms. E-E-A-T compliant, schema updated, Google Business Profile managed monthly. This is how Linda Hayes found you.

Email Newsletters & Nurture

Monthly newsletters to your patient list, ongoing nurture sequence management, new email content as your services expand. Build offers like free screenings and referral incentives.

Scheduling & Dakota Operations

Calendar maintenance, Dakota updates as things change, bug fixes, workflow adjustments, system health checks. When something breaks at 8 AM, it gets fixed before your first patient.

Growth: New Offers & Revenue

Help you build new offers -- myo screening packages, workbook bundles, referral programs, new clinician onboarding. Landing pages, email sequences, and payment setup for each one.

The Math

What You Pay Today

$1,350 /mo

• $500 -- Emerson North (ops consulting)
• $250 -- CRM (GoHighLevel)
• $200 -- Nora (manual scheduling)
• $400 -- Evelyn (leaving June)
✗ No ongoing SEO or blog content
✗ No email marketing or newsletters
✗ No social media scripting
✗ No billing automation

New: Operations + Growth

$1,200 /mo

✓ CRM included (replaces $250 GHL cost)
✓ Scheduling automation (replaces Nora + Evelyn)
✓ Weekly SEO blog post + GBP management
✓ Email newsletters + nurture management
✓ 3 social media scripts per week
✓ Dakota AI maintenance + updates
✓ Campaign planning + new offer builds
✓ Fax routing, Medicare cap alerts, payment reconciliation

You're spending $1,350 today. This replaces all of it for $1,200. You save $150/month and get 5x more.

What We Agreed On

$1,200/month -- Operations + Growth

Month-to-month. No contract. $500 already processed. $700 invoice sent today -- drafts automatically on April 1.

Meetings shift to monthly

Email and text for anything urgent between meetings. Dakota on Telegram for day-to-day scheduling communication.

What's included

Dakota scheduling automation, weekly SEO blog posts, email nurture management, social media scripting (3 scripts/week), GBP management, new offer builds, campaign planning, and system maintenance.

Bryce -- This Week

1 Wednesday: Dakota scheduling goes live on Telegram. Amanda can start testing.

2 Friday: Connect scheduling to Amanda's calendar, email domain (schedule@lastinglanguage.net), and CRM.

3 This weekend: Deliver 3 social media scripts for myo campaign. Amanda films next week.

4 This week: Add lastinglanguagetherapy.com forwarding to Google Workspace. Clean up unused admin accounts.

5 This week: Connect Stripe to workbook page for paid purchases.

6 This week: Deliver the plan for weekly blog content, SEO cadence, email newsletters, and campaign calendar.

7 This week: Send Amanda this recap, both landing page links, and the $700 invoice.

Amanda -- Action Items

1 Midweek: Start testing Dakota scheduling via Telegram. Send feedback on what works and what doesn't.

2 Ongoing: Add PT orders monthly/bimonthly to PT Scheduling Folder. Input patient availability notes into CRM contacts.

3 Next week: Film 3 social media scripts for the myo campaign launch.

4 Tomorrow: Clinician interview. Let Bryce know how it goes -- onboarding support is ready when she's hired.

5 End of April: CFMC pickleball tournament. Bryce will have QR codes for the free + paid workbook landing pages ready for the table.

April Action Plan

Week 1 (Apr 1-4)

☑ Dakota scheduling live on Telegram
☑ Connect to Amanda's calendar + email domain
☑ Deliver 3 myo video scripts
☑ Connect Stripe to workbook page
☑ Add .com domain forwarding
☑ Blog post #1 published
☑ Deliver SEO + content calendar plan

Week 2 (Apr 7-11)

☑ Publish both email nurture tracks
☑ Amanda tests scheduling with real patients (PT Scheduling Folder)
☑ 3 new video scripts delivered
☑ Blog post #2 published
☑ Myo campaign week 1: free content push
☑ Google Business Profile update

Week 3 (Apr 14-18)

☑ Myo campaign week 2: paid offers go live
☑ 3 new video scripts delivered
☑ Blog post #3 published
☑ New clinician onboarding support (if hired)
☑ Review scheduling data + fix edge cases
☑ Monthly newsletter #1 sent

Week 4 (Apr 21-25)

☑ Myo campaign week 3: review metrics + ROI
☑ Blog post #4 published
☑ QR codes ready for CFMC pickleball event
☑ April report: new patients, SEO rankings, campaign results
☑ Plan May campaign based on April data
☑ Monthly check-in meeting

April is going to be
a great month for you.

You see patients. I run everything else.

Meeting Recap& April Plan