Traffic Acquisition
TRAFFIC SOURCES
Multi-Channel Client Acquisition
- Google SEO: Targeting "physician-led fitness San Francisco," "longevity medicine Bay Area," "cognitive optimization doctor," "integrated rehabilitation SF," "concierge health performance" — educational blog content establishing Dr. Roldán as the authority
- Instagram (@live.vitalis): Transformation stories, training science, behind-the-scenes physician-athlete content. Carousel: "3 reasons athletes choose physician-led training over generic coaching"
- Physician Referral Network: Neurologists, orthopedists, sports medicine, primary care — referring patients for integrated care and rehabilitation
- Community Events: Free workshops: "Building Resilience — The Science of Lifelong Performance" — builds authority and generates warm leads
- Google Business Profile: Optimized listing, review management, local search authority for Bay Area
- CTA on all channels: "Request a Consult" → livevitalis.com
drives traffic to
LANDING PAGE
livevitalis.com — Performance Assessment Funnel
- Hero: "A New Standard for Life-Enhancing Care & Whole-Person Fitness — Health is Built, Not Prescribed."
- Performance Assessment: "What's your primary goal?" (Injury Recovery / Physical Performance / Cognitive Optimization / Longevity / Brain Injury Recovery) + current fitness level + "What have you tried before?"
- Social Proof: Osteopathic Medical Doctor, Physiatrist, athlete — physician who lives what she practices
- Differentiator: "Individualized, physician-led model integrating four disciplines — designed for lifelong performance"
- Offer: Complimentary consultation on assessment submit + personalized protocol overview
- CRM Action: Contact created → tagged by assessment answers (physical-training, cognitive, rehab, longevity, brain-injury) → service-specific Speed to Lead fires
assessment submitted / form filled
SPEED TO LEAD — IMMEDIATE
First-5-Minutes Response Protocol
- Instant SMS from Team: "Hi [Name]! This is Dr. Roldán's team at Vitalis. We just received your performance assessment — [personalized based on goal]. Let's get you scheduled for a complimentary consultation!"
- Instant Email: "Your Personalized Path Forward" — customized based on assessment (rehab gets recovery protocol, training gets performance roadmap, cognitive gets optimization overview)
- AI Chatbot (24/7): Answers FAQ about programs, pricing, Dr. Roldán's credentials, what to expect; captures intent signals and escalates high-intent leads
- 5-Min Follow-Up Call Attempt: CRM task created — "Welcome call — understand their goals and book consultation"
7-day aggressive nurture begins
7-DAY AGGRESSIVE NURTURE
Day-by-Day Conversion Sequence (Branched by Goal)
11 SMS + 7 Emails
- Day 1 — 3 Texts + Call: Text 1 (9am): Personalized tip based on goal | Text 2 (12pm): Educational video — "What physician-led integrated care actually looks like" | Text 3 (5pm): "What's your biggest challenge right now?" | Call attempt
- Day 2 — 2 Texts: Member transformation story relevant to their goal + "Imagine performing at your best for decades, not just seasons"
- Day 3 — 2 Texts + Email: Education: "Why most fitness programs fail — and how physician-led protocols change the equation" + Email: Dr. Roldán's story — the athlete-physician who built Vitalis
- Day 4 — 1 Text + Email: FAQ buster relevant to their goal + Email: "How Dr. Roldán designs your individualized protocol — step by step"
- Day 5 — 1 Text + Email: Another member success story + Email: "Here's exactly what your first consultation looks like"
- Day 6 — 1 Text + Email: "Dr. Roldán is honest about what will and won't work for you — that's the difference" + Email: Full program options, membership tiers, what's included
- Day 7 — 1 Text + Email: "Your complimentary assessment expires this week — ready to explore your potential?" + Email: Direct booking CTA with testimonial stack + urgency
booking decision
BOOKED?
YES → Pre-Consultation
NO → Left column nurture
YES path continues
PRE-CONSULTATION SEQUENCE
Confirmation & Prep Flow
5 SMS + 2 Emails
- Instant Confirmation: "You're booked! Consultation with Dr. Roldán on [date] at [time]. We look forward to helping you unlock your potential!"
- Email — What to Expect: Pre-visit guide (wear comfortable clothing, bring medical history, list of goals), office directions, parking info
- 48hrs Before: SMS — Member story: "Meet [Name] — she was told to stop training after her injury, and here's what happened with Vitalis"
- 24hrs Before: SMS — "See you tomorrow! Please bring any recent labs, imaging, or medical records"
- Morning-of: SMS — "Today's the day! Dr. Roldán's team is ready for you. See you at [time]!"
- Membership Email: Program options, pricing tiers, concierge membership details
consultation day
SHOWED?
YES → Assessment
NO → No-Show Recovery
YES — assessment begins
ASSESSMENT DAY
Dr. Roldán Comprehensive Evaluation
- Physical Assessment: Dr. Roldán performs comprehensive musculoskeletal + neurological evaluation — movement quality, strength baselines, functional capacity, cognitive screening
- Medical History Review: Reviews labs, imaging, prior treatments — integrates medical history into the performance protocol
- Goal Alignment: Honest assessment — if Vitalis isn't the right fit, Dr. Roldán says so. Discusses which combination of services matches their needs
- Protocol Design: Personalized plan integrating relevant disciplines (training, cognitive, rehab, longevity) with realistic timelines
- BAMFAM: Book first session before they leave — enrollment momentum
post-enrollment automation fires
POST-ENROLLMENT SEQUENCE
Onboarding & Early Wins Flow
6 SMS + 4 Emails
- Day 0: "Welcome to Vitalis, [Name]! Dr. Roldán has designed your protocol — let's build something lasting" — immediate welcome text
- Day 1: Check-in text — "How are you feeling after your assessment? Any questions about your protocol?"
- Day 3: Email — Your first week guide + what to expect + "The first 30 days are where the foundation is built"
- Day 5: SMS — "Would you mind sharing your experience? Your story helps others discover physician-led care" + Google review link
- Day 7: Email — Cross-sell intro: "Based on your [training/rehab/cognitive] goals, you might also benefit from [complementary service]"
- Day 14: SMS — Progress check: "Two weeks in — how are you feeling? Let's review your protocol at your next session"
- Day 21: Email — Concierge upgrade pitch: "Members who go concierge see 2-3x faster results with priority access to Dr. Roldán"
- Day 30: SMS — Monthly milestone: "30 days! Let's review your progress and adjust your protocol"
membership decision
CONCIERGE?
YES → Concierge Member
NO → Standard Program
YES PATH
CONCIERGE MEMBER
Full Integration Program
- All 4 disciplines integrated
- Priority access to Dr. Roldán
- Monthly protocol reviews
- Advanced diagnostics included
- Quarterly comprehensive reassessment
- Direct communication channel
STANDARD PATH
TARGETED PROGRAM
Single-Service Focus
- 1-2 disciplines active
- Monthly check-ins
- Progress tracking
- Cross-sell education
- Concierge upgrade offers
- Upgrade path active
quarterly community events
QUARTERLY COMMUNITY EVENT
Free Workshop + Referral Bonus
- Workshop: "Building Resilience — The Science of Lifelong Performance" — Dr. Roldán presents latest research, live movement demo, Q&A
- 7-Day Hype Sequence: 6 SMS + 5 Emails building anticipation + inviting existing members to bring friends
- Referral Bonus: Members who bring a friend get $150 credit toward next month
- Lead Generation: All attendees offered complimentary consultation — warm leads from educational authority positioning
- Target: 15+ attendees per event. Revenue goal: $10,000/quarter from event-sourced members
REVENUE TRACKING
Member Lifetime Value Ladder
| Program / Offer | Stage | Revenue |
|---|---|---|
| Complimentary Consultation | Top of Funnel | Lead Magnet |
| Performance Assessment | Lead Qualification | $0 |
| Single-Session Training | Entry | $150-$250 |
| Targeted Program (1 discipline) | Core | $500-$1,000/mo |
| Rehabilitation Protocol | Clinical | $800-$2,000/mo |
| Cognitive Optimization | Specialty | $600-$1,500/mo |
| Longevity Medicine | Premium | $1,000-$2,500/mo |
| Concierge Membership | Ultra-Premium | $3,000-$5,000/mo |
| Referral Revenue (per ref) | Multiplier | LTV x 0.8 |