The steps
- Build a single-page website that answers "do you serve me?" in 5 seconds
- Set up a contact form with sub-5-minute speed-to-lead automation
- Build a list of 50 support coordinators in your area and start outreach
- Add yourself to 5-10 plan managers' preferred-provider lists
- Test paid Meta ads with $20-$50/day to validate creative
- Design intake and matching processes that don't drop balls
Common mistakes to avoid
- Scaling spend before fixing intake conversion
- Outreach without follow-up cadence
- Treating coordinator relationships as one-off transactions