Inside the Build: A Full Patient Acquisition System for Optimum Wellness & TMS
By Leo Cook • July 9, 2026
Quick answer: Most interventional psychiatry clinics run marketing in pieces — a website agency that doesn't touch the CRM, a paid team that doesn't see the intake, an SEO contractor who doesn't read a single patient survey. For Optimum Wellness & TMS in Columbus, Ohio, we rebuilt the entire acquisition system as one integrated stack: website, qualification funnel, HIPAA-compliant CRM, source-attributed call tracking, automated nurture, compliance layer, and content. One team, one system, one accountable owner from ad click to booked patient. This is what actually got built.
Most TMS practice owners can describe their marketing setup the same way. A website someone built a few years ago. An intake team handling calls. Google Business Profile set up. Maybe some SEO. Maybe some ads. Different people, different pieces.
Ask the same practice owner where their patients are actually coming from, and the answers get less confident.
That was Optimum Wellness & TMS in Columbus when they came to us. A working website, but no call tracking, no qualification funnel, no CRM, scattered citation data, intake handled externally, and no way to see which marketing spend was actually producing patients. The marketing wasn't broken - it was invisible.
Here's what we rebuilt.
The website: 25 pages built around patient intent
We rebuilt the Optimum site on Duda from the ground up. Service pages for TMS, Spravato, IV Ketamine, TMS for Teens, Accelerated TMS, and BrainAge. Condition pages, learning resources, a Meet the Doctor page, a Refer a Patient page, and an insurance and pricing quiz.
Every service page follows the same structure: what the treatment is, who it's for and who it isn't, what a first visit looks like, how insurance and cost work, and a clear next step. Written in language patients use.
The Meet the Doctor page carries more weight for TMS than most sites give it. Patients making a decision about interventional psychiatry want to see who's actually treating them. Most TMS sites bury this. We put it forward.
Two landing pages built for paid traffic
Two dedicated landing pages sit alongside the main site - one for TMS and Accelerated TMS, one for Spravato and IV Ketamine. Same visual system, no navigation, structured around the specific decision the ad campaign is asking the visitor to make. Both route directly to the qualification funnel.
The qualification funnel: 11 slides, five outcomes
At the center of the system is a structured funnel that replaces the generic contact form on every enquiry surface.
Eleven short questions covering diagnosis, medication history, age (gated against FDA-cleared scope), treatment interest, treatment-specific safety contraindications, and a few free-text questions surfacing what the patient actually wants from care.
At the end, the patient is routed to one of five outcome pages: strong candidate, safety review, nurture, needs follow-up, or not a fit. Each outcome triggers a different next step - automated where it can be, human-led where it needs clinical judgment. Under-18s are always routed to a person, never auto-approved.
The point isn't to filter patients out. It's to make sure the intake team isn't cold-calling anonymous form submissions. When a call happens, they already have the patient's diagnosis, medication history, treatment interest, and safety flags in front of them.

HIPAA-compliant CRM with source-attributed call tracking
The funnel connects to a white-labeled, HIPAA-compliant CRM. Every enquiry lands in a structured pipeline, tagged automatically by treatment interest, outcome, and safety flags.
Source attribution is the piece most clinics don't have. Static tracking numbers on each paid landing page, dynamic number insertion on the main site, every call routed to the CRM with the source attributed properly. When the intake team picks up, they know exactly which ad, page, and channel produced the enquiry. Canonical NAP is preserved on the contact page, footer, and Google Business Profile.
Without source attribution, marketing budget gets spent on assumptions. With it, real attribution replaces guesswork.
Compliance built in, not bolted on
HIPAA isn't a feature. It's how the system has to be architected if a clinic is going to handle patient health information across marketing, intake, and follow-up without exposing itself to risk.
A Business Associate Agreement is in place with the CRM provider. Email runs on an authenticated sending domain (SPF, DKIM, DMARC) with HIPAA-compliant nurture sequences, four educational emails per month, segmented by treatment interest and outcome.
SMS is built under A2P 10DLC compliance for appointment reminders and follow-ups. Carrier registration is pending — standard timeline for healthcare — and we handle it as part of the build rather than leaving the clinic to sort out later.
The privacy policy and terms of service were rewritten with the specific disclosures A2P requires: no-sharing-of-SMS-data, STOP and HELP language, carrier liability, age restriction, and message rate disclosure. None of it is glamorous. All of it means the marketing can run without exposing the clinic to compliance risk it didn't know it had.
Google Ads: built and awaiting LegitScript
Google Ads campaigns are fully built and aligned to the landing pages, CRM tagging, and call tracking. Every future click will be measurable from first impression to booked patient.
TMS ads require LegitScript Healthcare Merchant Certification before Google will run them. That process is in progress. Most clinics don't know about this requirement until they try to launch ads and get blocked. We build the compliance layer in advance so the launch isn't held up by paperwork the client didn't know they needed.
Content and SEO - including AI search
Alongside paid, we ship ongoing SEO and content: technical SEO, Google Business Profile optimization, citation cleanup, and monthly educational content produced for both patient search and AI search.
The AI search piece matters more than most clinics realize. Patients are starting research on ChatGPT, Perplexity, and Google's AI Overviews. The businesses cited in those answers aren't the ones with the strongest backlink profiles — they're the ones producing content AI tools can quote from. Agencies that only build backlinks are running yesterday's SEO. The ones producing content are the ones showing up in the answers patients read.
Content and web development are handled by the same team, which means pages get built based on what real patient survey data shows patients are asking. Not a keyword tool's guess.
Why integration is the point
Any decent agency can build a website, run ads, or set up a CRM. The difference isn't the components. It's that all of it was built by one team, in one system, with one accountable owner from ad click to booked patient.
When the CRM tagging doesn't match the ad campaign structure, we fix it in both places. When the funnel routes a patient to an outcome the follow-up doesn't handle well, the same team writes the fix. When ads reporting doesn't tie back to booked patients, we adjust the tracking rather than accept incomplete data.
The Optimum build is what integrated actually looks like when it's done properly.

How long does a build like this take?
Depends almost entirely on how quickly the practice can turn around content, images, and clinical sign-offs. With an efficient client, we can move fast. LegitScript and A2P registration run in parallel and set the outer edge of the timeline.
Do we need to switch off our current website while you build?
No. We build in staging and cut over on launch day. Your existing site keeps running until the new one is ready.
Do we have to change our intake team or how they work?
No. Same team, better information. Instead of an unknown lead, they see a context-rich patient record with survey answers, source, and outcome routing already in place.
What if we don't have LegitScript or A2P set up yet?
We handle both as part of the build. Starting them early means paperwork isn't what holds up your launch.
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