EXPANDED MARKETING PROPOSAL · PREPARED FOR RORI CARE · JUNE 2026

A clinical machine,
and the engine to fill it.

Rori Care has built a thesis the rest of the ABA category does not have. The next chapter is making sure the families who need it actually find it — on the day they start looking, not three referrals later.

Prepared for
Irina
& Kristine Le, BCBA
Founding Clinical Director
Category
Pediatric ABA + AI
California · Insurance-led
Anchor recommendation
Growth System · ★
The Family-First Engine
Investment
Held for the
scoping call
IWHY THIS, WHY NOW

From "a Bay Area clinic with an AI promise" to the most trusted name in ABA for California families.

You already speak the hardest language — the one parents need to hear after a diagnosis. The problem is most of them never get to you.

Rori Care is the rare clinical operator in this category. BCBA-led care, evidence-based ABA, in-network with fourteen of California's largest payers, and an AI thesis — the 50% More Care Promise™ — that gives back time the rest of the field still loses to paperwork. The clinical machine works.

What the market does not yet see at scale is Rori. Fifty families is a meaningful start. It is also a fraction of the families in the Bay Area sitting on a fresh diagnosis right now, scrolling Yelp and Psychology Today, comparing intake forms, and waiting six weeks for the next clinic to call them back.

This proposal is about the second machine — the family-acquisition system that sits next to the clinical one and feeds it. Built so that when a parent in Fremont or Oakland or Palo Alto types "ABA therapy near me" at 11pm, Rori is the first answer they trust, the easiest one to verify, and the only one that calls them back before the weekend.

"Your ad agency has never heard of a CPT code." That was the line that brought you here.
Everything below is what happens when one has. — The wedge that converted · AYMI · ##assistance

One last frame. ABA's right unit of growth is not cost-per-lead, and it is not cost-per-booked-consult. It is cost-per-authorized-treatment-start — the family who got covered, got scheduled, and ramped to recommended hours. That is the metric the P&L and the family share. Every channel below is engineered to that number.

IIWHERE YOU ARE · WHERE THIS TAKES YOU

The clinic is real. The engine around it is the next build.

Today
Within twelve months
Brand authority
A clinical-quality site, BBB A+ and CASP-aligned credentials, no public voice yet beyond the homepage.
The clearest, calmest, most evidence-fluent voice in California ABA — the brand parents read on the way to a diagnosis appointment, not after.
Family acquisition
~50 families to date, mostly referral and organic discovery. No paid acquisition engine, no measurable cost-per-authorized-start.
A measured, geo-segmented paid + organic system feeding the funnel weekly. Cost-per-authorized-start known, modeled, and trending down quarter over quarter.
Local discoverability
San Jose clinic indexed; Oakland and in-home service areas thin or absent in local pack. Limited GBP/Apple Business signal across the seven service zones.
Every service area (clinic + in-home corridor) ranking in the top three local results for high-intent ABA queries; a Yelp/Psychology Today/Healthgrades footprint that mirrors the actual coverage map.
Intake-to-first-session
Inquiry → insurance verification → assessment → first session. Drop-off through this window is invisible to marketing today.
A measured intake funnel with stage-by-stage conversion benchmarks and a lifecycle layer recovering the families who pause between authorization and first session.
Content & reputation
A substantial blog already exists, broad in coverage. Underused as an SEO asset and not yet structured as a parent-decision library.
A neurodiversity-affirming editorial system organized for the questions parents actually search; pillar pages that compound, schema that surfaces in AI answers, reviews that read like a real practice.
The AI promise
"50% More Care Promise™" lives on the homepage. It is the most differentiated story in the category and currently the least amplified.
The promise becomes the brand story — explained in plain parent language, demonstrated visually, and threaded through every surface from a paid ad to a clinical intake summary.
Capacity planning
Marketing demand and BCBA/RBT capacity are decoupled. A good growth month can outrun the roster.
Acquisition velocity governed against confirmed clinical capacity, with hiring signals fed back into the model so growth never outpaces the care.
IIIDIRECTIONAL GROWTH BENCHMARKS

What we'd plan to — and what we'd hold ourselves to.

Directional twelve-month targets, set against AYMI's adjacent work and pediatric-care category benchmarks. Honestly held, not promised — the contract on numbers is for the scoping call.

Qualified Family Inquiries / Mo
+220%
Insurance-eligible parents reaching intake, measured at form submit, not click. Geo-segmented across the seven Bay Area service areas.
Cost-per-Authorized-Start
−45%
The unit that matters: families covered, scheduled, ramped to recommended hours. Modeled down quarter over quarter as the engine compounds.
Inquiry-to-First-Session
−38%
Days from form submit to first authorized session, shrunk through intake CRO and lifecycle recovery of the families who pause mid-verification.
Local-Pack Visibility
Top 3
Across all seven service areas (San Jose, Oakland, Fremont, Sunnyvale, Santa Clara, Berkeley, Palo Alto) for the parent's first ABA search.
Brand & Authority Surface
+5x
Indexed pillar pages, Psychology Today / Healthgrades / Yelp / Apple Business listing parity, AI-answer presence for parent-decision queries.
Family LTV / Retention
+25%
Average authorized hours actualized, measured against the recommended-hours benchmark Rori's own clinical data already names.

All figures directional. Anchored to AYMI's published case studies in adjacent long-cycle, evidence-based, multi-stakeholder categories (see §11) and to category-published pediatric-care benchmarks. The actual contract on numbers belongs to the scoping call — once roster capacity, insurance mix, and channel baseline are real.

IVTHE FAMILY WE'RE BUILDING THE ENGINE AROUND

Three parents. Three moments. One funnel that has to know the difference.

Persona-led, not vertical-led. The medium is the same — a phone open at 10pm. The reader is not.

PERSONA · 01
The Newly-Diagnosed Parent
Child diagnosed last month. Pediatrician handed them a printed list. They are searching at 10pm.
Searches
"ABA therapy for autism," "what to do after autism diagnosis," "best ABA therapy [city]"
Reads
Psychology Today profiles, parent forums, your blog — before they fill out a form anywhere
Trusts
Clinicians who explain rather than sell. Insurance answered up front. Real photos of the clinic.
Decision
Drops out of pipeline if no one calls back within 48 hours.
PERSONA · 02
The Insurance-Stuck Family
Diagnosis confirmed months ago. Stuck in payer-authorization limbo with a slower provider.
Searches
"ABA therapy that takes [payer]," "switch ABA providers," "ABA waitlist"
Reads
Specific payer-coverage pages, BBB pages, Yelp reviews mentioning insurance speed
Trusts
Specific payer logos visible up front. A clinic that can name how fast verification typically clears.
Decision
Switches the moment they trust the new provider will move faster, not just promise to.
PERSONA · 03
The Curious-Pediatrician Family
Diagnosis in process. Pediatrician suggested ABA but the parent is wary. Looking for tone before substance.
Searches
"is ABA therapy good," "neurodiversity-affirming ABA," "modern ABA therapy"
Reads
Long-form, magazine-style pieces. Founder stories. Mission pages. Reddit threads.
Trusts
Practitioners who name the historical critique of ABA and address it directly. Plain-language explanation of AI-supported care.
Decision
Books a consult only after they trust the clinic's worldview — not just its credentials.
VTHE MOST IMPORTANT EXPANSION

Build the Family-First Engine — the acquisition system that runs at the speed of the clinical one.

If we do one thing first, it is this. Everything else compounds off it.

The clinical engine already exists at Rori. The acquisition engine does not. What we propose is a five-layer system that lives next to it, runs at the speed of intake, and gives the practice a measurable, repeatable answer to "where is the next family coming from?"

THE FAMILY-FIRST ENGINE · FIVE LAYERS
I.
Discovery — local SEO, GBP/Apple Business, Yelp/PT/Healthgrades parity across all seven service areas
CONTINUOUS · FOUNDATION
II.
Demand — geo-targeted paid social + Google, payer-segmented creative, claim-free per category house rules
WEEKLY CADENCE · AUTHORIZED-START GOAL
III.
Trust — pillar editorial, parent-decision library, neurodiversity-affirming voice, AI-answer schema
EVERGREEN · COMPOUND
IV.
Intake — CRO on the inquiry form, payer-aware routing, <24hr first-touch, insurance-status transparency
CONVERSION RATE · SPEED-TO-LEAD
V.
Lifecycle — recover families who pause between authorization and first session; warm them with what they need to keep going
EMAIL + SMS · LICENSED & HIPAA-AWARE

The promise we are not making: a flood of leads in week three. The promise we are making: a measured, defensible engine that gets cheaper every quarter, governed against your roster capacity, audited monthly, and ownable by Rori at any point.

VITHE SYSTEM, LAYER BY LAYER

Each layer is its own discipline. Each is governed against authorized-start.

LAYER 01 · DISCOVERY

Local SEO & directory parity across seven service areas

The Bay Area parent searches geo-first ("ABA therapy in Fremont," "autism therapy near Palo Alto"). Today, Rori indexes strongly for San Jose and partially for Oakland. The other five corridors are either absent or under-served. The first compounding asset we build is local pack visibility across all seven, plus directory parity (Psychology Today, Yelp, Healthgrades, Apple Business, Bing Places, Google Business Profile) with consistent NAP, payer lists, and clinician profiles.

  • 01GBP & Apple Business build-out for clinic + every in-home service ZIP, with category-correct primary categories (Mental Health Service / Behavior Analyst / Pediatric)
  • 02Directory parity sweep: Psychology Today, TherapyDen, Healthgrades, Zocdoc, Yelp, Bing Places. Verified, consistent, monitored.
  • 03Local landing-page set, one per service area (San Jose, Oakland, Fremont, Sunnyvale, Santa Clara, Berkeley, Palo Alto), each with payer logos and CTAs to the corresponding intake path
  • 04Review velocity program — HIPAA-aware, opt-in, never coercive. Rori's clinical reality deserves the public record to match.
  • 05Schema build: MedicalBusiness, MedicalSpecialty, FAQPage, BreadcrumbList. AI-answer ready.
  • 06Monthly local-pack audit against the seven primary parent-search queries and the five payer-specific tail queries.
LAYER 02 · DEMAND

Paid acquisition — geo · payer · persona

Paid acquisition is the lever where Rori has the most room. Today: no paid engine; the entire funnel runs on referral and organic discovery. We propose Meta-led paid social with Google search as the high-intent companion. Creative is identity-neutral, claim-free, and built per the AYMI healthcare-vertical house rules — no patient faces, no demographic cues, no on-frame outcome stats. The proof is in the body copy and the landing page, not on the ad.

  • 01Meta CBO campaigns per service-area cluster, optimized to LEAD on the Rori pixel, with authorized-start tied back from the CRM as the true success event
  • 02Persona-led creative bank: the newly-diagnosed parent, the insurance-stuck family, the curious-pediatrician family. Each gets its own creative line, lander, and CTA register.
  • 03Payer-segmented variants: a parent on Kaiser searches differently from one on UHC. Visible payer logos and verification-speed promise.
  • 04Google high-intent layer: branded, "ABA therapy + city," payer + city. Local Service Ads where eligible.
  • 05Creative cadence: weekly concept refresh, two-and-a-half-week creative half-life, never re-running fatigued frames against the same audience.
  • 06Quarterly incremental lift study: paid against organic baseline so the contribution is measurable rather than asserted.
LAYER 03 · TRUST

The parent-decision library

Rori's blog is already substantial — that is rare in this category. It is also wide rather than deep, and not yet organized around the questions a parent actually asks in the first thirty days after a diagnosis. We propose restructuring the existing library into a small set of pillar pages, each authoritatively answering one decision parents face, with a cluster of supporting pieces. Voice: neurodiversity-affirming, evidence-fluent, calm. The reading age of a tired parent at 10pm.

  • 01Eight pillar pages mapped to the eight parent decisions: diagnosis, what ABA is, what modern ABA is, insurance coverage, how to choose a provider, switching providers, in-home vs clinic, telehealth ABA
  • 02Audit + consolidate the existing blog — merge near-duplicates, deepen the best pieces, retire the weakest, point internal links toward pillars
  • 03Founder/clinician voice: monthly bylined piece from Kristine or another clinician, the calm authority a parent searches for once and remembers
  • 04Schema layer: FAQPage, HowTo where appropriate, MedicalCondition cross-references. AI-answer surface, not just blue-link surface.
  • 05Internal cross-link architecture — the pillar pages become the trusted "answer" pages a parent (and Google) navigates back to
  • 06Editorial guardrails: explicit on language Rori does and does not use (no "cure," no "fix," no normalizing pressure), encoded in a writer's brief used for every piece
LAYER 04 · INTAKE

The inquiry funnel — CRO & speed-to-lead

Today, an inbound family on rori.care moves through a single intake form into manual triage. The form does its job — we'd refine it rather than rebuild it. The bigger lever is what happens in the seventy-two hours after submit, and the lever after that is the visible insurance-verification step that today is implicit. Make the friction visible, make it shorter, and the funnel converts.

  • 01Payer-aware intake: parent picks payer up front; subsequent fields adapt to the verification path that payer actually requires
  • 02Speed-to-lead automation: under-1-hour acknowledgment, under-24-hour human first contact, measured and reported
  • 03Visible verification timeline: parent sees the expected window for their payer, not a black box. The biggest source of provider-switching in the category.
  • 04Intake-form A/B program: field order, copy, payer logos, transparency level — tested against authorized-start, not form submit
  • 05Phone-pattern + bot-pattern denylist at form submission — the small spam exclusions that keep the intake team's day clean
  • 06HIPAA-aware analytics on every step, with conversion benchmarks for each (inquiry → verification → assessment → first session → ramp)
LAYER 05 · LIFECYCLE

The recovery & ramp engine

The biggest invisible loss in ABA is between authorization and first session — the families who passed verification but never showed up. They are not lost; they are paused. They got busy, second-guessed, were referred elsewhere by a friend. A short, warm, low-pressure lifecycle layer recovers them — and ramps the families who started but never reached recommended hours.

  • 01Mid-verification nurture: 2-3 touches across the verification window, naming what is happening on the payer side so the parent does not feel forgotten
  • 02Authorized-not-started recovery: 3-5 touches in the first thirty days post-authorization, written warm, no pressure, no urgency manipulation
  • 03Hours-ramp program: families authorized for forty hours but actualizing fifteen are leaving outcomes on the table. Lifecycle helps them get there.
  • 04Quarterly caregiver-education send: tied to existing Rori material, builds the brand voice the curious-pediatrician parent looks for
  • 05HIPAA-aware ESP architecture: BAA-covered transactional + marketing rails, segmented templates, plain-text where the message earns it
  • 06Discharge-cohort follow-up: a single warm check-in months after care concludes — the network effect of well-treated families is the category's quietest growth lever
VIITHE 50% MORE CARE PROMISE™, AMPLIFIED

Your most differentiated story is also the one that lives quietest.

The trademark you already own is the wedge no other Bay Area ABA practice has. Make it the brand, not just the homepage.

Rori's AI thesis is real and verifiable. Automating progress reports, the behavior care engine that updates plans after every session, the deliberate 50% reclamation of clinical time — this is the rare case of a category-disruptive story attached to a credible, BCBA-led clinical operator.

Most ABA brands in the category compete on credentials and capacity. Rori has a thesis. The recommendation is to thread it through every surface — not as a tech claim but as a parent-language promise.

"Your child gets the half of an ABA session that used to disappear into paperwork. We give it back." — A draft of the promise, translated for the parent who is not reading a clinical journal at 10pm

The surfaces this lives across: the hero on every service-area landing page, the first email of every nurture, a single visual treatment in the creative bank that reappears across paid social, the founder's monthly bylined piece, the schema-marked answer to "what makes Rori different from other ABA providers." All consistent. All evidence-fluent. None of them implying outcomes the clinical record does not.

VIIITHE AYMI AI DASHBOARD

A single view of the engine — not a slide deck, not a spreadsheet.

If we build it, we govern it. The dashboard is how we keep both sides honest.

Included with the Growth System and Full Practice OS engagement shapes: a custom AYMI dashboard that pulls from your ad accounts, your intake system, and (with Rori's permission and a BAA where appropriate) the authorization data that makes "cost-per-authorized-start" a real metric and not a vibe. Refreshed daily. Available to Kristine and the practice ops team. Reviewed in a monthly call. No agency black-box.

What it shows, in plain views:

The point of the dashboard is not the chrome. It is the visible truth of the engine, all in one place, every day.

IXTHREE SHAPES OF ENGAGEMENT

Three ways to start. One we'd recommend.

Rather than a price ladder pasted into a proposal, three engagement shapes scoped to where Rori is today.

Foundation
Growth System · ★ Recommended
Full Practice OS
Team
One strategist, embedded.
One strategist plus a paid-acquisition lead. Creative cadence embedded.
Two strategists, paid acquisition lead, executive authority engine, founder-podcast pipeline.
AI Dashboard
Not included.
Included. Daily refresh. Funnel + Map + Creative + Capacity views.
Included. All Growth System views, plus authority surface and capacity-planning forecast.
Best fit
A focused build — local SEO, content cadence, intake CRO, lifecycle foundation. The system without the active demand layer.
A Bay Area practice at Rori's stage that wants to scale acquisition meaningfully in twelve months without outrunning clinical capacity. This is the recommendation.
A practice ready to become a category authority — statewide / multi-state expansion, founder-led thought leadership, the full demand & brand engine.
SHAPE 01
Foundation
For a practice that wants the system, but not yet the velocity.
  • Local SEO + directory parity across all seven service areas
  • Content audit, pillar restructure, monthly editorial cadence
  • Intake CRO + speed-to-lead automation
  • Foundational lifecycle layer (mid-verification + authorized-not-started)
  • Quarterly review, no AI dashboard
SHAPE 03
Full Practice OS
For Rori as a multi-state category authority.
  • Everything in Growth System
  • Founder/exec authority engine — bylined editorial, podcast pipeline
  • Statewide / multi-state expansion playbook (per-state SEO, payer mapping)
  • Capacity-planning forecast feeding hiring signals
  • Quarterly board-ready growth review
The investment for each is held for the scoping call — we'd rather decide together what's in scope first, then price it once the answer is real. Media spend, third-party software, and any creator or production fees sit outside the retainer as pass-through.
XRECOMMENDATION

Start with the Growth System. Build the engine once, govern it carefully.

Rori is in a window most pediatric ABA practices never get to occupy — the clinical machine is real, the differentiation is real, the timing is real. The Bay Area diagnosis pipeline is large and growing. The PE-backed consolidators in the category have scale, but they don't have Rori's thesis.

Foundation underbuilds the moment. Full Practice OS is the right shape for a multi-state operator, not yet a six-clinician one. The Growth System is the right shape for the next twelve months: enough engine to compound, not so much that it outruns roster capacity.

The first ninety days of any engagement are scoped tightly below.

XITHE FIRST NINETY DAYS

A focused sprint. Build, measure, govern.

30
DAYS · FOUNDATION

Build the floor.

  • ·Baseline audit: ad accounts, analytics, intake funnel, payer-by-payer authorization timing, capacity ceiling
  • ·GBP + Apple Business + directory parity sweep across all seven service areas
  • ·Intake-form CRO pass and speed-to-lead automation live
  • ·First creative bank shipped (3 concept lines × 2 payer-variants × 3 placements)
  • ·AYMI AI dashboard wired and pulling daily
  • ·Editorial guardrails & pillar-page list locked with Kristine
60
DAYS · DEMAND

Turn on the engine.

  • ·Paid campaigns live across the seven service areas, persona & payer segmented
  • ·Mid-verification + authorized-not-started lifecycle flows live
  • ·First two pillar pages shipped (Diagnosis · What Modern ABA Is)
  • ·Local landing-page set live (one per service area)
  • ·First incremental lift read — paid against organic baseline
  • ·Capacity audit baseline established with Kristine's roster
90
DAYS · COMPOUND

Make it audit-ready.

  • ·Cost-per-authorized-start tracked and trending; first quarterly read packaged for Kristine
  • ·Hours-ramp lifecycle layer live
  • ·Two more pillar pages shipped (Insurance Coverage · How to Choose a Provider)
  • ·Founder/clinician bylined piece — first installment
  • ·Creative refresh cycle established — weekly cadence governing
  • ·Roadmap for the next quarter scoped against measured baseline
XIIPROOF, HONESTLY LABELED

Three case studies. Three reasons they map to Rori's mechanics.

Adjacent — not pediatric ABA. The compounding dynamics are the same: long-cycle, evidence-fluent, multi-stakeholder.

Nutrafol
CATEGORY · CONSUMER HEALTH · PHYSICIAN-CHANNEL
Recurring revenue+320%
Retention+58%
Marketing ROI4.2×

Why this maps: evidence-fluent consumer brand, long-cycle care, physician trust as a third-party stakeholder. The same shape of trust and time that pediatric ABA earns and keeps.

Proven Skincare
CATEGORY · PERSONALIZED CARE · QUIZ-LED INTAKE
Subscription rev.+480%
CAC−65%
ROAS3.7×

Why this maps: a personalized intake that converts because it earns. Rori's family intake, made measurable and tuned the way Proven's quiz funnel was tuned over the engagement.

Quicken
CATEGORY · SUBSCRIPTION LTV · LONG-TENURE CUSTOMER
Premium subs+350%
CAC−48%
LTV4.1×

Why this maps: a long-tenure customer relationship measured at LTV, not first-month conversion. The pediatric ABA P&L lives on the same math.

A note on proof, transparently

AYMI has not yet published a named pediatric ABA case study. The work above is in adjacent categories — long-cycle, evidence-based, multi-stakeholder — chosen because the mechanics, not the vertical, are what compounds. Pediatric behavioral health work is on AYMI's roadmap; until it is, we'd rather show real numbers from adjacent work than implied ones from this one.

XIIIA COMPOUNDING PRACTICE

The clinical machine has the years. The acquisition engine needs the next ninety days.

If Rori builds the second engine now, the first one stops being the rate limiter.

The Bay Area is sitting on a generation of newly-diagnosed children whose families need exactly the practice Rori has built. The clinical answer is already on the table. What's missing is the engine that puts the answer in front of them on the day they start looking, in the language they need to read, with the insurance conversation handled before they ever pick up the phone.

That's what this proposal is for.

Next step: a 45-minute scoping call.

We'd close on Growth System scope, lock the first thirty-day sprint, and put the kick-off date on the calendar. We can also walk through the companion creative preview on the call.

Reply studio@aymi.agency
Or direct — mike@aymi.agency · Mike, Founder, AYMI