01Launch and backend setup
Launch planning, implementation and testing, with systems selected around your business model. We help configure access controls, audit trails, written policies and business associate agreements where required. HIPAA responsibilities and actual safeguards need review for each setup.
02White-label partner matching
White-label agnostic guidance: we compare companies across the market on fit, structure and support. Your needs guide the choice, rather than a single platform.
03Compliance filing and management
We prepare and file LegitScript applications and related compliance paperwork, organize supporting records and manage follow-up and renewals. LegitScript alone decides certification.
04Find qualified providers and pharmacies
We help you compare independent provider networks and pharmacy options, with pharmacy-agnostic routing planned around the selected partners. Check licensing, service scope, availability and relevant LegitScript certification before selection. We check the relevant business and domain in LegitScript public record before presenting it as approved.
05Marketing and lead funnel management
We plan and manage the path from first visit to business inquiry: messaging, landing pages, lead routing and measurement. Funnels must accurately reflect the business and follow applicable platform policies.
06Operational and retention support
We map partners, backend, compliance work and funnels together. Pricing, operations and retention are reviewed as one model, so support and follow-up fit the experience you offer. When an option does not fit, we help source qualified alternatives rather than force a single partner.
07Source call center partners
We help you compare call center partners for support and lead conversion. Review staffing, training, approved scripts, call tracking and reporting. Define privacy safeguards, HIPAA responsibilities where applicable, and consent and recording rules before launch. No existing vendor roster is implied.
08Pricing models and payment setup
We help you plan subscription bundles, insurance and cash-pay structures, and payment processing. Review what is included, billing terms, eligibility and merchant requirements before launch. Subscription billing and higher-risk merchant needs are assessed with the relevant partners. Legal and coverage questions need review by counsel and qualified insurance specialists. This is business guidance, not legal advice or a guarantee of coverage or processor approval.
09Affiliate program setup
We help you plan partner onboarding, referral tracking and payout structures, with clear disclosures and approved claims. Referral and compensation arrangements need legal review before launch. No affiliate may promise outcomes or make claims the business cannot support.
10Branded experience and integrations
We help plan your branded portal, intake and checkout, and coordinate connections between CRM, telehealth platform, lab and pharmacy systems, payments and tracking. Plan consent-based email and SMS automation, support routing and status updates. Confirm vendor support, permissions and data flows first. Define access controls and HIPAA responsibilities where applicable; keep sensitive information out of advertising tools. Scope depends on what each system supports.
11Copy and claims review
We write and review website, ad, email and affiliate copy against the business facts, supporting evidence and applicable platform policies. Unsupported promises are removed, and legal or clinical questions go to qualified reviewers before launch. A copy review is not legal advice or a guarantee of platform acceptance.
12Business entity and structure planning
We help you plan LLC formation, entity separation and ownership records, with consistent business, domain and account details for certification review. Outline registered agent needs and operating agreement questions before you commit. A qualified attorney and CPA should review the structure and filings. This is business planning, not legal or tax advice; no filing outcome or certification is guaranteed.
13Trademark planning and coordination
We help organize brand name and logo clearance questions, ownership records and filing materials for review with a qualified trademark attorney. Coordinate the agreed next steps with counsel; clearance decisions and legal filings belong with qualified professionals. This is business planning, not legal advice. No trademark availability or registration is guaranteed.