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How it works

A more intentionalnext phase.

Every engagement follows the same five phases, at whatever scale fits: a single project, a function we run for you, or the whole business side.

Three ways to work together

Project

A defined piece of work, start to finish.

A new website, a storefront launch, a systems overhaul. Fixed scope, a clear timeline and a handoff at the end.

Managed function

A function we run, month after month.

SEO, social, reporting, bookkeeping or IT handled continuously on a retainer, with monthly reporting.

Full MSO

The business side, managed.

For practices and owner-led businesses that want one partner across functions, under one agreement.

The five phases

  1. 01 /

    Discover

    Audit the business: digital presence, operations, numbers, people.

  2. 02 /

    Strategy

    Set direction, priorities and sequence.

  3. 03 /

    Synchrony

    Build and connect: site, storefront, systems, structure.

  4. 04 /

    Momentum

    Launch, train, and get the work moving.

  5. 05 /

    Evolution

    Measure, refine and plan the next phase.

Your portal

Everything inone place.

Whoever delivers the work, INPHASED or a partner, it happens in your portal. You always know where things stand.

  • Your current phase and what comes next
  • A short list of what we need from you
  • Previews to review and approve
  • Accounts connected once, never shared passwords
  • Popups, specials and posts you can update yourself
  • Invoices, agreements and every action we take on your behalf
Client portalExample Co. · Website and local presence
Phase 03 · Synchrony
  1. 01 /

    Discover

  2. 02 /

    Strategy

  3. 03 /

    Synchrony

  4. 04 /

    Momentum

  5. 05 /

    Evolution

What we need from you

  • Approve the homepage designDue Friday
  • Connect Google Business ProfileDue next week

Ready for review

Spring special · announcement barReady to approve

Recent activity

  • TodaySitemap submitted to Google Search Console
  • YesterdayBookkeeping partner closed September
  • Oct 6Booking now syncs to your client records
An illustrative view with example data.

Security

You connect accounts with each platform's own sign-in, so we never ask for passwords we can use instead. Where a tool has no other option, the login lives in a dedicated vault we can use without seeing it.

Every action we take on your behalf is recorded in your activity log, and you can revoke access at any time.

HIPAA readiness

Patient information,handled with care.

Practices sometimes need to share documents or messages that contain protected health information. The platform is built for it, and practice workspaces run in a stricter mode.

Clinical decisions, patient charts and your EMR stay with your practice. We work on the business side only.

Security & privacyFor practices
  • A business associate agreement with your practice before any patient information is shared
  • Patient information only ever reaches vendors and partners who have signed one with us
  • Multi-factor sign-in and a 15-minute idle time-out in practice workspaces
  • Notifications carry a link, never patient details
  • Every view of a protected file recorded in your activity log
  • Encryption in transit and at rest, with backups and point-in-time recovery

Clarity createsmomentum.

Tell us where the business is and what comes next. We'll map the first steps together.

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