Treatment revenue, not enquiries
Rank channels by the revenue they produced, so one high-value case outweighs a page of enquiries.
For Concierge & Direct Primary Care
Which channels produced enrolled members?
Match enrolled members and the membership revenue they generate over years to the campaigns that produced them.
No card required Nothing to install Cancel anytime
Concierge & Direct Primary Care workspace FY2026
Membership revenue traced to a channel
$204,000 51% of $400,000 paid
- Google Ads $96,000 · 24%
- Referral partners $76,000 · 19%
- Email marketing $32,000 · 8%
- Direct / Unknown $196,000 · 49%
Direct / Unknown is shown, never shared out across the channels above.
Google Ads · LeadFY2026 14 · (•••) •••-0134
Closed sale · FY2026 27$2,400
Matched · high confidence
The blind spot
What's actually happening
A membership is $2,400 a year for as long as it renews. Judging acquisition on a first month makes every channel look unaffordable.
What you get
Built for Concierge & Direct Primary Care.
Patients decide slowly
A consultation this quarter and treatment the next still credits the campaign behind it.
Nothing inferred about a patient
Only exact matches count automatically; no diagnosis or clinical data is ever needed.
A worked example
The number you can take into a budget meeting.
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
Total revenue$400,000paid membership revenue
Attributed to a channel$204,00051% of revenue
Average deal$2,400per paid sale
Match rate80%of sales matched
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Google Ads | 40 | $96,000 | 24% | |
| Referral partners | 31 | $76,000 | 19% | |
| Email marketing | 13 | $32,000 | 8% | |
| Direct / Unknown | 82 | $196,000 | 49% |
01
Renewal is the entire economics of the model
A member who stays five years is worth $12,000. A channel judged on the first month's payment appears to cost more to acquire than it earns, and gets cut.
Because the match is on the member, every renewal credits the original channel. That is the difference between a marketing budget that can be defended and one that cannot.
02
Physician and professional referral is the quiet majority
Members arrive through existing patients, physicians and employers, and practices rarely have any measurement of which of those actually produces enrolments.
A referral list is a source file. Ranked on membership revenue, it usually shows that one or two relationships produce most of the growth — a fact worth knowing before renewing an advertising contract.
Why it matters
What changes when you can prove it.
You stop defending the budget and start growing it
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
You can cut the wrong channel without a fight
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.
Your reporting survives the finance review
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
You answer in an afternoon, not a quarter
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
Honest answers
The pushback we hear from Concierge & Direct Primary Care.
They say
Our revenue is a small monthly fee.
We say
Which is why renewals must credit the original channel — that is where the value of an enrolment actually is.
They say
Most members come by word of mouth.
We say
Which the Direct / Unknown bucket is honest about. The report measures the part you pay for.
They say
Member privacy is paramount.
We say
Only a contact detail, an amount and a date are needed. No clinical information of any kind.
Pricing
Flat monthly pricing. No per-call fees.
The number here is the number on the invoice — no per-call, per-minute or per-form fees. Most membership medicine and direct primary care practices land on Growth — thirteen months of history to compare a month to the same month last year, and a PDF you can put in front of whoever holds the budget.
Most popular
Growth
A business scaling ad spend
$199/mo
billed monthly
- 1 workspace · 2 seats
- 5,000 sales records / month
- 13-month history (year over year)
- Campaign drill-down and period comparison
- PDF + shareable read-only report
- Your logo on every report
- Priority support
Questions
Questions we get about Concierge & Direct Primary Care.
Anything else? Talk to us — a person answers, usually the same day.
Enrolments or membership payments: a member email or phone, the amount, and a date.
Yes — they credit the channel that produced the member.
Yes — a referral list is a source file.
Yes, if your export carries a cancellation date.
Yes, with the relevant column, on Growth and above.
Encrypted, isolated per workspace, deletable, DPA available.
Yes. Nothing had to be installed at the time.
Enrolment or payment rows analysed in a calendar month. Enquiry rows do not count.
Nearby
Also worth reading.
Medical Clinics
Match your billing export to your call and ad data, and see which channels produced procedures that were paid for rather than enquiries that were not.
See how it worksMental Health Clinics
Match billed sessions and completed courses of care to the enquiries and campaigns that produced the patient.
See how it worksWeight Loss Clinics
Match programme revenue and repeat prescriptions to the enquiries and ads that produced the patient — because month one is not the business.
See how it worksStart today
Stop guessing which ads pay off.
Upload two exports and see your real revenue by channel in minutes. Three days free, no card.