What Strategy Collective does

Strategy Collective is a Houston-headquartered, founder-owned consulting group and marketing agency founded in 2019 by Matt Lee and Dominique James, operating as a 'digital operating partner' for private equity-backed healthcare platforms. The firm functions as an embedded fractional CMO, deploying a 50-person execution collective organized into nine healthcare verticals (medical/surgical, dental/DSOs, behavioral health, elective/aesthetic, hospitals/health systems, women's/pediatric/family, post-acute/senior care, veterinary, and life sciences/B2B) across eleven integrated capability tracks spanning pre-close digital due diligence, enterprise web architecture, HIPAA-compliant data operations, closed-loop paid media, GEO/local SEO, employer brand recruitment, brand and creative, and fractional marketing leadership. The client base consists of 30+ PE-backed platforms including Southern Veterinary Partners (200+ hospitals, Shore Capital portfolio), CVAUSA (160+ cardiology locations, Webster Equity portfolio), Medrina, Amivie, IFAR, and Desert Spine and Sports Physicians.

The firm's core technology stack combines two proprietary managed-service products — SC Pulse (a Yext-powered local SEO and listing accuracy platform for 200+ publishers with AI-powered booking chat and competitive AI search monitoring) and SC Signal (an AI-driven Google Business Profile automation platform generating compliant, location-specific daily content) — with a HIPAA-compliant data routing layer (Freshpaint, OursPrivacy, Curve) that strips PHI before events reach ad pixels, server-side Google Tag Manager and Meta CAPI for closed-loop attribution, and direct EMR integrations (Nextech, ModMed, athenahealth, eClinicalWorks, Dentrix) connecting marketing spend to scheduled procedure revenue. Pricing follows a CapEx (infrastructure build) plus OpEx (managed services) model aligned to PE hold periods, with SC Pulse at $59/location/month, SC Signal at $49-$99/profile/month, and enterprise fractional CMO engagements priced quote-based; the firm operates remote-first across the United States with documented open positions for Senior Paid Media Specialist ($85K-$110K), Director of Marketing Data & Analytics, and Tier 4-5 Account Strategists ($150K-$175K+). No external funding, acquisitions, or revenue figures are disclosed.

Name

Strategy Collective

Legal name

Strategy Collective

Website

https://strategyco.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Strategy Collective is a Houston-based, founder-owned digital operating partner founded in 2019 that embeds as a fractional CMO and builds HIPAA-compliant marketing infrastructure for 30+ PE-backed healthcare platforms across nine medical verticals, combining proprietary SaaS tools (SC Pulse, SC Signal) with closed-loop paid media, GEO, and EMR-integrated attribution services.

Ownership category

akta.pro rank

Product category

Healthcare Marketing Consulting

NAICS

Management Consulting Services (54161), Advertising Agencies (541810), Marketing Consulting Services (541613)

SIC

Services-Management Consulting Services (8742), Services-Advertising Agencies (7311)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industries

Healthcare/Pharma Creative Agencies (MPAAAAAJ), Employer/Member Engagement Platforms for Provider-Sponsored Plans (HLACAEAM)

Keywords

• Healthcare marketing consulting
• Fractional CMO services
• Multi-site digital marketing
• PE-backed healthcare marketing
• HIPAA-compliant marketing services

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Fractional CMO Retainer: Ongoing strategic engagement model where Strategy Collective embeds as fractional marketing leadership for PE-backed platforms. Covers phases from CapEx infrastructure build through OpEx growth engine to executive strategic governance. Fixed-fee model with performance alignment—firm has no incentive to inflate media spend; incentive is client's EBITDA.
2. SC Pulse Managed Platform: Monthly OpEx pricing at $59/location or provider plus one-time CapEx implementation fee. Covers Yext platform management including listings, reviews, social, competitive intelligence, and AI visibility. Growth tier adds dynamic landing pages, AI appointment booking, and advanced analytics.
3. SC Signal GBP Automation: Per-profile monthly pricing: Essential ($49/mo for 3x weekly posting), Professional ($95/mo for 5x weekly), Enterprise ($99/mo for daily 7x posting). Volume discounts available for 50+ profiles.
4. Phase-Based Capability Services: Three-phase engagement structure: Phase 1 CapEx (digital QoE due diligence, enterprise web architecture, HubSpot implementation, HIPAA data ops), Phase 2 OpEx (closed-loop paid media, GEO/local SEO, employer brand, brand creative), Phase 3 Executive (fractional CMO strategic governance).
5. M&A Integration Services: Brand rationalization, tech stack integration, and local SEO/reputation deployment across 50-500+ sites during consolidation. T-Minus execution schedules built into client project management systems for zero-downtime acquisition transitions.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels7 records

Core offering

Strategy Collective is a digital operating partner for PE-backed healthcare platforms, functioning as an embedded fractional CMO and full-service multi-site healthcare marketing agency. The firm deploys a 50-person specialist collective across pre-close due diligence, enterprise web architecture, HIPAA-compliant paid media, GEO/local SEO, brand systems, and clinical recruitment, leveraging proprietary platforms SC Pulse™ and SC Signal™ to connect marketing spend to actual EMR-billed revenue across multi-site healthcare portfolios.

Product overview

Strategy Collective is a digital operating partner for PE-backed healthcare platforms, operating a platform-plus-modules architecture anchored by two proprietary SaaS tools — SC Pulse™ (local SEO and listing management, powered by Yext) and SC Signal™ (AI-driven GBP automation) — backed by a 50-person execution collective offering 11 integrated service capabilities (closed-loop paid media, GEO/local SEO & reputation, enterprise web architecture, HubSpot for Healthcare, HIPAA data ops & analytics, employer brand & recruitment, brand & creative studio, fractional CMO leadership, pre-close due diligence). Services are deployed across nine healthcare verticals (medical/surgical, dental/DSOs, behavioral health, elective/aesthetic, hospitals/health systems, women's/pediatric/family, post-acute/senior care, veterinary, and life sciences/B2B). All engagements begin with a HIPAA-compliant infrastructure foundation (BAA, server-side tracking, PHI proxy layers), and pricing follows a CapEx (infrastructure) + OpEx (managed services) model aligned to PE hold-period economics.

Differentiator

Problem solved

Functional benefit

Brands

• SC Pulse™: Local Visibility Index & Listing Accuracy platform powered by Yext for multi-site healthcare operators
• SC Signal™

Products and services

• SC Pulse™ Managed local SEO and listing accuracy platform powered by Yext's enterprise technology combined with Strategy Collective's healthcare-specific strategy and execution team. Consolidates listings management across 200+ publishers, review monitoring, social posting, AI-powered chat for appointment booking, dynamic landing pages, and competitive AI search intelligence (Scout) into a single managed service for multi-site healthcare operators.
• SC Signal™ AI-driven daily Google Business Profile automation platform that generates compliant, location-specific text content for every listing in a healthcare portfolio. AI creates posts tailored to each practice's specialty, geography, and brand voice, deploying automatically at scale to build Daily Activity Signals that search engines and AI answer engines reward with higher visibility.
• Pre-Close Due Diligence Digital Quality of Experience (QoE) due diligence conducted pre-close for PE acquisitions. Covers clinical-grade forensics on M&A roll-ups, tech stack assessment, data migration planning, and digital maturity scoring across 7 domains (web, data, SEO, paid media), with a Digital Infrastructure Audit Checklist and Digital Balance Sheet framework.
• Enterprise Web Architecture Enterprise website migration, CMS deployment, and multi-site web architecture for healthcare roll-ups. Consolidates disparate legacy websites onto centralized, HIPAA-compliant cloud platforms with shared templates, unified analytics layers, and 30-day launch SLA per acquisition.
• HubSpot for Healthcare HubSpot CRM deployment, configuration, and optimization specifically for healthcare platforms. Includes BAA on file, HIPAA-compliant tracking architecture, patient journey automation, EHR/EMR connection points, B2B referral tracking, and lifecycle email campaigns.
• HIPAA Data Ops & Analytics HIPAA-compliant data operations infrastructure encompassing server-side tracking (sGTM, CAPI), PHI proxy deployment (Freshpaint, OursPrivacy, Curve), pixel and tag audit protocols, BAA management, workforce HIPAA training, and access controls, plus HIPAA-compliant data warehouse architecture.
• Closed-Loop Paid Media Multi-site paid media management across Google Ads, Microsoft Ads, Meta, and LinkedIn, with server-side conversion tracking and HIPAA-compliant attribution. Connects ad spend directly to actual patient revenue via EMR/EHR integrations, enabling Clinical CPA measurement rather than vanity CPL metrics.
• GEO, Local SEO & Reputation Location-level SEO, Google Business Profile optimization, geo-targeted paid media, and network-wide reputation management across multi-site healthcare portfolios, including Generative Engine Optimization (GEO) to capture patient intent in AI answer engines.
• Employer Brand & Recruitment Clinical talent acquisition marketing using geo-fenced ABM campaigns, programmatic job distribution across Doximity and PracticeLink, and employer brand content that positions PE-backed healthcare platforms as destinations for fellowship-trained specialists.
• Brand & Creative Studio Full-stack brand development including naming, brand architecture, visual identity systems, logo design, messaging frameworks, photography direction, brand guidelines (60+ page standards), print and digital collateral, and template libraries for post-close rebrands across multi-site healthcare portfolios.
• Fractional CMO Embedded executive marketing leadership for PE-backed healthcare platforms, functioning as a fractional Chief Marketing Officer reporting to the board. Covers platform inception and foundation, CMO execution arm for existing marketing leaders, and interim CMO during leadership transitions.

Quantifiable outcome

• 1,036% total marketing ROI for Southern Veterinary Partners ($37M marginal revenue across 200+ hospitals)
• +7 more outcomes

Named customers8 records

Segments11 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration31 records

AI capability11 records

Feature5 records

Partnerships

Nine partnerships are on record, tiered core.

• YextcoreStrategic or Co-development Partner · 15 October 2025Strategy Collective and Yext announced the launch of Pulse, a platform enhancing local marketing and patient discovery for multi-site healthcare organizations. The platform integrates data management, reputation monitoring, and analytics to support healthcare providers' rapid expansion and digital visibility. Strategy Collective serves as the managed service layer atop Yext's enterprise technology, providing healthcare-specific strategy and hands-on execution.
• HubSpotcoreTechnology or IntegrationHubSpot Platinum Partner with Healthcare Specialist designation. Deploys HubSpot CRM, CMS, and analytics for healthcare clients including enterprise web architecture, HIPAA-compliant CRM integration, patient journey automation, and B2B referral tracking. Deep HubSpot expertise for healthcare CRM deployment with EHR connection points.
• FreshpaintcoreTechnology or IntegrationHIPAA-compliant data routing layer that intercepts patient-side tracking events before they reach Google, Meta, or any third-party pixel. PHI stripped at proxy layer. Part of the approved vendor stack with documented BAA status and SOC 2 compliance.
• OursPrivacycoreTechnology or IntegrationHIPAA-compliant data routing layer for intercepting patient-side tracking events before reaching third-party pixels. Part of the approved vendor stack with documented BAA status and SOC 2 compliance.
• CurvecoreTechnology or IntegrationHIPAA-compliant data routing layer for intercepting patient-side tracking events. Integrated with Freshpaint and OursPrivacy for comprehensive PHI protection. Part of the approved vendor stack with documented BAA status.
• NextechcoreTechnology or IntegrationEMR/EHR platform for dermatology and ophthalmology with API integrations mapping digital channel spend to scheduled procedure type, payer class, and net revenue per case. Part of surgical attribution closed-loop infrastructure.
• ModMed (EMA)coreTechnology or IntegrationEMR/EHR platform for dermatology and ophthalmology with API integrations for surgical attribution and closed-loop revenue tracking. Maps digital spend to procedure types and net revenue per case.
• athenahealthcoreTechnology or IntegrationEMR/EHR platform integrated for closed-loop surgical attribution across cardiology and multi-specialty platforms. API integrations map digital spend to scheduled procedure type, payer class, and net revenue per case.
• eClinicalWorkscoreTechnology or IntegrationEMR/EHR platform integrated for closed-loop surgical attribution. Maps digital channel spend to scheduled procedure type, payer class, and net revenue per case for multi-site specialty platforms.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Peers

• Brado (now part of Accenture Song):

Direct peers

• Cardinal Digital Marketing: Cardinal Digital Marketing is a healthcare-focused digital marketing agency that provides multi-location and DSO marketing services, comparable to Strategy Collective's healthcare vertical specialization and HIPAA-aware execution. Both firms target multi-site healthcare operators with paid media, SEO, and reputation management.
• Healthcare Success: Healthcare Success is a healthcare-exclusive marketing agency offering SEO, paid media, and patient acquisition services for hospitals, medical practices, and DSOs. Like Strategy Collective, it specializes exclusively in healthcare with multi-site experience.
• Geonetric: Geonetric is a healthcare digital agency providing web design, SEO, content, and marketing technology services to hospitals and health systems. Comparable in healthcare-only focus and enterprise web/digital infrastructure delivery to Strategy Collective.
• LYFE Marketing: LYFE Marketing is a digital marketing agency that works extensively with healthcare, dental, and medical practice clients on social media, SEO, and paid media. Both firms compete for multi-location healthcare marketing engagements.
• Goldstein Agency: Goldstein Agency is a healthcare-focused marketing agency serving medical practices, DSOs, and health systems with branding, web, and patient acquisition services. Overlaps with Strategy Collective's multi-site healthcare specialty positioning.

Emerging players

• Modul8 by Rectangle Health: Modul8 by Rectangle Health provides digital marketing solutions targeted at dental and healthcare practices with multi-location capabilities. Comparable to Strategy Collective's DSO vertical and PMS-integrated marketing approach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/strategycollective

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Strategy Collective