These terms apply when you book or pay for a service from CBG Health, the healthcare division of CBG Marketing LLC ("CBG Health," "we," "us"). By booking or paying, you agree to them.
Clarity Audit
What you get
- A review of your website, social profiles, Google Business Profile, and provider listings such as Psychology Today, Alma, and Headway.
- A look at how 3 to 5 similar providers present themselves, and what is worth adopting.
- A 45-minute strategy session by video.
- A written action plan sorted into Fix Now, Build Next, and Explore Later, delivered within 3 business days after your session.
The Clarity Audit is advice and a plan. It does not include writing new copy or updating your profiles.
Fee
The fee is $497, paid in full when you book.
Credit toward The Presence Protocol
If you sign up for The Presence Protocol within 60 days after your Clarity Audit session, the full $497 is credited toward the Protocol fee.
Rescheduling and refunds
- You may reschedule once with at least 24 hours' notice.
- If you cancel at least 24 hours before your session and we have not started our review, you receive a full refund.
- A session missed without notice, or cancelled with less than 24 hours' notice, is treated as held, and your written plan will be based on our review alone.
- Once the session is held, the fee is non-refundable.
Practice Reset and The Presence Protocol
These engagements run under a written agreement that we both sign before any work or payment begins. The signed agreement sets out the scope, timeline, fee, payment schedule, and revision terms. If anything in the agreement differs from this page, the agreement controls.
Interested in working together? Book a fit call and we'll talk through what fits your practice.
Terms for all services
No patient information
CBG Health works only on marketing and positioning. We do not need, request, or accept protected health information (PHI) or any information that identifies a patient, and we do not access your health records, intake or scheduling systems, or patient messages. Please do not share PHI with us. If it is shared by mistake, we will delete it promptly and let you know.
Your part
- Give us accurate information about your credentials, licenses, services, and practice.
- Review and approve all content before it is published. You are responsible for confirming that it is clinically accurate and follows the advertising, testimonial, and conduct rules of your licensing board and professional association.
- Keep ownership of your accounts. Where a platform offers manager access, add us that way. Please never send passwords by email or text.
Results
We do careful, professional work, but we cannot guarantee specific outcomes such as inquiries, new patients, revenue, search rankings, reviews, or platform approval. Platforms such as Google, LinkedIn, Psychology Today, Headway, Alma, and Zocdoc set their own rules, and we are not responsible for their decisions.
Ownership
Once you have paid in full, you own the final materials we create for you. We keep ownership of our own templates, frameworks, and methods, and you may use any that are built into your materials. We will only feature your practice in our marketing with your written permission.
Confidentiality
We keep your non-public business information confidential and use it only to provide our services.
Payments
Payments are processed by Stripe. Invoices are due on receipt unless your agreement says otherwise. If a payment is more than 7 days late, we may pause work until it is received. Fees are non-refundable once work has begun, except as these terms or your signed agreement state.
Limits of liability
Our total liability for any service will not exceed the fees you paid for it. Neither party is liable for indirect or consequential damages, including lost profits.
Governing law
These terms are governed by the laws of the State of New York. Any dispute will be handled in the state or federal courts in Westchester County, New York.
Changes to these terms
We may update these terms from time to time. The version posted when you book or pay is the one that applies to that purchase.
Privacy and analytics
This website is for healthcare providers, not patients, and it does not collect health information.
What we collect
- We use Google Analytics to see how people find and use this site, such as which pages are visited, the type of device, the general location, and the site or link that brought you here. Google Analytics uses cookies to do this.
- When you take the Fit Assessment or book a call, you share details like your name, email, and practice information. We use them only to respond to you and provide our services.
- Links to the Fit Assessment can carry a short tag that tells us where you found us, such as Instagram or an email. It contains no personal information.
Services we use
The Fit Assessment runs on Tally, booking runs on Cal.com, and payments are processed by Stripe. Each handles your information under its own privacy policy. We never see or store your full card details.
Your choices
- We do not sell your personal information.
- You can block Google Analytics with your browser’s privacy settings or with Google’s opt-out add-on.
- To see, correct, or delete the information you’ve shared with us, email idia@cbghealth.co.
Questions
Email idia@cbghealth.co anytime. You can also book a Clarity Audit directly.