↗ IntakeIQ Pricing

Experience IntakeIQ Premium free for 14 days.

See what happens when patient inquiries, secure two-way texting, automated follow-up and practice insights work together. We personally configure your practice, and your 14 days begin only after your core features are activated and tested.

Start My Free Premium Trial → Book a Demo →
No credit card requiredPersonal onboardingTrial starts after activation
ProPatient Opportunity Tracking & ManagementOrganize patient inquiries, callbacks, statuses, notes, sources, and follow-up for faster, more consistent response.$299/mo PremiumTwo-Way Texting + Automated Patient RecoveryTwo-way texting, Opportunity Recovery, After-Hours Mode and reporting, with Google Business Profile growth support.$499/mo Growth Practice Growth & Marketing Leadership Everything in Premium plus hands-on growth leadership, marketing execution, strategic direction, and accountability. Available by AssessmentScope tailored to your practice90-day growth sprint
Buying Guide

Start with Premium. Choose your plan after experiencing IntakeIQ.

Every eligible practice can begin with a personally configured 14-day Premium trial. Afterward, choose the subscription that fits your workflow or explore a separate 90-day Growth Partnership.

1

Pro organizes the opportunity.

Best when you already generate inquiries but need a cleaner way to track, follow up, and understand what is happening before someone becomes a patient.

2

Premium adds texting and recovery.

Two-way patient texting, automated recovery, after-hours response and enhanced reporting, plus Google Business Profile growth support.

3

Growth adds executive focus.

Best when you need 90 days of assessment, implementation, accountability, and clear decisions about what your practice should and should not continue funding.

14 DAYS FREE · PERSONAL SETUP INCLUDED

Experience everything IntakeIQ Premium has to offer.

We'll help connect your website inquiries, configure your workspace and activate your approved messaging number. Then experience two-way texting, Opportunity Recovery, After-Hours Mode and patient management with your own practice.

No credit card requiredGuided onboardingFull 14 days after activation
Start My Free Premium Trial → Your trial starts once your core integrations and approved two-way texting are operational and tested. Setup timing varies.
Plans

Your options after the free Premium trial.

Explore the complete Premium experience free for 14 days, then choose Pro or Premium. The 90-day Growth Partnership is a separate, service-led engagement.

For Small Practices

Pro

Patient tracking and new patient inquiry management for faster, more organized follow-up and response.

$299/mo
Best for Patient tracking with one-click dashboard follow-up for faster, more organized scheduling and patient response.
  • Website form lead tracking
  • Patient opportunity management
  • Messages, notes, callbacks, and statuses
  • Lead source and outcome tracking
  • Basic reporting dashboard
  • White-glove setup support
Subscribe to Pro →
90-Day Growth Partnership

Growth

Fractional CMO leadership backed by IntakeIQ Premium, bringing strategy, hands-on implementation, advanced growth intelligence, and complete marketing accountability together under one experienced source for 90 days.

Available by Assessment
Best for Practices seeking hands-on growth leadership and execution without a long-term agency retainer.
  • Everything in Premium
  • HIPAA-compliant 2-way texting
  • Growth assessment and priorities
  • Local visibility and reputation strategy
  • Website, conversion, and IntakeIQ execution
  • Paid media decisions and 90-day reassessment
Start Growth Assessment →
See everything included in the 90-Day Growth Partnership
Growth Partnership scope and investment are established after the Growth Assessment based on practice size, market opportunity, competitive conditions, and implementation needs.
  • Local growth foundation: Google Business Profile visibility, reputation, reviews, and local market positioning
  • Growth assessment: identify where the practice is gaining, losing, or misallocating opportunity
  • Practical execution: improve the website, conversion path, front-desk workflow, tracking, and IntakeIQ implementation where needed
  • Disciplined media decisions: use Google Ads, Meta, or other paid channels only when the economics and market conditions support them
  • 90-day reassessment: document what moved, what did not, what should continue, and where future spending makes sense
  • Long-term system: continue with IntakeIQ Premium for ongoing visibility, accountability, secure texting, and patient opportunity management

No automatic renewal. No long-term agency contract.

Want to see IntakeIQ before you choose?

See how the platform captures, organizes, follows up with, and measures new patient opportunities, then choose the plan that fits your practice.

Watch the IntakeIQ demo →
Compare

Choose the plan that matches your growth stage.

Pro and Premium are monthly software plans. Growth Partnership is a separate 90-day engagement for practices that need executive marketing leadership.

Capability Pro Premium Growth Partnership
Patient opportunity dashboard ✓ ✓ ✓
HIPAA-compliant 2-way texting — ✓ ✓
Lead source, status & follow-up workflow ✓ ✓ ✓
Google Business Profile growth — ✓ ✓
Heatmap visibility reporting — ✓ ✓
90-day assessment, implementation, and accountability — — ✓
Custom proposal after growth assessment — — ✓

Why Premium is our most popular plan.

Premium combines IntakeIQ's HIPAA-compliant 2-way texting with ongoing Google Business Profile Growth. Your practice becomes easier to find, responds faster, and converts more inquiries into scheduled patients.

  • Google Business Profile optimization
  • Local visibility and heatmap reporting
  • Review growth and reputation management
  • Faster follow-up with HIPAA-compliant 2-way texting

Google Business Profile

More local visibility means more opportunities for your front desk to respond and schedule.

GBP Growth layer
Google Maps Be discovered locally
Respond HIPAA-compliant 2-way texting
Schedule Turn inquiries into appointments

Premium closes the loop: attract more local patients, respond immediately, and convert more opportunities into appointments.

Growth Partnership

Need executive marketing leadership for the next stage?

Work directly with an experienced Fractional CMO to assess your marketing, prioritize opportunities, coach your team, and build a growth system that continues long after the 90-day engagement ends.

Start Growth Assessment →
Week 1Assessment
Weeks 2–4Quick Wins
Weeks 5–8Build System
Weeks 9–12Transition Ownership
Continue with IntakeIQ PremiumThe software remains the operating system after the engagement ends.
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