Our client partnership is handled directly by our U.S.-based team, led by Sammy Cosa and Brian Hashey. We built Cosa Collective around a simple choice: serve more practices adequately, or fewer practices exceptionally. We chose the second. Every level of partnership below — including how many clients we take on at each level — protects that.
And because functional and integrative medicine practices operate inside a healthcare environment, our technology foundation is not simply a generic marketing CRM. Cosa Collective clients operate within a Cosa-managed, HIPAA-compliant GoHighLevel environment, supported by appropriate healthcare data-handling practices and Business Associate documentation where applicable.
One Partner. One Connected System. One Accountable Team.
Choose the Level of Partnership Your Practice Needs:
COSA
COLLECTIVE
SERVICES
1
CORE
Best for: Practices with an internal leadership or marketing team that need stronger technology, automation, patient follow-up, conversion infrastructure, and visibility into what happens after an inquiry enters the practice.
For established practices that already generate patient interest but need stronger systems for capturing, following up with, converting, and recovering opportunities.
• Where a self-managed GoHighLevel account leaves follow-up, no-show recovery, and reporting on your team's plate, Core means Cosa builds, monitors, and maintains that infrastructure for you — so nothing depends on someone remembering to check it.
• Includes: Practice DNA and patient-journey mapping
• COSA Practice Engine
• Cosa-managed, HIPAA-enabled GoHighLevel environment
• CRM and opportunity pipelines
• Lead-source tracking
• Inquiry follow-up
• Missed-call recovery
• Email and SMS automation
• Booking and reminder workflows
• No-show recovery
• Dormant-lead reactivation
• Review and reputation systems
• Administrative AI and automation
• KPI dashboards and reporting
• Quarterly optimization review
2
GROWTH
Best for: Established practices that want a consistent growth system without having to build an internal marketing, automation, AI, and technology department.
For practices ready to combine strong infrastructure with ongoing campaigns, conversion optimization, provider authority, AI-assisted execution, and Cosa's strategic guidance. Cosa does not simply give your team the playbook. We help plan it, build it, deploy it, QA it, measure it, and improve it.
Everything in CORE, plus:
• Monthly growth strategy
• Human-reviewed performance intelligence
• Ongoing campaign planning and optimization
• Webinar conversion campaigns
• Quiz and assessment campaigns
• Lead magnet campaigns
• Referral campaigns
• Reactivation campaigns
• Funnel and conversion-page implementation
• Campaign email and SMS
• Provider-led authority strategy
• Offer and messaging refinement
• Conversion-path optimization
• Monthly performance review
• Continuous patient-journey improvement
• Ongoing COSA Practice Engine optimization
3
STRATEGIC PARTNERSHIP
Best for: Established practices ready for a deeply integrated, white-glove relationship in which Cosa functions as an extension of the leadership team.
For established practices with meaningful revenue, a growing team, multiple opportunities, and leadership that wants one partner helping connect strategy, marketing, technology, automation, AI, conversion, and execution. This is Cosa's highest-touch relationship.
Our founders remain closely involved in strategic direction while the underlying systems, implementation processes, and technology are standardized for greater speed, accountability, and measurable execution.
Because our founders stay personally involved at this level, we intentionally limit Strategic Partnerships to a small number of practices at a time.
Everything in GROWTH, plus:
• Founder-led strategic planning
• Practice positioning and differentiation
• Offer architecture
• Advanced content and authority strategy
• Search and website growth strategy
• Advanced campaign architecture
• Custom conversion initiatives
• Advanced automation and integrations
• Business and operational systemization
• Competitive and market intelligence
• More frequent leadership collaboration
• Defined custom implementation capacity
• Priority access to Cosa
• Higher-touch strategic guidance
• Deeper integration with the practice leadership team
→ Apply for a STRATEGIC PARTNERSHIP Slot