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Sample strategy report

Read a full report, exactly as your clients would see it.

This is the same report view Social Stratify produces after intake, shown for a sample physical therapy clinic planning Q1.

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Ridgeline Physical Therapy is a fictional business created for this sample. Actual outputs depend on the client context, industry, market, website, quarter, and platforms provided during intake.
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Social Stratify

AI-powered strategy report

Quarterly social strategy, Q1 2027

Ridgeline Physical Therapy

Outpatient physical therapy clinic strategy for Active adults and post-surgery patients in Denver, CO

Prepared
Dec 8, 2026
Platforms
Instagram, Facebook, LinkedIn
Primary KPI
New patient evaluations from social and web

Executive summary

Ridgeline enters Q1 2027 with a clear opening: ski season and New Year fitness goals send Denver's active adults looking for help at the same time, while most local PT competitors post generic exercise tips. This plan positions Ridgeline as the clinic that gets active people back to the mountain, the trail, and the desk without pain, using one-on-one care as the proof. Instagram and Facebook carry patient education and short-form demos, LinkedIn builds referral relationships with orthopedic offices and employers, and every week ladders up to booked evaluations.

Industry
Outpatient physical therapy clinic
Market
Active adults and post-surgery patients in Denver, CO
Report period
Quarterly Q1 2027
Publishing cadence
4 posts per week
Website
https://ridgelinept.example
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Business caseScorecardRoadmapPersonasPlatformsCampaignsCalendarNext steps

Report sections

Business caseScorecardRoadmapPersonasPlatformsCampaignsCalendarNext steps
01

Business Case

The strategic bet

Win the ski-season and New Year window by owning one message: one-on-one care that gets active Denver adults back to their sport, and make direct-access booking the obvious next step.

Q1 is Denver's peak period for knee, shoulder, and wrist injuries from skiing and snowboarding, and January fitness resolutions add overuse injuries. Hospital-owned chains compete on insurance networks and convenience; boutique sports clinics compete on athlete branding. Ridgeline can sit between them: specialist outcomes, with the time and attention of a smaller practice.

Where growth comes from

  • A specific injury that is not getting better on its own
  • A trip, race, or season they do not want to miss
  • A surgeon or doctor recommending PT after a procedure

Why customers choose this business

  • Full 60-minute one-on-one sessions with the same therapist each visit
  • Direct access: patients can book without a referral in Colorado
  • Return-to-ski and running gait programs with measurable milestones

Risks to manage

  • Do not promise outcomes or recovery timelines in posts
  • Patient stories need written consent and should avoid identifying details
  • Keep exercise demos general and pair them with a recommendation to get evaluated
Positioning
Denver's one-on-one physical therapy clinic for active adults who want to get back to what they love, not just out of pain.
Audience insight
Active adults delay PT because they assume it means crowded gyms and generic exercise sheets. They book when they see a specific injury they recognize, a therapist they trust, and a clear path from first visit to full activity.
Brand voice
Calm, plain-spoken, and specific. Name the injury, explain what is happening in one or two sentences, and show the first step. Avoid fear-based language, miracle-cure claims, and medical jargon without an explanation.
02

Quarter Scorecard

What leadership should watch this quarter, and the result that would show the strategy is working.

MetricTargetWhy it matters
  1. New patient evaluations from social and web

    60 for the quarter

    The clearest measure of whether content is driving revenue for the clinic.

  2. Direct-access booking share

    35% of new evaluations

    Patients who book without a referral show the brand is building its own demand.

  3. Saves and shares on education posts

    Up 35% versus Q4

    Saves signal trust and future intent, and shares extend reach to people with the same injury.

  4. Active orthopedic referral partners

    3 new partners

    Referral partners create steady, lower-cost patient volume beyond social.

KPI priorities: Booked new patient evaluations; Direct-access booking share; Orthopedic referral partners.

03

30/60/90-Day Roadmap

Three phases, each with the work to do and the signals that show it is time to move on.

  1. 1

    Days 1-30

    Launch the ski-season message and fix the booking path

    Actions

    • Refresh Instagram and Facebook bios with a direct-access booking link
    • Film six injury explainer Reels with two therapists in one session
    • Introduce Ridgeline to five target orthopedic offices with a one-page referral guide

    Success signals

    • Booking link clicks tracked weekly
    • First 15 social-sourced evaluations booked
  2. 2

    Days 31-60

    Run the Back on the Mountain campaign at peak ski season

    Actions

    • Publish two patient milestone stories with written consent
    • Host a free ski-injury prevention workshop at the clinic
    • Boost the two best-performing Reels to Denver audiences within 15 miles

    Success signals

    • Workshop fills 20 seats
    • Saves on injury content up 25% from January
  3. 3

    Days 61-90

    Shift to spring running and lock in referral partners

    Actions

    • Launch the running gait analysis series ahead of April races
    • Publish a LinkedIn outcome summary co-reviewed with a partner surgeon
    • Review quarter results and set Q2 targets with the clinic director

    Success signals

    • Three referral partners confirmed
    • 60 evaluations booked for the quarter
04

Buyer Personas

Maya, the weekend skier

A 38-year-old product manager who skis most weekends from January through March and tweaked her knee on a late-season run last year.

Lives in Highland, works hybrid, researches on Instagram and Google reviews, and will pay out of pocket to avoid missing a season.

Pain points

  • Worries a minor knee injury will end her season
  • Has had PT before that felt rushed and generic

Needs

  • A clear plan to stay on the mountain
  • Evening or early-morning appointments

Content angles

  • Pre-season knee stability routines
  • When to rest versus when to get evaluated
  • Therapist-led return-to-ski milestones

David, the post-surgery patient

A 54-year-old contractor recovering from rotator cuff repair, referred by his orthopedic surgeon and choosing between three clinics.

Relies on his surgeon's recommendation and his wife's research on Facebook. Wants to get back to work safely and quickly.

Pain points

  • Anxious about re-injury
  • Confused about what recovery should feel like week to week

Needs

  • Confidence that the clinic coordinates with his surgeon
  • Straight answers about insurance and visit frequency

Content angles

  • What the first six weeks after shoulder surgery look like
  • How Ridgeline communicates with surgeons
  • Real patient milestone stories, shared with consent

Priya, the New Year runner

A 31-year-old nurse training for her first half marathon who started getting shin and hip pain three weeks into her plan.

Follows running creators on Instagram, trains before shifts, and wants to keep her race date in April.

Pain points

  • Pain is creeping into every run
  • Does not know if she needs to stop training

Needs

  • A gait analysis that explains the cause
  • A plan that keeps her training if possible

Content angles

  • Common reasons new runners get shin pain
  • What a running gait analysis actually measures
  • Strength work that supports a training plan
05

Seasonality Analysis

January

New Year fitness goals and early ski-season injuries

Lead with overuse injury education and a 'start the year pain-free' evaluation offer for runners and gym-goers.

Deductibles reset, so patients are comparing clinics and are most open to switching providers.

February

Peak ski and snowboard injury volume

Run the Back on the Mountain campaign with knee, wrist, and shoulder injury explainers and return-to-ski stories.

Search and social interest in ski injuries is highest, and patients want to recover before spring skiing ends.

March

Spring race training and late-season ski trips

Shift to running gait analysis, race-prep strength, and referral partner spotlights ahead of Q2.

Runners training for April and May races need help now, and partner content sets up Q2 referral volume.

06

Social Media Goals

Turn social attention into booked evaluations

New patient evaluations are the growth driver for the clinic, and direct-access patients have the highest lifetime value.

60 evaluations booked from social and web sources

Become the recognizable local voice on ski and running injuries

Owning a specific topic is how a smaller clinic competes with hospital chains on trust.

Saves and shares up 35% on injury education posts

Open three orthopedic referral relationships

Surgeon referrals bring steady post-surgical volume and reduce reliance on paid acquisition.

Three new referring practices sending at least two patients each

07

Content Pillars

Know Your Injury

Explain common injuries in plain language so patients recognize their situation and know when to get help.

Example topics

  • ACL sprain versus strain
  • Why shin splints keep coming back
  • Desk neck and what actually helps

Inside One-on-One Care

Show what makes a Ridgeline visit different: the same therapist, a full hour, and a plan built around a goal.

Example topics

  • A first evaluation from start to finish
  • How therapists set return-to-sport milestones
  • Meet the therapist profiles

Back to the Mountain

Connect care to the activities Denver patients love, with patient milestones shared with consent.

Example topics

  • First run back after knee rehab
  • Half-marathon finish after gait retraining
  • Back on the job site after shoulder surgery

Moves That Help

Give short, safe, general exercises that deliver value and invite an evaluation for anything specific.

Example topics

  • Three-minute ski warm-up
  • Hip strength for new runners
  • Shoulder mobility for desk workers
08

Platform Strategy

PlatformRole in the funnelCadencePrimary formats
InstagramDiscovery and trust: short-form education and therapist personality that drive profile visits and bookings.3 posts per week plus daily StoriesReels, Carousels, Stories with booking links
FacebookCommunity and consideration: reach the 45+ and post-surgery audience and the family members who research for them.2 posts per weekNative video, Patient milestone posts, Local event posts
LinkedInReferral development: build credibility with orthopedic offices, athletic trainers, and local employers.1 post per weekFounder posts, Case-style outcome summaries, Document posts

Instagram

Recommendations

  • Open every Reel with the injury or activity in the first two seconds
  • Pin a 'How to book an evaluation' carousel to the profile
  • Use Stories polls to source the next injury explainer

Facebook

Recommendations

  • Repurpose Instagram Reels as native Facebook video with longer captions
  • Answer insurance and visit-frequency questions directly in comments
  • Post clinic workshops as Facebook Events to reach neighborhood groups

LinkedIn

Recommendations

  • Publish anonymized outcome summaries that surgeons can share with patients
  • Tag referral partners when co-hosting education sessions
  • Offer employer lunch-and-learns on desk ergonomics
09

Weekly Content Themes

Week 1

Start the year without pain

Example posts

  • Carousel: five signs a nagging injury needs an evaluation
  • Reel: what happens at a first visit, in 30 seconds

Week 3

Ski knees and how to protect them

Example posts

  • Reel: three-minute ski warm-up from a therapist
  • Facebook post: when a knee tweak needs more than ice

Week 6

Back on the Mountain stories

Example posts

  • Patient milestone: first run back after ACL rehab
  • Stories: therapist Q&A on return-to-ski timelines

Week 9

Recovering well after surgery

Example posts

  • Carousel: the first six weeks after shoulder surgery
  • LinkedIn: how Ridgeline coordinates with surgeons

Week 11

Run your spring race stronger

Example posts

  • Reel: what a gait analysis looks for
  • Carousel: hip strength moves for new runners
10

Campaign Ideas

Back on the Mountain

Book ski and snowboard injury evaluations

A February series pairing injury explainers with patient milestone stories and a free injury-prevention workshop, all pointing to direct-access booking.

Formats

  • Reel series
  • Workshop event
  • Patient milestone carousels

How success is measured

  • Evaluations booked with 'ski' as the reason for visit
  • Workshop registrations

First Visit, Explained

Lower the barrier for first-time PT patients

A pinned walkthrough of a first evaluation, from check-in to the written plan, that answers the cost, time, and referral questions people ask before booking.

Formats

  • Pinned carousel
  • Story highlight
  • Facebook native video

How success is measured

  • Profile-to-booking click rate
  • Fewer pre-booking phone questions

Race-Ready Runners

Fill gait analysis appointments ahead of spring races

A March series with a local running club: gait analysis explainers, strength routines, and a limited number of race-prep assessments.

Formats

  • Co-branded Reels
  • Running club Instagram takeover
  • Signup Stories

How success is measured

  • Gait analysis bookings
  • New followers from the partner club
11

Engagement and Audience Growth

Engagement

  • Reply to every injury question within one business day with a helpful general answer and a booking prompt
  • Feature a weekly 'Ask a PT' Story question chosen from comments and DMs
  • Invite patients to share milestone photos, with consent, for the Back on the Mountain series

Audience growth

  • Partner with one running club and one ski shop for co-created content
  • Geo-target boosted Reels to neighborhoods within 15 miles of the clinic
  • Ask referral partners to share Ridgeline's surgery recovery guides with patients
12

Hashtag Strategy

Core

#DenverPhysicalTherapy#RidgelinePT#PhysicalTherapy

Niche

#SkiInjury#ACLRecovery#RunningInjury#GaitAnalysis

Community

#DenverRunners#ColoradoSkiing#MileHighCity

Use three to five hashtags per Instagram post: one core, one or two niche tags that match the injury, and one community tag. Skip hashtags on LinkedIn except the clinic tag, and use none on Facebook.

13

Sample Content Calendar

DayPlatformTypeTopicCall to action
MondayInstagramReelThree-minute ski warm-up from a Ridgeline therapistSave this for your next ski day
TuesdayLinkedInFounder postWhat surgeons should expect from a PT partnerRequest the referral guide
WednesdayFacebookNative videoWhen a knee tweak needs more than iceBook an evaluation, no referral needed
ThursdayInstagramCarouselACL sprain versus strain, explained simplyShare with a friend who skis
FridayInstagramStoriesAsk a PT: your weekend activity questionsSend us your question
SaturdayFacebookEvent postFree ski-injury prevention workshop next ThursdayReserve your seat
14

Next Steps

The actions that start the quarter, in order.

  1. 1

    Approve the Q1 positioning and the Back on the Mountain campaign concept

  2. 2

    Schedule a two-hour filming session with two therapists in the first week of January

  3. 3

    Confirm the direct-access booking link and add tracking to every bio

  4. 4

    Share the referral guide draft with the clinic director for review

  5. 5

    Set a 30-day check-in to review evaluations booked and adjust the calendar

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