Health & Wellness Practice Leads By Source Tracking
Discover Where Your Best Practice Leads Are Coming From Before Your Next Marketing Review
Stop Guessing on Marketing. Start Scaling with Data-Driven Acquisition
"ELLA RIVKIN IS ONE OF THE NATION'S LEADING FULL-SERVICE ACCOUNTANT EXPERTS AND HEALTH, LIFE AND BUSINESS COACH."
As seen in
Your Practical Guide to Smarter Marketing Planning
Designed specifically for health and wellness professionals, the Health & Wellness Practice Leads By Source Tracking toolkit provides a clear, actionable system to track monthly lead volume, evaluate conversion rates, and measure your total new client acquisitions across all major marketing channels.
What awaits you inside?
Inside, you'll find key items to review, questions to consider, and topics to discuss with your qualified tax professional.
01
Comprehensive Marketing Source Breakdown
A detailed tracking framework covering all your vital inbound channels—including Strategic Partnerships, Existing Clients, BNI, Networking Groups, Referrals, and Podcasts.
02
Digital & Social Channel Tracking
A dedicated structure to monitor lead generation performance from digital platforms like Facebook and LinkedIn, ensuring you know exactly which online campaigns are pulling their weight.
03
Outreach & Event Performance Metrics
Dedicated tracking rows for high-engagement channels such as Email Marketing, Speaking Engagements, and Sponsored Workshops to measure live and digital outreach effectiveness.
04
Monthly Volume & Conversion Analyzer
A month-by-month grid (January through December) designed to record exact numbers of leads, calculate conversion percentages, and evaluate your Total New Clients over time.
05
Simple "Fill-In" Execution Template
An intuitive, easy-to-use spreadsheet design featuring clear "Fill in blue cells only" guidelines, making data entry seamless for you and your team.
Who is
Ella Rivkin
My name is Ella Rivkin, and for over 27 years I've been helping business owners and professionals take control of their money, business, and life.
I'm the founder of ERPS Group, and my true passion is helping people achieve their personal, professional, and financial goals, not just with words but with practice. I believe financial freedom begins with understanding—knowing exactly how your money works and how to use it to your advantage.
Over the years, I've helped thousands of clients reduce their tax burden, organize their finances, build the right structure, and take their businesses to new levels of income, including seven-figure figures.
My approach is strategic and personal. I don't just "do taxes." I look at the whole picture: your business, your life today, and your goals for the next 1, 5, and 10 years—and I help you build a system that truly works.
My guiding principle is "Everything is in your hands." I sincerely believe that everyone has the power to change their financial future if they have the right tools, strategy, and support.
If you're tired of working yourself to the bone and want to start building your life and business consciously, with clarity and confidence, you've come to the right place.
Who is
Ella Rivkin
My name is Ella Rivkin, and for over 27 years I've been helping business owners and professionals take control of their money, business, and life.
I'm the founder of ERPS Group, and my true passion is helping people achieve their personal, professional, and financial goals, not just with words but with practice. I believe financial freedom begins with understanding—knowing exactly how your money works and how to use it to your advantage.
Over the years, I've helped thousands of clients reduce their tax burden, organize their finances, build the right structure, and take their businesses to new levels of income, including seven-figure figures.
My approach is strategic and personal. I don't just "do taxes." I look at the whole picture: your business, your life today, and your goals for the next 1, 5, and 10 years—and I help you build a system that truly works.
My guiding principle is "Everything is in your hands." I sincerely believe that everyone has the power to change their financial future if they have the right tools, strategy, and support.
If you're tired of working yourself to the bone and want to start building your life and business consciously, with clarity and confidence, you've come to the right place.
Download now and get exclusive access!
ERPS Group LLC
800 SE 4 Avenue, Ste 707 Hallandale Beach, Florida, 33009, (954) 255-3848
