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Stay in Inbox. Stay Top of Mind.

For practices and firms where relationships drive revenue, email marketing is the highest-ROI channel you’re probably underusing. EDG builds and manages email programs that keep your clients close and your practice growing.

EDG develops email marketing strategy, writes copy, designs templates, and manages campaigns for healthcare practices, mental health providers, wealth management firms, and professional services businesses. Whether you need a monthly newsletter, a re-engagement sequence, or a campaign for a specific announcement, we build email programs that convert — without burning out your list.

For healthcare practices and mental health providers, email marketing requires an additional layer of care. EDG builds email programs with HIPAA-aware protocols — including list handling, content review, and platform guidance — so your communications stay compliant and your patient relationships stay protected.

What’s Included

  • Email strategy and list segmentation
  • Monthly newsletter design and copywriting
  • Promotional and announcement campaigns
  • Automated welcome and onboarding sequences
  • Re-engagement campaigns for lapsed patients or clients
  • Subject line testing and performance optimization
  • Monthly reporting: open rates, click-through, and list health

Platforms We Work With

Mailchimp — Constant Contact — Kit — Klaviyo —HubSpot — ActiveCampaign — and more, just ask!

Note: Platform selection matters for regulated industries. Some platforms offer Business Associate Agreements (BAAs) required for HIPAA-compliant email. We’ll help you choose the right tool for your practice.

Great content deserves an audience.

Once you’ve built authority, email is how you keep it. EDG’s email marketing programs deliver your content directly to the clients and prospects who matter most.

→ See how EDG handles content marketing.

Email Marketing FAQ

What should a mental health or therapy practice include in email newsletters?

Mental health awareness content, updates on session availability, new therapist introductions, seasonal wellness tips, community mental health resources, and educational content on topics like managing anxiety, navigating grief, or understanding therapy options. We keep the tone warm, non-clinical, and patient-centered.

What should a wealth management firm or financial advisory include in email newsletters?

Market commentary (plain-language, not investment advice), financial planning insights, estate and trust planning education, firm news and team updates, client event invitations, and thought leadership content that reinforces your expertise and investment philosophy.

How often should a medical or mental health practice send email to patients?

A monthly newsletter is the right starting cadence for most practices — frequent enough to stay relevant, respectful of your patients’ inboxes. We recommend timing and frequency based on your patient base and goals.

Can you manage email for a law firm or accounting firm?

Yes. Email is particularly powerful for professional services firms where long-term relationships and referrals drive business. We create thought leadership newsletters and targeted campaigns for attorneys, accountants, and consultants.

Do you help grow the email list, or just manage what we have?

Both. We optimize your existing list and can develop list-building strategies — including opt-in incentives, website capture integration, and connection to your booking or intake process.

Let’s Talk About
What’s Not Working.

Most practices come to us after wasting time on marketing that didn’t convert. We’ll start with a straight conversation about where you are, what’s not performing, and what we’d do differently. No pitch deck. No pressure.

Schedule a Free Consultation