Awareness Building
Reach families who do not know plan management exists. Educate them about benefits before competitors do.
Meta Ads for Plan Management
Introduce Your Services to Families Before They Start Searching
Many participants do not know plan management exists until someone tells them. Facebook and Instagram let you educate families about the benefits of plan management and position your organisation as the obvious choice when they are ready to switch.
Awareness campaigns that educate families about plan management
Lead generation with native Meta forms
Retargeting to stay visible during the decision journey
Trusted by 100+ healthcare practices and medical clinics across Australia
Our Director Has Been Seen On
Why Plan Managers Choose Us
Social Campaigns That Explain the Value of Plan Management
Most families do not understand plan management until someone explains it. Our campaigns educate and convert simultaneously.
Precise Targeting
Sophisticated targeting using demographics, interests, behaviours, and lookalike audiences to reach ideal prospects.
Visual Storytelling
Showcase what plan management looks like in practice through compelling imagery and video content.
Lead Generation
Optimised campaigns using Meta's native lead forms for efficient enquiry capture.
Retargeting
Re-engage website visitors and nurture prospects through the decision journey.
Cost Efficiency
Build awareness and generate leads at competitive costs compared to search advertising.
Our Approach
From Awareness to Sign-Up Through Social Media
A strategic approach that builds understanding and drives action.
1
Audience Strategy
Build high-intent audiences using NDIS-specific targeting signals and lookalike modelling.
2
Content Development
Create educational content that explains plan management benefits and builds trust.
3
Creative Production
Design scroll-stopping ad creative specifically for plan management audiences.
4
Lead Form Optimisation
Configure native Meta lead forms that capture qualified interest with minimal friction.
5
Launch and Optimise
Full campaign management with ongoing optimisation based on actual sign-up data.
Social Strategy for Plan Managers
Using Social Media to Grow Your Plan Management Participant Base
What we have learned from running Meta Ads campaigns for plan management providers across Australia.
The Awareness Challenge
Plan management solves a genuine problem for NDIS participants. Yet many families do not know it exists. They struggle with NDIA-managed plans or self-manage without realising there is a better option. This creates a unique advertising opportunity.
Meta Ads let you reach these families with educational content. Explain what plan management is. Describe how it simplifies provider payments. Show how it provides budget visibility. This awareness-building converts families who would never have searched for your service because they did not know it existed.
Targeting the Right Families
Meta's audience targeting capabilities let us reach families likely to benefit from plan management. We build audiences based on interests related to disability, NDIS advocacy, and related support services. We target geographic areas where you want to grow. We create lookalike audiences based on your existing participant base.
This precision means your advertising budget reaches families genuinely likely to be interested, rather than broadcasting to everyone and hoping something sticks.
Educational Content That Converts
Plan management advertising works best when it educates first. Content explaining the difference between self-managed, NDIA-managed, and plan-managed plans helps families understand their options. Videos showing how plan management simplifies provider invoicing resonate with families currently struggling.
We help plan managers develop content strategies that position them as helpful educators first. This builds trust before asking for the sign-up, resulting in higher conversion rates and more engaged participants.
The Lead Generation Journey
Meta's native lead forms reduce friction in the sign-up process. A family scrolling Facebook can express interest without leaving the platform. This simplicity captures leads from families who might not have clicked through to your website.
Lead form design matters for plan management. The questions you ask affect both lead quality and volume. We test different approaches to find the balance that delivers enough information to qualify leads without creating so much friction that families abandon the form.
Retargeting Through the Decision Process
Families considering plan management rarely sign up immediately. They research, compare, discuss with support coordinators, and think it over. Meta retargeting keeps your organisation visible throughout this process.
Website visitors who viewed your plan management page but did not enquire see follow-up ads addressing common questions. Families who started but did not complete a lead form receive encouragement to finish. This persistent presence increases conversion over time.
Complementing Search Advertising
Meta Ads work best alongside Google Ads for plan managers. Google captures families actively searching. Meta builds awareness among families who do not know they should search. Together, they create a complete participant acquisition system.
We often see families first exposed to plan management through Facebook ads later searching on Google. When your organisation appears in both places, recognition builds trust and increases conversion rates.
Medical Marketing Results
Healthcare Marketing Case Studies
rumen.com.au
Marketing & design by our team
Case Study
Rumen Medical Weight Loss
$1M ARR in 6 weeks
“We went from launch to $1M ARR in six weeks.”
Mitchell — Founder, Rumen
Challenge
New telehealth clinic needed rapid patient acquisition and efficient operations to scale in the medical weight loss market.
Solution
Full-funnel digital strategy with automated bookings, patient management, and retention-focused campaigns.
Results
350 to 6,500 patients in 15 months. $1M ARR in 6 weeks. 90% admin workload reduction through automation.
Client Results
Trusted by healthcare leaders
Medical practices across Australia share how they transformed patient acquisition with AHPRA-compliant marketing that delivers measurable outcomes.
"Casey and his team have been a true partner to Better Rehab, helping to grow the business through successful campaigns. Casey shows high levels of expertise and we've been lucky to have him on board as the 'Marketing Engine'."
"We went from 350 to 6,500 patients in under 15 months. Admin load cut by over 90% and patient retention jumped by more than 450%."
"They have single-handedly grown my business. We're now turning away $60,000 every week in organic leads. Because, we just don't have the capacity."
"Since going with Casey and his team, we have had nothing but wins. They've got awesome results with low lead costs and have taken the time to really understand our business."
"If you're looking for a highly experienced, knowledgeable and ideas-driven marketing agency, look no further. He's helped transform our business from a fairly humble start-up to a fast growing service provider."
"Super impressed with his promptness, communication, professionalism, and knowledge of the full suite of digital marketing. You and your team are second to none!"
"As an experienced health professional I am a hard sceptic. Casey and his team over delivered on my project with an A+ website design having actively listened to every point I was seeking."
"Working with Casey and his team was nothing short of exceptional. The final product exceeded all expectations, both visually and functionally. It was a seamless experience from start to finish."
"Casey and his team were an absolute lifesaver. They understood exactly what our vision and goals were and did not fall short of delivering an exceptional piece of work."
"The communication was quick, clear and easily understandable. They balance patience and efficiency really well, resulting in a superb end product. Highly recommended."
"Casey was so empathetic and patient in listening to my ideas. He goes above and beyond. If you want a marketing agency that REALLY wants to help you grow your business, pick Casey and his team."
"Excellent company to deal with and their web design is incredible. Would use them again and again."
"They show high levels of expertise and we've been lucky to have them on board as the 'Marketing Engine'. Would definitely recommend to anyone looking to invest in growth."
Campaign Inclusions
Social Advertising Built for
Facebook and Instagram campaigns designed to explain plan management benefits and convert families into participants.
Audience Targeting
Precise targeting based on demographics, interests, and behaviours relevant to NDIS families.
Creative Development
Scroll-stopping ad creative designed for Plan Management education and conversion.
Lead Generation
Optimised campaigns with native lead forms that capture participant interest.
Retargeting
Re-engage website visitors with strategic remarketing throughout their decision journey.
Educational Content
Content that explains plan management benefits to families unfamiliar with the concept.
A/B Testing
Test creative, audiences, and messaging for optimal performance.
Conversion Tracking
Track leads and conversions with proper attribution to campaign sources.
Monthly Reporting
Comprehensive performance and ROI reports with actionable insights.
Common Questions
Plan Management Meta Ads
Explained
Practical answers about Facebook and Instagram advertising for plan management providers.
Google Ads captures active searchers while Meta Ads builds awareness among families who may not know plan management exists. Most successful plan managers use both channels together.
Effective plan management campaigns typically require $1,500-$4,000 monthly for meaningful results. Investment scales with geographic coverage and growth objectives.
Educational video content typically generates highest engagement for plan management. Carousel formats work well for explaining benefits step by step.
We implement Meta Pixel and Conversions API for comprehensive tracking of leads and sign-ups attributed to specific campaigns.
Engagement begins within days. Campaigns typically reach optimal performance after 4-6 weeks as we learn what resonates with families in your target areas.
Yes, Meta offers precise location targeting. We build campaigns focused on your priority service areas.
This is actually a strength of Meta advertising. Educational content introduces the concept to families who would never search for something they do not know exists.
Monthly reports covering reach, engagement, leads, cost per sign-up, and recommendations for improvement.
Still have questions? We're here to help.
Book a free strategy call