Consulting Services
Consulting services for peer support agencies & behavioral health startups.
Starting or growing a peer support agency can feel overwhelming. From business structure and insurance to credentialing, documentation, policies, staffing, marketing, and funding readiness — there are many moving parts.
KBX helps agencies create a stronger foundation so they can operate with confidence, serve clients effectively, and position themselves for long-term growth.
What we cover
Consulting services include
Business & Agency Setup
- LLC/business formation guidance
- EIN and foundational business setup support
- Operating agreement guidance
- Business email, phone, and professional presence
- Brand positioning
- Website and online presence planning
Compliance & Credentialing Readiness
- NCTracks preparation support
- NPI guidance
- W-9 preparation guidance
- Insurance guidance
- Policy and procedure development support
- Medicaid/provider readiness
- Documentation expectations
- Internal compliance organization
Operations & Systems
- Intake workflows
- Referral tracking
- Client onboarding process
- Documentation templates
- Staff role structure
- Administrative workflows
- Scheduling systems
- CRM or client management tools
- Quality control procedures
Program Development
- Peer support service model
- Community support programming
- Recovery-focused services
- Life skills programming
- Wellness education
- Group support concepts
- Client journey mapping
- Service descriptions
Growth & Funding Readiness
- Business funding preparation
- Bankability structure
- Revenue planning
- High-ticket service/package strategy
- Partnership development
- Referral partner outreach
- Community organization relationships
- Grant and contract readiness
- Professional presentation materials
Marketing & Branding
- Website messaging
- Social media positioning
- Service descriptions
- Brochures/flyers
- Calendly setup
- Consultation scripts
- Lead follow-up process
- Community outreach strategy
Who we work with
Ideal clients for this work.
- New peer support agencies
- Existing peer support agencies that need better structure
- Certified Peer Support Specialists starting a business
- Behavioral health entrepreneurs
- Community-based wellness organizations
- Agencies preparing for credentialing or Medicaid readiness
- Organizations that need operational systems
- Founders who need help packaging and presenting their services
Next step