DOCTOR PROMOTION / CONSIDERED SCOPE
Clinic CRM Setup & Configuration
Configure contacts, enquiry stages, staff assignments and follow-ups.
CLINIC CRM SETUP & CONFIGURATION / EXAMPLE OUTPUTS
Design the enquiry pipeline before configuring fields
Configure contacts, enquiry stages, staff assignments and follow-ups.
Field and role configuration
Daily-task test cases
Illustrative output types; the accepted proposal confirms the actual inclusions.
Explore the scope
Know what your project involves.
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ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSClinic CRM Setup & Configuration / PROJECT DETAILS
The agreed starting scope
Configure contacts, enquiry stages, staff assignments and follow-ups.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSClinic CRM Setup & Configuration / PROJECT DETAILS
The proposed work
Configure contacts, enquiry stages, staff assignments and follow-ups. The accepted proposal specifies the exact quantity, format and service period.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSClinic CRM Setup & Configuration / PROJECT DETAILS
What we need from you
Accurate practice details, approved source materials, permitted brand assets and a named approval contact. No patient records or passwords.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSClinic CRM Setup & Configuration / PROJECT DETAILS
Separate costs and work
Setup: five users, eight stages, 15 fields, two rules. Migration: 5,000 contacts/one spreadsheet. Dashboard: six widgets. Support: five workflows/four hours per month. Licences, usage, hosting and clinical-system development separate. Document triggers, actions, exceptions, alerts, exports and ownership.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSClinic CRM Setup & Configuration / PROJECT DETAILS
Feedback and revisions
The exact allowance is listed in the accepted proposal. Additional rounds require an agreed change.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSClinic CRM Setup & Configuration / PROJECT DETAILS
Delivery planning
Agree the schedule after the required inputs, output list and approval process are confirmed.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSClinic CRM Setup & Configuration / PROJECT DETAILS
Service period
Only the accepted service period is included. There is no automatic renewal.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSClinic CRM Setup & Configuration / PROJECT DETAILS
Cancellation
The published refund/cancellation policy and accepted proposal apply.
Clinic CRM Setup & Configuration
Configure contacts, enquiry stages, staff assignments and follow-ups.
Design the enquiry pipeline before configuring fields
Agree how a new enquiry becomes assigned, contacted, qualified and closed. Define staff roles, essential fields and the reason each stage exists.
Example outputs to discuss
- Pipeline design
- Field and role configuration
- Daily-task test cases
These are possible planning outputs. Your accepted proposal identifies the selected items, quantities and formats; this example list does not expand an existing order.
Illustrative working example
Staff practise assigning an enquiry, recording contact and finding overdue follow-up in the configured pipeline.
This is a hypothetical example, not a client case study or promised result.
Test a normal working day
Check creating an enquiry, assigning it, recording follow-up and finding overdue work. CRM configuration should support staff behaviour rather than add unnecessary data entry.
THE WORK, EXPLAINED
A clear path from brief to delivery.
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ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSThe work, explained / STEP 01
Pipeline and field design
Clinic CRM Setup & Configuration — Pipeline and field design
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSThe work, explained / STEP 02
Staff and rule configuration
Clinic CRM Setup & Configuration — Staff and rule configuration
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSThe work, explained / STEP 03
Daily-workflow testing
Clinic CRM Setup & Configuration — Daily-workflow testing
Useful questions before you begin.
What does Clinic CRM Setup & Configuration include?
Configure contacts, enquiry stages, staff assignments and follow-ups. Exact quantities, formats and exclusions are recorded in the accepted proposal.
What information will you need from our practice?
Verified practice details, approved source materials, relevant brand assets and a responsible approval contact. Clinical statements require your qualified approval.
Are advertising, software or other third-party costs included?
Only costs expressly included in the accepted proposal are covered. Other platform, usage, media, creator or production costs are agreed separately.
Can we request additional work later?
Yes. Work outside the accepted scope is documented in a separate change proposal before it is approved and charged.
Consider the next connection.
SPECIALIST SERVICE
CRM Setup & Lead Routing
Give enquiries a clear owner and next step.
Scope and fees confirmed in a written proposal.
Explore scope & optionsSPECIALIST SERVICE
Follow-up Automation
Build consent-based follow-ups around a defined process.
Scope and fees confirmed in a written proposal.
Explore scope & optionsSPECIALIST SERVICE
Website & CRM Integrations
Connect agreed tools to reduce repeated manual work.
Scope and fees confirmed in a written proposal.
Explore scope & optionsLet’s bring your digital presence together.
Tell us about your practice, priorities and ambitions.