DOCTOR PROMOTION / CONSIDERED SCOPE
CRM & Automation Maintenance
Monitor agreed workflows and provide limited support and changes.
CRM & AUTOMATION MAINTENANCE / EXAMPLE OUTPUTS
Monitor named workflows with clear support limits
Monitor agreed workflows and provide limited support and changes.
Maintenance change log
Repair verification
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 RESULTSCRM & Automation Maintenance / PROJECT DETAILS
The agreed starting scope
Monitor agreed workflows and provide limited support and changes.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSCRM & Automation Maintenance / PROJECT DETAILS
The proposed work
Monitor agreed workflows and provide limited support and changes. The accepted proposal specifies the exact quantity, format and service period.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSCRM & Automation Maintenance / 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 RESULTSCRM & Automation Maintenance / 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 RESULTSCRM & Automation Maintenance / 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 RESULTSCRM & Automation Maintenance / PROJECT DETAILS
Delivery planning
Agree the schedule after the required inputs, output list and approval process are confirmed.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSCRM & Automation Maintenance / PROJECT DETAILS
Service period
Only the accepted service period is included. There is no automatic renewal.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSCRM & Automation Maintenance / PROJECT DETAILS
Cancellation
The published refund/cancellation policy and accepted proposal apply.
CRM & Automation Maintenance
Monitor agreed workflows and provide limited support and changes.
Monitor named workflows with clear support limits
List the supported automations, dependencies, review frequency and change allowance. Distinguish a provider outage from a faulty rule or expired access.
Example outputs to discuss
- Supported-workflow inventory
- Maintenance change log
- Repair verification
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
A failed workflow is retested with a controlled event after the dependency or rule is corrected.
This is a hypothetical example, not a client case study or promised result.
Verify repairs with a controlled event
Review failure alerts and test the affected path after changes. Keep a manual fallback and document unresolved provider dependencies.
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
Supported workflow inventory
CRM & Automation Maintenance — Supported workflow inventory
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSThe work, explained / STEP 02
Monitoring and limited changes
CRM & Automation Maintenance — Monitoring and limited changes
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSThe work, explained / STEP 03
Repair and handover checks
CRM & Automation Maintenance — Repair and handover checks
Useful questions before you begin.
What does CRM & Automation Maintenance include?
Monitor agreed workflows and provide limited support and changes. 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.