DOCTOR PROMOTION / CONSIDERED SCOPE
CRM & Messaging Integration
Connect supported forms or records to messaging workflows.
CRM & MESSAGING INTEGRATION / EXAMPLE OUTPUTS
Define the event and the destination action
Connect supported forms or records to messaging workflows.
System connection
Failure and recovery tests
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 & Messaging Integration / PROJECT DETAILS
The agreed starting scope
Connect supported forms or records to messaging workflows.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSCRM & Messaging Integration / PROJECT DETAILS
The proposed work
Connect supported forms or records to messaging workflows. The accepted proposal specifies the exact quantity, format and service period.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSCRM & Messaging Integration / 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 & Messaging Integration / PROJECT DETAILS
Separate costs and work
One practice/platform; five initial template submissions; chatbot up to 15 administrative paths. Cleanup up to 5,000 records does not establish consent. Platform, registration and message charges separate. No guarantee of verification or approvals.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSCRM & Messaging Integration / 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 & Messaging Integration / 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 & Messaging Integration / PROJECT DETAILS
Service period
Only the accepted service period is included. There is no automatic renewal.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSCRM & Messaging Integration / PROJECT DETAILS
Cancellation
The published refund/cancellation policy and accepted proposal apply.
CRM & Messaging Integration
Connect supported forms or records to messaging workflows.
Define the event and the destination action
Map which supported system triggers the workflow, which fields are sent and what the receiving system should do. Use appropriate access controls and avoid unnecessary sensitive information.
Example outputs to discuss
- Event and field map
- System connection
- Failure and recovery tests
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 rejected request creates an alert instead of silently losing the enquiry between connected tools.
This is a hypothetical example, not a client case study or promised result.
Make failures observable
Test authentication expiry, rejected requests, duplicate events and retry behaviour. Document ownership of alerts and manual recovery before relying on the connection.
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
System and event map
CRM & Messaging Integration — System and event map
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSThe work, explained / STEP 02
Field and action implementation
CRM & Messaging Integration — Field and action implementation
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSThe work, explained / STEP 03
Failure and recovery tests
CRM & Messaging Integration — Failure and recovery tests
Useful questions before you begin.
What does CRM & Messaging Integration include?
Connect supported forms or records to messaging workflows. 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
WhatsApp Business Journeys
Support timely, consent-based business conversations.
Scope and fees confirmed in a written proposal.
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Email Marketing
Plan useful emails for people who choose to hear from you.
Scope and fees confirmed in a written proposal.
Explore scope & optionsSPECIALIST SERVICE
SMS Communication
Coordinate concise messages through an approved provider.
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.