DOCTOR PROMOTION / CONSIDERED SCOPE
Enquiry Pipeline & Follow-Up Automation
Build assigned tasks, reminders and overdue alerts.
ENQUIRY PIPELINE & FOLLOW-UP AUTOMATION / EXAMPLE OUTPUTS
Follow-up needs an owner and a stopping rule
Build assigned tasks, reminders and overdue alerts.
Task and message rules
Stopping-rule tests
Illustrative output types; the accepted proposal confirms the actual inclusions.
Explore the scope
Know what your project involves.
Swipe through services or use the arrows. Select a card to explore.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSEnquiry Pipeline & Follow-Up Automation / PROJECT DETAILS
The agreed starting scope
Build assigned tasks, reminders and overdue alerts.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSEnquiry Pipeline & Follow-Up Automation / PROJECT DETAILS
The proposed work
Build assigned tasks, reminders and overdue alerts. The accepted proposal specifies the exact quantity, format and service period.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSEnquiry Pipeline & Follow-Up Automation / 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 RESULTSEnquiry Pipeline & Follow-Up Automation / 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 RESULTSEnquiry Pipeline & Follow-Up Automation / 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 RESULTSEnquiry Pipeline & Follow-Up Automation / PROJECT DETAILS
Delivery planning
Agree the schedule after the required inputs, output list and approval process are confirmed.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSEnquiry Pipeline & Follow-Up Automation / PROJECT DETAILS
Service period
Only the accepted service period is included. There is no automatic renewal.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSEnquiry Pipeline & Follow-Up Automation / PROJECT DETAILS
Cancellation
The published refund/cancellation policy and accepted proposal apply.
Enquiry Pipeline & Follow-Up Automation
Build assigned tasks, reminders and overdue alerts.
Follow-up needs an owner and a stopping rule
Define the acknowledgement, staff task and permitted follow-up sequence for a new enquiry. Specify when contact stops because a person replies, opts out or reaches the agreed end state.
Example outputs to discuss
- Follow-up state map
- Task and message rules
- Stopping-rule 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
An acknowledgement creates a staff task; the follow-up sequence stops when the person replies or opts out.
This is a hypothetical example, not a client case study or promised result.
Check exceptions and overdue work
Test task assignment, duplicate records and missed responses. Automation should make unresolved enquiries visible rather than send indefinitely.
THE WORK, EXPLAINED
A clear path from brief to delivery.
Swipe through services or use the arrows. Select a card to explore.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSThe work, explained / STEP 01
Enquiry stages
Enquiry Pipeline & Follow-Up Automation — Enquiry stages
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSThe work, explained / STEP 02
Tasks and follow-up rules
Enquiry Pipeline & Follow-Up Automation — Tasks and follow-up rules
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSThe work, explained / STEP 03
Stop and exception tests
Enquiry Pipeline & Follow-Up Automation — Stop and exception tests
Useful questions before you begin.
What does Enquiry Pipeline & Follow-Up Automation include?
Build assigned tasks, reminders and overdue alerts. 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.