DOCTOR PROMOTION / CONSIDERED SCOPE

WhatsApp Business Platform Setup & Integration

Configure one number, shared inbox and initial template submissions.

Illustrative consent-based WhatsApp, email and SMS communication
Illustrative example · not client work or results

WHATSAPP BUSINESS PLATFORM SETUP & INTEGRATION / EXAMPLE OUTPUTS

Define the number, inbox and provider ownership

Configure one number, shared inbox and initial template submissions.

01

Provider setup record

02

Inbox and staff configuration

03

Template submission log

Illustrative output types; the accepted proposal confirms the actual inclusions.

Explore the scope

Know what your project involves.

Illustrative consent-based WhatsApp, email and SMS communicationILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

WhatsApp Business Platform Setup & Integration / PROJECT DETAILS

The agreed starting scope

Configure one number, shared inbox and initial template submissions.

Illustrative consent-based WhatsApp, email and SMS communicationILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

WhatsApp Business Platform Setup & Integration / PROJECT DETAILS

The proposed work

Configure one number, shared inbox and initial template submissions. The accepted proposal specifies the exact quantity, format and service period.

Illustrative consent-based WhatsApp, email and SMS communicationILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

WhatsApp Business Platform Setup & 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 consent-based WhatsApp, email and SMS communicationILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

WhatsApp Business Platform Setup & 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 consent-based WhatsApp, email and SMS communicationILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

WhatsApp Business Platform Setup & Integration / PROJECT DETAILS

Feedback and revisions

The exact allowance is listed in the accepted proposal. Additional rounds require an agreed change.

Illustrative consent-based WhatsApp, email and SMS communicationILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

WhatsApp Business Platform Setup & Integration / PROJECT DETAILS

Delivery planning

Agree the schedule after the required inputs, output list and approval process are confirmed.

Illustrative consent-based WhatsApp, email and SMS communicationILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

WhatsApp Business Platform Setup & Integration / PROJECT DETAILS

Service period

Only the accepted service period is included. There is no automatic renewal.

Illustrative consent-based WhatsApp, email and SMS communicationILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

WhatsApp Business Platform Setup & Integration / PROJECT DETAILS

Cancellation

The published refund/cancellation policy and accepted proposal apply.

WhatsApp Business Platform Setup & Integration

Configure one number, shared inbox and initial template submissions.

Define the number, inbox and provider ownership

Confirm the supported business platform, account owner and number onboarding route. Configure staff access and prepare the agreed message templates through the selected provider.

Example outputs to discuss

  • Provider setup record
  • Inbox and staff configuration
  • Template submission log

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 number is onboarded to the selected provider and staff test access to the shared inbox.

This is a hypothetical example, not a client case study or promised result.

Test approvals and delivery handling

Template approval and delivery are provider-controlled. Verify staff handover, opt-out handling and the operating costs before live use.

THE WORK, EXPLAINED

A clear path from brief to delivery.

Illustrative doctor brand identity board, logo, colours and practice stationeryILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

The work, explained / STEP 01

Provider and number plan

WhatsApp Business Platform Setup & Integration — Provider and number plan

Illustrative desktop and mobile practice website, service pages and enquiry formILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

The work, explained / STEP 02

Inbox and template setup

WhatsApp Business Platform Setup & Integration — Inbox and template setup

Illustrative doctor search results, local map listings and on-page SEO checklistILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

The work, explained / STEP 03

Delivery and handover checks

WhatsApp Business Platform Setup & Integration — Delivery and handover checks

Useful questions before you begin.

What does WhatsApp Business Platform Setup & Integration include?

Configure one number, shared inbox and initial template submissions. 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.

Let’s bring your digital presence together.

Tell us about your practice, priorities and ambitions.

Request a strategy conversation ↗

DOCTOR PROMOTION / LET’S PLAN

What would you like to improve?

Share your practice’s marketing priorities. Our team can contact you to discuss a suitable scope.

Business enquiries only. Please do not send patient records or private health information.