Launch Proposal - Year One
A Radiant Smile, An Automated Practice
A strategic digital infrastructure, content optimization, and CRM automation roadmap designed for Diamond Dentistry.
Executive Summary
Diamond Dentistry is transitioning into an optimized patient acquisition model designed to drive high-value cases, capture local search visibility, and streamline day-to-day operations. This engagement includes a complete, mobile-first redesign of the practice's website, native SEO/AEO architectures, local GEO positioning, and the deployment of a fully automated lead tracking and follow-up CRM system.
By connecting custom website intake forms directly to a central opportunities pipeline, implementing automated SMS and email sequences, launching an interactive chatbot web agent, and establishing a proactive review generation mechanism, Diamond Dentistry will dramatically lower administrative friction while maximizing patient conversion rates.
Figure 1.0: Proposed web design direction preview for Diamond Dentistry, incorporating high-contrast, fully accessible typography, an integrated chatbot, and strategic conversion pathways for Invisalign and general care.
Detailed Scope of Work
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1. Smart Website Redesign & UX
- ✓ Accessible, mobile-friendly custom redesign built to brand standards.
- ✓ High-fidelity patient booking and contact form pathways.
- ✓ Modern web accessibility structures (ADA/WCAG compliance).
- ✓ First-year hosting package fully included ($250/year starting Year 2).
✦
2. AEO, GEO & Content Optimization
- ✓ SEO site structure baked in from Day 1 to maximize organic indexing.
- ✓ Modern Answer Engine (AEO) and Local Search (GEO) keyword strategy.
- ✓ FAQs integrated directly into service pages (no isolated FAQ pages).
- ✓ High-value keyword positioning targeting premium services like Invisalign.
✦
3. CRM Integration & Setup
- ✓ Website contact forms connected directly to the CRM backend database.
- ✓ Custom visual Opportunities Pipeline created for structured lead tracking.
- ✓ Interactive 24/7 web chatbot setup for automatic lead pre-qualification.
- ✓ SMS & Email Registration and Opt-in compliance setups.
✦
4. Patient Automation & Maintenance
- ✓ Automated post-appointment Review Management system to boost Google ratings.
- ✓ Automated follow-up campaigns to nurture patient inquiries and bookings.
- ✓ Up to 2 hours of monthly website maintenance and CRM database checkups.
Included CRM Automation Features
- ✓ AI Chatbot Web Integration
- ✓ Unified CRM & Lead Management Mobile App
- ✓ Website Forms Integration
- ✓ Automated Opportunities Pipeline
- ✓ Review Request Automation Sequence
- ✓ Patient SMS & Email Opt-in Compliance
- ✓ Email Marketing Campaign Builder
- ✓ Lead Nurturing & Follow-up Sequences
- ✓ Up to 2 Hours/Mo Website Maintenance
- ✓ Custom Calendar Appointment Reminders
- ✓ SMS/Email Outbox Monitoring
Project Investment
Phase 1. Foundational Setup
Smart Website Design & Development
Includes complete accessible redesign, mobile-responsive layouts, GEO/AEO optimization structure, FAQ page-level integration, and first-year hosting.
$3,500
CRM Integration & Setup (Growth Partner BNI Onboarding Offer)
Deployment of custom CRM client databases, chatbot setups, forms integration, reviews engine, opportunities pipelines, and compliance registers. (Standard Rate: $2,000)
$1,000
Phase 2. Marketing Services
Monthly SEO & Local Marketing Services
A comprehensive digital marketing program focused on helping prospective patients find and choose your practice. Includes ongoing website SEO improvements, Google Business Profile optimization, local search visibility enhancements, review strategy support, content development recommendations, AI search optimization, citation management, monthly Google Business Profile posting, analytics monitoring, and detailed performance reporting. Designed to improve rankings, increase website traffic, generate more phone calls, and support long-term patient growth.
$1,500/mo
CRM License & Maintenance Retainer
Monthly software operations, ongoing security patches, automation monitoring, database management, chatbot fine-tuning, and up to 2 hours of website updates.
$349/mo
Communication & AI Usage Rates
To maintain transparency, additional communication costs (telephony, SMS segment logs, and outgoing emails) are billed directly based on actual platform usage at wholesale rates.
| Communication Type | Rate | What You Get For $10 |
|---|---|---|
| Making Phone Calls | $0.021 / minute | ~475 minutes |
| Receiving Calls | $0.01275 / minute | ~785 minutes |
| Text Messaging (SMS) | $0.01245 / 160 characters | ~805 messages |
| $0.001012 / email | ~9,880 emails | |
| AI Conversation | $0.025 / message | ~400 messages |
| AI Voice | $0.1625 / minute | ~60 minutes |
Project Terms & Commitment
1. Project Timelines
Smart Website Redesign: Completed and soft-launched within 3-4 weeks from asset collection.
CRM Integration: Completed, tested, and synchronized alongside website soft-launch.
CRM Integration: Completed, tested, and synchronized alongside website soft-launch.
2. Investment & Payments
All website build and CRM setup fees are invoiced in advance upon signature. Retainers for CRM start on Month 2. Optional marketing retainers are billed monthly in advance starting on Month 1 of service execution.
3. Hosting Scope
The initial website setup package includes 1 year of optimized secure hosting. Beginning on Year 2, hosting is billed annually at $250/year.
4. Client Responsibilities
Timely delivery of requested content, approvals, and feedback is required to maintain the project schedule. Delays may result in adjustments to the estimated completion date.
5. Out-of-Scope Modifications & Integrations
Any integrations with software systems beyond AZL Flow CRM and website standard forms (e.g. customized Clio/MyCase/specialized dental EHR tools) are subject to dynamic feasibility reviews.
Agreement & Authorization
By entering your name and drawing your signature below, you accept this proposal and agree to the 12-month platform term, pricing details, and project terms outlined. You authorize Diamond Dentistry and AZL Marketing to initiate onboarding and foundational setups.
Digital Signature Draw Area
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