Proposal for Ultimate Medical Center & Spa
Marketing & Sales Automations Proposals
Prepared by Coordenadas.co for Ultimate Medical Center & Spa
01 Objective
What we're building toward
The goal of this project is to build and manage the marketing and sales automations Ultimate Medical Center & Spa needs to convert more inquiries into booked appointments, working directly on top of your existing CRM.
We go into the specific problem this solves, and the two ways to work together, in the next section.
02 Item(s)
The problem this solves
What's costing you appointments today
People reach out every day about primary care, physical therapy, dentistry, or one of your other services. Without a fast, consistent follow-up, those inquiries go cold before they ever turn into a booked visit.
At the same time, your team spends real hours on manual, repetitive work: reminders, confirmations, routine follow-ups, that could run on their own, freeing that time for actually caring for patients.
Both plans below put that follow-up, those reminders, and your lead routing on autopilot, working directly on top of your existing CRM. Not sure which one fits? Answer the three questions below.
Quick self-check: which plan fits you?
Answer these 3 questions and we'll point you to the plan that matches where you're at.
1. How does your team currently follow up with new inquiries?
2. How much team time goes into manual reminders, confirmations, and follow-ups?
3. What do you want going forward?
Plan A
Fractional Marketing Ops
$400 / month
- Ongoing maintenance of your CRM automations and workflows
- Monthly check-in to review what's working and adjust as needed
- Light-touch marketing support: keeping existing campaigns and follow-ups running smoothly
Recommended
Plan B
Marketing & Sales Automations Management
$1,500 / month
- Everything in Fractional Marketing Ops
- Management of lead follow-up and appointment reminders, all running automatically
- AI applied where it saves your team time: automated responses, lead qualification, or an assistant trained on your center's information
- New automations built and refined on an ongoing basis as your needs change
- Monthly reporting on performance
About the insertion fee
Both plans start with a one-time $600 insertion fee, which covers integrating our team and tools with your existing CRM before the monthly plan begins.
03 Pricing
Investment
| Item | Price |
|---|---|
| Insertion Fee (one-time) | $600 |
| Plan A: Fractional Marketing Ops | $400/month |
| Plan B: Marketing & Sales Automations Management | $1,500/month |
Choose one monthly plan, not both. The insertion fee applies once, regardless of which plan you choose, and covers integrating with your existing CRM before the monthly work begins.
04 Estimated Time
How long it takes
Insertion (setup): 1 to 2 weeks to integrate with your existing CRM and get the first automations live.
Monthly plan: ongoing, month to month, starting right after the insertion phase.
05 How to Start
The first steps
Choose your planFractional Marketing Ops or Marketing & Sales Automations Management.
Share CRM accessWe'll need access to your existing CRM and any related systems we're integrating with.
Insertion feeThe $600 insertion fee covers the initial integration work before the monthly plan starts.
Kickoff callA short call to identify which workflows matter most right now: sales follow-up, marketing, or both.
Ongoing management beginsYour monthly plan starts, and we keep building and refining from there.
06 Deliverables
What you'll get
- Your marketing and sales automations integrated into your existing CRM
- AI applied to the workflows we agree on, if Plan B is selected
- Ongoing monthly management and reporting, for as long as the plan is active
Let's define the scope
Reach out and we'll set up a short call.