Email Automation — Engagement Pro

Email Marketing Automation: Engagement Pro Package

Ideal for clinics ready to scale their marketing with advanced segmentation and multiple patient journey touchpoints.

This package moves beyond basic flows to build a sophisticated automation engine that segments patients and delivers highly relevant messages at the perfect time.

What's Included:

• 7 Advanced Automation Workflows: Includes starter flows plus new sequences like No-Show Follow-up, Treatment-Specific Education, and Offer-of-the-Month campaigns.
• Advanced Segmentation: We set up custom profile properties and tags to segment your audience based on interest, location, or past behavior.
• Lead Management Setup: Implementation of advanced forms and basic lead scoring to identify your most engaged prospects.
• A/B Testing: We include monthly A/B testing for subject lines and email copy to continuously improve performance.
• Content Creation: We write all copy and provide visuals for every email in every workflow.

What's Not Included:

• SMS sending costs (though we can build SMS steps into workflows if your platform is enabled).
• Complex Customer Data Platform (CDP) integrations.
• Custom-coded email creative beyond standard, flexible templates.

Client Requirements:

• Platform Access: Admin access to your Email Service Provider (ESP).
• Strategic Assets: A clear offer calendar and a "service map" detailing your patient journeys.
• Technical Setup: A properly authenticated sender domain and approved consent/privacy language.

Key Terms & FAQ

• Launch Timeline: We typically launch the first 4 core workflows within 2-3 weeks of onboarding, with additional flows added weekly.
• WhatsApp Integration: We can build in opt-in points and hand-off triggers to WhatsApp, but platform fees and setup are separate.
• Minimum Term: A 90-day minimum commitment is required.
• Revisions: One revision round is included for each new workflow.
• Fees: All ESP and SMS platform fees are billed separately.