Email Automation — Starter

Email Marketing Automation: Starter Package

Ideal for clinics wanting to capture leads, educate patients, and request reviews with a lightweight automation stack.

This package sets up the essential email flows to nurture new leads and re-engage past patients, turning your email list into a reliable growth channel.

What's Included:

• 3 Core Automation Sequences: We will write, design, and build a:
  1. Welcome Sequence (for new leads)
  2. Review Request Sequence (for post-visit patients)
  3. Patient Win-Back Sequence (for lapsed patients)
• Monthly Newsletter:  One newsletter  per month (copy, design, and send) to keep your audience engaged.
• List Management: Basic  list hygiene  and deliverability monitoring to ensure your emails hit the inbox.
• Lead Capture Setup: Implementation of signup forms or pop-ups (where supported by your platform).

What's Not Included:

• Email Service Provider (ESP) fees (e.g., Klaviyo, Mailchimp).
• SMS marketing setup or sending costs.
• Complex custom API integrations or development.

Client Requirements:

• Platform Access: Admin access to your ESP (e.g., Mailchimp, Klaviyo, Shopify Email).
• Brand Guidelines: Your brand copy/voice guide and any clinic-specific privacy rules or disclaimers.
• Lead Sources: A clear definition of where leads are captured on your website (e.g., contact form, newsletter signup).

Key Terms & FAQ

• List Importing: Yes, we can import existing lists provided as a CSV with confirmation of patient consent.
• Content Creation: Yes, we write all copy and provide the visuals for each email in the sequences and newsletters.
• HIPAA/PHI: We ensure no Protected Health Information (PHI) is stored in the ESP. All messages must be general and non-diagnostic.
• Success Metrics: We measure success via open rates, click-through rates, replies, and the number of reviews generated.
• Minimum Term: A 90-day minimum commitment is required.
• Revisions: One revision round is included for each new sequence.