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REVIEW PREVIEW Ways to Work With Protocol / Scheduling connection pending
WAYS TO WORK WITH PROTOCOL
Four levels.One connected system. Choose the operating scope that fits your practice today. Build on it as your services, opportunities and locations grow.
FOUR LEVELS. ONE CONNECTED SYSTEM.
The scope your practice needs.Room to grow from there. Start with the right operating scope. Each level builds on the one before it.
View capabilities + WHO IT'S FOR For practices with existing inquiries that need consistent organization and follow-up.
Your operational foundation
✓ CRM and pipeline to organize inquiries✓ Lead capture from agreed sources✓ Core automations and internal notifications✓ Follow-up tasks and reminders✓ Lead reactivation✓ Basic performance dashboard✓ Technical administration and system reviewsView capabilities + WHO IT'S FOR For practices that need acquisition and follow-up working as one system.
Everything in Follow-Up System, plus:
✓ Website and conversion foundation✓ Site SEO and priority search visibility✓ Local SEO and Google Business Profile✓ AI Search / AEO foundations✓ Google and Meta campaign capacity, activated according to strategy✓ Conversion landing pages, tracking and attribution✓ Remarketing and Protocol Intelligence EssentialView capabilities + WHO IT'S FOR For practices with more priority services, higher inquiry volume or more complex operations.
Everything in Protocol Growth, plus:
✓ More priority services and campaign capacity✓ Expanded website and landing-page coverage✓ Expanded SEO and AI Search / AEO coverage✓ Multiple pipelines and advanced lead routing✓ Advanced automations and segmented reactivation✓ Expanded attribution and call tracking where technically applicable✓ Protocol Intelligence Expanded and biweekly strategy meetingsView capabilities + WHO IT'S FOR For groups that need coordinated growth and visibility across their locations.
Everything in Protocol Scale, adapted across locations, plus:
✓ Website and conversion paths by location✓ Local SEO and Google Business Profiles by location✓ Campaign structure by location or market✓ Location-specific landing pages and tracking✓ Lead routing across locations and teams✓ Cross-location reporting and executive dashboards✓ Protocol Intelligence Executive and integration planningCLEAR FROM THE BEGINNING
A defined scope. Clear responsibilities. Know what Protocol operates, what your practice contributes and what costs separately before work begins.
Work with an accountable team. Protocol executes and manages the contracted work. Your practice provides information, reviews what needs approval and handles inquiries when that responsibility belongs to your team.
Protocol's sales support is part of the service only when expressly included.
Understand the investment. Advertising spend is separate. Applicable platform and communication costs are identified in the proposal. Custom development and integrations require their own scope.
Engagements begin with a defined initial commitment. The term and continuation or cancellation conditions are explained before work begins.
Ways to Work With Protocol ↗ REQUEST A GROWTH SYSTEM REVIEW
Tell us where growth feels stuck. Start with a 30-minute conversation about your business and where we can help.
01 Understand your practice→ Prepare your proposal → 02 Explain it together
Request a Growth System Review ↗
× REVIEW PREVIEW Page in preparation
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