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.

01 / ENGAGEMENT

Protocol Follow-Up System

Organize the opportunities you already generate.

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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 reviews
03 / ENGAGEMENT

Protocol Scale

Expand across more services, campaigns and operational complexity.

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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 meetings
04 / ENGAGEMENT

Multi-Location Growth

Coordinate growth across locations, teams and markets.

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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 planning

Channels, deliverables and responsibilities follow your priorities and capacity. Advertising spend is separate.

Compare engagement levels ↗

CLEAR 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 ↗

OPTIONAL AI CONTENT

Your expertise.
Our production system.

We plan, script, produce and publish content around your knowledge. You review accuracy and authorize image or voice use when needed.

Add content production to your engagement, or work with Protocol on content alone.

Explore AI Content and real examples ↗
YOUR PROFESSIONAL KNOWLEDGE

One question.
A useful piece of content.

  1. 01 Topic
  2. 02 Script
  3. 03 Video
  4. 04 Published piece

Illustrative production sequence

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 practicePrepare your proposal02 Explain it together
Request a Growth System Review ↗
REVIEW PREVIEW

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