LEAD MANAGEMENT SERVICES
(purchased separately)

Includes up to 6 touchpoints per lead (calls, text, email)

Initial lead contact will generally be within 1 business day from time new lead comes in, during standard Consultant business hours of Monday-Friday 9am-5pm Eastern Time

Leads that come in over the weekend will be handled on a first come, first served basis starting on the following business day (typically Monday unless a US Federal Holiday)

Additional touchpoints will be in increments of 1-2 touchpoints per day

Client can listen to recorded calls and track/verify call center progress on software

Its allowed and encouraged for the Client to call leads that have been scheduled for a consultation to confirm appointment

Once an appointment is scheduled, additional appointment confirmations are NOT covered by Consultant services with the exception of automated notifications via the Highlevel system

Its allowed and encouraged to notify Consultant of no shows of booked appointments for reschedule nurturing

Client can request custom messaging of automated nurtures as needed

Client can provide pre-qualification questions to be sent as an automation to leads and will be responsible for managing responses

Client can provide pre-appointment paperwork (ex. Medical history) to be sent via automation to booked leads

Client can provide outside EHR for booking purposes,

Consultant can book on EHR and/or Highlevel software

Client can request email notifications for all new appointment bookings

Double nurturing is not allowed - if Client is contacting a lead, Consultant will cease contact with lead so as to not double contact them

If a lead is claimed/assigned to Client staff within Highlevel, the lead will no longer be nurtured by Consultant

Lead will not be contacted by Client outside of Highlevel during nurture cycle

Additional points of contact will be considered a Change Request and billed based on Consultants standard hourly rate

CHANGE REQUESTS

Any requests made after the signing of this agreement that are not explicitly included in the ‘Project Scope’ section will be considered a Change Request. All such requests must be in writing. Additional services which are expressly referenced as Change Requests in the Project Scope will also be considered Change Requests.

Change Requests will require additional production time and additional fees.

It is the client’s responsibility to ensure that all requests made during this project are within the Project Scope stated above before being sent to Consultant.

All requests sent to Consultant that are outside of the Project Scope will be assumed to be approved by Client and that Consultant is authorized to proceed with requested changes unless there is a request for quote at the time of submitting the change request.

For requested projects that are outside of the Project Scope and for which a quote has been requested, such project will be placed on hold until a quote has been provided to the Client and the Client has approved or rejected the changes and estimated additional fees in writing. This does not include additional services for which fees are expressly referenced in the Project Scope.

Requests that are outside of the Project Scope will be billed at the standard hourly rate at the time of request and invoiced for actual time spent to complete the request.

REPUTATION MANAGEMENT

Consultant is not responsible for any reviews generated on the Client website nor any other review websites that may have a profile of the Client.

Fully automated review outreach requires the client to be using an online scheduling application or an internal CRM that has an existing Zapier integration available, otherwise, customer/patient emails will need to be manually entered into the system by the client

PERMISSIONS & RELEASES

The Client agrees to indemnify and hold harmless Consultant against any and all claims, costs, and expenses, including attorney's fees, due to materials included in the Work at the request of the Client for which no copyright permission or previous release was requested or uses which exceed the uses allowed pursuant to a permission or release.

The Client hereby releases and forever discharges Consultant, their agents, employees, successors and assigns, and their respective heirs, personal representatives, affiliates, successors and assigns and any and all persons, firms or corporations liable or who might be claimed to be liable, whether or not herein named, from any and all claims, demands, damages, actions, causes of action or suits of any kind or nature whatsoever, whether known or unknown, fixed or contingent, which Client may now have or may hereafter have or claim to have, as a result of or in any way relating to project outlined in the Project Scope.

It is understood and agreed that this release contains the entire agreement between the parties and that the terms of this agreement are contractual and not merely a recital. Furthermore, this contract and release shall be binding upon the undersigned, and his respective heirs, executors, administrators, personal representatives, successors and assigns.

In no event shall Consultant or its sub-consultants of any tier be liable in contract, tort, strict liability, warranty or otherwise, for any special, incidental or consequential damages, such as, but not limited to, delay, disruption, loss of product, loss of anticipated profits or revenue, loss of use of the equipment or system, non-operation or increased expense of operation of other equipment or systems, cost of capital, or cost of purchase or replacement equipment systems or power.

This release shall be subject to and governed by the laws of the State of New Jersey.