DDC27 · Proposal revision R2 · October 28, 2026 · Review draft
A stronger website, useful educational video and a measurable path from patient interest to booked and attended appointments.
Following our October 27 discussion, this proposal brings together the Foundation package and Ultimate Plus video upgrade you selected for your Upper James practice. The aim is to help patients understand you and your team, make contacting the practice easier, and give you clearer visibility into what your marketing produces.
Introduce the doctor, team and patient experience through an improved website and practical educational content.
Focus search, local presence and advertising on agreed services and the patients your associates can accommodate.
Connect inquiry sources, response and follow-up with booking and attendance outcomes through Zenergy and office updates.
Four-month production commitment. Three main videos, eight short social videos and onsite photography during the production cycle, with educational topics shaped around your expertise and common patient questions.
Quoted video rate: $900/month before applicable tax. No additional video discount has been applied. The $500 package discount above applies to Foundation.
One coordinated starting scope for Upper James, with Foundation services and video production clearly separated.
| Included work | What it does for the practice |
|---|---|
| Practice-specific website strategy and design | A mobile-friendly website organized around your practice, team, services and the questions patients need answered before booking. |
| Doctor, team and patient-experience content | Present your background, the associates, what to expect and approved authentic imagery, helping visitors understand who will care for them. |
| Clear contact and appointment paths | Visible telephone information, click-to-call features and inquiry forms, with agreed routing to the practice. |
| Service content and patient FAQs | Explain agreed priority services and answer useful patient questions. Include suitable video content where it helps the visitor. |
| Search continuity and launch checks | Review useful existing pages and URLs, plan relevant redirects, and test forms, contact paths and domain connections before launch. |
| Ongoing website management | Supported hosting, SSL, backups, routine security/software maintenance, monitoring and agreed routine content updates. The $249 monthly website-management allocation is already included in Foundation. |
| Ownership | You own all your content from the start. The website is included for use with the eligible service and becomes yours after 12 months of service, with no additional buyout fee at that point. |
| Service | Included direction |
|---|---|
| Marketing Management + Zenergy Pro | Coordinate priorities, review available performance information and support an agreed inquiry, response and follow-up workflow with your office. |
| Standard SEO + AI optimization | Focus on one location and up to three agreed priority services / 20 search terms, as discussed. Improve relevant pages, useful content, FAQs, internal links and search presentation within the Standard scope. |
| Local presence | Review and improve relevant Google Business Profile information and local consistency within the agreed search program. Search and AI visibility cannot be guaranteed. |
| Standard Ads management | Manage an agreed initial advertising platform within the up-to-$1,000 monthly media-spend management tier. Review targeting, landing pages and available inquiry-quality signals. Advertising media is paid separately. |
| Social media management | Plan and publish agreed practice content. Coordinate appropriate use of approved video clips and the relationship between your personal and practice accounts. |
| Reporting and improvement | Review work completed, inquiry patterns and office-supplied booking/attendance outcomes. Use the findings to prioritize the next improvements. |
Your preference for short, useful education will guide the creative brief. Potential topics include common implant questions, whitening, first-visit concerns and everyday dental questions. We will agree topics, format and the role of each main video before filming, rather than relying only on a generic office-introduction video.
The first objective is a reliable system: clear marketing, usable contact paths, timely follow-up and information the practice can act on.
Confirm Upper James priorities, capacity, branding, account ownership, media budget and the transition from your previous provider.
Agree page priorities, doctor/team information, patient questions and the educational video brief.
Configure supported calls/forms, follow-up workflows and agreed search/Ads improvements. Test the office handoff.
Complete approvals and launch checks, publish approved content and review early inquiry and booking patterns.
Confirm access, priorities and capacity. Test capture and routing, prepare website/content work and establish a usable inquiry baseline.
Review lead quality, response, follow-up, bookings and attendance where enough data exists. Make documented improvements.
Compare consistent measures, refine content and campaigns, and decide whether broader scope or additional media is justified.
Working with your team: With your approval, we will coordinate preparation and outcome reporting with Sheri. Before launch, we will confirm appointment availability, who owns follow-up, and which services and associates should receive the initial focus.
Foundation first, with the video upgrade shown separately. All amounts are CAD before applicable tax.
| Included service allocation | Monthly |
|---|---|
| Marketing Management + Zenergy Pro | $500 |
| Standard Ads management | $250 |
| Website management | $249 |
| Standard SEO + AI optimization | $799 |
| Social media management | $499 |
| Individual-service subtotal | $2,297 |
| Foundation package discount | −$500 |
| Foundation package price, excluding video | $1,797 / month |
Four-month video commitment. Includes the agreed three main videos, eight social videos and photography scope. No additional video discount has been applied.
| Setup item | Standard fee | With qualifying commitment |
|---|---|---|
| Zenergy setup | $750 | $0 · waived |
| Ads setup | $750 | $0 · waived |
| Setup savings | $1,500 with a signed four-month service commitment | |
Work and billing commencement. All work begins on the day the contract is signed. Foundation services available from signing are billed at $1,548/month, with the first month prorated from the signing date. The existing $249/month website-management allocation begins at website launch and is prorated for that launch month. From the next full month, Foundation is $1,797/month. Video is separately $900/month from signing, with the first month prorated. Website planning and development begin at signing; only the live website-dependent service allocation waits for launch.
Proration and monthly billing. Each component is prorated using its monthly rate multiplied by billable calendar days, divided by the days in that month. The signing or launch day is included. Subsequent billing is in advance on the first of each month. The four-month service and video commitments run from signing; a final partial video month is prorated if the cycle is not renewed. The 12-month website ownership period is measured from signing, not website launch or invoice count.
Scope and currency. One practice location: 636 Upper James Street, Hamilton. Prices are CAD plus applicable tax. Google/Meta media, additional locations and unagreed production are separate.
Commitments and flexibility. The setup offer is tied to a signed four-calendar-month service commitment. Video has a separate four-calendar-month production commitment. Both begin on signing. Upgrades and downgrades are recorded through a revised proposal or mutually accepted email stating scope, price and effective date, plus any effect on commitments, setup waivers and website ownership eligibility. A change does not automatically restart a commitment or ownership period. Video continuation requires written agreement. The short agreement proposes monthly continuation after the initial service commitment with 30 days’ written cancellation notice; confirm this with the remaining commercial selections before acceptance.
Website use and ownership. The Ultimate website has a $7,500 value and no separate fee to use during eligible service. You own your content from the start. After 12 months of service, website ownership transfers at no additional buyout fee. If you leave earlier and elect to buy and transfer the website, the optional buyout discussed is $7,500. It is not an automatic cancellation charge. Foundation and higher tiers qualify toward ownership. Any lower-tier eligibility must be agreed when changing packages. Ownership requires 12 consecutive calendar months of qualifying service from signing with applicable charges paid. Ongoing hosting and management remain paid services if retained; the agreement covers ownership and handover rights.
Approvals and timing. Website pages, content, video topics and publication are coordinated with the practice. The launch and shoot schedule depends on access, approvals and availability. Any future Smile Point name change or multi-location work requires a separate agreed scope.
Proposal and agreement. This proposal records the selected scope, prices, deliverables and commercial choices. The short Service Agreement incorporates the exact accepted DDC27 revision and covers the ongoing relationship, billing rules, ownership and changes. Both parties retain the accepted copy. Later edits to this page or a price list do not automatically change the agreement. Additional fees or scope changes require mutual written acceptance.
Confirm scope, media budget and remaining commercial details
Sign the agreement; work and signing-date billing begin
Complete the Payment Authorization Form
Confirm the signing-month prorated invoice and authorized payment
Coordinate access, kickoff and the video visit
Foundation, educational video and a measurable patient journey for your Upper James practice.