See the AI before you sign.

Putting See the AI before you sign into practice

Choose the workflow you want to examine before requesting a demonstration. Describe what your team does today, which system is involved and where the work slows down. A useful demo follows that task through the interface and identifies which parts require configuration, data access or a change to the practice’s process.

What to bring to the first conversation

Describe the practice, the services you want to grow and the locations you serve. Explain what is happening now and the decision you need to make. Useful starting information includes the current website, active marketing channels, available appointment capacity and the team handling calls or messages. You do not need to supply identifiable patient records to discuss an initial marketing brief. Aggregate information and a clear explanation of the problem are enough to establish what should be examined next.

If you have reports, keep their dates and definitions attached. Separate enquiries from bookings and attended consultations. Explain whether a budget figure includes media spend, management, content production or website work. Where records are incomplete, identify the gap rather than filling it with an optimistic estimate. This lets the first discussion distinguish a visibility problem from a measurement or follow-up problem, and it makes a subsequent proposal easier to assess against your actual situation.

How to assess a proposed scope

Look for named deliverables, responsibilities, access requirements and approval stages. A proposal should help you understand what the team will do and what it needs from your practice. Clarify which costs are included and which depend on the channel or production requirement. Ask how existing work will be maintained during a change of supplier and how you retain access to accounts and source files. These are practical delivery questions that should be resolved before interpreting a headline package price.

Agree what the reporting can establish. A website release can be verified against a checklist, creative can be checked against an approved brief and channel results can be reported from their source accounts. Appointment and revenue questions require the practice’s operational records. A useful plan connects those measures without claiming that every enquiry is a patient. Ask for the assumptions behind forecasts and the decisions that will be revisited when the first baseline is available.

Record the decision after the review

Summarise the problem investigated, the evidence considered and the next action agreed. Include the source period and any information that remains incomplete. A review is more useful when the practice can distinguish an observation from an assumption and a recommendation from a contractual commitment. Give the next action an owner and a way to confirm completion, whether it involves a report, a content approval or a technical check.

If the review changes your brief, update the scope rather than leaving the original request and the new recommendation in separate messages. Keep the decision record with the relevant proposal or project documents. This makes later reporting easier to understand: the team can see which problem the work was meant to address and whether the measure used for evaluation still matches that problem. Use the contact route on this page for the specific follow-up question.