Bundle · B02 · Sellable as a unit

Clinic / Medspa Bundle

Every patient call answered in their language. Every missed call recovered by SMS. Every web inquiry routed in 30 seconds. $10k setup, phased payment available.

4 days to live demo $10,000 setup $2,000/mo + usage (cost-plus 30% above included)

Best fit: Multi-location primary care, dental groups, MedSpa chains, aesthetics, fertility clinics. Anywhere bilingual patient access friction is leaving bookings on the table.

First targets: Family Medical Group (15 locations on one phone line), Med Aesthetics Miami (after-hours promo capture), 5+ unit dental groups in Hispanic-majority neighborhoods.

01What's in this bundle
02Live references
  • Suite Air (Lucia) Live bilingual voice receptionist for HVAC at +1-954-858-5311. Same VAPI/OpenAI Realtime pattern, different vertical.
0360-second demo flow

The wow path. What the prospect sees in the first two minutes of the discovery call.

  1. 0:00

    Call the demo number. Voice receptionist greets in English.

  2. 0:08

    You speak Spanish: "Buenas, necesito una cita." Receptionist switches silently to Spanish, asks the 3 triage questions.

  3. 0:35

    Books a Cal.com slot live, confirms in Spanish, says SMS confirmation is on the way.

  4. 0:45

    Now don't answer the next call (simulating missed). Within 30 seconds, the caller's phone gets an SMS in Spanish: "Sorry we missed you — what can we help with? Reply and we'll book you."

  5. 1:10

    Switch tabs to the staff dashboard. See both interactions logged. The AI summary at the top says "1 booked · 1 missed-call recovery in progress."

  6. 1:30

    Demo over. The "wow" is that nothing was lost — the bundle catches every patient regardless of channel, language, or time.

04Selling script

Discovery question (ask this first)

"On a typical Tuesday lunch hour, how many calls hit your front desk and end in voicemail? Multiply that by 5 days × 4 weeks. Now imagine half of those were ready-to-book patients who picked the next clinic on Google instead."

The frame

Patient access is the most expensive bottleneck in multi-location care. Every missed call is a $150-300 lost LTV. Every Spanish-speaking patient who hits an English-only voicemail is a permanent loss to a competitor who answered. The bundle fixes the leak across all three channels — voice, SMS recovery, web — and pays for itself in the first week with one recovered patient.

The demo play

Three-way the prospect into the live demo number on the discovery call. Have them call it from their own phone. They hear it answer in Spanish. They get a confirmation SMS in Spanish. Then have them not-answer a call to a different number — they get the recovery SMS in 30 seconds. Three concrete proofs in 5 minutes.

Objections

  • "HIPAA / compliance."

    "Demo is fake-data only — no PHI. For production: BAA signed before any real call. AI sees intent ('I need an appointment for X') not PHI. Patient details stay in your existing EHR. We'll send the architecture diagram + sample BAA before you sign anything."

  • "What about complex insurance / billing questions?"

    "Receptionist transfers to your staff for anything that requires a chart lookup or insurance verification. The bot handles the 70% of calls that are 'I need an appointment for X / cancel my appointment / what are your hours / where are you located.' The human handles the rest, faster, because they're not buried under voicemail."

  • "Our patients want to talk to a human."

    "They do. The receptionist sounds human, transfers when needed, and for the patients who really want a person, the live transfer happens 50% faster because your staff isn't triaging out from voicemail. Patient experience goes UP, not down."

  • "$2,000/mo + per-min is steep."

    "Voice usage (Twilio ConversationRelay + OpenAI Realtime) runs $0.30-0.40/min, capped monthly so no surprise bills. The $2,000 base covers all three blocks running daily. One recovered booking covers ~10 days of fees. Most Cluster B clinics see 5-10 recovered bookings/week in month one — at $200+ avg booking value the run-rate pays for itself in ~10 days, every month."

The close

"$5,000 on signature wires the voice receptionist + missed-call SMS + intake form. Live demo in 4 days at one location with fake data. $3,000 on go-live (week 2) when real patients start hitting it. $2,000 Day 30 after acceptance. $2,000/mo + capped usage from go-live. If you're not recovering 5+ bookings/week in 30 days, kill it — no contract."

05Pricing structure & phased payment

Phased payment (default)

50% on signature ($5,000) · 30% on go-live ($3,000) · 20% Day 30 ($2,000). Standard structure for every engagement — not a discount.

Annual prepay (best value)

$20,000/yr = $1,667/mo effective (12 months paid as 10 — 2 free, $4,000 saved). Locks the engagement and accelerates cash.

First-90-day usage included

First 90 days: 6,000 voice minutes + 2,000 SMS included. Cost-plus 30% above. HIPAA disclosure baked into every call open. BAA executed before go-live.

06Pilot ask & expansion path

Pilot ask (first 30 days)

$5,000 on signature lands the build live in 3-7 days (varies by bundle), fake-data only. Phased payment is standard (50/30/20). Annual prepay saves 2 months.

Expansion path

  • Week 3: live patient calls (after BAA signed), still no PHI in AI prompts — just intent routing.
  • Month 2: EHR/practice-management integration (Dentrix, athenahealth, Solutionreach, etc.) for booking writeback.
  • Month 3: per-location voice tuning, multi-language beyond ES/EN if patient base demands it (Haitian Creole common in Miami).