A diagnosis-led, seven-month plan to recover valuable search visibility, strengthen the complete patient journey, improve lead quality and booking, and build Dr. Raj Singh’s authority in parallel.
This review follows a familiar clinical logic: confirm the facts and your priorities, establish the impact, show the diagnosis, and then agree on the treatment plan. We will distinguish verified findings from hypotheses, explain how we will measure results, and only then review the scope and investment.
“Before we review the diagnosis, does this describe the situation accurately and the problem you want solved first?”
The proposed strategy starts with facts, not a new sales pitch. These are the points that lead to our recommendation. Different evidence types are deliberately identified so we do not repeat the previous reporting mistake.
| Fact / context | What is known today | Evidence | Classification |
|---|---|---|---|
| Practice economics | Vitality has an in-house digital dental lab, equipment and team resources. Raj needs a reliable flow of appropriate implant/full-arch cases to use that capacity. | Raj’s account | PROSPECT PROVIDED |
| Priority now | Restoring qualified leads through the current Vitality website and full conversion process is the immediate priority; the Academy is a longer-term growth system. | October sales conversations | PROSPECT PROVIDED |
| Agency period | ADIT was engaged during a broad late-2025 to 2026 period. Exact commencement and termination dates are not confirmed. | Historical records | HISTORICAL |
| Older diagnostic | The June 2 historical report documented broad SEO growth and weak implant-page visibility at that time. Its figures are not current October measurements. | June 2026 report | HISTORICAL |
| Rebuilt website | Raj progressively rebuilt the Vitality website himself using AI-assisted development tools. The exact production cutover date is not confirmed. | Raj’s account | PROSPECT PROVIDED |
| Current search direction | External ranking keywords fell from approximately 2,165 (May) to 525 (October); estimated organic traffic fell from 833 to 80 across the same period. | SE Ranking / supplied audit | DIRECTIONAL ESTIMATE |
| Existing assets | The current website has extensive implant service, patient education, pricing, financing and consultation content. | October public-site audit | CURRENT VERIFIED |
| Lead conversion concern | Raj has reported poor lead quality, staff-booking concerns, and after-hours response leakage. The split between lead quality and staff performance remains unverified. | Raj’s account | PROSPECT PROVIDED |
| Systems and access | Vitality controls the live website and private analytics/advertising/practice records. Zoho is the reported CRM and requires validation. | Current access position | PROSPECT PROVIDED |
| Existing seminars | Vitality has an education/seminar format that can support future patient nurturing and authority; conversion economics need measurement. | Raj’s account | PROSPECT PROVIDED |
We should explain why recovery matters to the practice, but we should not invent a lost-revenue figure or assume that every missed inquiry would have become a case.
Implant infrastructure, lab equipment and staff still carry costs when the appropriate cases are not coming through.
Weak commercial search coverage can mean patients find another provider before Vitality enters their consideration set.
Unclear coverage and price expectations create repeated explanations and increase friction at the front desk.
If response speed, staff conversations or follow-up are weak, even good leads may never reach consultation.
Without connected acquisition, CRM and treatment data, the practice cannot confidently identify which activities to scale.
The strongest working diagnosis is that broad search visibility, high-intent implant discovery and downstream booking performance have not been managed as one connected system. The historical agency changes and later website rebuild may have introduced different kinds of disruption. We must not confuse the timing of a change with proof of its cause.
Reported authority rising from 19 to 45, roughly 327 to 2,200 keywords, and approximately 94 to 833 estimated visits from its August 2025 benchmark. It also reported only about 10 estimated monthly visits to the implant page. These are period-specific third-party findings, not proof of current performance or accepted patient outcomes.
Identifies overlapping commercial implant URLs, inconsistent pricing references, CDCP-message inconsistencies, a sizable current crawl, and several mobile-page performance concerns. The site also has meaningful content and clinical authority assets worth preserving.
We have not yet demonstrated which pre-ADIT keywords generated booked or accepted implant cases, which exact SEO migrations occurred, or whether website conversion and front-desk booking rates declined. Those questions become early recovery work.
Instead of selling isolated SEO deliverables, we propose one acquisition operating system. Every correction must have a commercial reason, a responsible team and a measurement plan.
| Diagnosis / gap | What we currently see | What DentistFind will do | How we will measure |
|---|---|---|---|
| Historic high-intent search loss | Old pages and keywords may have lost positions or destinations; not all historical conversions are established. | Map old URLs/keywords, backlinks and redirects; compare priority commercial search footprint. | Search footprint, priority URL status; GSC after access. |
| Commercial page overlap | Multiple All-on-4 and single-tooth URLs target similar patient intent. | Select primary page by evidence; differentiate or consolidate, then strengthen internal links. | Primary URL rankings, query/URL mapping and conversions. |
| Potential migration leakage | Sampling shows some successful redirects; complete migration continuity is unproven. | Audit historical URLs, live responses, redirect chains, canonicals and lost links. | Resolved high-priority 4xx/redirect and link equity issues. |
| Mobile and appointment-page performance | Some core pages scored weaker than the homepage in the supplied audit. | Prioritize usability, rendering and form performance; measure before/after. | PSI/CWV and later mobile conversion rate. |
| Price / CDCP expectations | Pricing ranges and coverage language are inconsistent across entry paths. | Approve one source of truth and revise public site copy. | Zero inconsistent approved statements; qualified-lead composition. |
| Unknown true lead source | SEO tools alone cannot link a Google query to an individual accepted treatment. | Configure GA4/GSC/call tracking/UTMs and map lead sources into Zoho. | Attribution completeness, qualified leads by channel. |
| Possible booking leakage | Raj reports staff booking and weekend-response concerns. | Review available recordings and CRM timelines; coach and automate specific gaps. | Lead-to-contact and qualified-to-booked rates. |
| Underused existing leads | Historical inquiries may not have received stage-specific nurture. | Clean/segment consented records; launch measured reactivation campaigns. | Reactivated qualified conversations and attended consults. |
| Authority not yet operating as a system | Strong clinical experience, content and seminars are not one measured acquisition path. | Launch Academy Lite assets, seminar follow-up and compliant authority positioning. | Assisted leads, seminar registrants and conversions. |
SEO migration, high-intent search, Local SEO and technical correction.
Tracking, CRM, lead quality, call handling, booking and reactivation.
Expert proof, Academy Lite, seminars, education and measured outreach.
The partnership touches the entire patient-acquisition journey, while the specific mix of implementation tasks is adjusted after the first two weeks of actual account and CRM analysis. The baseline work, reporting cadence and defined initial outputs are included. Larger custom development or production is separately approved.
Audit current 448-URL-type footprint, historical commercial URL map, redirects, broken links, canonicals, internal linking, priority page optimization, SEO ranking and local visibility.
Audit `compleo.ca`, define its distinct authority role, develop measured patient education, strengthen qualified referral to Vitality.
Routine maintenance coordination, page and form QA, technical updates, tracking support and release checks for both domains.
Connect approved first-party data, GA4/GSC/GBP as authorized, call/form events, cross-domain and campaign tagging, CRM source capture.
Audit existing platform, improve stages, source capture, qualification, owner/next-action logic, basic task automation, nurture workflow.
Review available lead data and consent, segment historical patients/inquiries, build approved targeted campaigns and track outcomes.
Assess a defined sample of available calls, qualification, price/CDCP objections, next-step control and response time.
Research suitable audiences, promote existing seminars and test compliant community/professional partnerships.
Coordinate specialists, manage priority decisions, confirm deliverables, screen claims and measure action completion.
The first objective is to reconstruct and target the earlier qualified-patient baseline; the second is to improve beyond it. But the historical baseline, actual conversion rates and source quality must first be established. We will not guarantee Page 1 rankings, patient counts, case acceptance or AI citations.
A single source of truth for current public SEO, all accessible first-party data, CRM status, technical migration backlog and call/lead evidence.
Diagnostic and measurement readiness, not a promise of new patients in ten days.Priority search/URL work initiated, approved message corrections underway, source tracking verified, reactivation setup activated, initial call-handling findings.
Control of the system and first tests rather than guaranteed ranking recovery.Priority implant visibility and conversion experiments; CRM workflow improvements; qualified-lead segmentation; measured seminar/authority pilots.
Trend movement measured from a credible baseline, with uncertainties made explicit.Resource allocation toward proven channels and personas, continuing recovery, authority content expansion and improved lead-to-consultation reporting.
Improved qualified opportunity flow targeted, not a guaranteed case count.| Level | Measure | Source | What it answers |
|---|---|---|---|
| Search & discovery | High-intent keywords, non-branded clicks, local visibility, AI mentions | External SEO + GSC after access | Are relevant prospective patients finding Vitality? |
| Website response | Landing sessions, CTA, calls, forms and booking actions | GA4, forms, call tracking | Does the experience produce inquiries? |
| Lead quality | Qualified %, financing/price/CDCP expectations, disqualification reasons | Zoho / practice | Are these the patients Raj wants? |
| Staff conversion | Speed-to-lead, contact %, qualified-to-booked, callbacks | CRM, call sample, scheduling | Is the front desk converting the opportunity? |
| Consultation | Booked, attended, no-show and treatment plans | Practice data | Are inquiries becoming clinical opportunities? |
| Business outcome | Accepted cases and value by channel where permissible | Practice / CRM | Which marketing investments should we scale? |
The treatment plan is sequenced to produce early operational control while supporting SEO recovery, which may take longer to show in rankings or patient volume. Clinical approvals, access and hosting permissions are dependencies.
Technical/migration audit; both-domain baseline; GSC/GA4/CRM access; lead database and call sample review; approved correction backlog; first reactivation setup.
Priority commercial page/redirect/canonical corrections; pricing/CDCP revisions; form/call tracking; initial CRM workflows; live reactivation and coaching.
Optimize landing and conversion paths; first 90-day performance diagnosis; improve lead segments; Authority Lite asset and seminar test.
Expand successful implant topics/landing pages; improve Local SEO and AI-answer readiness; roll out proven nurture segments.
Refine acquisition mix; optional approved paid search; additional authority and seminar campaigns; continued call conversion improvements.
Improve expert-led content and referral education; test partners; adjust CRM automations and campaign sequencing from performance.
Compare baseline with current funnel performance; identify remaining recovery gaps; propose next-stage full Academy/marketing scope and renewal separately.
The scope is broad, but not unlimited. The retainer funds an integrated team and a prioritized monthly operating plan. Any extra fees must be scoped, priced and approved before work starts.
Two-domain audit, high-intent implant optimization, technical fixes, local/AI-search measurement and ongoing SEO management.
Routine maintenance/hosting coordination for both properties, measurement setup and reporting, subject to approved platform access.
Zoho audit/standard workflows, source tracking, lead segmentation, limited conversion call reviews and coaching.
Initial historical-lead campaign, nurture optimization, controlled seminar/community outreach planning and tests.
Limited patient education, expert authority architecture and approved monthly content work that supports the immediate funnel.
Prioritized action list, accountable coordination, implementation reports and monthly strategic decision review.
Google/Meta invoices paid by Vitality; budget approved separately.
Optional $750/month after activation; separate from media spend.
Estimated $3,000 for one on-site shoot day, subject to approved shot list, location, outputs, editing and travel.
Not presumed necessary; separately scoped if audit proves need.
Complete multi-module Academy build, 40-FAQ library, comprehensive video/course production, regular webinars or book production beyond Academy Lite.
Moving platforms, custom applications, large-scale data imports or extensive workflow construction.
No dedicated daily calling team or unlimited appointment handling.
Premium Zoho plans, call numbers, SMS/email volume, paid automation tools, stock/licensed assets, hosting upgrades and third-party costs.
Venue, refreshments, paid speakers, event staffing, printed materials and extensive partnership outreach.
Regulatory/clinical approvals, clinical content verification and patient-consent decisions remain with Vitality.
This is one integrated partnership price supported by clear deliverables, exclusions and accountability. The revised scope is broader than the original Academy-first concept. DentistFind proposes a custom seven-month rate in recognition of the existing relationship and prior commercial discussions.
DentistFind’s indicative full-scope services valuation. This is not a third-party market quotation.
CAD before HST, subject to revised agreement and the scope defined here.
The program's professional-services value remains CAD $37,800 before HST. Payments are front-loaded lower for the first two months and balanced across Months 3–7.
The following are options, not conditions for starting the recovery program. We recommend deciding on them only after initial data and the detailed treatment plan are reviewed.
Campaign setup/optimization and ongoing management for an agreed advertising channel once activated. Media budget is separate and paid directly to the advertising platform where feasible.
Activation date, channel count, campaign scope and media budget require approval. A complete historic ADIT ads forensic review depends on access to historical Ads data.
Estimated one-day production session, potentially producing multiple content assets for websites, seminars, nurturing, authority and advertising.
Final production quote depends on scripting, crew, location, footage, the number and length of edits, graphics, revisions and travel. Nothing is automatically included until approved.
Ad spend, premium CRM licences, phone tracking, SMS/email usage, additional hosting capacity, licensed imagery, event costs and third-party software. No new cost is activated without approval.
Select possible extras to see the indicative seven-month amount. Selections do not constitute approval.
Not included: advertising media budgets, variable third-party fees or production scope above the one-day estimate.
Vitality retains ownership of its website, domain, analytics, advertising and CRM accounts. DentistFind works by approved role access rather than opaque agency-controlled accounts.
Every performance number identifies property, source, measurement period and data type. Historical or estimated figures are not described as current actual patient results.
A shared priority log shows the issue, recommended fix, owner, status, evidence and next action. Important scope changes require explicit agreement.
Raj retains approval of treatment claims, pricing, case examples and regulated advertising content. Patient and call data are accessed only under agreed privacy, consent and security rules.
Weekly delivery updates during stabilization; monthly performance review; formal 30/60/90-day decision checks; prompt escalation for blockers.
Search, conversion and operating changes are tested against a defined baseline. Work is prioritized by patient acquisition relevance rather than volume of activities completed.
If you agree with the diagnosis, scope and terms, the next step is the updated agreement. It will confirm the revised seven-month dates, payment schedule and included/excluded services.
Contract Agreement: [INSERT APPROVED AGREEMENT LINK]
After signing/submitting, the agreement workflow redirects to the payment authorization form (PAF).
Implementation kickoff: schedule during the proposal-review meeting, subject to execution and access.
Review meeting: we will confirm the scope, answers and decision together in the proposal-review meeting.
This complete diagnostic register covers the SEO, conversion, CRM and patient-acquisition areas we intend to examine, correct or optimize. The status identifies what is known today, not a claim that every unknown area is broken. Specific implementation tasks are prioritized from verified findings and the agreed monthly scope.
| Area / measurement | Current status | Diagnosis / action | Measurement | Priority |
|---|---|---|---|---|
| Historical search baseline | Incomplete | Reconstruct prior high-value URLs, rankings, links and available search data | Historical URL and keyword map | P0 |
| ADIT changes | Not attributed definitively | Compare old sitemap, page content, redirects and reporting | Documented evidence of changed/lost assets | P0 |
| Rebuild migration | Partially validated | Check old/new page routes, redirect health, canonical and equity mapping | Priority historical URLs resolved | P0 |
| Lost high-intent keywords | Requires validation | Audit commercial rankings vs old pages | Recovered/relevant keyword footprint | P0 |
| Duplicate All-on-4 intent | Confirmed overlap | Assign primary page; consolidate/differentiate | Primary destination and ranking stability | P0 |
| Duplicate single-tooth intent | Confirmed overlap | Assign primary page; consolidate/differentiate | Primary destination and ranking stability | P0 |
| Commercial keyword ownership | Partial | Map queries to URL owner across implant categories | One owner per high-value intent | P0 |
| 4xx errors | 4 URLs reported | Resolve priority broken URLs and links | No unresolved critical 4xx | P0 |
| Redirect chains | Historical concern; current audit needed | Validate priority chains and shorten where useful | Resolved chains, correct destinations | P1 |
| Canonical tags | Not fully verified | Crawl commercial page canonicals | No unintended conflicting canonical | P1 |
| XML sitemap | 199 entries reported | Reconcile indexable URLs, sitemap and redirects | Valid current sitemap | P1 |
| Robots/noindex | Not fully verified | Test public crawling directives | No unintended exclusion | P0 |
| Google indexation | Private GSC unavailable | Public checks now, first-party report later | Priority URL indexation after access | P0 |
| Internal links | Partial | Reinforce money pages from educational content | Contextual links / crawl depth | P1 |
| Contact overlap | Two live general contact pages | Clarify distinct role or consolidate | Consistent contact journey | P2 |
| Backlinks | 137 domains/372 links reported | Evaluate relevant links, reclaim broken targets | Quality and relevance of linking domains | P1 |
| Implant backlinks | 7 implant-page backlinks reported | Create relevant local/expert authority pathways | Qualified implant backlinks | P1 |
| Structured data | Completeness not established | Validate supported schema types and markup | Valid markup, no critical errors | P1 |
| Mobile speed | Weaker scores on priority pages | Improve rendering, assets and critical UX | Mobile PSI/CWV, later conversion | P0 |
| Desktop speed | Generally stronger | Protect strengths, fix outliers | Desktop PSI/CWV | P2 |
| Two-domain governance | Needs coordinated architecture | Separate lead-gen and authority intent | Distinct property roles and tracking | P1 |
| Area / measurement | Current status | Diagnosis / action | Measurement | Priority |
|---|---|---|---|---|
| Overall organic visibility | Directional decline after May | Recover commercial search focus | Keyword and estimated visibility trend | P0 |
| Implant-specific rankings | Incomplete intent map | Track high-intent keywords and URLs | Top 3/10/20 commercial ranking mix | P0 |
| Non-branded organic clicks | Private GSC required | Connect data once permission granted | GSC clicks and impressions | P0 |
| Branded/non-branded mix | Unknown | Separate intent classes | Search demand composition | P1 |
| Implant content depth | Existing strength | Optimize, consolidate and preserve | Page-level engagement and rankings | P1 |
| Content compliance | Historical client concerns | Review regulated claims with Raj | Approved accurate pages | P0 |
| Local Pack | Current geo-grid needed | Run localized search tests | Local rank-grid visibility | P1 |
| Google Business Profile | Public profile only | Audit public structure; private metrics after access | GBP health and actions | P1 |
| Review signals | Existing reputation asset | Apply compliant proof where appropriate | Public profile/trust engagement | P1 |
| Geographic pages | Potential overlap | Prioritize genuine locations and search demand | Qualified local visibility | P1 |
| Competitor analysis | Commercial competitors not fully mapped | Compare SEO rivals and actual case competitors | Visibility/positioning differences | P1 |
| AI/AEO/GEO | Citation baseline not reliable yet | Run repeatable query tests with dates | Mentions/citations by platform | P1 |
| Dr. Raj expert authority | Strong clinical asset | Standardize verified authorship/proof | Authority content quality | P1 |
| Compleo SEO | Current baseline required | Audit secondary domain and roles | Compleo search health | P1 |
| Vitality/Compleo referral | Not yet measured | Track referral flows and inter-domain paths | Assisted inquiries from Compleo | P1 |
| Academy Lite | Planned but not fully implemented | Develop limited education assets | Approved assets and assisted leads | P2 |
| Seminar search channel | Existing event format | Build event/registration measurement | Registrants, consultations | P1 |
| Area / measurement | Current status | Diagnosis / action | Measurement | Priority |
|---|---|---|---|---|
| Primary implant CTAs | Exist, results unknown | Optimize placement and clarity | CTA rate | P0 |
| Booking journey | Live journey, friction unmeasured | Test mobile/desktop paths | Booking completion | P0 |
| Contact forms | Exist, delivery unknown | End-to-end form testing | Delivery rate | P0 |
| Phone CTAs | Exist, attribution unknown | Call tracking and click tests | Tracked calls | P0 |
| Mobile conversion | Performance concerns | Speed and friction remediation | Mobile conversion | P0 |
| Pricing consistency | Confirmed discrepancies | One Raj-approved pricing framework | No conflicting copy | P0 |
| CDCP messaging | Inconsistent context | Unified approved eligibility explanation | Lower poor-fit confusion | P0 |
| Financing expectations | Unknown effectiveness | Clarify financial pathways | Financing-fit qualified rate | P1 |
| Consultation value | Partially communicated | Clarify what consultation entails | Page-to-booked rate | P1 |
| Case studies/proof | Existing asset | Place regulated/consented proof at decisions | Assist conversions | P1 |
| Clinical authority proof | Existing asset | Test credible positioning | CTA and qualified bookings | P1 |
| Qualification form | Some fields exist | Refine treatment, timeline, financial questions | Qualified lead percentage | P0 |
| After-hours response | Raj-reported leakage | Immediate acknowledgement + callback workflow | First response time | P0 |
| Conversion events | No private access | Configure after permission | Form/call/booking events | P0 |
| Landing conversion rates | Not verified | GA4/CRM baseline | Landing page conversion | P0 |
| Conversion tests | No systematic proof | Prioritize A/B tests with controls | Improvement vs baseline | P1 |
| Cross-domain paths | Unknown | Track Compleo-to-Vitality journeys | Qualified referrals | P1 |
| Area / measurement | Current status | Diagnosis / action | Measurement | Priority |
|---|---|---|---|---|
| CRM system | Zoho reported; needs confirmation | Audit configuration | System assessment | P0 |
| Lead-source capture | Unknown | Standardize source/medium/campaign | Source completeness | P0 |
| Pipeline stages | Unknown | Define full patient journey | Accurate stage reporting | P0 |
| Historical lead database | Exists, quality unknown | Clean/dedupe/segment with permission | Actionable leads | P0 |
| Previously converting leads | Unknown | Reconstruct high-value past patterns | Performance by source | P0 |
| Qualified lead definition | Not validated | Publish qualification rubric | Qualified share by channel | P0 |
| Speed-to-lead | Unknown | Response ownership, escalation | Response time | P0 |
| Contact attempts | Unknown | Structured tasks and follow-up | Contact rates | P0 |
| Staff call handling | Raj reports concern | Sample recording QA, coaching | Booking by qualified contact | P0 |
| Qualification language | Unknown | Implant-specific talk tracks | Qualified-to-booked | P1 |
| Appointment-close process | Reported weakness | Offer concrete appointments and lock next step | Booked rate | P0 |
| Confirmations | Unknown | Reminder and confirmation process | Show rate | P1 |
| No-show recovery | Unknown | Fast rebook workflow | Recovered consults | P1 |
| Lead reactivation | Program not verified | Stage-specific campaigns | Qualified reactivation | P0 |
| Personas | Not operationalized | Segment by intent/stage/financing | Conversion by persona | P1 |
| Nurture | Unknown | Approved education-based journeys | Consultation conversion | P1 |
| Ownership and alerts | Unknown | Configure CRM tasks and escalations | Overdue task rate | P0 |
| Consultation to treatment | Only historical self-report | Link practice outcomes with permission | Accepted-case rate | P1 |
| Case attribution | Unknown | Report source-to-outcome | Cases by source | P1 |
| Call recording compliance | Permission unknown | Define approved access/retention | Approved sample coverage | P0 |
| Area / measurement | Current status | Diagnosis / action | Measurement | Priority |
|---|---|---|---|---|
| Google Ads data | Private access required | Audit current/historical if shared | Qualified CPL and bookings | P0 |
| Ad message quality | Raj-reported concerns | Review pricing, claims and search terms | Poor-fit inquiry rate | P0 |
| Integrated source view | Unknown | Join channel/CRM definitions | Attribution coverage | P0 |
| Reactivation campaigns | Not confirmed active | Segmentation and approved sequences | Booked consultations | P0 |
| Patient seminars | Existing asset | Track registrations and post-event outcomes | Attended-to-consultation | P1 |
| Seminar promotion | Not measured | Test relevant audiences and channels | Qualified registration yield | P1 |
| Local partnerships | Opportunity | Small compliant partner pilots | Qualified referred leads | P2 |
| Professional referrals | Authority opportunity | Build education/referral framework | Qualified professional referrals | P2 |
| Video content | Historical assets exist | Asset audit; one shoot option | Utilization/assisted conversions | P2 |
| Structured testing | Not yet verified | Hypothesis/metric/decision log | Test learnings | P1 |
| Reporting and management | Not currently DentistFind-led | One operating dashboard with decisions | Action closure and performance | P0 |
DentistFind does not presently manage the private accounts. Public and third-party work can start immediately; first-party performance analysis requires Vitality authorization. We will not fill missing patient figures with assumed numbers.
| System / data | Access today | Needed from Vitality | Purpose |
|---|---|---|---|
| Live website & current SEO crawl | Publicly testable | Technical/editor access after agreement | Current technical and content fixes |
| SE Ranking, backlink and public search | DentistFind-accessible | No private access required | Directional current/historical search footprint |
| Google Search Console | No | Read access or exports, including historical period | Actual queries, clicks, impressions, indexation and pages |
| GA4 | No | Read access or exports | Sessions, conversions and landing-page behavior |
| Google Business Profile private Insights | No | Read access or exports | Calls, clicks, discovery and local actions |
| Google Ads | No | Current/historical access or exports, if paid review included | Search terms, creative, spend and lead quality |
| Zoho CRM | No | Authorized access or export, schema and automations | Lead source, stage, reactivation, tasks and funnel |
| Calls and recordings | No | Approved recordings, consent/privacy basis | Lead quality vs staff booking diagnosis |
| Scheduling and clinical outcomes | No | Approved aggregate or appropriately minimized data | Attendance, treatment opportunity and accepted case analysis |
| Historical ADIT contract and reports | Partial | Dates, old audits, snapshots/changes if available | Stronger causal attribution |
| Website deployment history | No | Release dates, repository/deployment log | Separate agency-era from rebuild effects |
| Approved costs/coverage/cases | Public copy only | Raj-approved pricing, CDCP text, patient consents | Compliant publication |
| Metric | Definition or calculation | Baseline | Responsible source |
|---|---|---|---|
| Non-branded implant clicks | Search Console organic clicks for agreed intent/query/page cohort | GSC with access | |
| Qualified implant leads | Inquiries meeting Raj-approved treatment-fit criteria | CRM/lead records | |
| Qualified lead rate | Qualified leads ÷ total relevant inquiries | CRM | |
| First-response time | Time from valid lead creation to first human response | CRM/call logs | |
| Qualified-to-booked | Consultations booked ÷ qualified contacted implant leads | CRM/schedule | |
| Booking show rate | Consultations attended ÷ booked consultations | Scheduling | |
| Treatment presentation rate | Treatment plans presented ÷ attended consultations | Practice system | |
| Case acceptance rate | Accepted implant treatments ÷ treatment plans presented | Practice system | |
| Cost per qualified lead | Approved channel spend ÷ qualified leads attributed to that channel | Ads/CRM | |
| Cost per attended consult | Approved channel spend ÷ attended consultations attributed | Ads/CRM/schedule | |
| Historical reactivation conversion | Reactivated leads booked ÷ eligible contacted historic leads | CRM | |
| Seminar opportunity yield | Qualified consultations from seminar ÷ seminar attendees | Registration/CRM | |
| AEO/GEO citation rate | Queries where Vitality is cited ÷ consistently tested query set | Controlled test log | |
| Technical correction completion | Priority defects resolved ÷ priority defects confirmed | Implementation tracker |
Every test should record a hypothesis, audience, treatment, source, metric, review window and decision: stop, change or scale.
Source, capture date, property and period must be visible. External estimates are never used as actual lead or revenue figures.
The historical patient baseline is a target to reconstruct and work toward, not a guaranteed minimum result.
| Item | Included / extra | Commercial detail |
|---|---|---|
| Seven-month integrated fee | INCLUDED | $5,400/month normalized value, $37,800 total before HST |
| Payment accommodation | INCLUDED | $4,000 in Months 1–2; $5,960 in Months 3–7, subject to agreement |
| Full indicative comparable scope | REFERENCE ONLY | Proposed standard services value $7,000–$8,000/month; not independently verified market pricing |
| Two-domain technical management | INCLUDED | Routine scope, existing platforms and approved access; extraordinary upgrades extra |
| Compleo hosting | INCLUDED CONDITIONALLY | Legacy no-charge support continues within existing capacity; new capacity or premium hosting may require approval |
| Google/Meta ads management | OPTIONAL | $750/month once approved and activated; scope/number of channels confirmed |
| Media spend | EXCLUDED | Paid directly by Vitality or billed through approved arrangement, separate budget |
| One-day professional filming | OPTIONAL ESTIMATE | ~$3,000 subject to scope, edit outputs, staffing and logistics |
| Additional video edits / assets | EXCLUDED UNTIL QUOTED | Determine shoot plan then quote actual content outputs |
| Premium tool/CRM/SMS/phone costs | EXCLUDED | Quoted at supplier cost/approved budget |
| Website redesign / rebuild | EXCLUDED | Only if required after diagnosis and separately scoped |
| Major CRM implementation/migration | EXCLUDED | Beyond ordinary Zoho optimizations and initial workflows |
| Full Academy modules, 40 FAQs, webinar cycles | EXPANSION SCOPE | Not included as a full production commitment; Academy Lite only |
| On-site patient seminar event production | EXCLUDED | Campaign planning included; venue/staff/events separately scoped |
| Custom AI voice agent/telephony | EXCLUDED | Can assess needs and propose separately, not automatically included |
| Medical/regulatory/legal approval | CLIENT RESPONSIBILITY | Raj reviews and authorizes all clinical claims and communications |
| Automatic renewal | NOT INCLUDED | New scope and fees only by written agreement after seven months |
This proposal is a commercial discussion document. Binding scope, payment terms, ownership, confidentiality, liability, termination and other legal conditions are set out in the final signed agreement, which should not contain contradictory earlier dates or deliverable promises.
| Source | Date / status | What it supports | Limitation |
|---|---|---|---|
| 24-month external SEO charts supplied by DentistFind | October 2026 | Directional organic, AIO and keyword trends | Not first-party traffic; charts do not prove exact causes |
| Historical Vitality website visibility diagnostic | June 2, 2026 | August 2025 to June 2026 historical benchmark and original ADIT-era concern | Historical only; claims about exact causes or schema/AI rankings are not automatically established |
| Updated Vitality ADIT SEO Recovery Diagnostic | October 7, 2026 | Current crawl figures, overlapping URLs, pricing/CDCP, technical gaps | Cannot establish private GSC, GA4 or patient ROI without access |
| Discussions with Dr. Singh and prospect history | 2025–Oct 2026 | Buyer priorities, lab economics, agency trust, staff/lead concerns, Academy role | Prospect-provided concerns, not independent forensic causation |
| DentistFind original Authority EDU + Production proposal | May 2026 | Historical seven-month rate, original Academy-heavy scope, old exclusions | Revised recovery-first scope supersedes earlier sequencing once agreed |
| Current public Vitality/Compleo websites | October 2026 audit | Public page content, messaging and redirect sampling | Current live state may change; verify before implementation |