Gladwin Optometric
codename: "VisionSoft v2.0"
Investment Proposal
A strategic partnership proposal for Gladwin Optometric, from TetraCloud Solutions, to transform staff experience and office practice growth through Microsoft Dynamics 365 Customer Experience implementation.
Investment Structure: Setup & Implementation
1
Essential Setup
$4,995
  • Core System Configuration
  • Complete Data Migration w/Validation
  • Standard Workflows
  • 3 User Licenses Included
  • Basic Reporting Dashboards
2
Professional Setup
$7,995
  • Everything in Essential
  • Advanced Customization
  • Custom Patient Journeys
  • Calendar & Appointment Sync via Microsoft 365 Email Integration
3
Premium Setup
$11,495
  • Everything in Professional
  • Enhanced Customization & Workflows
  • Full Calendar & Communication Integration
  • Advanced Reporting & Analytics Dashboards
  • 1 Month Priority Support
4
Enterprise Setup
$14,995
  • Everything in Premium
  • Advanced Patient Journey Automation
  • Advanced Automation Setup
  • Integration Discovery & Architecture Roadmap
  • No Implementation; Just the Architected BluePrint
  • Advanced Analytics & BI
  • One-time implementation fees cover system setup, data migration, initial customization, & all staff training.
  • Your investment level determines the depth of configuration and ongoing support included in your launch.
Monthly Subscription Tiers: Designed for Your Growth
1
Essential Tier
$495/month
Best for: Essential CRM needs with minimal support
  • 3 D365 Platform Licenses
  • Core Dynamics 365 Customer Experience
  • Patient Contact Management
  • Basic Appointment Tracking
  • Email Templates & Campaigns
  • 2 Hours Consulting Support/Month
  • Standard System Updates
2
Professional Tier
$995/month
Best for: Growing practices needing regular optimization
  • Everything in Starter, Plus:
  • Sales Pipeline Management
  • Automated Patient Follow-Ups
  • Custom Reporting Dashboards
  • Marketing Automation Tools
  • 6 Hours Consulting Support/Month
  • Quarterly Strategy Sessions
3
Premium Tier
$1,495/month
Best for: Data-driven practices scaling operations
  • Everything in Professional, Plus:
  • Advanced Analytics & Forecasting
  • Patient Segmentation Tools
  • Multi-Channel Campaign Management
  • AI-Powered Insights
  • 12 Hours Consulting Support/Month
  • Monthly Optimization Reviews
4
Enterprise Tier
$2,250/month
Best for: Practices committed to market leadership
  • Everything in Advanced, Plus:
  • Dedicated Success Manager
  • Custom Integrations & Workflows
  • Advanced Security & Compliance
  • Priority 24/7 Support
  • 20 Hours Consulting Support/Month
  • Bi-Weekly Strategic Planning
  • Exclusive Feature Access
Value Acceleration: The Power of Going All-In
Essential Foundation
Essential tools to digitize patient relationships and eliminate manual processes
Professional Growth
2x consulting hours unlock automation and strategic insights that drive measurable ROI
Premium Acceleration
4x consulting hours plus AI-powered analytics transform your competitive positioning
Enterprise Dominance
10x consulting hours with dedicated support delivers market leadership and maximum patient lifetime value

Value Ladder in Action: Each tier delivers exponentially more value, not just incremental features. Enterprise clients receive 10x the consulting support of Starter tier for only 4.5x the investment—unlocking capabilities that transform practice economics and patient satisfaction.
Your Investment, Dr. Malcolm, Your Future
Ready to Transform Patient Experience?
Microsoft Dynamics 365 isn't just software—it's your competitive advantage in an evolving healthcare landscape. With flexible tiers designed for practices at every growth stage, you can start where you are and scale as you grow.
Recommended Starting Point: Professional Tier with Professional Setup ($7,995 + $995/month) provides the ideal balance of capability and support for a practice of your size.
Total First Year Investment: $19,935
Projected ROI: 15-25% revenue increase through improved patient retention, automated marketing, and operational efficiency.
Next Steps
Schedule a Personalized Demo to See Dynamics 365 Configured for Optometric Practices
Questions & Consultation
Let's Discuss Your Specific Needs, Patient Volume, and Growth Goals to Recommend the Optimal Tier
Custom Proposal
Receive a Detailed Implementation Roadmap with Timeline, Milestones, and Success Metrics