Gladwin Optometric

codename: "VisionSoft v2.0"

Investment Proposal

Hello Dr. Malcolm & Team! Here's your strategic partnership proposal for Gladwin Optometric, from TetraCloud Solutions, to transform staff experience and office practice growth through a Microsoft Dynamics 365 Customer Experience implementation.

One-Time Configuration & Setup Investment Structure

Kick Off Gladwin Optometric's Strategic Growth into a New Practice Platform

1

Essential Setup

$9,995 $4,995

  • Core System & Licensing Configuration
  • Complete Data Migration w/Validation Scrub
  • Stakeholder Task Mapping & Process Discovery
  • MVP (Minimum Viable Platform/Product) Definition
  • Essential Core Record Form Configuration
  • Patient Management
  • Exams
  • Internal Scheduling
  • Others as Applicable
  • 3 User Licenses Included
  • Critical Reporting Export Templates (snail-mail billing), Dashboards, & Views
  • Platform Training
2

Professional Setup

$11,495 $7,995

  • Everything in Essential
  • Advanced Core Record Form Configuration
  • Custom Patient Journeys (Visual Process Flow)
  • Calendar & Appointment Sync via Microsoft 365 Email Integration
  • Essential Notifications
  • Enhanced Reporting Dashboards & Views
3

Premium Setup

$14,995 $11,495

  • Everything in Professional
  • Enhanced Customization, Automation Workflows, & Notifications
  • Advanced Reporting & Analytics Dashboards
  • Advanced Insurance & Vendor Management
  • Non-Exam Case Management Configuration
4

Enterprise Setup

$19,995 $14,995

  • Everything in Premium
  • Advanced Patient Journey Automation & Auto-Email
  • Advanced Automation & Notification Configuration
  • Integration/Replacement Discovery & Architecture Roadmap
  • No Implementation, just Architected BluePrint
  • Advanced Analytics & BI Reporting (Business Intelligence)
  • Basic New Customer Acquisition via Customer Insights & Journeys
  • One-time implementation fees cover system setup, data migration, initial customization, & all Gladwin Optometric staff training.

Monthly Licensing & Support Investment

Designed for Gladwin Optometric Growth

1

Essential Tier

$995/month $495/month

Best for: Essential CRM Needs w/Minimal Support

  • 3 D365 Platform Licenses
  • 2 Hours Consulting Support per Month
  • Email Communications w/TetraCloud Technical Staff
2

Professional Tier

$1,495/month $995/month

Best for: Growing Practices with Regular Optimization

  • 6 Hours Consulting Support per Month
  • 2 30-Minute TetraCloud Strategy & Technical Calls
  • 4 1-Hour Quarterly Strategy Sessions
3

Premium Tier (Ideal!)

$2,250/month $1,495/month

Best for: New Patient Acquisition & Growth/Scaling Focus

  • 8 Hours Consulting Support per Month
  • 1 30-Minute TetraCloud Strategy & Technical Call per Week
  • 4 1.5-Hour Quarterly Strategy Sessions
  • General Marketing Coaching/Mentoring for New Patient Acquisition
4

Enterprise Tier

$4,995/month $2,250/month

Best for: Committed to Market Leadership & Expansion

  • 15 Hours Consulting Support per Month
  • 1 30-Minute TetraCloud Strategy & Technical Call per Week
  • 4 1.5-Hour Quarterly Strategy Sessions
  • Advanced Marketing Coaching/Mentoring for New Patience Acquisition

Value Acceleration: The Power of Going All-In

Essential Foundation

Essential tools to digitize patient relationships using modern technology tools.

Professional Growth

Unlock strategic insights that drive measurable ROI, and begin to optimize & automate currently manual processes.

Premium Acceleration

Deeper analytics & automation to transform your competitive positioning & growth.

Enterprise Dominance

Support that delivers market leadership and maximum patient lifetime value, focusing on growth, scaling, and ease of use of HR resources so they can focus on better Gladwin Optometric Vision targets.

Your Investment, Dr. Malcolm, Your Future

Ready to Transform Your Office Software Platform Experience?

Microsoft Dynamics 365 isn't just another 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. With small-business growth and technology experts TetraCloud Solutions as your strategic partner, we'll also help you adjust the trajectory on the fly as needed from month-to-month as your practice grows.

Recommended Starting Point: Professional Setup with Premium Support ($7,995 + $1,495/month) provides the ideal balance of capability and support for a practice of your size. Then once we hit specific targets of yours together, we back off on the monthly investment to a more reasonable maintenance per month investment at Professional Support, or even Essential.

Projected ROI: 25% - 50%+ revenue increase through improved patient retention, new patience acquisition, & operational efficiency. And even more once marketing automation is in place.

1

Next Steps

Please email accounting@tetracloudsol.com when you're ready to proceed.

2

Questions & Consultation

Your direct contact has been our CEO, Mr. Boyd Campbell. Please continue to email him at ceo@tetracloudsol.com with any further questions you may have.