Clinic green / mint and cream

A vertical software proposal from a veterinary practice software vendor to a six-clinic group. It covers missed appointments by clinic, what each role gains, a twelve-week move one clinic at a time, what data moves across, security, support and contract terms, a similar group’s results and three plans priced for all six clinics.

Vertical SaaS Sales Proposal

Overview

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Thank you for the clinic visits</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">You want one system for all six clinics before your current one goes out of support next June.</p>

<p>Hello {{CLIENT_NAME}},</p>
<p>Your six clinics run on a server-based practice system, a separate online booking app and paper consent forms. Front desks type every online booking in again, practice managers spend most of a day each month matching card payments, and last quarter one appointment in nine was a no-show.</p>
<p>We propose moving all six clinics onto our practice software: records, booking, reminders, consent forms and payments in one place, built only for veterinary practices. Clinics move one at a time over twelve weeks, with your patient history brought across, so no clinic is ever without its records.</p>
<p><strong>{{SELLER_NAME}}</strong><br>Account executive, {{SELLER_COMPANY}}</p>

Introduction

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">A quarter across your clinics</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">From your current system’s reports, July to September.</p>

Appointments missed without notice, % by clinic

Your clinics today

<h2 style="font-family:var(--proposal-font-accent);font-weight:500;line-height:1.14"><span style="font-size:clamp(30px,4.2cqw,52px)">We recommend the Practice plan for all six clinics, moving one clinic at a time.</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">It replaces the booking app and paper forms on day one and sends text reminders, which is what brings no-shows down.</p>

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">What changes for each role</h2>

<p>One screen for the day’s appointments, check-in and payment.</p><ul><li>Online bookings land in the diary, so nothing is retyped</li><li>Text reminders two days and two hours before</li><li>Consent forms signed on a tablet or the owner’s phone</li></ul>

Front desk

<p>Notes written in the exam room, on a tablet or laptop.</p><ul><li>Templates for vaccinations, dentals and common consults</li><li>Lab results attached to the record automatically</li><li>Prescriptions and dosage checks in the same screen</li></ul>

Vets and nurses

<p>Payments match themselves.</p><ul><li>Card terminals connected, so payments reconcile each night</li><li>Rota and stock for each clinic</li><li>A daily list of unpaid invoices and missed reminders</li></ul>

Practice managers

<p>All six clinics in one view.</p><ul><li>Revenue, appointments and no-shows by clinic and by vet</li><li>Monthly export to your accounting software</li><li>One login with access set by role</li></ul>

Owners and finance

Our recommendation

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Moving across, one clinic at a time</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Starting on {{START_DATE}}. Each clinic keeps its old system open read-only for 90 days after it moves.</p>

<p>Set up clinics, price lists and templates. A trial move of your data, checked by each practice manager.</p>

Prepare

<p>Harbour moves first, with our trainer on site for the first two days.</p>

First clinic

<p>The other five clinics, one every week or so, starting with Riverside.</p>

Other clinics

<p>Your old server is switched off for daily use and a final copy kept for your records.</p>

Switch off

Moving across

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">What moves across</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Everything your clinics use day to day.</p>

<p>Audited to SOC 2 Type II. Data hosted in the United States, backed up every night and kept for 35 days. Sign-in with Microsoft 365.</p>

Security

<p>Phone and chat from 7am to 10pm every day, and an emergency line around the clock for clinics open late.</p>

Support

<p>99.9% each month, with service credits if we miss it. Today’s diary stays readable on each front desk if the internet drops.</p>

Uptime

<p>Two years, price fixed for the term. Add or remove a clinic with 30 days’ notice.</p>

Contract

<p><strong>Not included:</strong> hardware such as tablets and card terminals (we list the models that work), and records from before 2009, which stay in the archive copy.</p>

Data, security and terms

Who you will work with

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Results for a similar client</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">A four-clinic group, six months after moving.</p>

Results for a similar client

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Plans and fees</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Prices for all six clinics. Pay monthly, or yearly and save 10%. We recommend Practice.</p>

$390 per clinic a month. Yearly billing saves $2,808.

Essentials

$590 per clinic a month. The plan in this proposal. Yearly billing saves $4,248.

Practice

$790 per clinic a month. Yearly billing saves $5,688.

Group

<p>Prices are in USD and exclude tax. Text messages are included up to 2,000 per clinic a month. This proposal is valid until {{VALID_UNTIL}}.</p>

Plans and fees

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Common questions</h2>

Questions

<h2 style="font-family:var(--proposal-font-heading);font-size:clamp(28px,4.2cqw,44px);line-height:1.14;font-weight:700">Next steps</h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">How we start.</p>

Vertical SaaS Sales Proposal - Preview