Specicare.com Complete Project Scope
Automation & Service Expansion - The Full Picture
Phase 1: Critical Foundation
Weeks 1-6
Start 15-Day Trial with Abstractive
Sign up for trial, understand capabilities, test EMR processing
Low
4-6 hours
Create & Deploy Ordering Automation
Build automated workflow from order to EMR processing to delivery
High
25-35 hours
Install Ordering System on Website
Integrate purchase form, payment processing, user interface
Medium
15-20 hours
Connect to Annie Chatbot
Enable Annie to offer EMR summaries, handle orders, route to purchase
Medium
12-18 hours
Test Full Purchase & Delivery Flow
End-to-end testing of order, payment, processing, delivery
Medium
8-12 hours
Connect to CRM & Follow-up Series
Ensure purchases trigger CRM entry and appropriate follow-up workflows
Medium
10-15 hours
Connect SMS Automation
SMS gateway setup, automated responses, conversation flows for inbound leads
High
20-30 hours
Connect Email AI Automation
Email provider integration, AI-powered responses, template management
Medium
15-25 hours
Connect Voice AI Automation
Voice AI setup, call routing, automated conversations for phone leads
High
30-45 hours
Messenger Integration
Facebook Messenger API, automated chat responses, lead qualification
Medium
18-25 hours
Data Parsing & Workflow Routing
Parse lead data from all channels, route to appropriate workflows and follow-ups
High
25-35 hours
Meta Pixel Advanced Configuration
Custom events, audience creation, conversion tracking setup
Medium
12-18 hours
Google Ads Retargeting Setup
Audience creation, campaign structure, bid optimization
Medium
15-20 hours
Real-time Audience Addition
Automated API calls to add leads instantly to retargeting lists
High
20-30 hours
Phase 2: Core Infrastructure
Weeks 4-10
Salesforce API Authentication
OAuth setup, token management, security protocols
Medium
8-12 hours
Custom Object Creation
Lead sources, biopsy status, service interests, communication preferences
Medium
10-15 hours
SMS Follow-up Automation
Workflow triggers, message templates, timing optimization
High
25-35 hours
Email Campaign Integration
Connect with email provider, template management, personalization
Medium
15-20 hours
Lead Scoring System
Priority algorithms, engagement tracking, qualification scoring
High
20-30 hours
Reporting Dashboard
Custom reports, KPI tracking, conversion analytics
Medium
18-25 hours
Data Sync & Backup
Automated backups, data integrity checks, recovery procedures
Medium
12-18 hours
Form Response Analysis
Parse form data, identify key indicators, categorize responses
Medium
15-20 hours
Pre/Post Biopsy Classification
Logic rules, date parsing, medical timeline tracking
High
20-30 hours
Custom Follow-up Series
Segment-specific messaging, timing optimization, A/B testing
High
25-35 hours
Payment Gateway Integration
Stripe/PayPal setup, PCI compliance, fraud protection
High
20-30 hours
Consent Management System
Legal consent forms, electronic signatures, audit trails
High
25-35 hours
EMR Upload Interface
Secure file upload, format validation, progress indicators
Medium
18-25 hours
Phase 3: Service Delivery & Marketing
Weeks 8-14
Password-Protected Portal
User authentication, secure document viewing, download controls
High
30-40 hours
Recommended Approach:
Portal over email for security, professionalism, and upsell opportunities
Automated Delivery Workflow
Payment confirmation triggers, processing notifications, delivery alerts
Medium
20-25 hours
Service Landing Page
Professional design, conversion optimization, mobile responsiveness
Medium
25-35 hours
SEO Content Creation
Keyword research, blog articles, meta optimization
Medium
20-30 hours
Social Media Campaign
30+ posts, graphics, scheduling, engagement strategy
Medium
25-40 hours
Press Release & Distribution
Professional writing, media contacts, distribution platforms
Low
8-12 hours
Google Ads Campaign
Keyword research, ad copy, landing page optimization
Medium
15-25 hours
Phase 4: Advanced Ordering & Tracking
Weeks 12-20
E-commerce Platform Integration
WooCommerce/Shopify setup, inventory management, order processing
High
30-45 hours
Drop-shipping API Integration
Multiple suppliers, automated routing, delivery tracking
High
40-60 hours
Return Shipment Tracking
Shipping labels, tracking integration, status updates
High
25-35 hours
Subscription Billing System
Monthly/annual/lifetime options, payment management, reminders
High
35-50 hours
Phase 5: Future Expansion
Weeks 18-24
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