Prepared by: Anablock (anablock.com) Date: June 21, 2026 Proposal Valid Through: July 21, 2026 Contract Term: 12 Months (July 1, 2026 – June 30, 2027)
Anablock has been a trusted digital partner to Dr. My G. Tran and his organizations since the early stages of Streamline Dental Solutions' growth. Over the course of our engagement, we have designed, developed, and managed mission-critical digital infrastructure across four distinct brands — including the Streamline Dental main website, the Sterolux e-commerce platform, the Sterolux Studio, and the A Forever Smile patient-facing site.
This proposal formalizes our ongoing and expanding partnership into a structured Annual Services Agreement that reflects the full scope of work currently underway and the strategic roadmap Dr. Tran has outlined — including AI-powered lead generation, e-commerce expansion for The Forever Smile, payroll and vendor management automation, PPC campaign management, and the continued development of a world-class digital presence across all brands.
Our engagement model is built on transparency, accountability, and results. We operate as an embedded digital team — not a vendor.
| Client Name | Dr. My G. Tran, DDS |
| Title | Founder & Clinical Director, The Forever Smile; CEO, Streamline Dental Solutions |
| my.tran@sdentals.com | |
| Phone | (702) 487-8120 |
| Primary Contact | Adrien Little, Chief Business Administrator |
| CIO | Michael Tsai |
| Brand | Domain | Description |
|---|---|---|
| Streamline Dental Solutions | silverstatesmiles.com | Multi-location dental group (20+ offices, 250+ employees) |
| The Forever Smile | aforeversmiles.com | Luxury full-mouth rehabilitation brand (9 locations, NV & CA) |
| Sterolux Sterilizers | steroluxsterilizer.com | Dental sterilization equipment brand |
| Sterolux Shop | shop.steroluxsterilizer.com | E-commerce storefront for Sterolux products |
| Repository | Purpose |
|---|---|
| anablock/streamline-dental-main | Streamline Dental primary website |
| anablock/sterolux-ecommerce | Sterolux e-commerce platform |
| anablock/sterolux-studio | Sterolux Studio site |
| anablock/forever-smile | A Forever Smile patient website |
Included Brands: Streamline Dental (silverstatesmiles.com), The Forever Smile (aforeversmiles.com), Sterolux (steroluxsterilizer.com + shop)
Services:
- Ongoing website maintenance, updates, and bug fixes across all four properties
- Custom landing page development for PPC campaigns (Google Ads, Meta Ads)
- SEO-optimized AIO (AI-Optimized) service pages — completing main services and expanding to all locations
- E-commerce section development for The Forever Smile (products + courses)
- B2B portal development for The Forever Smile (dental practice partner sales)
- Domain management, DNS configuration, and Vercel/hosting transitions
- CRM integration (Anablock CRM) — thank-you pages, form submissions, lead routing
- Bio and content updates across all brand websites
- Brand messaging alignment per Dr. Tran's updated guidelines (removal of "same-day permanent zirconia" language; correct positioning of "same-day implants")
- Mobile optimization and performance audits
All four brand websites are managed under a unified search visibility framework covering three distinct layers:
1. Traditional SEO (Search Engine Optimization)
- Title tags, meta descriptions, canonical tags, and header hierarchy (H1–H4) maintained and updated monthly across all pages
- XML sitemap generation and submission to Google Search Console
- robots.txt management and crawl budget optimization
- Internal linking strategy and anchor text optimization
- Core Web Vitals monitoring and performance remediation (LCP, CLS, FID)
- Schema markup: LocalBusiness, Dental Clinic, MedicalProcedure, Product, FAQPage, BreadcrumbList, Review
2. pSEO — Programmatic SEO (Scale Content at Volume)
- Automated generation of location-specific service pages for Streamline Dental (e.g., "Dental Implants in Henderson, NV", "Invisalign in North Las Vegas") using templated page architecture
- Dynamic page generation for The Forever Smile by treatment type × location (e.g., "Full-Mouth Rehabilitation Las Vegas", "All-on-4 Implants Henderson")
- E-commerce pSEO: auto-generated product and category pages for the Forever Smile shop with unique, keyword-rich metadata per SKU
- Programmatic FAQ pages built from patient question data and CRM inquiry patterns
- Automated internal linking between pSEO pages and primary service pages
3. AEO — Answer Engine Optimization (AI Search: ChatGPT, Perplexity, Google AI Overviews, Bing Copilot)
- Structured content written to answer specific patient questions in a format AI engines can cite (concise, authoritative, source-attributed)
- FAQ schema and HowTo schema implementation to maximize AI Overview inclusion
- Entity optimization: ensuring Dr. Tran, The Forever Smile, and Streamline Dental are recognized as authoritative entities in AI knowledge graphs
- ChatGPT/Perplexity citation strategy: publishing content on high-authority platforms (Google Business Profile, Healthgrades, Yelp, WebMD partner pages) that AI engines pull from
- Monitoring AI search visibility: tracking brand mentions and citations in ChatGPT, Perplexity, and Google AI Overviews monthly
- Conversational keyword targeting: optimizing for natural-language queries patients ask AI assistants ("What is the best dental implant option for missing teeth?", "How much does All-on-4 cost in Las Vegas?")
- Structured data for AI consumption: speakable schema, Q&A schema, and MedicalCondition/MedicalProcedure schema across all treatment pages
SEO/pSEO/AEO Coverage by Website:
| Website | Traditional SEO | pSEO | AEO |
|---|---|---|---|
| silverstatesmiles.com | Full | Location × Service pages | Patient Q&A, AI citations |
| aforeversmiles.com | Full | Treatment × Location pages | Implant Q&A, AI entity optimization |
| aforeversmiles.com/shop | Full | Product × Category pages | Product Q&A, shopping AI |
| steroluxsterilizer.com | Full | Product × Use-case pages | B2B Q&A, dental professional AI |
Included Brands: All four brands
Services:
- Monthly email campaign strategy and calendar
- Email design, copywriting, and deployment (Resend / preferred ESP)
- Patient reactivation sequences for Streamline Dental locations
- Lead nurture sequences for The Forever Smile (consultation → treatment)
- B2B outreach sequences for Sterolux (dental practices)
- Newsletter management for The Forever Smile brand
- List segmentation, A/B testing, and performance reporting
- Integration with Anablock CRM for audience management
Included Brands: Streamline Dental, The Forever Smile, Sterolux
Services:
- Monthly blog articles (SEO-optimized) per brand
- AI-assisted content generation with human editorial review
- Topic research, keyword targeting, and internal linking strategy
- Content repurposing for social media and email
- Dr. Tran bio and brand narrative updates across all platforms
Included Brands: Sterolux Shop (shop.steroluxsterilizer.com), The Forever Smile (new e-commerce section)
Services:
- Product listing management, updates, and optimization
- Checkout flow optimization and conversion rate improvements
- Inventory and order management system integration
- E-commerce analytics and reporting
- New product/course launch support for The Forever Smile
- B2B wholesale portal for dental practices (Forever Smile technology licensing)
Included Brands: Streamline Dental, The Forever Smile
Services:
- Design and deployment of AI-powered lead qualification chatbot/agent
- Integration with Anablock CRM for real-time lead capture and routing
- AI agent training on brand-specific FAQs, treatment protocols, and pricing
- Automated follow-up sequences triggered by lead behavior
- WhatConverts / call tracking integration and AI-assisted call summaries
- Dentina AI integration support and optimization
- Lead scoring and pipeline reporting dashboards
Included Brands: The Forever Smile, Streamline Dental
Services:
- Short-form video editing for Instagram Reels, TikTok, and YouTube Shorts
- Before/after patient transformation video production
- Dr. Tran educational and brand authority video editing
- Testimonial video editing and formatting
- YouTube long-form video editing (educational content, procedure walkthroughs)
- Thumbnail design and video SEO optimization
Included Brands: Streamline Dental Solutions (HQ) Delivery Type: Custom AI Agent Build + Ongoing Maintenance Included in: Streamline Dental Solutions flat monthly fee
Anablock will design, build, and maintain a custom AI agent powered by a Model Context Protocol (MCP) server that connects directly to the QuickBooks and ADP APIs. This is not a human-administered payroll service — it is an intelligent automation layer that gives Dr. Tran's team a natural-language interface to query, reconcile, and act on payroll and financial data across both platforms without manual data entry or platform-switching.
A Model Context Protocol (MCP) server is a standardized middleware layer that allows an AI agent (GPT-4o or Claude 3.5 Sonnet) to securely call external APIs — in this case QuickBooks and ADP — as tools. The agent reads data, triggers actions, and returns structured responses in plain language within a secure, authenticated environment. This is the same architecture used by enterprise AI copilots at Salesforce, HubSpot, and Intuit.
| Capability | Description |
|---|---|
| Chart of Accounts query | AI retrieves, summarizes, and explains account balances on demand |
| Payroll expense reconciliation | AI cross-references payroll runs against QuickBooks expense categories and flags discrepancies |
| Vendor payment scheduling | AI reads outstanding bills, suggests payment schedule based on cash flow, drafts payment batches |
| Cash flow reporting | AI generates plain-language cash flow summaries by period, location, or cost center |
| Invoice and bill status | AI answers "What invoices are outstanding?" or "What did we pay vendor X last month?" |
| Journal entry review | AI flags unusual entries and summarizes recent journal activity |
| Multi-entity support | Configured for Streamline Dental Solutions and Sterolux Sterilizers as separate QuickBooks entities |
| Capability | Description |
|---|---|
| Payroll run status | AI reports on current and historical payroll run status, totals, and employee counts |
| Time clock correction workflow | AI identifies flagged time punch discrepancies from ADP and surfaces them for manager approval |
| Employee earnings summary | AI answers "What was total payroll for location X in May?" or "Show me overtime by department" |
| Tax filing status | AI retrieves federal and state tax filing status and upcoming deadlines from ADP |
| New hire / termination sync | AI monitors ADP for new hire and termination events and triggers downstream workflows |
| Payroll variance analysis | AI compares current payroll run to prior period and flags variances above a defined threshold |
| PTO and leave balance queries | AI answers employee PTO balance questions routed through the admin interface |
The MCP server is exposed through a conversational AI agent accessible to Dr. Tran's authorized team (Adrien Little, accounting, HQ operations) via:
- Web chat interface embedded in the Streamline Dental internal dashboard
- Slack or Google Chat integration — team asks payroll questions directly in their workspace
- Scheduled automated reports — agent proactively pushes weekly payroll summaries, cash flow snapshots, and variance alerts
Example agent interactions:
- "What was total payroll for all locations last pay period?" → Agent queries ADP, returns formatted summary
- "Are there any time clock corrections pending approval?" → Agent pulls ADP exceptions, lists by employee and location
- "What's our current cash position and what bills are due this week?" → Agent queries QuickBooks, returns cash flow + AP summary
- "Did payroll variance exceed 5% vs. last month at any location?" → Agent runs comparison, flags outliers
- "Schedule vendor payments for all bills due in the next 7 days" → Agent drafts payment batch in QuickBooks for human approval
| Component | Technology |
|---|---|
| MCP Server | Node.js / Python (Anthropic MCP spec) |
| QuickBooks Integration | QuickBooks Online API (OAuth 2.0) |
| ADP Integration | ADP Workforce Now API (OAuth 2.0 + ADP API Gateway) |
| AI Agent | GPT-4o or Claude 3.5 Sonnet (configurable) |
| Hosting | Vercel Edge Functions or dedicated Node.js server |
| Security | OAuth 2.0, encrypted credential storage, role-based access control |
| Logging | Structured audit logs for all agent actions (read and write) |
| Task | Frequency |
|---|---|
| API credential rotation and OAuth token refresh | As needed |
| QuickBooks and ADP API version monitoring and updates | Monthly |
| New capability additions as APIs expand | Quarterly or on request |
| Agent prompt tuning and accuracy improvements | Monthly |
| Error monitoring, logging, and incident response | Ongoing |
| New workflow automation additions | On request |
Important: The AI agent operates in a human-in-the-loop model for all write operations (payment scheduling, payroll approval, journal entries). The agent drafts and recommends — a human must confirm before any financial transaction is executed. Read-only queries are fully automated.
Included Brands: Streamline Dental Solutions (HQ) Delivery Type: Custom AI Agent Build + Ongoing Maintenance Included in: Streamline Dental Solutions flat monthly fee
Anablock will design, build, and maintain a custom AI agent powered by a Model Context Protocol (MCP) server that automates contract lifecycle management and timesheet administration for Streamline Dental Solutions. This is not a human-administered service — it is an intelligent automation layer that connects to the existing contract, HR, and project management systems to give Dr. Tran's team a natural-language interface for managing vendor agreements, employee timesheets, compliance records, and payment schedules without manual tracking or platform-switching.
The MCP server connects the AI agent to the following systems as live tools: Basecamp (project and task data), ADP Workforce Now (timesheet and time clock data), QuickBooks Online (vendor payment schedules and AP records), DocuSign or HelloSign (contract e-signature and status), and a structured contract document store (Google Drive or equivalent).
| Capability | Description |
|---|---|
| Vendor contract repository | AI maintains a searchable index of all active vendor contracts with key fields extracted (vendor name, value, start/end dates, renewal terms, payment schedule, auto-renewal clauses) |
| Expiration and renewal alerts | AI proactively flags contracts approaching expiration at 30, 60, and 90-day windows and drafts renewal notices or termination letters on request |
| Contract template generation | AI generates new vendor contract drafts from approved templates using natural-language inputs (vendor name, scope, rate, term, payment terms) |
| E-signature workflow | AI initiates DocuSign or HelloSign signature requests, tracks signing status, and notifies the team when contracts are fully executed |
| Compliance documentation | AI maintains a compliance log of executed agreements, certificates of insurance, W-9s, and vendor onboarding documents with expiration tracking |
| Payment schedule tracking | AI cross-references contract payment milestones against QuickBooks AP records and flags missed or upcoming payments |
| Multi-location vendor management | AI tracks vendor relationships by Streamline Dental location and surfaces location-specific contract obligations on request |
| Capability | Description |
|---|---|
| Timesheet review automation | AI pulls timesheet submissions from ADP for each pay period, checks for missing punches, unapproved overtime, and policy violations, and generates a flagged exception report for manager review |
| Time clock correction workflow | AI identifies time punch discrepancies in ADP, drafts correction requests with employee name, date, location, and reason, and routes them to the appropriate manager for approval |
| Approval workflow management | AI tracks pending timesheet approvals across all locations and sends automated reminders to managers before payroll cutoff |
| Overtime and labor cost analysis | AI answers "Which locations had overtime last week?" or "What is our total labor cost for the Cheyenne location this month?" by querying ADP in real time |
| New hire timesheet onboarding | AI detects new hire records in ADP and automatically configures their timesheet profile, assigns them to the correct location and pay group, and confirms setup is complete |
| Audit support | AI generates timesheet audit reports by employee, location, or date range for compliance reviews or labor disputes |
The agent is accessible to Dr. Tran's authorized team (Adrien Little, HQ operations, location managers) via:
- Web chat interface embedded in the Streamline Dental internal dashboard
- Slack or Google Chat integration
- Scheduled automated reports pushed weekly without prompting
Example agent interactions:
- "Which vendor contracts expire in the next 60 days?" → Agent queries contract store, returns list with renewal options
- "Draft a new vendor agreement for our cleaning service at the Sunset location" → Agent generates contract from template
- "Are there any unsigned contracts?" → Agent checks DocuSign status, returns list of pending signatures
- "Show me all timesheet exceptions for last pay period" → Agent queries ADP, returns flagged discrepancies by location
- "Which managers have not approved timesheets for this week?" → Agent checks ADP approval status, returns list with deadline
- "What vendor payments are due this month?" → Agent queries QuickBooks AP, returns payment schedule with amounts
| Component | Technology |
|---|---|
| MCP Server | Node.js / Python (Anthropic MCP spec) |
| Contract Store Integration | Google Drive API or SharePoint (document indexing and retrieval) |
| E-Signature Integration | DocuSign API or HelloSign API (OAuth 2.0) |
| Timesheet Integration | ADP Workforce Now API (OAuth 2.0 + ADP API Gateway) |
| Payment Integration | QuickBooks Online API (OAuth 2.0) |
| Project Management Integration | Basecamp API (task and project context) |
| AI Agent | GPT-4o or Claude 3.5 Sonnet (configurable) |
| Hosting | Vercel Edge Functions or dedicated Node.js server |
| Security | OAuth 2.0, encrypted credential storage, RBAC, structured audit logs |
| Task | Frequency |
|---|---|
| API credential rotation and token refresh | As needed |
| ADP, QuickBooks, DocuSign, and Basecamp API version monitoring | Monthly |
| Contract template library updates | On request |
| Agent prompt tuning and accuracy improvements | Monthly |
| Error monitoring, logging, and incident response | Ongoing |
| New workflow automation additions | On request |
Important: The AI agent operates in a human-in-the-loop model for all write operations including contract generation, signature requests, timesheet corrections, and payment scheduling. The agent drafts and recommends — a human must confirm before any document is sent or any financial action is executed. Read-only queries and report generation are fully automated.
Included Brands: Streamline Dental Solutions (HQ) Delivery Type: One-Time Data Migration Project Included in: Streamline Dental Solutions flat monthly fee
Anablock will execute a full migration of all patient lead data from Streamline Dental Solutions' existing Salesforce instance into the Anablock CRM. This is a structured, phased migration that preserves all lead history, contact relationships, pipeline stages, notes, and activity records. The migration will be completed before the Anablock CRM goes live as the primary system of record.
Anablock will conduct a full audit of the Salesforce instance to inventory all objects, fields, and data volumes relevant to patient lead management. This includes the Lead object, Contact object, Account object, Opportunity object, Activity and Task history, custom dental fields (treatment interest, insurance carrier, referral source, location preference), campaign membership records, and any custom objects built for Streamline Dental's workflow. The audit will produce:
- A complete field map from Salesforce to Anablock CRM with transformation rules for each field
- A record count by object
- A data quality assessment flagging duplicates, incomplete records, and formatting inconsistencies
- A migration sequencing plan that loads parent records before dependent child records to preserve all relationships
All data will be extracted from Salesforce using the Salesforce Bulk API 2.0 via the /jobs/query endpoint, which supports asynchronous extraction of up to 15 GB of data in CSV format. SOQL queries will be written for each object to pull all relevant fields including system fields (CreatedDate, LastModifiedDate, OwnerId, RecordTypeId). An External ID field will be mapped from the Salesforce record ID to preserve the source system identifier in Anablock CRM, enabling reliable upsert operations and full audit traceability.
Raw Salesforce exports will be transformed to match the Anablock CRM data model. Transformation steps include:
- Normalizing phone number formats
- Standardizing lead status values to Anablock CRM pipeline stages (LEAD, QUALIFIED_LEAD, NURTURING, OPPORTUNITY, CUSTOMER, CLOSED_LOST)
- Mapping Salesforce campaign source values to Anablock CRM contact source fields
- Deduplicating records by email address and phone number with a merge strategy agreed upon with Dr. Tran's team
- Stripping HTML from Salesforce rich text fields and converting to plain text for notes and descriptions
- Preserving all activity timestamps so that lead history is accurate in the new system
Transformed records will be loaded into Anablock CRM in dependency order: contacts and companies first, then lead records linked to their contacts, then notes and activity history, then pipeline stage assignments and qualification data. A test migration will be run on a 10% sample of records first. The Anablock team will validate record counts, relationship integrity, and field accuracy before running the full migration, executed during a low-traffic window.
Post-migration validation includes:
- Record count comparison between Salesforce and Anablock CRM for every object migrated
- Spot-check audit of 50 randomly selected lead records comparing all fields between source and destination
- Duplicate check in Anablock CRM to confirm the deduplication strategy was applied correctly
- Pipeline distribution report confirming that lead stage counts match the pre-migration Salesforce report
- Sign-off from Adrien Little and the Anablock team before Salesforce is decommissioned as the primary lead system
After validation, Anablock will assist with configuring Salesforce in read-only mode for a 90-day archive period so that historical records remain accessible if needed. Anablock will provide a final migration report with record counts, transformation rules applied, and any records excluded with reasons.
| Object | What's Migrated |
|---|---|
| Leads | Name, email, phone, lead source, status, assigned owner, created date, all custom dental fields (treatment interest, preferred location, insurance carrier, referral source) |
| Contacts | Full name, email, phone, address, relationship to account |
| Accounts | Practice or household account records linked to contacts |
| Opportunities | Active and closed records mapped to Anablock CRM pipeline stages with value, close date, and stage history |
| Activities & Tasks | Call logs, email logs, meeting notes, and task records with original timestamps and assigned users |
| Campaign Membership | Lead source and campaign attribution data mapped to Anablock CRM contact source fields |
| Custom Fields | All custom Salesforce fields mapped to equivalent Anablock CRM fields or added as custom fields before migration begins |
Included Brands: Streamline Dental Solutions (HQ) Delivery Type: Custom API Integration Build + Ongoing Maintenance Included in: Streamline Dental Solutions flat monthly fee CareStack Developer Portal: developer.carestack.com
Anablock will design, build, and maintain a bidirectional integration between the Anablock CRM and CareStack, the dental practice management platform used by Streamline Dental Solutions. CareStack exposes a REST API and webhook system at developer.carestack.com covering patients, appointments, treatment plans, insurance, payment summaries, communications, and documents. This integration will make Anablock CRM the single source of truth for patient lead and relationship data while CareStack remains the system of record for clinical operations, scheduling, and billing.
The integration uses a middleware layer built on Node.js deployed on Vercel Edge Functions. This middleware handles authentication with both the Anablock CRM API and the CareStack REST API using OAuth 2.0, routes data between the two systems based on event triggers and scheduled sync jobs, transforms data between the two schemas, logs all sync events for audit and debugging, and handles error retries and alerting when sync failures occur.
| CareStack Event | Anablock CRM Action |
|---|---|
| New patient created | Auto-create or update matching contact with name, email, phone, address, DOB, preferred location, and insurance carrier. Assign appropriate pipeline stage. |
| Appointment scheduled | Log note with appointment date, time, location, provider, and type. Auto-advance LEAD or QUALIFIED_LEAD to NURTURING. |
| Appointment completed | Update last contacted date, log completion note, trigger post-visit follow-up sequence (review request, treatment plan follow-up, or referral ask). |
| Appointment cancelled or no-show | Log event, trigger re-engagement sequence after 48 hours. |
| Treatment plan created or updated | Log treatment plan summary (type, estimated value, plan status) on contact record. |
| Payment received | Update payment history note, trigger thank-you or review request sequence. |
| Patient communication sent | Log communication event on contact timeline for complete interaction history. |
| Anablock CRM Event | CareStack Action |
|---|---|
| Lead advanced to CUSTOMER stage | Auto-create new patient record in CareStack pre-populated with all available demographic fields — no front desk re-entry required. |
| Contact phone, email, or address updated | Push update to corresponding CareStack patient record to keep both systems in sync. |
| Communication opt-in or opt-out updated | Sync patient communication preferences in CareStack to ensure compliance with patient communication consent. |
| API Resource | Usage |
|---|---|
| Patient API | Create patient, update demographic and insurance information, retrieve by ID or search by name and DOB |
| Appointments API | Retrieve appointments by patient, location, and date range; receive status change events via webhooks |
| Treatment Codes API | Retrieve treatment plan details and procedure codes associated with a patient |
| Payment Summary API | Retrieve patient account balance, insurance balance, and payment history |
| Patient Communication API | Send texts and emails to patients via CareStack; retrieve communication history by patient |
| Documents API | Retrieve and upload patient documents (consent forms, treatment summaries) |
| Webhooks | Subscribe to real-time events: patient created, appointment scheduled/completed/cancelled, treatment plan updated, payment received |
| Trigger | Automated Action |
|---|---|
| New patient in CareStack, no matching CRM contact | Create contact as LEAD, assign to location pipeline, trigger initial outreach sequence |
| Appointment scheduled for LEAD or QUALIFIED_LEAD | Advance to NURTURING, log note, pause active outreach sequences |
| Appointment completed | Log completion note, trigger post-visit follow-up sequence based on appointment type |
| No-show or cancellation | Log event, trigger re-engagement sequence after 48 hours |
| Treatment plan created above defined value threshold | Flag as high-value opportunity, notify assigned team member |
| Payment received and treatment complete | Advance to CUSTOMER, trigger loyalty and referral sequence |
| Component | Technology |
|---|---|
| Middleware | Node.js on Vercel Edge Functions or dedicated server |
| CareStack Integration | CareStack REST API (OAuth 2.0) + CareStack Webhooks (HTTPS POST) |
| Anablock CRM Integration | Anablock CRM API |
| Data Transformation | Field mapping layer with schema validation |
| Error Handling | Retry logic with exponential backoff, dead letter queue, Slack/email alerting for sync failures |
| Logging | Structured event logs: timestamp, event type, source record ID, destination record ID, status |
| Security | OAuth 2.0 for both APIs, HTTPS for all webhook delivery, encrypted credential storage, RBAC |
| Task | Frequency |
|---|---|
| CareStack and Anablock CRM API version monitoring and updates | Monthly |
| Webhook endpoint monitoring and uptime alerting | Ongoing |
| New event type additions as CareStack expands its API | Quarterly or on request |
| Field mapping updates when either system adds new fields | On request |
| Sync error review and resolution | Ongoing |
| Monthly integration health report (sync volume, error rate, data freshness) | Monthly |
Important — Separate Cost Centers: PPC is managed and invoiced as two independent accounts. Streamline Dental Solutions and Sterolux Sterilizers are separate legal entities and separate cost centers. Each account is billed independently. Ad spend budgets are always paid directly by the client to Google/Meta — Anablock's fee covers management only.
Status: ✅ ACTIVE | Billing Entity: Streamline Dental Solutions Platforms: Google Ads + Meta Ads (Facebook & Instagram)
Campaigns Managed:
- Streamline Dental — multi-location patient acquisition (Google Search, Local, Display)
- The Forever Smile — full-mouth rehabilitation & implant lead generation (Google Search + Meta)
- Shared remarketing audiences across both brands
Services Included:
- Google Ads & Meta Ads campaign strategy, build, and ongoing optimization
- Keyword research, bid management, Quality Score optimization, negative keyword pruning
- Audience targeting, lookalike audiences, and retargeting setup
- Conversion tracking (WhatConverts, Google Tag Manager, Meta Pixel)
- Monthly performance report with ROAS, CPL, and conversion analysis
- A/B testing of ad copy, creatives, and landing pages
- Competitor analysis and market positioning updates
Ad-Hoc Creative & Web Development (included in flat fee):
| Task | Est. Monthly Volume |
|---|---|
| Custom PPC landing page builds & updates | 6–10 per month |
| Ad creative design (static, animated, video) | 4–6 per month |
| A/B test variant pages | 2–4 per month |
| Conversion tracking, pixel, GTM updates | As needed |
| Campaign-specific copywriting | As needed |
Management Fee: $2,500/month flat — billed to Streamline Dental Solutions
Status: ⏳ PENDING — Awaiting FDA Approval | Billing Entity: Sterolux Sterilizers (separate invoice)
Sterolux is a completely separate business entity and cost center. Once FDA approval is received, Anablock will activate a dedicated PPC campaign billed independently to the Sterolux account.
Planned Platforms: Google Ads + Meta Ads (B2B dental practice targeting)
Planned Campaigns:
- Google Search — dental sterilizer, autoclave, infection control keywords
- Meta Ads — dental practice owner targeting (B2B audience)
- Google Display — remarketing to dental practice website visitors
- YouTube — product demonstration and education ads
Services Upon Activation:
- Full campaign build from scratch (Google Ads + Meta Ads)
- B2B audience strategy — targeting dental practice owners, office managers, DSOs
- FDA-compliant ad copy and creative (medical device advertising guidelines)
- Dedicated Sterolux PPC landing pages
- Conversion tracking and CRM pipeline integration
- Monthly performance reporting
Management Fee (Upon Activation): $2,500/month flat — billed to Sterolux Sterilizers Activation Trigger: FDA approval received + client go-ahead
| Account | Status | Platforms | Monthly Mgmt Fee | Billed To |
|---|---|---|---|---|
| Account A — Streamline Dental / Forever Smile | ✅ Active | Google + Meta | $2,500/mo | Streamline Dental Solutions |
| Account B — Sterolux Sterilizers | ⏳ Pending FDA | Google + Meta | $2,500/mo (on activation) | Sterolux Sterilizers |
Ad spend budgets for all accounts are paid directly by the client to Google and Meta. Anablock does not hold or pass through ad spend funds.
Included Brands: All brands Included in Annual Package — no additional charge
Services:
- Full Anablock CRM platform access for Dr. Tran's organization
- CRM setup, configuration, and onboarding for team members
- Contact management, pipeline tracking, and lead routing
- Integration with website forms, WhatConverts, Calendly, and Dentina
- Automated follow-up sequences and email campaign management
- Custom reporting dashboards for each brand
- Ongoing CRM support and optimization
Included Brands: All brands
Services:
- API integrations between platforms (CRM, Basecamp, Dentina, WhatConverts, Salesforce, Paylo Pro)
- Vercel hosting management and deployment pipelines
- Domain management and DNS configuration
- Third-party tool onboarding and configuration (Blaze.ai, etc.)
- Technical troubleshooting and incident response
- Security audits and performance optimization
- Custom development projects as needed
Brand: The Forever Smile (aforeversmiles.com + aforeversmiles.com/shop) Included in: Streamline Dental Solutions flat monthly fee
This module covers the full monthly creative pipeline for The Forever Smile brand — producing all advertising assets, e-commerce creative, and platform-specific ad sets needed to run active campaigns across Meta, Google, and AI search channels. Every asset produced is brand-compliant, clinically accurate per Dr. Tran's updated guidelines, and optimized for its specific platform and audience.
| Asset Type | Platform | Monthly Volume | Description |
|---|---|---|---|
| Static ad creatives | Meta (Facebook/Instagram) | 6–8 | Before/after, patient testimonial, treatment benefit, urgency/offer formats |
| Animated/motion graphics | Meta (Facebook/Instagram) | 2–4 | Short looping ads (6–15 sec), carousel animations, story formats |
| Video ad edits | Meta + YouTube | 2–3 | 15–30 sec cut-downs from raw footage; patient story, procedure overview, Dr. Tran authority |
| Google Display creatives | Google Display Network | 4–6 | Responsive display ad sets (all required sizes: 300×250, 728×90, 160×600, 320×50, etc.) |
| Google Performance Max assets | Google PMax | Monthly refresh | Headlines (15), descriptions (4), images (20), logos, videos per PMax asset group |
| ChatGPT / AI Search ads | Microsoft Advertising (Copilot), Google AI Overviews | 2–4 | Conversational ad copy optimized for AI-assisted search responses; structured for citation |
| Landing page creative | aforeversmiles.com | 1–2 new or updated | Campaign-specific landing pages with matching creative, CTA, and conversion tracking |
| Ad copy variants | All platforms | 10–15 | Headlines, primary text, CTAs — A/B tested monthly |
Creative themes rotated monthly:
- Dental implant transformation (before/after)
- "90 Days to Health" program awareness
- Full-mouth rehabilitation patient journey
- Dr. Tran authority and credentials
- Location-specific (Las Vegas, Henderson, California)
- Financing / affordability (CareCredit, Sunbit)
- Urgency / limited consultation availability
- Zirconia quality and permanence (correctly positioned — no "same-day permanent" language)
| Asset Type | Platform | Monthly Volume | Description |
|---|---|---|---|
| Product page creative | Shop (Shopify/Next.js) | Per new product/launch | Hero images, lifestyle photography direction, product detail images, infographics |
| Shop ad creatives | Meta Shopping + Google Shopping | 4–6 | Product-specific ads: post-care kits, supplements, courses, treatment packages |
| Dynamic product ads | Meta Catalog Ads | Ongoing setup + monthly refresh | Catalog-connected dynamic ads retargeting shop visitors and cart abandoners |
| Google Shopping feed | Google Merchant Center | Monthly maintenance | Product title, description, and image optimization for Shopping tab visibility |
| Email creative for shop | Resend / ESP | 2 per month | Abandoned cart, post-purchase upsell, new product launch emails |
| Shop landing pages | aforeversmiles.com/shop | 1 per campaign | Seasonal or promotion-specific shop landing pages with matching ad creative |
| Story/Reel shop ads | Instagram + TikTok | 2–3 | Short-form product showcase videos (9:16 format) |
AI search engines are now a primary discovery channel for high-intent dental patients. This sub-module ensures The Forever Smile appears prominently when patients ask AI assistants about dental implants, full-mouth rehabilitation, and related treatments.
| Deliverable | Description |
|---|---|
| AI-optimized content pages | 2–4 new or updated pages written specifically to be cited by ChatGPT, Perplexity, and Google AI Overviews — structured as authoritative Q&A, procedure guides, and comparison content |
| Microsoft Advertising (Copilot Ads) | Ad copy and asset creation for Bing/Copilot AI-integrated search ads — conversational format targeting implant-related queries |
| Google AI Overview optimization | Monthly audit of which queries trigger AI Overviews for implant keywords; content updates to improve inclusion rate |
| Entity reinforcement | Monthly updates to Google Business Profile, Healthgrades, Zocdoc, and dental directory listings to strengthen Dr. Tran's and The Forever Smile's entity authority in AI knowledge graphs |
| AI citation monitoring report | Monthly report tracking how often The Forever Smile is cited in ChatGPT, Perplexity, and Google AI Overviews for target queries |
| Structured data updates | FAQ schema, HowTo schema, speakable schema additions to new and existing pages to maximize AI engine consumption |
| Week | Activity |
|---|---|
| Week 1 | Creative brief for the month — themes, offers, new products, campaign focus |
| Week 2 | Asset production — static ads, copy variants, video edits, landing page updates |
| Week 3 | Review, revision, and approval (Dr. Tran / Adrien Little via Basecamp) |
| Week 4 | Asset deployment — upload to Meta Ads Manager, Google Ads, Shopify, email platform |
| Ongoing | AI search monitoring, entity updates, performance tracking |
All creative production is included in the Streamline Dental Solutions monthly flat fee. No per-asset billing.
| Report | Frequency | Contents |
|---|---|---|
| SEO / pSEO / AEO Report | Monthly | Keyword rankings, AI citation tracking, new pages published, Core Web Vitals, Search Console data |
| PPC Performance Report | Monthly | ROAS, CPL, CTR, conversion rate, spend vs. budget, top-performing creatives |
| Creative Production Summary | Monthly | Assets delivered, A/B test results, top-performing ad variants |
| E-Commerce Report | Monthly | Shop revenue, conversion rate, top products, cart abandonment rate, email performance |
| CRM Pipeline Report | Monthly | New leads, pipeline movement, AI agent performance, follow-up completion rate |
| Operations Summary | Monthly | Payroll tasks completed, contracts processed, timesheets reviewed |
This engagement is structured as a single all-inclusive flat monthly fee — no hourly tracking, no overage invoices, no surprises. The flat fee covers all services: website management, content, email marketing, video editing, AI lead generation, AI agent builds, system integrations, and all ad-hoc custom development including PPC creative and landing pages. Dr. Tran receives full Anablock team capacity for one predictable monthly payment.
PPC campaign management is a separate flat fee per account, reflecting the two distinct cost centers (Streamline Dental Solutions and Sterolux Sterilizers). The Forever Smile e-commerce build is a one-time fixed project fee on a milestone payment schedule.
| Component | Details |
|---|---|
| Billing Entity | Streamline Dental Solutions |
| Covers | Streamline Dental Solutions + The Forever Smile (silverstatesmiles.com + aforeversmiles.com) |
| What's Included | Website management & dev (Modules 1, 4, 11) · pSEO + AEO + SEO metadata business logic across all 4 websites · Email marketing (Module 2) · Blog & content generation (Module 3) · AI lead gen agent (Module 5) · Video editing (Module 6) · AI Payroll Agent — QuickBooks + ADP MCP (Module 7) · AI Contract & Timesheet Agent MCP (Module 8) · Salesforce → Anablock CRM migration (Module 8B) · CareStack API integration (Module 8C) · System integrations & technical ops (Module 11) · Anablock CRM — included (Module 10) · A Forever Smile monthly creative production: implant ads, e-commerce shop ads, Google Display, Performance Max, ChatGPT/AI search ads, landing pages, ad copy (Module 12) · ALL custom dev & ad-hoc work — no per-asset billing, no overages |
| MONTHLY FLAT FEE | $5,500 / month |
| ANNUAL FLAT FEE | $66,000 / year |
One flat payment. No hourly tracking. No overages. No surprises. All custom development, creative, and ad-hoc work is included.
| Component | Details |
|---|---|
| Accounts Covered | silverstatesmiles.com + aforeversmiles.com |
| Platforms | Google Ads + Meta Ads |
| Includes | Strategy, optimization, reporting, creative direction, landing page dev, all ad-hoc creative |
| Monthly Management Fee | $2,500 / month |
| Annual Management Fee | $30,000 / year |
| Billed To | Streamline Dental Solutions |
| Component | Details |
|---|---|
| Accounts Covered | steroluxsterilizer.com |
| Platforms | Google Ads + Meta Ads (B2B dental practice targeting) |
| Includes | Full campaign build, FDA-compliant creative, landing pages, tracking, reporting |
| Monthly Management Fee | $2,500 / month (upon activation) |
| Annual Management Fee | $30,000 / year (upon activation) |
| Billed To | Sterolux Sterilizers (separate invoice) |
| Activation Trigger | FDA approval received + client go-ahead |
All Google and Meta ad spend budgets are paid directly by the client to the respective platforms. Anablock does not hold or pass through ad spend funds.
| Component | Details |
|---|---|
| CRM Platform | Included in annual package |
| Annual Value | Complimentary |
| Line Item | Monthly | Annual |
|---|---|---|
| All-Inclusive Flat Fee (all services + all custom dev, Modules 1–13) | $5,500 | $66,000 |
| PPC Campaign Management — Streamline Dental / Forever Smile (Google + Meta) | $2,500 | $30,000 |
| Anablock CRM | Included | Included |
| STREAMLINE DENTAL TOTAL | $8,000 / month | $96,000 / year |
| Line Item | Monthly | Annual |
|---|---|---|
| PPC Campaign Management — Sterolux (Google + Meta) | $2,500 | $30,000 |
| All creative, dev & landing page work | Included in PPC fee | Included |
| STEROLUX TOTAL | $2,500 / month | $30,000 / year |
| Project | Fixed Fee |
|---|---|
| B2C Patient Shop — aforeversmiles.com/shop (headless Shopify + Next.js + Vercel) | $13,200 |
| B2B Practitioner Portal — partners.aforeversmiles.com | $13,200 |
| Bundle Discount (both stores together) | –$1,650 |
| TOTAL E-COMMERCE BUILD | $24,750 |
| Scenario | Total |
|---|---|
| Streamline Dental only (Year 1) | $96,000 |
| + Forever Smile E-Commerce Build (one-time) | $24,750 |
| Streamline + E-Commerce (Year 1 Total) | $120,750 |
| + Sterolux PPC (if FDA approved mid-year, ~6 months) | ~$15,000 |
| Full Portfolio — Year 1 (all accounts active) | ~$135,750 |
| Option | Structure | Annual Total | Savings |
|---|---|---|---|
| Option A — Monthly | $8,000/month (flat fee + PPC) | $96,000 | — |
| Option B — Quarterly | $23,500/quarter paid in advance | $94,000 | ~$2,000 (~2%) |
| Option C — Annual Prepay | $90,000/year paid upfront | $90,000 | ~$6,000 (~6%) |
| Option | Structure | Annual Total |
|---|---|---|
| Monthly | $2,500/month | $30,000/year |
| Quarterly | $7,250/quarter | $29,000/year |
| Milestone | Amount |
|---|---|
| Contract signing (deposit) | $8,250 (33%) |
| B2C store design approval | $4,125 (16.5%) |
| B2C store launch | $4,125 (16.5%) |
| B2B portal design approval | $4,125 (16.5%) |
| B2B portal launch (final) | $4,125 (16.5%) |
| Total | $24,750 |
- Billing Cycle: Monthly, invoiced on the 1st of each month
- Payment Due: Net 15 from invoice date
- Payment Methods: ACH, wire transfer, or check
- Flat Fee: All services, all custom dev, all ad-hoc work — one invoice, no overages, no hourly tracking
- PPC Fee: Invoiced separately per cost center — Streamline Dental Solutions and Sterolux Sterilizers receive separate PPC invoices
- E-Commerce Build: Invoiced per milestone schedule above
- Late Payment: 1.5% monthly interest on balances past 30 days
- Weekly Sync: Ongoing weekly meetings (Streamline/Anablock) with Otter.ai notes and action items
- Monthly Reports: SEO/pSEO/AEO, PPC performance, creative production summary, e-commerce, CRM pipeline, operations (see Module 13)
- Basecamp: All project tasks, to-dos, and communications managed in Basecamp (Streamline Dental Solutions workspace)
- GitHub: All code changes tracked in Anablock-managed repositories with commit history
- Term: This agreement covers a 12-month period beginning July 1, 2026.
- Renewal: Agreement auto-renews for successive 12-month terms unless either party provides 30 days written notice of non-renewal.
- Termination: Either party may terminate with 60 days written notice. Client is responsible for all fees incurred through the termination date.
- Intellectual Property: All custom code, designs, and content created by Anablock for the client become the property of the client upon full payment.
- Confidentiality: Both parties agree to maintain confidentiality of proprietary business information.
- Scope Changes: The monthly flat fee covers all services and custom development within the agreed scope. Any new projects or brands added outside this scope will be quoted as a separate fixed-price project and agreed upon in writing before work begins. There are no hourly overages on the flat fee.
- Ad Spend: Client is solely responsible for all PPC ad spend paid directly to Google, Meta, or other advertising platforms.
- Brand Guidelines: All content produced by Anablock will adhere to Dr. Tran's updated brand guidelines, including the correct clinical positioning of The Forever Smile's treatment protocols (same-day implants: permitted; same-day permanent zirconia restoration: not permitted).
- Deep Domain Knowledge: We have built and managed your digital infrastructure from the ground up — we know your brands, your patients, your team, and your goals across all four properties.
- Embedded Team Model: We operate as an extension of your internal team, not a vendor. Your success is our success — Dr. Tran's philosophy of "Your Success is Our Success" is one we share.
- Full-Stack Capability: From custom web development, AI MCP agents, and CareStack integrations to monthly creative production and Salesforce migrations — one team, one relationship, one invoice.
- Proven Track Record: Active management of 4 GitHub repositories, 4 brand websites, weekly syncs, SEO AIO pages, Basecamp project management, and a growing AI automation stack.
- Anablock CRM: Purpose-built CRM included at no additional cost — giving your team a single source of truth for all leads, patients, and pipeline activity across every brand and location.
This is a fixed-price project estimate, separate from the monthly flat fee. It covers the full design, development, and launch of two distinct e-commerce experiences built on the same headless architecture as the Sterolux Shop (Next.js + Shopify Storefront API + Vercel), adapted for The Forever Smile brand and patient/practitioner audiences.
The Forever Smile e-commerce platform will be built as a headless Shopify implementation — the same proven architecture Anablock used for the Sterolux e-commerce store — with a custom Next.js frontend deployed on Vercel. This approach gives Dr. Tran:
- Full brand control — pixel-perfect luxury UI matching The Forever Smile's premium positioning
- Shopify's commerce engine — battle-tested checkout, payments (Stripe/Shopify Payments), inventory, and order management
- Vercel edge performance — sub-second page loads globally
- Anablock CRM integration — every purchase, inquiry, and practitioner registration flows directly into the CRM pipeline
- Shared codebase — B2C and B2B shops share infrastructure, reducing long-term maintenance cost
Concept: A luxury patient-facing e-commerce experience where patients can browse dental implant treatment packages, post-care products, oral health supplements, and educational courses — all under The Forever Smile brand.
| Category | Products / SKUs |
|---|---|
| Implant Treatment Packages | Single Implant ($3,699), Full-Arch (All-on-4), Full-Mouth Rehabilitation, "90 Days to Health" Program |
| Post-Care & Maintenance | Zirconia care kits, prescription-grade oral rinses, implant cleaning tools, maintenance subscription boxes |
| Oral Health Supplements | Bone health supplements, collagen support, probiotic oral health blends |
| Educational Courses | "Life After Implants" patient course, oral hygiene masterclass, nutrition for implant longevity |
| Gift Cards & Financing | Digital gift cards, CareCredit / Sunbit financing integration |
| Merchandise | Branded patient welcome kits, smile journals |
- Luxury storefront UI — custom Next.js frontend, premium typography, before/after galleries, video embeds
- Treatment package configurator — patients select location, treatment type, and financing preference
- Consultation booking integration — "Buy Now / Book Consultation" dual CTA on every product page
- Patient account portal — order history, treatment plan documents, appointment reminders
- Subscription management — recurring post-care product subscriptions (monthly/quarterly)
- Financing integration — CareCredit, Sunbit, or Affirm embedded at checkout
- Anablock CRM sync — every purchase and inquiry creates/updates a CRM contact with pipeline stage
- SEO-optimized product pages — structured data, local schema, implant-specific keyword targeting
- Mobile-first responsive design — optimized for the patient demographic (40–65 age range)
- HIPAA-aware data handling — no PHI stored in Shopify; sensitive data routed to secure systems
| Phase | Description | Hours | Cost @ $55/hr |
|---|---|---|---|
| Phase 1 — Discovery & Architecture | Requirements, sitemap, data model, Shopify store setup, Vercel project init | 20 hrs | $1,100 |
| Phase 2 — UI/UX Design | Wireframes, luxury design system, component library, mobile mockups | 40 hrs | $2,200 |
| Phase 3 — Frontend Development | Next.js storefront, product pages, cart, checkout, account portal | 80 hrs | $4,400 |
| Phase 4 — Shopify Backend | Product catalog setup, collections, metafields, pricing, variants | 30 hrs | $1,650 |
| Phase 5 — Integrations | CRM sync, Calendly/booking, CareCredit/Sunbit, Anablock CRM webhooks | 25 hrs | $1,375 |
| Phase 6 — Content & SEO | Product copy, SEO metadata, structured data, image optimization | 20 hrs | $1,100 |
| Phase 7 — QA, Testing & Launch | Cross-browser/device testing, performance audit, Vercel deployment, DNS | 15 hrs | $825 |
| Phase 8 — Training & Handoff | Team training, Basecamp documentation, admin guide | 10 hrs | $550 |
| TOTAL — B2C Patient Shop | 240 hrs | $13,200 |
Concept: A gated wholesale and licensing portal exclusively for licensed dental practitioners who want to offer The Forever Smile protocol in their own practices. Dr. Tran sells the technology, training, certification, and supply chain access to other dentists — creating a scalable B2B revenue stream.
| Category | Products / SKUs |
|---|---|
| Forever Smile Licensing | Practice License (annual), Regional Exclusivity License, Multi-Location License |
| Practitioner Training & Certification | "Forever Smile Certified Provider" course, hands-on training workshop registration, CE credit bundles |
| Clinical Supply Packages | Zirconia restoration supply kits (wholesale), implant component bundles, surgical kit packages |
| Marketing & Branding Kits | Co-branded patient materials, digital ad templates, social media content packs, signage |
| Technology Access | Forever Smile digital planning software access, protocol documentation library |
| Ongoing Support Subscriptions | Monthly clinical support hotline, case review sessions with Dr. Tran |
- Gated access — practitioners must register with license number (NPI/DEA) and be approved before seeing pricing or placing orders
- Tiered pricing — Solo Practice, Group Practice, and Multi-Location pricing tiers with volume discounts
- Practice dashboard — order history, license status, training progress, co-branded asset downloads
- License verification workflow — automated NPI lookup + manual approval queue for Anablock/Dr. Tran team
- Wholesale checkout — net-30 payment terms, PO number field, invoice generation
- Contract e-signature — DocuSign / HelloSign integration for licensing agreements at checkout
- Anablock CRM B2B pipeline — every practitioner registration enters a dedicated B2B sales pipeline with automated follow-up
- Referral tracking — practitioners