Client Overview
Digital HealthHUB · April 2026 – March 2027 · $85,000 engagement
⚠ Pre-Kickoff: MSA, BAA, and DPSA pending signature. Deposit not yet received. Sprint 1 begins upon legal execution and deposit confirmation.
Engagement Value
$85K
4 sprint payments · $21,250 each
Current Sprint
Pre-Launch
Pending legal execution
AI Usage (Apr)
$0.00
Baseline: $150/mo included
Open Action Items
3
Sign docs · Deposit · Entity update
Client Details
| Legal Entity | JJ Wellness Group, LLC |
| DBA | Ethos Wellness Pharmacy |
| Primary Contact | Javier Diaz — jdiaz@ethoswellnesspharmacy.com |
| Phone | 305-982-8727 |
| Address | 260 Crandon Blvd C33, Key Biscayne, FL 33149 |
| GHL Location ID | KVka1gjp5aiwbduufFDF |
| Anthropic API Key | Ethos-HealthHUB-Anthropic (dedicated, isolated) |
| Make.com Folder | Ethos (ID: 313479) |
12-Month OKRs
Year 1 Targets| Goal | Target | Deadline | Status |
|---|---|---|---|
| Digital channel engagement | 85%+ of patients | Month 6 | Not started |
| Active patient database | 1,500+ records | Month 9 | Not started |
| Membership enrollment | 200+ active members | Month 12 | Not started |
| Diagnostic appointments booked | 500+ appointments | Month 12 | Not started |
| Wellness Assessments completed | 1,000+ (40%+ upsell) | Month 12 | Not started |
| Content produced | 52+ videos · 150+ articles | Month 12 | Not started |
| Social follower growth | 30%+ increase | Month 12 | Not started |
| Organic website traffic | 30%+ vs. baseline | Month 9 | Not started |
| Local SEO rankings | Top 3 for 5 keywords | Month 12 | Not started |
| Automation efficiency | 80%+ of admin tasks | Month 6 | Not started |
Communication Log
Apr 14, 2026
MSA comments addressed. Revised MSA, BAA, DPSA sent for review with Loom walkthrough. Tuesday 4PM Zoom scheduled to align on remaining questions.
Apr 4, 2026
Make.com Ethos intake triage scenario built and tested. GHL sub-account configured. Anthropic API key (Ethos-HealthHUB-Anthropic) created and isolated.
AI Usage Report
Anthropic API consumption tracked monthly via dedicated Ethos-HealthHUB-Anthropic key
Included Baseline
$150
Per month · included in engagement
April 2026 Cost
$0.00
Under baseline · no charge
YTD Overage Charges
$0.00
Engagement not yet kicked off
Overage Rate
+30%
Cost × 1.30 on overage only
Monthly Usage Tracker
Updated by the 5th of each month · Sourced from Anthropic console
| Month | Anthropic Cost | vs. $150 Baseline | Overage | Overage Charge (×1.30) | Status |
|---|---|---|---|---|---|
| April 2026 | $0.00 | — | $0.00 | $0.00 | Pre-kickoff |
| May 2026 | — | — | — | — | Pending |
| June 2026 | — | — | — | — | Pending |
| July 2026 | — | — | — | — | Pending |
| August 2026 | — | — | — | — | Pending |
| September 2026 | — | — | — | — | Pending |
| October 2026 | — | — | — | — | Pending |
| November 2026 | — | — | — | — | Pending |
| December 2026 | — | — | — | — | Pending |
| January 2027 | — | — | — | — | Pending |
| February 2027 | — | — | — | — | Pending |
| March 2027 | — | — | — | — | Pending |
Overage Example
How overage is calculated
| Item | Amount |
|---|---|
| Included AI baseline | $150.00 |
| Example: Actual Anthropic cost | $210.00 |
| Overage amount ($210 − $150) | $60.00 |
| Overage charge billed (×1.30) | $78.00 |
The 30% margin covers: dedicated API key isolation, liability for any API disruptions, and labor that accompanies expanded automation scope. You will always see the raw Anthropic cost itemized alongside the margin. PMD will notify JJ Wellness by the 20th of any month tracking toward overage.
Variable Usage Costs (Billed Separately)
| Service | Estimated Monthly Range | Billing |
|---|---|---|
| SMS (GHL) | $25 – $75/mo | Pass-through at cost |
| Email (GHL) | $5 – $20/mo | Pass-through at cost |
| AI API (Anthropic) | $0 – $40/mo overage | Cost + 30% on overage only |
| Make.com Automation | $29 – $79/mo | PMD operational overhead |
| Total Estimated | ~$75 – $200/mo | Scales with patient volume |
SEO Performance
Monthly reports generated via PMD SEO Automation · Logged to Notion
Baseline Score
37/100
March 2026 audit
Current Score
—
Pending Sprint 1 build
Target (Month 9)
+30%
Organic traffic vs. baseline
Local SEO Target
Top 3
5 keywords by Month 12
Monthly SEO Report Log
| Month | Overall Score | GBP Health | Citations | Organic Traffic | Report |
|---|---|---|---|---|---|
| March 2026 | 37/100 | TBD | TBD | Baseline | View → |
| April 2026 | — | — | — | — | — |
| May 2026 | — | — | — | — | — |
| June 2026 | — | — | — | — | — |
Sprint 2 SEO Plan (Jul–Sep 2026)
- Google Business Profile optimization
- 20+ local citations built
- Review acquisition campaign launched
- 4+ SEO pillar articles published
- FAQ pages built for top patient questions
- Blog resource hub live
CRM & Pipeline
GHL sub-account · Location ID: KVka1gjp5aiwbduufFDF
Total Contacts
—
Pending kickoff
New Leads (MTD)
—
Pending kickoff
Active Opportunities
—
Pending kickoff
Pipeline Value
—
Pending kickoff
The Five Pipelines
1. New Patient Acquisition
Convert cold/warm leads to first-time patients
LeadQualifiedConsult BookedOnboardedActive Patient
2. Preventative Wellness Membership
Recurring subscription — health monitoring and member benefits
ProspectTrialMemberTier UpgradeRetention
3. Diagnostic Testing — $199–$399/panel
Lab testing and biomarker analysis
InquiryTest ScheduledCompletedResultsFollow-Up
4. Wellness Assessment — $97–$127
Low-ticket entry offer for cold prospects
Ad/OrganicLanding PagePurchaseCompletionUpsell
5. Referral & Retention
Turn active patients into advocates
Active PatientReferral InviteReferred LeadConverted
Sprint Status
4 sprints · April 2026 – March 2027 · Updated per milestone
In Progress
Sprint 1
Foundation
"Audit, Configure & Automate"
- MSA, BAA, DPSA signed
- Deposit received ($21,250)
- Kickoff call completed (2-hour discovery)
- PMD CRM sub-account configured with HIPAA compliance
- All 5 pipelines architected and built
- Manual process audit and patient journey mapping complete
- GA4 property + Google Tag Manager deployed
- Website V1 launched with 3 offer landing pages
- Internal automation sequences live (appointments, onboarding, no-shows)
- Health Education Series framework designed
- Brand assets and social account access collected
Month 3 Milestone
PMD CRM live · All 5 pipelines operational · GA4 tracking verified · Legal agreements signed
Upcoming
Sprint 2
Build & Launch
"Campaigns, Content & Funnels"
- Advanced funnel automations for all 3 offers
- Lead scoring model activated
- Website V2 with CRO optimizations
- Local SEO campaign live (GBP, 20+ citations, review acquisition)
- Paid campaigns launched: Meta (Offers 1 & 3) + Google Search (Offer 2)
- Social content engine: 3–5 posts/week across Instagram, Facebook, YouTube, TikTok
- Blog resource hub: 4+ pillar articles, FAQ pages, success stories
- Health Education Series publishing at scale
Month 6 Milestone
50+ leads tracked · Campaigns generating qualified traffic · Content engine operational · 80%+ admin task automation
Upcoming
Sprint 3
Scale & Activate
"AI, Paid Media & Platform Growth"
- AI-powered patient intake chatbot deployed
- Smart triage routing and predictive churn detection live
- AI lead scoring model trained on 3-month conversion data
- 50–100 patient MVP cohort validated with documented outcomes
- Patient Resource Library: 20+ articles and videos
- Health Education Series Season 1 complete (10+ episodes)
- Paid ad scaling: CPL targets hit, ROAS-based budget reallocation
- Membership loyalty and referral programs activated
Month 9 Milestone
MVP cohort validated · AI workflows operational · 30% organic traffic growth vs. baseline
Upcoming
Sprint 4
Optimize & License
"Systemize, Document & Scale"
- PMD CRM snapshot exported (full system replicable in 48 hours)
- Complete SOPs and playbooks documented
- Team training documentation finalized
- Final CRO push: Core Web Vitals, pricing page A/B testing
- Membership renewal automation (90-day pre-expiry trigger)
- Annual performance report: CAC, LTV, revenue attribution
- Year Two strategic roadmap delivered by Victor
- Month 10 partnership compensation discussion initiated
Month 12 Milestone
Licensable IP package complete · All systems documented · Scalable operating playbook ready · Year Two roadmap delivered
Documents
Legal agreements, plans, and deliverable files for this engagement
Legal Agreements
Pending SignatureMaster Services Agreement (MSA)
Business Associate Agreement (BAA)
Data Processing & Security Addendum (DPSA)
Strategy & Planning
Digital HealthHUB — 12-Month Execution Plan
Client Dashboard (Notion)
SEO Reports
SEO Audit — JJ Wellness Group
Communication Cadence
| Frequency | Format | Purpose |
|---|---|---|
| Weekly | Async Loom video | Progress, blockers, next actions |
| Bi-Weekly | 60-min Zoom strategy call | Campaign performance, priorities |
| Quarterly | Full Business Review | OKR tracking, roadmap adjustment |
| Always-On | This dashboard + GA4 | Real-time KPIs and performance |