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AI automation & CRM consulting for B2B teams since 2017. Posts by Mikhail Oskola, founder.
AI automation & CRM consulting for B2B teams since 2017. Posts by Mikhail Oskola, founder.
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Listing which plan actually includes the BAA is the useful part, since the signed agreement often sits behind a higher tier than the one a clinic already pays for. A short checklist for clients would be the plan name, the BAA date and which features sit outside it, like email tracking or chat. Do your clients usually find that out before or after they pick the CRM?