Increase new customer acquisition
Increase the absolute number of first-time customers.
Laney ClinicOur careEN / KO
CARE FOR YOUR EVERYDAYBetter health.
A better everyday.
A better everyday.
From the first inquiry to the next visit
Clear outcomes.
Concrete delivery.
Marketing, CRM, AI response, booking, payments and automation
1 / 114Increase new customer acquisition
Increase the absolute number of first-time customers.
- Method
Improve discoverability through SEO and GEO
Make public information discoverable, understandable and citable in relevant search experiences.
- Method
Experiment with audiences, creative and offers
Use customer-supplied creative and offers, vary audience and campaign settings, and compare acquisition and efficiency under comparable conditions.
Increase new customer acquisition
Increase the absolute number of first-time customers.
- Deliverable
Search-optimized website
A published website with search metadata and CMS content. When AI response is enabled, connect it to the website inquiry entry point.
- Deliverable
Advertising campaign management
Connect a customer's ad account to manage campaign settings, budgets, status, spend and conversions.
- Deliverable
Entity content management
Edit localized Entity titles, summaries, descriptions, images and connections so the website and AI can reference the same content.
Increase new customer acquisition
Increase the absolute number of first-time customers.
- Deliverable
Website and public-channel audit
For accepted audit applications, inspect a website and public channels and report search readiness, findings, recommendations and supporting observations.
Increase new customer acquisition
Increase the absolute number of first-time customers.
- Requirement
Meta Ads account connection
Prepare the advertising account, asset permissions and required partner sharing.
- Requirement
Google Ads account connection
Confirm the advertising account and manager-account relationship, distinguishing managed provisioning from sharing an existing account.
- Requirement
Domain connection access
Prepare the domain and access to manage its DNS records.
Increase new customer acquisition
Increase the absolute number of first-time customers.
- Requirement
Search visibility scope
Define public pages, languages, canonical addresses and exclusions.
- Requirement
Entity content review
Prepare reviewed facts, localized content and a reviewer for each Entity.
- Requirement
Rules for sending customer data externally
Define the purpose, recipient, fields and basis reviewed by the organization.
Increase new customer acquisition
Increase the absolute number of first-time customers.
- Requirement
Value-based advertising optimization eligibility
Check current eligibility for the account and objective.
- Requirement
Organization data access permissions
Define the actor, organization scope, resources and permitted operations.
- Requirement
Performance metric definitions
Define the population, numerator, denominator, period and source for each metric.
Increase new customer acquisition
Increase the absolute number of first-time customers.
- Requirement
Audit targets and public access scope
Define the URLs, channels, public access scope and report recipient.
- Requirement
Advertising campaign plan
Define the platform, objective, audience, budget and schedule.
- Requirement
Customer-supplied advertising assets
The customer supplies the creative and destination. This does not introduce creative production or a production request service.
Improve inquiry satisfaction and conversion
Help inquiring customers receive satisfactory answers and complete the agreed next action.
김하늘Customer details
InterestSkin consultation
Language한국어
Linked appointmentSaturday · 2:00 PMConfirmed
Take over
Improve inquiry satisfaction and conversion
Help inquiring customers receive satisfactory answers and complete the agreed next action.
- Method
Provide around-the-clock multilingual response
Reduce response gaps caused by time zones and language.
- Method
Enable self-service offer comparison and application
Let customers compare terms and apply without restating their selected offer.
- Method
Preserve context through staff handoff
Retain known customer context and hand exceptions to an accountable staff member.
Improve inquiry satisfaction and conversion
Help inquiring customers receive satisfactory answers and complete the agreed next action.
- Method
Offer self-service booking against availability
Show available slots and rules, then turn the selection into a booking record.
- Method
Reference the same Entity content across website and AI
Use the same Entity content and product terms for website display and AI answers; define content-use rules in prompt templates.
Improve inquiry satisfaction and conversion
Help inquiring customers receive satisfactory answers and complete the agreed next action.
- Deliverable
Search-optimized website
A published website with search metadata and CMS content. When AI response is enabled, connect it to the website inquiry entry point.
- Deliverable
Product display and cart
A customer interface for selecting products, options and quantities and submitting a purchase application.
- Deliverable
AI inbound calling
AI answers incoming calls to a connected phone number using Entity content, prompt templates and permitted tools.
Improve inquiry satisfaction and conversion
Help inquiring customers receive satisfactory answers and complete the agreed next action.
- Deliverable
AI inbound messaging
AI answers customer messages in web chat and connected messaging channels using Entity content, prompt templates and permitted tools.
- Deliverable
AI outbound calling
AI calls a selected customer to conduct an informational conversation, such as a reservation confirmation, on an outbound-enabled phone account.
- Deliverable
Template message delivery
Fill a delivery Template with customer and reservation values, send it through the selected channel and inspect Delivery results and errors.
Improve inquiry satisfaction and conversion
Help inquiring customers receive satisfactory answers and complete the agreed next action.
- Deliverable
Unified inbox and staff handoff
A staff workspace for conversations, ownership and handoff across channels.
- Deliverable
Customer profiles and activity history
Store contacts and status in the Customer profile and link Conversations, Reservations and Purchases to that customer.
- Deliverable
Reservations and availability
Manage Reservation creation, changes, cancellation and visit status. Configure bookable times and capacity through Availability Rules.
Improve inquiry satisfaction and conversion
Help inquiring customers receive satisfactory answers and complete the agreed next action.
- Deliverable
Forms and submission records
Configure Form fields, display conditions and validation; keep drafts and submitted results in Form Submissions.
- Deliverable
External CRM, EMR and calendar integrations
Connectors exchanging customer, booking and transaction data with agreed sources, targets and directions.
- Deliverable
Entity content management
Edit localized Entity titles, summaries, descriptions, images and connections so the website and AI can reference the same content.
Improve inquiry satisfaction and conversion
Help inquiring customers receive satisfactory answers and complete the agreed next action.
- Deliverable
Prompt template management
Use prompt and dashboard Templates to configure AI roles, response rules and tone, with organization-wide and channel-account instructions.
- Deliverable
Product and option management
Manage Product and Product Option terms, quantities and pricing rules, then calculate the amount for the customer selection.
- Deliverable
Purchase terms and payment status records
Keep the purchased product, option, price and quantity fixed in the Purchase snapshot and record subsequent payment and cancellation states.
Improve inquiry satisfaction and conversion
Help inquiring customers receive satisfactory answers and complete the agreed next action.
- Requirement
Instagram messaging account connection
Prepare the professional account, messaging permissions and Meta asset sharing required by the connection method.
- Requirement
Facebook Messenger Page connection
Prepare the Facebook Page and messaging permissions.
- Requirement
WhatsApp Business account connection
Prepare the WhatsApp Business account, connected number and permissions.
Improve inquiry satisfaction and conversion
Help inquiring customers receive satisfactory answers and complete the agreed next action.
- Requirement
KakaoTalk channel connection
Prepare the channel, its connected bot and channel administration permissions.
- Requirement
Kakao BizMessage sender profile registration
Prepare the channel, sender profile and delivery-provider connection.
- Requirement
LINE Messaging API channel connection
Prepare the official account, its Messaging API channel and connection permissions.
Improve inquiry satisfaction and conversion
Help inquiring customers receive satisfactory answers and complete the agreed next action.
- Requirement
WeChat official account connection
Prepare the official account, API access and connection configuration.
- Requirement
Naver TalkTalk account connection
Prepare the TalkTalk account, administration permissions and messaging connection.
- Requirement
Inbound phone number activation
Prepare the receiving number and its organization and account routing.
Improve inquiry satisfaction and conversion
Help inquiring customers receive satisfactory answers and complete the agreed next action.
- Requirement
Outbound calling account activation
Prepare the sending account, caller number and informational calling scope.
- Requirement
Google Calendar account connection
Prepare the Google account, calendar and required access permissions.
- Requirement
Domain connection access
Prepare the domain and access to manage its DNS records.
Improve inquiry satisfaction and conversion
Help inquiring customers receive satisfactory answers and complete the agreed next action.
- Requirement
Search visibility scope
Define public pages, languages, canonical addresses and exclusions.
- Requirement
Entity content review
Prepare reviewed facts, localized content and a reviewer for each Entity.
- Requirement
Prompt template review
Define the prompt or dashboard template, account scope and expected test responses.
Improve inquiry satisfaction and conversion
Help inquiring customers receive satisfactory answers and complete the agreed next action.
- Requirement
Staff handoff operating rules
Define the responsible staff, response hours and handoff conditions.
- Requirement
Reservation operating rules
Define the booking target, timezone, hours, capacity and change or cancellation rules.
- Requirement
Customer and transaction identity rules
Define customer and transaction identifiers and matching rules.
Improve inquiry satisfaction and conversion
Help inquiring customers receive satisfactory answers and complete the agreed next action.
- Requirement
Basis for customer contact
Confirm the basis for contact and any withdrawal for the customer, channel, purpose and time.
- Requirement
Rules for sending customer data externally
Define the purpose, recipient, fields and basis reviewed by the organization.
- Requirement
Organization data access permissions
Define the actor, organization scope, resources and permitted operations.
Improve inquiry satisfaction and conversion
Help inquiring customers receive satisfactory answers and complete the agreed next action.
- Requirement
External system integration specification
Agree on supplier-specific fields, direction, operations, permissions and error ownership.
- Requirement
Product sales terms
Define base scope, options, pricing or quote terms and contract scope.
- Requirement
Purchase record retention specification
Define the customer, selected product, option, amount and terms to retain.
Improve inquiry satisfaction and conversion
Help inquiring customers receive satisfactory answers and complete the agreed next action.
- Requirement
Sendable template readiness
Check the template kind, purpose, variables and current state; require external approval only for reviewed kinds.
- Requirement
Form data collection specification
Define the purpose, field types, required values and display conditions.
- Requirement
Form access policy
Define who may open, submit and inspect results.
Increase existing customer retention
Help existing customers return within an agreed period.
After your appointment
A follow-up messageHere is the information from your visit. Please reach out with any questions.
When you need us again
Book your next consultationI'd like another consultation next week. What times are available?
Increase existing customer retention
Help existing customers return within an agreed period.
- Method
Follow up at lifecycle milestones
Trigger relevant follow-up based on booking, visit and purchase milestones.
- Method
Reactivate consented customer segments
Select audiences using consent and history, then deliver relevant offers.
Increase existing customer retention
Help existing customers return within an agreed period.
- Deliverable
Advertising campaign management
Connect a customer's ad account to manage campaign settings, budgets, status, spend and conversions.
- Deliverable
AI outbound calling
AI calls a selected customer to conduct an informational conversation, such as a reservation confirmation, on an outbound-enabled phone account.
- Deliverable
Template message delivery
Fill a delivery Template with customer and reservation values, send it through the selected channel and inspect Delivery results and errors.
Increase existing customer retention
Help existing customers return within an agreed period.
- Deliverable
Customer profiles and activity history
Store contacts and status in the Customer profile and link Conversations, Reservations and Purchases to that customer.
- Deliverable
Reservations and availability
Manage Reservation creation, changes, cancellation and visit status. Configure bookable times and capacity through Availability Rules.
- Deliverable
Workflow configuration and execution
Configure Workflow triggers and Steps; inspect results, errors and retries in Workflow Runs and Step Runs.
Increase existing customer retention
Help existing customers return within an agreed period.
- Deliverable
Advertising consent management
Record channel-specific advertising consent and withdrawals with evidence, and check consent before sending advertising.
Increase existing customer retention
Help existing customers return within an agreed period.
- Requirement
Meta Ads account connection
Prepare the advertising account, asset permissions and required partner sharing.
- Requirement
Google Ads account connection
Confirm the advertising account and manager-account relationship, distinguishing managed provisioning from sharing an existing account.
- Requirement
Facebook Messenger Page connection
Prepare the Facebook Page and messaging permissions.
Increase existing customer retention
Help existing customers return within an agreed period.
- Requirement
WhatsApp Business account connection
Prepare the WhatsApp Business account, connected number and permissions.
- Requirement
Kakao BizMessage sender profile registration
Prepare the channel, sender profile and delivery-provider connection.
- Requirement
LINE Messaging API channel connection
Prepare the official account, its Messaging API channel and connection permissions.
Increase existing customer retention
Help existing customers return within an agreed period.
- Requirement
Outbound calling account activation
Prepare the sending account, caller number and informational calling scope.
- Requirement
Entity content review
Prepare reviewed facts, localized content and a reviewer for each Entity.
- Requirement
Prompt template review
Define the prompt or dashboard template, account scope and expected test responses.
Increase existing customer retention
Help existing customers return within an agreed period.
- Requirement
Reservation operating rules
Define the booking target, timezone, hours, capacity and change or cancellation rules.
- Requirement
Customer and transaction identity rules
Define customer and transaction identifiers and matching rules.
- Requirement
Basis for customer contact
Confirm the basis for contact and any withdrawal for the customer, channel, purpose and time.
Increase existing customer retention
Help existing customers return within an agreed period.
- Requirement
Rules for sending customer data externally
Define the purpose, recipient, fields and basis reviewed by the organization.
- Requirement
Value-based advertising optimization eligibility
Check current eligibility for the account and objective.
- Requirement
Organization data access permissions
Define the actor, organization scope, resources and permitted operations.
Increase existing customer retention
Help existing customers return within an agreed period.
- Requirement
Workflow execution specification
Define the trigger, subjects, step inputs, duplicate handling and failure response.
- Requirement
Performance metric definitions
Define the population, numerator, denominator, period and source for each metric.
- Requirement
Sendable template readiness
Check the template kind, purpose, variables and current state; require external approval only for reviewed kinds.
Increase existing customer retention
Help existing customers return within an agreed period.
- Requirement
Advertising campaign plan
Define the platform, objective, audience, budget and schedule.
- Requirement
Customer-supplied advertising assets
The customer supplies the creative and destination. This does not introduce creative production or a production request service.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
01
WhenAn appointment changes
02
WhoCustomers with confirmed bookings
03
DoSend appointment details
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Method
Provide around-the-clock multilingual response
Reduce response gaps caused by time zones and language.
- Method
Shorten on-site intake and checkout
Connect identification, intake and payment results within the on-site flow to reduce re-entry and handoffs.
- Method
Enable self-service offer comparison and application
Let customers compare terms and apply without restating their selected offer.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Method
Preserve context through staff handoff
Retain known customer context and hand exceptions to an accountable staff member.
- Method
Offer self-service booking against availability
Show available slots and rules, then turn the selection into a booking record.
- Method
Follow up at lifecycle milestones
Trigger relevant follow-up based on booking, visit and purchase milestones.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Method
Automate repetitive work from events and conditions
Run repeated steps from verified events and conditions, with targeted failure recovery.
- Method
Reference the same Entity content across website and AI
Use the same Entity content and product terms for website display and AI answers; define content-use rules in prompt templates.
- Method
Diagnose and recover failures with evidence
Connect reproduction evidence and case progress to isolate failures and verify recovery.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Deliverable
Search-optimized website
A published website with search metadata and CMS content. When AI response is enabled, connect it to the website inquiry entry point.
- Deliverable
Product display and cart
A customer interface for selecting products, options and quantities and submitting a purchase application.
- Deliverable
Toss intake and payment integration
Look up customers and reservations in the Toss Front plugin and record payments initiated by the plugin as purchases.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Deliverable
AI inbound calling
AI answers incoming calls to a connected phone number using Entity content, prompt templates and permitted tools.
- Deliverable
AI inbound messaging
AI answers customer messages in web chat and connected messaging channels using Entity content, prompt templates and permitted tools.
- Deliverable
AI outbound calling
AI calls a selected customer to conduct an informational conversation, such as a reservation confirmation, on an outbound-enabled phone account.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Deliverable
Template message delivery
Fill a delivery Template with customer and reservation values, send it through the selected channel and inspect Delivery results and errors.
- Deliverable
Unified inbox and staff handoff
A staff workspace for conversations, ownership and handoff across channels.
- Deliverable
Customer profiles and activity history
Store contacts and status in the Customer profile and link Conversations, Reservations and Purchases to that customer.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Deliverable
Reservations and availability
Manage Reservation creation, changes, cancellation and visit status. Configure bookable times and capacity through Availability Rules.
- Deliverable
Forms and submission records
Configure Form fields, display conditions and validation; keep drafts and submitted results in Form Submissions.
- Deliverable
Workflow configuration and execution
Configure Workflow triggers and Steps; inspect results, errors and retries in Workflow Runs and Step Runs.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Deliverable
External CRM, EMR and calendar integrations
Connectors exchanging customer, booking and transaction data with agreed sources, targets and directions.
- Deliverable
Entity content management
Edit localized Entity titles, summaries, descriptions, images and connections so the website and AI can reference the same content.
- Deliverable
Prompt template management
Use prompt and dashboard Templates to configure AI roles, response rules and tone, with organization-wide and channel-account instructions.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Deliverable
Toss payment terminal installation
An installed, connected and tested terminal with acceptance records.
- Deliverable
Technical support
Support with agreed scope, intake, ownership, progress and completion evidence.
- Deliverable
Dashboard and mobile app
An authorized workspace for customer, booking, purchase and execution records.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Deliverable
Advertising consent management
Record channel-specific advertising consent and withdrawals with evidence, and check consent before sending advertising.
- Deliverable
Product and option management
Manage Product and Product Option terms, quantities and pricing rules, then calculate the amount for the customer selection.
- Deliverable
Purchase terms and payment status records
Keep the purchased product, option, price and quantity fixed in the Purchase snapshot and record subsequent payment and cancellation states.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Requirement
Instagram messaging account connection
Prepare the professional account, messaging permissions and Meta asset sharing required by the connection method.
- Requirement
Facebook Messenger Page connection
Prepare the Facebook Page and messaging permissions.
- Requirement
WhatsApp Business account connection
Prepare the WhatsApp Business account, connected number and permissions.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Requirement
KakaoTalk channel connection
Prepare the channel, its connected bot and channel administration permissions.
- Requirement
Kakao BizMessage sender profile registration
Prepare the channel, sender profile and delivery-provider connection.
- Requirement
LINE Messaging API channel connection
Prepare the official account, its Messaging API channel and connection permissions.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Requirement
WeChat official account connection
Prepare the official account, API access and connection configuration.
- Requirement
Naver TalkTalk account connection
Prepare the TalkTalk account, administration permissions and messaging connection.
- Requirement
Inbound phone number activation
Prepare the receiving number and its organization and account routing.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Requirement
Outbound calling account activation
Prepare the sending account, caller number and informational calling scope.
- Requirement
Google Calendar account connection
Prepare the Google account, calendar and required access permissions.
- Requirement
Domain connection access
Prepare the domain and access to manage its DNS records.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Requirement
Search visibility scope
Define public pages, languages, canonical addresses and exclusions.
- Requirement
Entity content review
Prepare reviewed facts, localized content and a reviewer for each Entity.
- Requirement
Prompt template review
Define the prompt or dashboard template, account scope and expected test responses.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Requirement
Staff handoff operating rules
Define the responsible staff, response hours and handoff conditions.
- Requirement
Reservation operating rules
Define the booking target, timezone, hours, capacity and change or cancellation rules.
- Requirement
Customer and transaction identity rules
Define customer and transaction identifiers and matching rules.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Requirement
Basis for customer contact
Confirm the basis for contact and any withdrawal for the customer, channel, purpose and time.
- Requirement
Rules for sending customer data externally
Define the purpose, recipient, fields and basis reviewed by the organization.
- Requirement
Toss store and plugin connection
Prepare the mapping between the store, terminal and Laney organization.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Requirement
Terminal installation environment
Prepare the location, power, network, equipment and site contact.
- Requirement
Organization data access permissions
Define the actor, organization scope, resources and permitted operations.
- Requirement
External system integration specification
Agree on supplier-specific fields, direction, operations, permissions and error ownership.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Requirement
Workflow execution specification
Define the trigger, subjects, step inputs, duplicate handling and failure response.
- Requirement
Performance metric definitions
Define the population, numerator, denominator, period and source for each metric.
- Requirement
Product sales terms
Define base scope, options, pricing or quote terms and contract scope.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Requirement
Purchase record retention specification
Define the customer, selected product, option, amount and terms to retain.
- Requirement
Technical support agreement scope
Confirm the supported systems, responsible contact, channel and agreed response scope.
- Requirement
Sendable template readiness
Check the template kind, purpose, variables and current state; require external approval only for reviewed kinds.
Reduce staff effort for guidance and response
Reduce human guidance, response and data-entry effort at comparable quality and volume.
- Requirement
Form data collection specification
Define the purpose, field types, required values and display conditions.
- Requirement
Form access policy
Define who may open, submit and inspect results.
Improve marketing efficiency
Produce more verifiable business results from the same marketing resources.
Improve marketing efficiency
Produce more verifiable business results from the same marketing resources.
- Method
Close the advertising feedback loop with CRM outcomes
Join acquisition identifiers to actual CRM outcomes and send conversion signals back to the ad platform.
- Method
Optimize conversions by payment value
Send the value of completed purchases to the ad platform and use value-based optimization where the account supports it.
- Method
Reactivate consented customer segments
Select audiences using consent and history, then deliver relevant offers.
Improve marketing efficiency
Produce more verifiable business results from the same marketing resources.
- Method
Evaluate outcomes with explicit sources and definitions
Compare outcomes with consistent windows, denominators and cohorts while exposing missing data and failures.
- Method
Experiment with audiences, creative and offers
Use customer-supplied creative and offers, vary audience and campaign settings, and compare acquisition and efficiency under comparable conditions.
Improve marketing efficiency
Produce more verifiable business results from the same marketing resources.
- Deliverable
Advertising campaign management
Connect a customer's ad account to manage campaign settings, budgets, status, spend and conversions.
- Deliverable
Toss intake and payment integration
Look up customers and reservations in the Toss Front plugin and record payments initiated by the plugin as purchases.
- Deliverable
Template message delivery
Fill a delivery Template with customer and reservation values, send it through the selected channel and inspect Delivery results and errors.
Improve marketing efficiency
Produce more verifiable business results from the same marketing resources.
- Deliverable
Customer profiles and activity history
Store contacts and status in the Customer profile and link Conversations, Reservations and Purchases to that customer.
- Deliverable
Server-side conversion tracking and delivery
A pipeline joining acquisition and CRM outcomes and managing conversion events, values and delivery results.
- Deliverable
External CRM, EMR and calendar integrations
Connectors exchanging customer, booking and transaction data with agreed sources, targets and directions.
Improve marketing efficiency
Produce more verifiable business results from the same marketing resources.
- Deliverable
Dashboard and mobile app
An authorized workspace for customer, booking, purchase and execution records.
- Deliverable
Advertising consent management
Record channel-specific advertising consent and withdrawals with evidence, and check consent before sending advertising.
- Deliverable
Purchase terms and payment status records
Keep the purchased product, option, price and quantity fixed in the Purchase snapshot and record subsequent payment and cancellation states.
Improve marketing efficiency
Produce more verifiable business results from the same marketing resources.
- Requirement
Meta Ads account connection
Prepare the advertising account, asset permissions and required partner sharing.
- Requirement
Google Ads account connection
Confirm the advertising account and manager-account relationship, distinguishing managed provisioning from sharing an existing account.
- Requirement
Facebook Messenger Page connection
Prepare the Facebook Page and messaging permissions.
Improve marketing efficiency
Produce more verifiable business results from the same marketing resources.
- Requirement
WhatsApp Business account connection
Prepare the WhatsApp Business account, connected number and permissions.
- Requirement
Kakao BizMessage sender profile registration
Prepare the channel, sender profile and delivery-provider connection.
- Requirement
LINE Messaging API channel connection
Prepare the official account, its Messaging API channel and connection permissions.
Improve marketing efficiency
Produce more verifiable business results from the same marketing resources.
- Requirement
Google Calendar account connection
Prepare the Google account, calendar and required access permissions.
- Requirement
Advertising conversion destination configuration
Prepare the destination asset, conversion type and delivery permissions for each platform.
- Requirement
Customer and transaction identity rules
Define customer and transaction identifiers and matching rules.
Improve marketing efficiency
Produce more verifiable business results from the same marketing resources.
- Requirement
Basis for customer contact
Confirm the basis for contact and any withdrawal for the customer, channel, purpose and time.
- Requirement
Rules for sending customer data externally
Define the purpose, recipient, fields and basis reviewed by the organization.
- Requirement
Toss store and plugin connection
Prepare the mapping between the store, terminal and Laney organization.
Improve marketing efficiency
Produce more verifiable business results from the same marketing resources.
- Requirement
Advertising conversion value rules
Define the amount, currency, qualifying state and treatment of cancellation records.
- Requirement
Value-based advertising optimization eligibility
Check current eligibility for the account and objective.
- Requirement
Organization data access permissions
Define the actor, organization scope, resources and permitted operations.
Improve marketing efficiency
Produce more verifiable business results from the same marketing resources.
- Requirement
External system integration specification
Agree on supplier-specific fields, direction, operations, permissions and error ownership.
- Requirement
Performance metric definitions
Define the population, numerator, denominator, period and source for each metric.
- Requirement
Product sales terms
Define base scope, options, pricing or quote terms and contract scope.
Improve marketing efficiency
Produce more verifiable business results from the same marketing resources.
- Requirement
Purchase record retention specification
Define the customer, selected product, option, amount and terms to retain.
- Requirement
Sendable template readiness
Check the template kind, purpose, variables and current state; require external approval only for reviewed kinds.
- Requirement
Advertising campaign plan
Define the platform, objective, audience, budget and schedule.
Improve marketing efficiency
Produce more verifiable business results from the same marketing resources.
- Requirement
Customer-supplied advertising assets
The customer supplies the creative and destination. This does not introduce creative production or a production request service.
Connect customer information and make evaluation transparent
Connect customer touchpoints and outcomes while exposing sources, definitions and missing data.
Connect customer information and make evaluation transparent
Connect customer touchpoints and outcomes while exposing sources, definitions and missing data.
- Method
Close the advertising feedback loop with CRM outcomes
Join acquisition identifiers to actual CRM outcomes and send conversion signals back to the ad platform.
- Method
Reconcile customer, touchpoint and transaction identities
Reconcile source identifiers within an organization to connect one customer’s history.
- Method
Evaluate outcomes with explicit sources and definitions
Compare outcomes with consistent windows, denominators and cohorts while exposing missing data and failures.
Connect customer information and make evaluation transparent
Connect customer touchpoints and outcomes while exposing sources, definitions and missing data.
- Method
Diagnose and recover failures with evidence
Connect reproduction evidence and case progress to isolate failures and verify recovery.
Connect customer information and make evaluation transparent
Connect customer touchpoints and outcomes while exposing sources, definitions and missing data.
- Deliverable
Advertising campaign management
Connect a customer's ad account to manage campaign settings, budgets, status, spend and conversions.
- Deliverable
Toss intake and payment integration
Look up customers and reservations in the Toss Front plugin and record payments initiated by the plugin as purchases.
- Deliverable
Customer profiles and activity history
Store contacts and status in the Customer profile and link Conversations, Reservations and Purchases to that customer.
Connect customer information and make evaluation transparent
Connect customer touchpoints and outcomes while exposing sources, definitions and missing data.
- Deliverable
Server-side conversion tracking and delivery
A pipeline joining acquisition and CRM outcomes and managing conversion events, values and delivery results.
- Deliverable
External CRM, EMR and calendar integrations
Connectors exchanging customer, booking and transaction data with agreed sources, targets and directions.
- Deliverable
Technical support
Support with agreed scope, intake, ownership, progress and completion evidence.
Connect customer information and make evaluation transparent
Connect customer touchpoints and outcomes while exposing sources, definitions and missing data.
- Deliverable
Dashboard and mobile app
An authorized workspace for customer, booking, purchase and execution records.
- Deliverable
Purchase terms and payment status records
Keep the purchased product, option, price and quantity fixed in the Purchase snapshot and record subsequent payment and cancellation states.
Connect customer information and make evaluation transparent
Connect customer touchpoints and outcomes while exposing sources, definitions and missing data.
- Requirement
Meta Ads account connection
Prepare the advertising account, asset permissions and required partner sharing.
- Requirement
Google Ads account connection
Confirm the advertising account and manager-account relationship, distinguishing managed provisioning from sharing an existing account.
- Requirement
Google Calendar account connection
Prepare the Google account, calendar and required access permissions.
Connect customer information and make evaluation transparent
Connect customer touchpoints and outcomes while exposing sources, definitions and missing data.
- Requirement
Advertising conversion destination configuration
Prepare the destination asset, conversion type and delivery permissions for each platform.
- Requirement
Customer and transaction identity rules
Define customer and transaction identifiers and matching rules.
- Requirement
Rules for sending customer data externally
Define the purpose, recipient, fields and basis reviewed by the organization.
Connect customer information and make evaluation transparent
Connect customer touchpoints and outcomes while exposing sources, definitions and missing data.
- Requirement
Toss store and plugin connection
Prepare the mapping between the store, terminal and Laney organization.
- Requirement
Advertising conversion value rules
Define the amount, currency, qualifying state and treatment of cancellation records.
- Requirement
Value-based advertising optimization eligibility
Check current eligibility for the account and objective.
Connect customer information and make evaluation transparent
Connect customer touchpoints and outcomes while exposing sources, definitions and missing data.
- Requirement
Organization data access permissions
Define the actor, organization scope, resources and permitted operations.
- Requirement
External system integration specification
Agree on supplier-specific fields, direction, operations, permissions and error ownership.
- Requirement
Performance metric definitions
Define the population, numerator, denominator, period and source for each metric.
Connect customer information and make evaluation transparent
Connect customer touchpoints and outcomes while exposing sources, definitions and missing data.
- Requirement
Product sales terms
Define base scope, options, pricing or quote terms and contract scope.
- Requirement
Purchase record retention specification
Define the customer, selected product, option, amount and terms to retain.
- Requirement
Technical support agreement scope
Confirm the supported systems, responsible contact, channel and agreed response scope.
Connect customer information and make evaluation transparent
Connect customer touchpoints and outcomes while exposing sources, definitions and missing data.
- Requirement
Advertising campaign plan
Define the platform, objective, audience, budget and schedule.
- Requirement
Customer-supplied advertising assets
The customer supplies the creative and destination. This does not introduce creative production or a production request service.
Website
Publish a search-ready website and manage its Entity content.
Target outcomes
Methods
Website
Publish a search-ready website and manage its Entity content.
Base deliverables
Requirements to review
Website
Publish a search-ready website and manage its Entity content.
CRM
Manage customer profiles and activity history in the dashboard and mobile app.
Target outcomes
Methods
CRM
Manage customer profiles and activity history in the dashboard and mobile app.
Base deliverables
Requirements to review
CRM
Manage customer profiles and activity history in the dashboard and mobile app.
CRM
Manage customer profiles and activity history in the dashboard and mobile app.
AI inbound calling
AI answers customer calls using Entity content and prompt instructions.
Target outcomes
Methods
AI inbound calling
AI answers customer calls using Entity content and prompt instructions.
Base deliverables
Requirements to review
AI inbound messaging
AI answers customer inquiries in web chat and connected messaging channels.
Target outcomes
Methods
AI inbound messaging
AI answers customer inquiries in web chat and connected messaging channels.
Base deliverables
Requirements to review
AI outbound calling
Place informational AI calls through an activated outbound account and review their results.
Target outcomes
Methods
AI outbound calling
Place informational AI calls through an activated outbound account and review their results.
Base deliverables
Requirements to review
AI outbound calling
Place informational AI calls through an activated outbound account and review their results.
Ad campaign management
Connect ad accounts to manage campaigns and monitor delivery.
Target outcomes
Methods
Ad campaign management
Connect ad accounts to manage campaigns and monitor delivery.
Base deliverables
Requirements to review
Conversion tracking
Send server-verified conversions and conversion values to ad platforms.
Target outcomes
Methods
Conversion tracking
Send server-verified conversions and conversion values to ad platforms.
Base deliverables
Requirements to review
Toss terminal integration
Connect intake and payments initiated by the Toss terminal plugin to customer purchase records.
Target outcomes
Methods
Toss terminal integration
Connect intake and payments initiated by the Toss terminal plugin to customer purchase records.
Base deliverables
Requirements to review
Toss terminal integration
Connect intake and payments initiated by the Toss terminal plugin to customer purchase records.
External system integration
Connect agreed data with external CRM, EMR and calendar systems.
Target outcomes
Methods
External system integration
Connect agreed data with external CRM, EMR and calendar systems.
Base deliverables
Requirements to review
Website and public-channel audit
Inspect a website and its public channels and identify changes to consider.
Target outcomes
Methods
Website and public-channel audit
Inspect a website and its public channels and identify changes to consider.
Base deliverables
Requirements to review
Technical support
Review configuration and errors and verify recovery within the agreed support scope.
Target outcomes
Methods
Technical support
Review configuration and errors and verify recovery within the agreed support scope.
Base deliverables
Requirements to review
Start with the connections your team needs.
Review your channels, systems and work with us. Confirm pricing and delivery scope during consultation.
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