Participation by Invitation Only

Onboarding Trial Overview – Dental Practice 2025 (Invitation only)
BlueCat Platform Onboarding

Email marketing that delivers wins—and 63x avg ROI

Immediate sales and lasting loyalty. That’s what brands get with email marketing that uses data-driven AI and personalization, sending your customers the right message at the right time, every time.

Introduction

What is BlueCat Platform Onboarding?

This pilot tests our backend workflows, automation tools, and client experience in a live environment. It allows us to collect feedback, streamline internal processes, and confirm that our new onboarding system and internal processes can scale smoothly. As part of this pilot, the following outline what dental practive participants receive to say thank you.

Custom Professional Website

Deliver exactly what customer needs with Titan’s built-in data platform and two conversations for marketing that get the best of both worlds.

24-Mos. Membership + Concierge

Easily engage customers around the world with SMS, email, and mobile for messaging, all in one platform and get the best of both worlds.

Deposit-only Enrollment

Deliver exactly what each customer needs with Titan’s built-in data platform and two-way conversations to get the best of both worlds.

Workflow Intregrations

Deliver exactly what each customer needs with Titan’s built-in data platform and two-way conversations to get the best of both worlds.

Technical SEO

Deliver exactly what each customer needs with Titan’s built-in data platform and two-way conversations to get the best of both worlds.

Team Trainings

Deliver exactly what each customer needs with Titan’s built-in data platform and two-way conversations to get the best of both worlds.

Add Your Heading Text Here

Custom focus, company voice, conversion-driven

Klaviyo’s built-in CDP acts as one big brain for your entire tech stack, so you can make every customer interaction more meaningful.
  • Send super-relevant messages at key moments with easy-to-set-up multi-channel flows.
  • NEW Use the omnichannel campaign builder to create and send multi-step, multi-channel campaigns all from one place.
  • Boost engagement and conversions with AI-powered channel affinity that chooses the best channel for each customer.
  • Set up triggered messages that send at the perfect time based on customer data and real-time behavior.

↑ BFCM TIP: With strategic segments boosting engagement and high-intent flows, lifestyle brand Shinola saw a 27% jump in BFCM revenue. It’s your turn to win BFCM with Klaviyo.

Customer focus
Content is structured around how your clients make decisions, making it easy for them to learn about services, book appointments, and engage with your business.

“Klaviyo’s Advanced KDP is awesome. We have email, SMS, and CDP all in one platform. Less integration, less work, and less cost.”

Anthony S., VP of DTC ecommerce for home and outdoor division, Helen of Troy

Add Your Heading Text Here

Make every customer feel like your favorite customer

Klaviyo’s built-in CDP acts as one big brain for your entire tech stack, so you can make every customer interaction more meaningful.
  • Send super-relevant messages at key moments with easy-to-set-up multi-channel flows.
  • NEW Use the omnichannel campaign builder to create and send multi-step, multi-channel campaigns all from one place.
  • Boost engagement and conversions with AI-powered channel affinity that chooses the best channel for each customer.
  • Set up triggered messages that send at the perfect time based on customer data and real-time behavior.

↑ BFCM TIP: With strategic segments boosting engagement and high-intent flows, lifestyle brand Shinola saw a 27% jump in BFCM revenue. It’s your turn to win BFCM with Klaviyo.

Text your way to better results

Everything in one place

Deliver exactly what customer needs with Titan’s built-in data platform and two conversations for marketing that get the best of both worlds.

Drive more sales

Easily engage customers around the world with SMS, email, and mobile for messaging, all in one platform and get the best of both worlds.

Seamless support

Deliver exactly what each customer needs with Titan’s built-in data platform and two-way conversations to get the best of both worlds.

Turn shopper behavior into revenue

Focus on helping customers

Demonstrate how your business solves customer problems and meets their needs effectively. By guiding visitors to the right information, services, or products, your website.

Streamline operations and interactions to make both your business and customers’ experiences smoother. Automated features and organized workflows reduce repetitive tasks and minimize confusion, allowing your team to focus on high-impact activities that grow your business.Automated campaigns engage customers seamlessly and effectively
Integrate your marketing tools, CRMs, and other business systems into a seamless workflow. By connecting these platforms through your website, you reduce complexity and ensure all aspects of customer interactions are coordinated, creating a more efficient and manageable business environment.
Turn your website and online presence into a tool that supports your business objectives. By focusing on converting visitors, retaining customers, and tracking results, your business can set meaningful goals and continually improve performance, maximizing both ROI and long-term success.

Introduction

We’re piloting BlueCat Platform Onboarding BETA, a streamlined onboarding system designed to make setup, communication, workflows, and launch seamless. This pilot allows us to refine our internal processes while giving a small group of dental practices a full agency-level website and long-term membership experience through our secure client portal. Participants have:

Custom Conversion-Driven Website

A fully custom website designed around patient behavior—trust building, clarity, and confident decision-making. 


24-Month Membership + Concierge

Two full years of hosting, security, updates, and high-touch support through our in-house team.


Deposit-Only Enrollment

Pilot members enroll through a simplified deposit-based structure while still receiving full agency standards.

Core outcomes

  • A credible online presence your patients can trust
    Your practice receives a polished, modern website that communicates professionalism and clarity from the start.
  • Improved visibility across Google and local search
    Your site is structured and optimized so search engines can easily understand and surface your practice.
  • Clear communication that reduces patient friction
    Patients can quickly understand your services, compare options, and take action without confusion.
  • Integrations that support your operations
    Your booking, reviews, forms, and communication tools connect seamlessly to streamline your workflow.
  • A scalable digital foundation you can build on
    Your site is structured to evolve as your practice grows, adds services, or updates its positioning.

Website Scope and Standards

Your website is built to the same high standards we use for full agency projects; fully custom but follows proven frameworks that drive clarity, trust, and conversions. This ensures your website looks great and performs like a results-driven marketing asset.

Customer focus
Content is structured around how your clients make decisions, making it easy for them to learn about services, book appointments, and engage with your business.
Company voice
Your brand’s voice is reflected throughout the site, aligning with your market positioning and creating a professional, approachable presence for local customers.
Conversion-driven
The site is structured to encourage meaningful action—booking, calling, submitting forms—with thoughtful pathways and benefit-focused content.

Features and Integrations

Your website becomes the operational center of your practice. Booking systems, communication tools, reviews, forms, and analytics are integrated into one unified experience. Your tools fit naturally into a website designed by specialists—giving you the benefit of professional design paired with seamless functionality.

Build Inclusions

  • A design that makes a strong first impression: Modern, responsive layouts help your practice feel credible and professional from the moment a patient arrives.
  • A website built to guide patient decisions: UI/UX choices follow clear pathways that help users navigate confidently and understand their options.
  • Development built for stability and speed: Your website is engineered to load quickly, run smoothly, and stay reliable over time.
  • Messaging that feels clear, human, and approachable: Copy is written to support understanding, trust, and simple decision-making.
  • Custom visuals and graphics: Images, banners, and supporting design elements enhance your brand presence.
  • Content migration handled for you: We move your existing content into a cleaner, more structured format.
  • Technical structure that supports long-term growth: SEO groundwork, analytics, and proper setup ensure your site can expand and evolve.
  • Clear guidelines for future updates: Your team receives simple instructions for making basic, safe edits.
  • Full ownership of your website: You retain full control of the design, build, and code.

Technical SEO and Analytics

Our focus is on structuring your site clearly for both users and search engines. Layout, markup, and performance signal to search engines that your website is highly relevant for your target market. A website that search engines love is also one with a great user experience.

  • Clear signals that help search engines understand your content
    On-page SEO (meta, headers, alt text) improves relevance for both search and AI indexing.
  • Structured data that increases local visibility
    Dental schema highlights your services and location in a format search engines prefer.
  • Site architecture built for easy crawling
    Clean structure helps important pages get indexed and prioritized.
  • Fast performance that keeps patients on your site
    Optimized speed encourages engagement and reduces bounce.
  • Mobile layouts that support today’s browsing habits
    Your site looks and functions naturally on any device.
  • Readable layouts that improve trust signals
    Clear sections and thoughtful spacing increase time on page.

Membership & Concierge

Your 24-month Membership provides the infrastructure that keeps your website secure, accurate, and performing well. Concierge is the high-touch support layer that manages updates, improvements, and coordination on your behalf. Membership with Concierge begins the day your website is launched.

Membership for support and growth

A dependable foundation your practice doesn’t have to manage
Hosting, security, backups, monitoring, and updates are handled for you, keeping your website stable and protected.

A website that stays current with your business
Your site can be updated as your services, team, or messaging evolves, ensuring accuracy over time.

Technical upkeep handled behind the scenes
Audits, optimizations, and monitoring happen proactively so your website stays healthy.

Concierge

Dedicated, in-house support that oversees your website with care
The Concierge manages content updates, layout adjustments, and integration checks with attention to detail and consistency.

High-touch coordination and communication
Requests are tracked, completed, and confirmed clearly—mirroring the reliability of an internal team.

Guidance that enhances your website over time
Your Concierge reviews your site, identifies opportunities for clarity or improvement, and helps maintain a strong patient experience as your practice grows.

Long-Term Support

After your pilot year, we offer renewal and self-host options that keep your website on the right track. You may continue maintenance through us or take full ownership and self-manage your website.

Option Renewal with Us
Renewal with Us      Continue hosting, updates, and support at an affordable rate
Self-Host Self-manage your website, team trainings provided before handoff

Team Member Trainings

We offer live, 1-on-1 virtual training so your team can confidently manage updates, photos, and content in WordPress.

Process Overview aka How it works​

[need intro]

Deposit & Enrollment

Submit your $590 payment (or $295 deposit) and receive a confirmation email which links to the Onboarding sequence. 

 

Strategy Intake

Share your business goals, services, and brand details so we can gain a strong foundation and align the site with your vision. [get content based on answers]

Blueprint & Design Preview 

Review mockups, providing feedback during structured rounds to refine layout and messaging. 

Development & QA

We complete the full build, test functionality, and fine-tune performance to ensure everything works smoothly. [seo] 

Final Approval & Launch 

Once approved, we connect your domain and submit the site to Google Search Console.

Post-Launch Support

Hosting, updates, and content management begin immediately after launch, ensuring your site stays current and secure.

Timeline and Milestones

  • Average project duration: 4–6 weeks
  • Feedback checkpoints during design and QA
  • Support activation immediately after launch

Pricing and Value Chart

This pilot mirrors a full-scale agency build while keeping costs minimal—ideal for local salons wanting professional design and measurable ROI. We are only asking clients to pay outsized costs (such as, software, liscensing and optimization) for their website.
Feature Standard Agency Build Pilot Onboarding Offer
Custom Professional Website Est. $4,500–$7,000 + Included
Software & Tools (SEO, analytics, testing, licensing) $300–$1200 Included
Hosting & Maintenance $49–$750/mo Included (1 year)
Content Updates $120/hr Included
Concierge Support Optional Included
Deposit $590 $590 One-time or split
Renewal Option Custom Rate Starts at $59/mo with BlueCat, or self-host/export with training

Highlights

  • Your website has the same design, build, and support as a full-scale agency project.
  • First-year hosting, maintenance, and updates are included—no cost.
  • Professional software and tools are included to ensure the site is optimized for SEO, performance, and conversions.
  • After the first year, you can renew at an affordable rate or take full control with training for your team.

Get started: Your BlueCat Platform Account

All clients receive a company account on the BlueCat Platform. It’s your practice’s dedicated space, designed to keep everything related to your website, membership, and support in one consistent environment.

Your dashboard gives you an at-a-glance view of your project and membership. From there, you can access the BlueCat Concierge for priority requests, updates, and refinements throughout your membership. The Company Profile stores your core business details, brand assets, and key information used across your website.

The Website Portal houses your website’s structure, content, and build progress. Membership outlines your ongoing support, hosting, and maintenance. Integrations shows the tools connected to your site and how they work together. Documents keeps your agreements, enrollment details, and reference materials accessible whenever needed.

The platform keeps every part of your project and long-term support connected in one environment—your team, your website, and your ongoing relationship with BlueCat.

Create you Company Account

Select your preferred payment option to secure your spot.

Guide through account and enrollment

After payment, you’ll be redirected and receive a confirmation email with a link to the onboarding form.

Complete onboarding

Provide your business goals, services, branding details, and other key information.

Project manager contact through account

Our backend system reviews your input, generates a custom content brief, and runs automated checks to ensure all required content and data are captured correctly. We will reach out for additional details and next steps.

Still have questions? Ask the BlueCat team.

hello@bluecatweb.com