Partnership Roadmap: Velociteam Strategies & Logic Health
Velociteam Strategies and Logic Health are joining forces to drive the future of personalized health. With over a decade of expertise in hormone replacement and peptide therapies, Logic Health delivers premier patient care. This partnership leverages AI-driven marketing, automation, and customer engagement to accelerate growth, streamline operations, and enhance customer experiences
Roadmap Timeline
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Phase 1: Revenue Generation (Months 1-3)
Timeframe: Months 1-3
Goal: Establish a high-intent marketing funnel, CRM system, and SEO strategy to drive initial revenue.
Deliverables:
  • DSCVR Pixel & Intent Tracking – Identifying and engaging website visitors.
  • CRM Setup:
  • Contact & deal pipeline
  • Invoicing & contract management
  • Automated forms & signatures
  • SEO & Web Development Tools – Competitive analysis, optimization, and keyword tracking.
  • Marketing Automation Setup – Email/SMS workflows, lead capture, and follow-ups.
  • Analytics Dashboard – Performance tracking for conversion rates & traffic sources.
Advanced Communications
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Phase 2: Advanced Communications (Months 4-6)
Timeframe: Months 4-6
Goal: Introduce AI-driven sales & support automation to optimize customer experience & revenue generation.
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AI-Powered Call & Text Response System
24/7 AI answering common inquiries.
3
AI Customer Sales Rep Bot
Assists with peptide product education and order guidance.
4
AI Peptide Recommendation Engine
Suggests the right peptides based on customer health goals.
5
Expanded CRM Automation
Smart lead segmentation, drip campaigns, and personalized offers.
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Retargeting & AI-Powered Ad Optimization
Using DSCVR data to increase conversion rates.
Full AI & Automation
Phase 3: Full AI & Automation (Months 7-12)
Timeframe: Months 7-12
Goal: Complete automation of backend operations, customer tracking, and AI-driven decision-making.
Customer Tracker Backend
AI-powered order tracking, re-engagement, and retention.
AI Sales Intelligence & Forecasting
Predicting peptide demand, optimizing pricing, and upselling.
Loyalty & Smart Follow-Up Sequences
AI-driven reminders and re-purchase incentives.
Advanced AI Call Agent & Sales Support
AI pre-qualifies leads and handles high-volume inquiries.
Backend AI Optimization
Continuous improvements in chatbot intelligence & user experience.
Implementation Roadmap & Checkpoints
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Phase 1 Launch
Traffic Growth & Lead Generation
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Phase 2 Deployment
AI-Powered Sales & Support
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Phase 3 Expansion
Full Automation & AI Backend
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Ongoing Refinement & Scale
Value Breakdowns & Comparison
Total Monthly Value of DSCVR Offering: $19,000+ / month (before bundling)
Tier 1: Essential Growth Package ($5,000/month)
  • Identity Resolution Pixel
  • DSCVR CRM w/ Unlimited Seats
  • Automations & Workflows Creator
  • Document Creation w/ Electronic Signatures
  • Payment & Subscription Management
  • Advanced SEO Tools
  • Basic Data Analytics (Ad Performance, Visitor Categorization)
Add-ons available à la carte: Data enrichment, AI chatbots, AI voice agents
Tier 2: AI-Powered Performance Package ($7,500/month)
  • All Tier 1 Features
  • Advanced Data Analytics (Customer Journey, Visit Frequency, Ad ROI)
  • Ad Dashboard
  • AI Chatbots for Website & SMS
  • Basic Website Creation (Up to 5 pages, add’l $250/page)
Add-ons available à la carte: Data enrichment, AI chatbots, AI voice agents
Tier 3: Enterprise AI Growth Suite ($10,000/month)
  • All Tier 2 Features
  • AI Voice Sales Agents
  • Full Data Enrichment for CRM Contacts
  • Custom AI Sales & Retention Workflows
  • Expanded Website Development (Up to 10 pages, add’l $250/page)
  • Marketing Consulting – Dedicated Strategy Support
Fully Managed AI Growth & Performance Marketing
Exclusive Partnership Pricing for Logic Health
Standard Pricing
  • Tier 1: $5,000/month
  • Tier 2: $7,500/month
  • Tier 3: $10,000/month
Pre-Revenue Offer
Exclusive discounted rate of $3,500/month to support your early growth phase.
Flexible Terms
  • 1-year term
  • One-time opt-out after 4 months
  • No obligation to upgrade tiers
Our partnership goal: help Logic Health integrate AI-driven marketing and engagement strategies tailored for maximum growth.
Next Steps & Positioning Strategy
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1
Decide on Core Offering
Single-tier or flexible options?
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2
Fine-tune Add-ons & Customization
Modular pricing for specific needs?
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3
Launch & Scale DSCVR
High-value sales funnel implementation.
Managed Services
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1
Dedicated Account Management & IT Support
Personalized assistance and technical help throughout all phases
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2
AI Model Training & Optimization
Continuous improvement of AI systems for better performance
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3
Monthly Strategy Calls & Performance Reviews
Regular check-ins to ensure goals are being met
These managed services are included in all phases of the partnership
Total First-Year Investment Breakdown
$3,500 x 3 months = $10,500
$7,500 x 3 months = $22,500
$10,000 x 6 months = $60,000
Total Year 1 Investment: $93,000
All systems support unlimited users – no additional fees for more users.
Additional Web Development Pricing
$250 per page (custom scope based on website needs)
Competitor Summary
Feature Set
DSCVR offers comprehensive CRM, automation, AI tools, and marketing capabilities. Pearl Diver offers limited functionality focused mainly on identity resolution and analytics.
Pricing Structure
DSCVR's pricing reflects extensive integrated services, offering higher value than lower-priced, limited solutions like Pearl Diver.
Direct Comparison: DSCVR vs. Zoho
DSCVR Advantages
  • Identity Resolution Pixel ✅
  • CRM with Unlimited Seats ✅
  • SEO & Automation Tools ✅
  • AI Chatbots & Voice Agents ✅
  • Data Enrichment ✅
  • Website Creation ✅
Zoho Limitations
  • Identity Resolution Pixel ❌
  • CRM with Unlimited Seats ❌
  • SEO & Automation Tools ✅
  • AI Chatbots & Voice Agents ❌
  • Data Enrichment ❌
  • Website Creation ✅
Final Note: DSCVR provides a more robust AI-driven solution compared to Zoho, ideal for data-driven marketing and sales.
Industry Competitor Feature Comparison
DSCVR stands alone in offering comprehensive functionality beyond basic data services. Competitors provide narrow solutions requiring multiple vendors and integrations.
Our all-in-one platform eliminates separate subscriptions, complex integrations, and per-user fees that competitors impose.
Extended Competitor Analysis: Complete Feature Matrix
This comprehensive matrix expands our competitor analysis. While others provide single-function tools, DSCVR delivers an all-in-one platform.
Companies using competitors must juggle multiple vendors, subscriptions, and complex integrations. DSCVR eliminates these inefficiencies with one unified solution.
DSCVR vs Pearl Diver: Analysis Breakdown
Comprehensive Feature Set
DSCVR provides an all-in-one business platform with 13 integrated tools. Pearl Diver focuses narrowly on identity resolution and basic analytics.
Integration Value
Our unified system eliminates complex multi-vendor management. Competitors force clients to juggle separate solutions with disconnected workflows.
Price-to-Value Ratio
Pearl Diver's lower pricing reflects limited functionality. DSCVR's pricing delivers substantially greater value through comprehensive solution breadth.
Direct Comparison: DSCVR vs. Pearl Diver
Pearl Diver provides basic data functions while DSCVR delivers a complete integrated solution. Clients avoid managing multiple vendors when choosing our platform.
DSCVR's Competitive Edge: The Final Verdict
Unified Experience
DSCVR eliminates platform-hopping with a single integrated interface. Teams access all tools through one seamless experience.
AI-Powered Growth
Our AI capabilities extend beyond data analysis to active customer engagement. Pearl Diver offers analytics without actionable AI tools.
Business Ecosystem
DSCVR creates a complete business ecosystem. Pearl Diver provides isolated data functions requiring external platform support.
Operational Efficiency
Consolidate vendors, subscriptions, and support into one relationship. Reduce overhead while maximizing technological capabilities.
Conclusion
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Holistic Integration
Complete end-to-end solution
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Unlimited User Access
No additional per-user fees
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Comprehensive Feature Set
All tools in one platform
DSCVR uniquely integrates extensive features into a single platform, distinguishing itself through its holistic approach and unlimited user access.
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