Do I have to purchase a Workflow Growth Plan?
No. If you already know exactly what service or system you need, PointWake can scope and quote the build-out directly. The Workflow Growth Plan is recommended when the real cause of the problem is unclear.
Is the Workflow Growth Plan fee credited?
Yes. If you hire PointWake to implement the recommendations, the fee is credited in full toward the quoted implementation.
How are custom build-outs priced?
PointWake provides a custom quote based on the required systems, workflows, integrations and implementation scope. The complete quoted setup fee is paid before the build begins.
Is ongoing management required?
No. You may operate the completed system yourself, use PointWake CRM Access or select a custom managed-support plan.
What is the difference between CRM Access and Managed CRM Support?
PointWake CRM Access provides the software, snapshots and basic setup guidance for customers who want to operate the system themselves. Managed CRM Support adds assisted setup and continuing technical support based on a custom scope.
Is the first CRM month included?
Yes. The first live month of PointWake CRM or managed CRM support is included. The offer does not apply to marketing services, advertising management or third-party usage charges.
Does Managed CRM Support require a commitment?
Managed plans that include assisted setup require an initial three-month commitment. The specific terms are included in the customer's proposal.
Does PointWake guarantee SEO or advertising results?
No responsible provider can guarantee specific rankings, lead volume, advertising returns or revenue. PointWake provides implementation, management, optimization and transparent reporting according to the agreed service scope.
Does the HIPAA option make my entire practice compliant?
No. PointWake provides an eligible HIPAA-enabled technology environment and BAA support where applicable. Each organization remains responsible for its own HIPAA policies, risk analysis, workforce training, access controls and proper use of protected health information.
What do HIPAA plans cost and what do they cover?
HIPAA plans start at $297 a month. That covers the HIPAA-enabled PointWake CRM environment and applicable configuration for eligible services. Voice, messaging, AI and third-party integrations must be reviewed for eligibility before protected health information is used.
Is every PointWake service covered?
No. HIPAA availability applies only to specifically approved CRM, communication and automation configurations. Marketing services and unapproved third-party tools are not included.
How do AI receptionist talk minutes work?
Each plan includes a monthly minute allowance, 500 on Turnkey, 1,000 on Custom. Anything beyond that is $0.35 per minute, billed monthly. You'll see your usage on every invoice, and we'll flag you before a busy month becomes a surprise.
Should I choose a Growth Plan or a service?
Choose a Growth Plan when you need help aligning marketing and operations, identifying the real bottleneck, or deciding what to implement first. Choose a service when the need is already clear and you are ready to move toward implementation. If PointWake implements recommendations from a Growth Plan, 100% of the plan fee is applied toward the quoted build.
