📄 Proposal for Phill — PT Medical Technologies, Inc. 🗓 March 2026 🔒 Confidential

Escaping the Walled Garden:
The Next Evolution of PT Medical

Transitioning from a rented Machinio catalog to an owned, AI-native, high-ticket digital sales engine — powered by Shopify + GoHighLevel + Voice AI.

Current SKUs

100–130

Medical equipment

AI Pipelines

Automated workflows

AI Coverage

24/7

Chat + Voice + SMS

Build Discount

20% Off

Applied Today

💰 See Investment 👁 See The Vision 🚀 Next Steps

The Problem (Today)

Plain English: Your current Machinio-powered site works for marketplace syndication, but it creates a "walled garden" — you're renting your digital real estate, you don't own your customer data, and you can't automate sales. Every lead requires manual follow-up.

🔴 Revenue Leaks

No owned storefront — just a marketplace listing
Zero SEO control — shared/duplicate content penalty
No AI chatbot — missed leads after hours
No automated pipeline — every deal needs manual follow-up
No data ownership — Machinio controls the relationship

🔴 Operational Drag

Manual RFQ process — slow response times
No CRM — leads in emails, not pipelines
4 business lines, zero automation
Biomed scheduling done manually
Contrast injector tracking by spreadsheet

Current Site Screenshots

ptmedicaltechnologies.com

machinio listing

equipment listings

The Solution (Tomorrow)

Plain English: We build you a composable commerce stack — three best-of-breed systems, each independently optimized: Machinio stays as your marketplace feeder, Shopify becomes your owned storefront, and GoHighLevel becomes your AI-powered sales & operations brain.

🌐 Pillar 1: Acquisition

Machinio Syndication — Keep your marketplace presence for lead gen. Expand to Bimedis, HUB Healthcare, and eBay for wider reach. Feed leads directly into GHL.

🛒 Pillar 2: Storefront

Shopify Advanced — Custom theme, SEO-optimized product pages for all ~130 SKUs. RFQ system, programmatic category pages. Agentic Commerce — AI agents can discover and quote your equipment.

🧠 Pillar 3: Revenue Brain

GHL Starter ($97/mo) — 3 sub-accounts for your companies. AI Chatbot, Voice AI, 4 automated pipelines, Predictive Lead Scoring, branded app.

$97/mo

GHL Starter Plan

✅ Up to 3 sub-accounts — one for each company ✅ Unlimited contacts and users ✅ Custom objects and branded desktop app

Get Started with GHL →

⚠️ Note: $97/mo covers the GHL platform only. Phone, AI usage, setup, and ongoing management are billed separately.

Your Site After The Switch

Plain English: Here's a glimpse of what your new premium storefront could look like — fully branded, AI-powered, and designed to convert equipment inquiries into closed deals automatically.

💻 Future Storefront — Desktop & Mobile

ptmedicaltechnologies.com

Desktop View — AI-Powered Storefront

Custom Shopify + GHL AI Chatbot — Automated RFQ, Live Chat, Product Discovery

Mobile View

Fully responsive

🧠 CRM Pipeline — GHL Dashboard

Your entire sales operation managed from one dashboard — leads, communications, contacts, and analytics all in one place.

📊 Analytics & Reporting

💬 Communications Hub

👥 CRM & Contact Management

🏆 Sales Pipeline

🤖

24/7 AI Chatbot

Answers questions, qualifies leads

📞

Voice AI

Answers calls, books meetings

📊

Lead Scoring

AI ranks hottest leads

⚡

Automated Follow-Up

Drip sequences that close deals

Six Revenue Accelerators. All Automated.

Plain English: These AI-powered tools work 24/7 so Phill doesn't have to. Every lead, every call, every follow-up — handled automatically.

Conversation AI: An AI chatbot trained on PT Medical's full inventory, FAQs, and service offerings. Qualifies leads, answers equipment specs, quotes availability, and books calls with Phill — before a human ever touches the lead.

Voice AI: Inbound calls answered by a natural-sounding AI agent. Collects caller details, identifies equipment needs, qualifies the lead, and either books a callback or transfers hot leads in real-time. No more voicemail during off-hours.

💡 The Impact: PT Medical captures every lead, 24/7/365. No missed calls. No unanswered chats. AI handles the first touch; Phill closes the deal.

GHL's AI analyzes every interaction — page visits, chat messages, email opens, call duration — and scores each lead automatically. Phill sees a ranked list of who's most likely to buy. No more guessing which leads to prioritize.

Machinio's shared codebase makes it nearly impossible to rank natively on Google. On Shopify, we build unique product pages, category landing pages, and service pages that Google can index. Programmatic pages auto-generate for every equipment category and location target.

A dedicated intake portal for hospitals liquidating assets. GHL's AI guides admins through the process via chat — collecting equipment details, photos, and condition reports. The pipeline auto-creates disposal quotes and schedules pickup.

Service requests flow through GHL. AI triages incoming requests, matches them to available technicians, and auto-schedules appointments. Customers get SMS confirmations and reminders. Phill gets a clean service dashboard.

Strict scheduling compliance automated. GHL workflows handle install-date triggers, service history, and renewal reminders. Hospitals get automated maintenance reminders. PT Medical never misses a service window.

Investment & What Drives It

Plain English: Here's where your money goes. This is a one-time build investment plus low monthly operational costs — you own everything.

20% OFF

🛒

Shopify Build

$4,500

$3,600

Shopify Base (Homepage)$1,000

10 Additional Pages$3,500

⚙️

GHL Setup

$1,750

4 pipelines, workflows, integrations

🤖

AI — Voice + Conversation

$1,750

Chatbot trained on inventory + Voice AI call handling

🔗

Machinio API

$750

Custom feed integration

🔨

Auction System

$750

Webkul setup + custom design

💰

Total Build Investment

$8,600

One-time investment • You own everything

💡 Monthly Cost Comparison

Line Item

Current (Machinio)

Future (Your Stack)

Storefront

Machinio tier (TBD)

Shopify: ~$79/mo

CRM + AI

❌ None

GHL Starter: $97/mo

AI Chatbot + Voice

❌ None

GHL AI: $97/mo per sub-account

SEO Control

❌ Shared/duplicate

✅ Full ownership

Automation

❌ Basic inbox only

✅ 4 automated pipelines

Estimated Total

$X/mo (TBD)

~$273/mo

📌 Optional Monthly Services with iM Web Pros

🛠️

Website Maintenance

Starting at $150/mo

Final price negotiated based on required scope of work.

🧠

GHL Management & Support

Starting at $250/mo

Final price negotiated based on required scope of work.

Timeline Overview

Plain English: A focused 6-week rollout. You'll see real progress at every milestone.

Week 1: Discovery & Audit

Audit current Machinio setup, map 4 business lines, finalize scope & fixed quote

Week 2: GHL Setup + AI Training

Configure 3 sub-accounts, build 4 pipelines, train AI Chatbot on inventory, set up Voice AI

Weeks 3–4: Shopify Build + Auction System

Custom theme, product migration (~130 SKUs via API), Webkul auction setup, SEO optimization

Week 5: Integration & Testing

Connect Machinio API feed, Shopify → GHL webhook, RFQ workflows, auction testing

Week 6: Launch & Hypercare

Go-live, staff training, 14-day hypercare support, performance monitoring

Frequently Asked Questions

No. We keep Machinio as your marketplace feeder (Pillar 1). You're adding owned channels on top — not replacing your lead source.

Yes. We train the Conversation AI on your full inventory catalog, service offerings, and FAQs. It handles first-touch qualification. Complex clinical questions are routed to Phill.

We run both systems in parallel during transition. No leads are lost. Your Machinio listings stay live throughout the entire build.

GHL Voice AI answers inbound calls with a natural-sounding agent. It collects caller info, identifies equipment needs, and either books a callback or transfers hot leads — 24/7, including weekends and holidays.

Approximately $176/mo (Shopify ~$79 + GHL Starter $97) plus AI usage fees. That's less than most single SaaS tools. Optional iM Web Pros services (maintenance + GHL management) are available starting at $400/mo.

Yes. The GHL Starter plan supports 3 sub-accounts — one for each of your companies. All managed from a single dashboard with separate pipelines and branding.

iM Web Pros provides full setup, training, and ongoing management support. We're your GHL partner — not just a one-time builder.

Next Steps to Get Started

Plain English: Ready to own your digital sales engine? Here's what happens next.

Free Discovery Audit

30-min call to audit your current Machinio setup and identify quick wins.

Receive Fixed Quote

Locked-in price based on your specific requirements. No surprises.

Sign & Kick Off Phase 1

50% deposit, then we start the 6-week build immediately.

📧 Schedule Your Free Discovery Audit