eraborn
Partnership Proposal
EraBorn ×
Conscious Creation
Streamlining fertility journeys, end‑to‑end.
01
Customer Profile
Organization
Conscious Creation
Type
Boutique surrogacy concierge - end-to-end program management
Location
Mexico (Puerto Vallarta, Guadalajara, Mexico City) + LLC in USA
Client Base
Intended Parents from US & Canada
Active Cases
12 current pregnancies; target 25-30 by next year
Team
CEO, key account manager, marketing team, medical advisors
Current Tools
Legacy in-house CRM, Excel-based tracking
02
The Challenge
Conscious Creation runs a premium surrogacy concierge in Mexico, managing end-to-end journeys for Intended Parents from the US and Canada. Each case spans 9-12 months and touches a large provider network - fertility clinics, psychologists, nutritionists, lawyers, and insurers. Today, case tracking lives in a legacy in-house CRM that functions more like a glorified Excel sheet, with no visibility for IPs and no automated follow-ups.
The result: IPs are left to ask for updates manually, phase gates are tracked in staff memory rather than the system, and as the business scales from 12 to 30+ pregnancies, that approach will not hold. The need is for a platform that makes every case transparent to the IP, enforces progression logic, and frees the team from routine follow-up entirely.
03
Our Approach
Era is purpose-built for non-linear, multi-provider fertility journeys - the kind that generic CRMs consistently fail at. We configure the platform around the agency's exact workflow, prove value on live cases, and scale.
04
What We Build
01
Visual Case Management Board
Replace Excel with a drag-and-drop pipeline - see all 12+ cases at a glance, by stage
02
Per-Client Journey Tracker (patient portal app)
Intended Parents get a branded app showing pregnancy week, next steps, contract phase, and upcoming appointments - without calling your team
03
Automated Reminders & Phase Gates
System blocks progression until required steps are completed (e.g. structural ultrasound, psych clearance, payment); auto-reminders sent without manual follow-up
04
AI Medical Record Review
Upload surrogate or IP medical records and receive a flagged summary in minutes - no manual reading required
05
Meeting Scribe & Call Intelligence
AI joins Zoom calls, generates post-meeting summaries, tasks, and client notes automatically
05
Partnership Structure
Phase 1
Setup & Build
- Map your full surrogacy workflow - lead capture through delivery.
- Configure the case management board with your exact phase gates and checklists.
- Build the IP-facing journey app with your branding, language (English), and custom milestones.
- Connect to your existing lead sources; define KPIs together.
Timeline
4-6 weeks
Investment
$2,000 one-time
Phase 2
SaaS Agreement
- Full platform access: case board, IP app, AI medical review, meeting scribe, automated reminders.
- Monthly check-ins with your Customer Success Manager.
- Rapid iteration based on your feedback as cases grow from 12 to 30+.
- Your workflows remain fully private - no data shared with other customers.
Timeline
12-month initial term
Investment
$500/mo Seed tier
06
Commercial Model
| Component | What Is Included | Overage / Usage Fee |
|---|---|---|
| One-Time Setup Fee | Full platform configuration, workflow mapping, IP app setup | $2,000 (once) |
| Monthly Platform (Seed Tier) | Case board, phase gates, automated reminders, up to 3 admin users, up to 20 active cases | $500/month $20 / active case over 20 |
| Usage base pricing (over licence limit) | ||
| AI Medical Record Review | 20 record reviews/month included (up to 5 pages each) | $0.30 / record over 20 |
| Meeting Scribe | 20 sessions/month included (up to 20 min each) | $1.00 / session over 15 |
| AI Call Center (CareCall) | 200 minutes/month included | $0.40 / min over 200 |
07
What We Ask of You
- Share your current case tracking workflow (anonymized sample is fine)
- 1-2 contacts available for weekly check-ins during setup (~1 hrs/week)
- Direct feedback - the product improves because you tell us what is broken
- A starting cohort of active cases to configure and validate the board against
08
Next Steps
- Review this proposal and share any questions or adjustments
- Align on a Phase 1 kick-off date
- Sign a lightweight partnership agreement
- Schedule a scoping session to walk through your current workflow