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Practice Systems

Build the systems behind your expertise.

I build websites and practical tools for established consultants and independent practices: a website that makes the next step clear for clients, and tools for the client work that repeats. I define the need with you, build what it needs and agree how it will run after handoff.

The work that repeats

Proposals
Every proposal starts from a blank page or an old file you have to hunt for and rework.
Onboarding
Each new client gets a slightly different start, and the steps live in your head.
Assessments
The way you diagnose a client is real expertise, but it is hard to repeat on a busy week.
Client reporting
Reports take hours to assemble by hand from notes, spreadsheets and email.
Concept screenshot of a business application for a fictional advisory practice: client engagements in four stages, with an intake summary, an onboarding checklist and export and proposal buttons for one client.
Concept screenshot of a website for the same fictional advisory practice, Meridian Advisory: three services on the left and a booking panel on the right with a week calendar, time slots and a short intake form.
Website and application concepts for a fictional advisory practice: booking and intake on the site, stages and an export in the app. Rendered images, not client work.
Diagram of a six-step client journey, from first contact to a coaching engagement, with five panels beneath showing what was built with Dugan AI: a website for inquiries and booking, booking paths, CRM and contract templates, the custom assessment capture app, and discovery and client journey materials.
Illustrative workflow: from first contact to a diagnostic and coaching engagement, and what I built around it. Rendered diagram.

CLIENT PROOF: CUSTOM ASSESSMENT APP IN TESTING

Building the business behind Dr. Jen's expertise

The engagement has produced offer structure, booking paths, a place to manage client relationships, and Practice FMX, a custom assessment capture app in testing. Jen owns the dental assessment method. Dugan AI built the tool around it.

Client
Derse Dental Strategy
Status
Engagement in progress. As of October 16, 2026.
Engagement components
  • Offer structure
  • Booking paths
  • CRM
  • Practice FMX in testing
Not yet established
Lead, booking, revenue, and client outcome results have not been established for this story.

Who this fits

A good fit if

  • You have paying clients.
  • You have an established way of working.
  • There is one recurring workflow or one website need to improve.
  • One person makes the decision.
  • You are willing to test the build with real work.

Not included

  • Open-ended development
  • Guarantees of leads, rankings or revenue
  • General coaching
  • Legal, tax or compliance advice

Any ongoing support is scoped separately in your proposal.

Application Blueprint

$950

A fixed-fee plan for one workflow before anything is built.

  • Workflow and roles
  • Prototype direction
  • Requirements
  • Running-cost estimate
  • Build proposal
  • Credited once against a same-scope build

Focused Business App

From $7,500

A practical application for one recurring workflow.

  • One workflow
  • Agreed roles
  • Exports
  • Tests
  • Operating handoff

Websites for your practice

A website built around how clients find you, inquire and book. It can stand on its own or support the workflow an application handles.

Website Build
Starting at $3,500
A website built around your services and the way people inquire or book.
Website + Client Journey
Starting at $5,500
A website plus the client journey behind it.
Combined project
Scoped after discovery
Need a website and an application? I define both together and scope the project after discovery. There is no bundle price.

Ownership and support

Your proposal identifies what you own, which accounts you control and what it costs to run. Website care is optional. Applications have an agreed operating plan, whether I support them or hand them over to a qualified provider.

Website self-management
No Dugan AI monthly fee
You pay the platform and domain costs.
Website care
$175/month
Monthly form, booking and availability checks, and up to 30 minutes of minor edits.
Application operations
From $450/month per app
Infrastructure and usage are listed separately.
Website warranty
30 days from acceptance
For website builds.

The full story

Building the business behind Dr. Jen’s expertise

Derse Dental Strategy | Dugan AI Practice Systems | Engagement in progress, October 16, 2026

Dr. Jen Derse, DDS brings years of experience in dentistry to her work with dental practice owners. Through Derse Dental Strategy, she helps owners with their practices and speaks to dental organizations.

Building that business means making decisions her dental expertise alone can’t settle. What can a practice owner hire her to do? How does an event organizer book a conversation? Where does she keep track of an inquiry, and what needs to be ready when someone wants to move ahead?

Jen began a Dugan AI Business Operating System Sprint in August 2026. The 6-month engagement includes 3 months of build sessions followed by 3 months of advisory support, scheduled through early February 2027.

We’re working through those decisions with her and building the systems to support them. The work reaches into both sides of the business: how someone becomes a client and how Jen prepares to deliver the work they’ve hired her for.

A clearer path for each inquiry

A practice owner looking for help and an organization looking for a speaker need different conversations.

The offer work separates those paths. Calendly provides booking options for fit conversations and speaking inquiries. Bonsai holds contacts, companies, and projects so Jen has a place to keep track of the relationship as it develops.

Discovery and client journey materials, including contract templates support the lead-to-cash process.

These are practical details you feel when you run a business yourself. You need to know where a conversation stands and what you owe the person on the other end of it.

A tool built around how Jen works

Practice FMX is the most specific example of the build so far.

Jen’s onsite assessment work needs a consistent way to capture what she finds at a dental practice and prepare it for a report. Dugan AI built a custom capture app around that work.

The app organizes assessment data and prepares report-ready output. The workflow includes offline capture and a paper fallback for visits where internet access is unreliable. As of October 2026, the app is feature-complete and being prepared for real use.

Jen owns the dental assessment method. Dugan AI built the tool around it. She reviews and approves the dental content.

For a consultant whose service depends on their own expertise, this is a useful part of the Practice Systems Work: giving a method a practical form they can use during delivery.

Where AI fits

AI has supported development of the Practice FMX app, drafts of discovery and client journey materials, and the conversion of working-session notes into tracked action items.

Jen makes the decisions about her services and dental content. We use those decisions to shape the tools and materials around her work.

What this shows about a Business Operating System engagement

If you’re considering this work for your own business, Derse Dental Strategy gives you something concrete to look at. The engagement has produced offer structure, booking paths, a place to manage client relationships, and a custom assessment app in testing.

Each piece has a job. The offers explain what someone can buy. The booking paths help them start the right conversation. The CRM keeps the relationship in view. Practice FMX supports the assessment work at the center of Jen’s consulting service.

That’s the progress we can point to at this stage. Lead, booking, revenue, and client outcome results haven’t been established for this story.

If you’re building a business around your own expertise, start with the work you want to sell and what it takes to deliver it. Those decisions give us something useful to build around.

Chris Dugan, founder of Dugan AI LLC
Chris DuganFounder, Dugan AI. Pittsburgh.

Who you work with

I am Chris Dugan, based in Pittsburgh.

25 years in enterprise technology at Microsoft, Google, Oracle and Salesforce. I work with established consultants and independent practices, in person around Pittsburgh and remotely elsewhere.

You work directly with me, from the first conversation to handoff. I define the workflow with you, build what it needs, test it against real work and agree how it will run afterwards. Ownership, running costs and support are agreed in your proposal.

Start with your own practice

Tell me about your website or the client work that repeats. I will tell you which starting point fits and what the build would cost to run.