Onboarding

This onboarding form provides us the foundation to build, launch, and manage your marketing effectively. Please set aside about 30 minutes to complete it in one sitting. The details you provide access credentials, brand information, and operational specifics.

Point of Contact Full Name *

Point of Contact Phone Number *

Point of Contact Email *

Legal Company Name *

Full Business Address *

Business EIN Number *

What is your current website link?

What cities do you service?

Offers/ promotions/ Incentives you have run in the past or thought about running

Your Facebook Page Link (If no put N/A)

Other Social Media Links (If no put N/A)

Who is your primary patient demographic? (e.g, families, children, seniors, young professionals, etc.)

What age range do your patients typically fall within?

What are the top services your patients seek? (e.g., cosmetic dentistry, preventive care, orthodontics)

Do your patients prioritize convenience, affordability, luxury care, or another factor?

What are the biggest challenges your clinic faces in attracting new patients?

Are there any operational issues that affect patient satisfaction (e.g., scheduling, follow-up care, pricing concerns)?

What challenges do you face with patient retention?

Are there specific treatments or services that are under-booked or not meeting expectations?

What specific goals do you want to achieve through this collaboration? (e.g., increase patient volume, expand a particular service)

Are you looking to grow within a certain geographic area or patient demographic?

How do you currently attract new patients (e.g., referrals, online ads, social media)?

Are there any marketing strategies you've tried that haven't worked or delivered poor results?

Who are your main competitors, and what do they do well?

What makes your clinic stand out from competitors?

How do patients currently book appointments? (e.g., phone, website, apps)

What feedback do patients give about their experience with your clinic?

How do you typically communicate with patients for follow-ups and reminders?

Please provide a link to your patient booking form.

Where do you see your clinic in the next 2-3 years?

Are there any new services or innovations you plan to implement?

Alongside this form, we'll share a Drive link where you can upload all relevant brand and marketing materials. The more you provide, the better we can represent your brand from day one. Examples include logos, brand guidelines, fonts and color codes, office and team photos, existing video content, past ad creatives, flyers, and any other collateral you'd like us to reference or build from. Do you agree to provide us this information?

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.