Welcome to Your Practice Growth Journey 🚀

To help us launch your campaigns smoothly and tailor everything to your clinic, please complete this quick onboarding form. It only takes a few minutes and ensures we hit the ground running with the right setup, messaging, and access.

⚠️ Important Note: Take your time with this form and make your answers as accurate and detailed as possible. This isn’t just paperwork — this is the foundation we’ll use to build your campaigns, craft your messaging, and help you get real patients. Think of it as a life-or-death mission for your marketing (okay maybe not that dramatic... but close 😄).

Office Name *

Office Full Address *

Office Email Address *

This isn’t the designated email for lead or booking reminders — we’ll collect that separately shortly. This is the email we usually list publicly on landing pages or share with leads if needed to contact you directly.

Office Phone Number

This isn’t the phone number used for lead or appointment reminders — we’ll confirm that separately shortly. This number is typically shared publicly on landing pages or to share with leads if needed to contact you directly.

Existing Website URL (if available)

Office Hours / Days of Operation *

Doctor(s) Name(s) *

Which treatment(s) would you like to focus on with us? *

Describe your ideal patient (age, gender, condition, type of service they need) *

Example: “My ideal patient is around 45–55 years old, dealing with chronic back pain, sciatica, or herniated discs. They’ve tried other treatments without success and are now actively seeking a non-surgical solution like spinal decompression. They're motivated, value mobility, and are willing to pay out-of-pocket if they trust the provider.”

Do you accept insurance for these treatments? Yes / No / Selective (please explain) *

What is the average cost of a full care plan for your target service? (e.g., $2,500–$4,000 for neuropathy) *

How many new qualified patients can you handle per week? (e.g., 5–10) *

Do you have any disqualifiers? (e.g., insurance-only patients, certain health conditions, etc.) *

What city, state, or geographic area do you want to target with ads? *

Are there any zip codes or specific areas you'd like us to focus on or exclude?

What are some common interests of your ideal patient? *

What are your patients’ biggest pain points that your service solves? *

What hesitations or objections do patients typically have before booking with you? (Ex: cost, uncertainty if the treatment works, fear of commitment, bad past experiences.) *

What are the key benefits patients typically experience after working with you? *

Example: “Patients usually feel noticeable pain relief within a few sessions, along with better mobility, sleep, and overall function. Many avoid surgery and get back to their daily activities without relying on meds.”

Do you currently have a front desk team or call staff? *

Yes

No

Do you want our team to handle appointment setting or will your staff follow up with leads? *

What does your current sales or booking process look like? (Ex: Website > Phone Call > Consultation > Start Care Plan) *

What’s your preferred method to receive leads? (e.g., emails, Slack, Google sheet, Gohighlevel etc.) *

Do you have a CRM or software you'd like us to integrate with?

Notification Email Address *

This is the primary email where you’ll receive notifications for new leads and appointment confirmations. Make sure this is actively monitored by you or your front desk team.

Notification Phone Number *

This number will be used to send SMS alerts for new leads, booked appointments, and no-shows. Please provide a number that your team regularly checks.

Any other email or phone number you'd like us to send lead or appointment reminders to? *

We sometimes get Spanish-speaking leads from ads — do you have anyone on your team who can speak Spanish and handle those leads? *

Do you know your current cost to acquire a patient (CAC)?

If unsure, feel free to check out the CAC guide. If you're not sure, you can leave this one blank.

CAC guide => https://blog.hubspot.com/service/what-does-cac-stand-for

What is your target cost per acquired patient?

Skip if not sure.

What are your estimated profit margins or breakeven costs for the treatments you're promoting?

Skip if not sure.

Do you have any existing video or photo content you'd like us to use in your ads? Yes / No — if yes, please upload or share links *

Are you open to creating a short video or providing photos/videos for UGC-style ads? *

Logo and branding assets (if available): Upload on Google Drive and share link here or via email. *

Are there any local competitors or clinics in your area offering similar services? If yes, please share 3–5 names and links. *

What makes your clinic or services stand out from those competitors? (Your Unique Selling Proposition — e.g., same-day relief, cutting-edge equipment, payment plans, etc.) *

Equipment / Devices Used: Please list the primary machines or treatment devices you use in your clinic (e.g., DRX9000, Chattanooga, laser therapy devices, shockwave machines, adjustment tools, etc.). This helps our team communicate clearly with patients and create accurate ads. *

Skip if not applicable.

Landmarks (Optional): Please share any well-known landmarks near your clinic that help patients find you easily. Examples: ‘Next to Walgreens’, ‘Across from Starbucks’, ‘Behind the mall’, ‘Free parking available’, ‘Near the Main St. bus stop’.” *

Do you have any previous data we can leverage? If so, please share. (Email lists, past leads, or patient info — for retargeting or lookalike audiences.) Upload or share folder link here or via email.

Are you working with any other marketing agencies or groups? If yes, can you share access to past campaign performance or reports? Upload on Google Drive & share folder link here or via email.

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