Client Onboarding Portal

We’re so excited for you to join us!

Thank You !

Thank you for your payment. Here are the next steps.

Complete the onboarding survey below.

Basic Information

Your Full Name *

Email (This email ID will be Used for all types of communications) *

Phone *

Your Business Info

Business Name *

Address *

City *

State *

Postal code *

Website *

Please select your business indusrty! *

Your product name *

What does your product solve? *

What's the mission of your company? *

How would you describe your product in one to two sentences?

What Email address should be visible to the leads? *

Brand Assets

(We will use these as a reference during our design process. If you do not have them, that’s okay.)

Brand Guide (Upload on google drive and add link below. Make sure access to the folder is allowed)

Marketing assets via a google Drive

Previous Campaigns images and videos (Upload on google drive and add link below. Make sure access to the folder is allowed) *

What’s your product’s full feature list (components, technology, materials, size, etc)? List each feature and explain its function in detail and the value it brings to the consumer.

Features *

Benefits *

How do you operate the product? Please describe how you would use it as a consumer step-by-step

How do you operate the product? *

Why would your target customer want to buy your product?

What are your USPs (unique selling points)? *

Describe the problem your product is solving and how it solves it. *

What are some common questions you’ve heard about your product? Please include answers to the questions.

TARGET CUSTOMER

Who do you think is your target customer (gender, age range, behaviors, habits, interests)? *

COMPETITORS

Who are your main competitors? *

PRICING & EMAIL MARKETING INFORMATION

What items come with your product? *

What is your ESTIMATED cost of goods sold? *

What is your ESTIMATED retail price? *

What is your MSRP? *

What is your discount being offered? (We recommend 35-50% discount) *

What is the total a customer will pay after the discount? *

What is your private Facebook VIP group link? *

Who on your team is the face of the brand and their title? *

What are the links to your social media accounts (Facebook, Twitter, etc)? *

What time zone are you in? *

What makes your physiotherapy practice unique compared to competitors in your area? *

Who is your ideal patient demographic (age, conditions treated, insurance types accepted)? *

What are your most profitable services or treatments that we should prioritize in our marketing? *

Do you have a logo in vector format (.ai, .eps, or high-resolution .png) that we can use for ads and landing pages?

Do you have any professional photos of your clinic, staff, or treatments that we can use in marketing materials? *

What are the primary colors and fonts associated with your brand? *

What are the main services you'd like to promote first in our advertising campaigns? *

Are there any specific conditions or treatments you specialize in that should be highlighted? *

What is your clinic's availability for new patient appointments? (Days/hours) *

What is your preferred booking process for new patients? *

Do you have any upcoming promotions, seasonal offerings, or special events we should incorporate into our initial campaigns? *

What phone number should we use for call tracking and missed call automation? *

What email address should receive lead notifications? *