CREATE CLIENT PROFILE

Current Monthly Revenue *

Goal Monthly Revenue (Next 6 Months & Long Term) *

Problems Stopping You From Hitting Your Goal *

What You Have Tried In The Past *

Worked With Agency/Run Ads Before *

Yes

What's Working For You Currently? *

What Worked/Didn't Work so we can prevent the "learning curve" and hit the ground running *

Most Popular Treatments You Offer *

FACEBOOK ACCESS

Our Partner ID: 1577631852999465

Facebook Business Name *

Ad Account Name *

Are we using the same card for the ad payments as it was for our service payment

Number Of Campaigns *

Daily Budget Per Campaign *

MARKETING CONTENT

Marketing Content/Notes

OFFER BUILDOUT

Offer Name *

Device Being Used *

Areas Being Treated *

Price Of Offer *

Bonuses Including The Offer *

Total Value Of Offer *

What's Included In The Offer *

Things That Disqualify People From Having The Treatment *

Who Is Performing The Treatment *

Number of treatments to see desired results *

Appointment Length *

Days/Times Available to Book This Offer

Do Patients need to do anything prior to their appointment? *

Do you want to QUALIFY the leads on anything before they book? *

Additional Notes For This Offer *

Audit needed on this offer?

Offer Creation Status

Any More Treatment Offers? *

FAST CASH PLAY

Do You Have Pre-existing Leads? *

Do You Want Us To Reach Out To Them? *

Link or Notes On Pre-existing Leads

Lead List Status *

REVERSE ENGINEERING THE GOAL

Link To Accelerator Calculator for this client *

SALES PROCESS

Experience Selling Cold Leads? *

Confidence in selling cold leads *

Current close rate on cold leads *

Financing options or payment plans in clinic *

MARKETING OPPORTUNITIES

CHAT WIDGET

Chat Widget Status *

Chat Widget Onboarding *

If Yes, answer the following questions

Web Developers Email

Website platform host (Wix, Wordpress etc)

Additional notes on Chat Widget

SEO

SEO Status *

SEO Notes

BOOK THE LAUNCH CALL

Launch Call Status *

RECAP OF ACTION ITEMS

Action Items Checklist *

Give us Facebook access to your page and ad account

Send all in-clinic content to us so we can edit up some personalized ad and funnel content

Send your patient database or existing lead list so we can run our “fast cash play” and get quick money through the door

Send through your website provider / manager email so I can get our web chat widget integrated on your website