Internal Onboarding Questionnaire

Who Are You?*

Select Your Email Address*

Practice Name?*

Hidden

What procedure(s) are we targeting?

What procedure are we targeting?*

Enter the Procedure Here

Additional Notes, Promotions or Specials we should promote?

Hidden

Account Manager Name

First Last

For use with Automated Request for the Phone Message Recording

Hidden

Account Manager Email

For use with Automated Request for the Phone Message Recording

Logo Upload

Drop files here or

Max. file size: 50 MB, Max. files: 3.

If you have their logo, please upload here.

Client Name*

First Last

Client Email*

Campaign Budget*

Campaign Length*

Change Order Signed?*

You Must Have a Work Order Signed. Please advise client that this will be a separate billing than their main invoice since its a rolling 1 month period.

Does the Practice Offer Free Consultations?

YES
NO

Phone Tag Tracking Phone Number

Google Analytics ID

Landing Page URL*

Create a Wordpress Page Named: Procedure Name Consult Request

Unique Thank You Page URL*

Please create a new Thank You Page for the procedure/campaign - also create a Goal for this in Google Analytics

Goal Tracking Set in Google Analytics?*

UTM Refferer String You Want Added to the Ad Links*

Please include this so we can track in their Google Analytics Account - for example ?utm_source=facebook&utm_medium=cpc&utm_campaign=coolsculpting

Lead Backup Google Sheet URL*

We will automatically create a NEW TAB for these leads. It will not affect your other Lead Backups!

Practice Website

Client Facebook URL

Who will be contacting the leads?*

First Last

What email address(es) should we send your leads to?*

Leads Point of Contact Email*

Leads Point of Contact Phone Number*

PLEASE NOTE THIS SHOULD BE WHERE THE TRACKING PHONE NUMBER IS BEING FORWARDED TO!

Where is the practice located?*

City, State

Geographic Targeting for Ads - Distance from Practice*

How far are patients willing to travel to you for the procedure(s) being targeted?

Slybroadcast ID

Internal Onboarding Questionnaire

INTERNAL Lead Accelerator Setup

Orange County Office:

Charleston, SC Office:

Huntsville, AL Office: