Client Onboarding Survey

(All Services)

SECTION 1 – Basic Info

First Name *

Last Name *

Practice Name *

Website URL *

Office Phone Number *

Emergency Contact Number *

Main Email Address for Communication *

Additional Emails for Lead Notifications

Additional Emails for Google Drive Access

Main Phone Numbers for Lead Notifications *

Must accept texts

Main Phone Number for Incoming Calls from Leads *

Location (Full Address) *

Street, City, State, ZIP

Primary City/Area to Feature in Ads *

e.g., "Hey San Diego Residents…"

SECTION 3 - Doctor & Practice Story

Professional Biography *

Short or full version

Personal Interests or hobbies

SECTION 5 – Social Media Content Preferences

Are there any phrases or topics you want us to avoid?

Do you have any patient testimonials, photos, or videos we can use in posts? *

Yes – already shared

Not yet – I’ll send some soon

No – please remind me to record or collect them

Will you provide fresh content on request? *

Yes - weekly

Every 2 weeks

Less frequently (please specify)

If you answered "No" or "Less frequently" to providing fresh content, are you willing to grant us permission to use AI to generate content, including your voice or image for social media posts? *

Yes, you have permission to use AI for content generation.

No, I prefer to provide all content myself or have you work with existing materials