Onboarding Form Page - Contractor Leads System

Primary Contact & Business

What is your Full Name? *

What is your Phone number? *

What is your email address? *

Can we use your name in ads? *

Yes

No

If you have a website, what is the website address? (type "no website" if you don't have one) *

What is the Clinic legal name? *

What is the your Clinic address? *

Years in operation / team experience *

Approx. international (tourism) patients treated to date *

Target Markets & Languages

Which countries do you want to target first? *

France

Belgium

Switzerland (Romandy)

Other

Do you have French-speaking staff today? *

Yes, full-time

Yes, part-time

Interpreter only

No

Preferred languages for ads & landing pages (You can choose multiple) *

French (FR)

French (BE/CH variants)

English

Other

Services & Current Offer

Make sure to give these questions in as much detail as possible so that we can make your ads better and get better results

Top 3 treatments to promote (profit/priority) *

Current public offer(s) *

What unique reasons to choose your clinic (USP)? *

What’s your guarantee/warranty policy (if any)? *

Pricing, Packages & Capacity

Indicative pricing (from €) for key treatments *

Weekly patient capacity for target treatments *

Current Marketing & Ads (What you do now)

Are you running ads right now? *

Yes

No

Starting daily FB ad budget *

What happens after a lead submits information right now on your ads?

Sales Process & Lead Handling (Who/How/When)

Who contacts your new leads right now?

What type of appointment is the patient scheduling with your practice?

Meeting length & availability windows

Qualification Criteria (What a “good lead” is)

Minimum budget / price sensitivity

Disqualifiers (hard “no”)

Tools, Integrations & Access

What CRM are you using?

Sync with your CRM? (yes or no)

Yes

No

Names, emails, phone numbers of all to be added to our CRM

Assigned user for appointments

Which emails should get notifications when an appointment is booked?

What calendar do you currently use to manage appointments?

Google Calendar

Apple Calendar

Microsoft Outlook Calendar

We manage our calendars with a dental practice management system (Dentrix, Eaglesoft, OpenDental, etc.)

Something else / not sure

When someone doesn’t schedule on the calendar, who should be notified to follow up? (We will be sending the email for you to contact them)

Compliance, Brand & Content

Medical advertising rules you follow (if any)

Awards, certifications, associations

What You Expect From Us (Outcomes & Scope)

How do you define success in 90 days?

Access Handoff (optional but ideal at onboarding)

Can you provide the Google Drive link containing all your company resources?

Any other info we must know before launching

Step 1 of 2: Time to fill out the onboarding form: