New Client Onboarding Form - Ads Only

It’s time to get in the Flow...

We are so excited to welcome you to the Flow family!

Please fill out the onboarding form below.

The best is yet to come,

Flow New Patient Marketing

Please note:

The entire form takes about 10 minutes to complete.
You will likely need to confer with your front desk or office manager to answer some questions.
At the bottom of the form is a SAVE AND CONTINUE LATER button if you need it.

Client Onboarding Form - Google Ads Only

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Next Steps: Sync an Email Add-On

To get the most out of your form, we suggest that you sync this form with an email add-on. To learn more about your email add-on options, visit the following page (https://www.gravityforms.com/the-8-best-email-plugins-for-wordpress-in-2020/). Important: Delete this tip before you publish the form.

Primary Contact Information

This will be the primary point of contact on your account

Name of Primary Contact(Required)

Prefix First Last

Primary Contact Email(Required)

What email should the Flow Team use to reach you? Please provide YOUR email is possible, not your front desk email. If they are the same, that is fine.

Email Address Confirm Email Address

Primary Contact Phone Number(Required)

What phone number should the Flow Team use to reach you?

Primary contact birthday(Required)

Month/Day

General Practice Information

Practice Legal Name(Required)

The legal name used on government documents. (we may need to this to verify your account with Google)

Practice DBA (doing business as) Name(Required)

The name you use publicly. If not different than the leal name, please note.

Your Practice Phone Number(Required)

What is the primary phone number that patients use to reach the practice?

Your Practice Front Desk Contact Email

What email do patients use to reach the practice? If this is the same email as the one you provided above, please DO NOT reenter it again. Just leave blank.

Your Practice Address(Required)

Please give your address the same way it is listed on Google.

Your Primary Practice Website URL(Required)

Ex: yourdomainname.com

Names of current doctors working at the practice(Required)

Please send us bios for each doctor seperately

Hours of Operation(Required)

Ex: Mon-Fri 8am-6pm

Elevator/Sales Pitch(Required)

What makes your practice unique? Are you a member of any professional orgs? Do you have any accreditations? Sell us your services!

Core Values?(Required)

List your company's core values. Ex: Education, Integrity, Quality, Respect

What are the five most commonly asked questions that your front desk gets?(Required)

e.g. insurance, hours, services.

Do you have access to your existing website?(Required)

Please share access credentials to your existing website here.(Required)

username, password, etc.

Do you have photos / videos / etc that are not on your current website that you would like to share with us?(Required)

Do you have ownership of your current Google Business Page?(Required)

If you do, we will send you a request via google to get MANAGEMENT access. If you do not, please provide contact information for the party who does have ownership. If it is not owned, we will claim it for you.

Last 12 Month's Annual Collections(Required)

First-year estimate please for startups

How many unique patients did you see in the last 12 months?(Required)

This is the number of people who visited your office, NOT the number of appointments you had. For example, if one patient visited six times, they would only count once. We use this information to establish the average value of a new patient.

Average Number of new patients per month in the last 12 months?(Required)

This helps us establish a baseline.

What is the average wait time for a new patient hygiene appointment in your office?(Required)

How many days/weeks/months will a new patient have to wait for a hygiene appointment?

Do you have a wait list for hygiene appointments?(Required)

Yes

A waitlist in a dental office for hygiene appointments is a list of patients who have expressed interest in scheduling a hygiene appointment but are unable to get an immediate appointment due to high demand or limited availability of hygienists. Essentially, it's a queue for patients who are willing to wait for a hygiene appointment when a slot opens up.

What is the average wait time for a new patient clinical appointment in your office?(Required)

How many days/weeks/months will a new patient have to wait for a clinical appointment?

Do you speak any other languages in your practice other than english? If so, please list them.(Required)

Please note: we ask this because we can run ads in other languages, and / or add a translation feature to the website. Please ensure that if you list a language, someone in your office can answer the phones when those callers reach out.

Are you currently running any new patient specials?(Required)

Please list.

Please list all of the insurance plans that you are currently in-network with.(Required)

Please list

Does this practice offer patient financing, either in-house or third party?(Required)

If so, please list.

What are the services you most want to promote / grow?(Required)

Your account will be limited to a maximum of three campaigns.

Has your front desk recently received any training on how to convert callers to patients?(Required)

Yes

Will you commit to aggressively and frequently solicit Google reviews from your patients?(Required)

Yes

What is your maximum monthly ads budget?(Required)

We recommend a minimum of $2000 per month.

More Information

About Us
Who We Serve
Frequently Asked Questions
Blog: Dental Marketing Ideas
The Dental Flow Podcast
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Location

(888) 412-8820
5051 Peachtree Corners Circle Suite 200
Peachtree Corners, GA 30092
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