Client Onboarding
Complete the forms below to get your campaigns launched. Each form saves your progress automatically — you can leave and come back anytime.
Clinic Onboarding
Business identity, team, tech stack, budget, brand voice, and access permissions.
Asset Upload
Brand assets, photos, videos, and existing marketing materials via Google Drive links.
Offer Brief
Per-offer details: mechanics, patient avatar, urgency, creative assets, and sales handoff.
Bot Build Intake
Chatbot scope, identity, guardrails, escalation rules, compliance, and failure modes.
Weekly Pulse
Quick weekly check-in: lead volume, quality, satisfaction, and flags.
Monthly Review
Full monthly performance review: metrics, ROI, satisfaction, and goals.
Setter EOD Report
Daily activity, interactions, blockers, and self-assessment for appointment setters.
Video Intake
Log a new video into the pipeline. Title, type, client, editor, stage, assets, and links.
Editor EOD Report
Daily wrap-up with auto-summary from the board, blockers, and tomorrow's plan.
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