Monthly Lead Generation Packages

 Things we MUST receive from You to start building out your New Back-Office

• Staff Emails/Names that will be Scheduling Your New Appointments and Arriving New Patients Information in Your Customer Systems
• Your Main Offer (Invisalign, Dental Implants, Teeth Cleaning, etc.)
• Images/Creatives
• Any Testimonials that You Already Have
• Hours of Operation
• Completion of Google Form which has the nuts and bolts of your New Marketing Campaigns
• Business Address
• Access to FB account
• Access to Google Calendar

This is our Million Dollar On-Boarding Process 

So here's our process:

Phase 1: Asset Collection

👉 Ask new users to fill out a questionnaire where we will ask them for the links, logins, and assets that you need to set up their account.

Phase 2 Step 1: Group Onboarding Call (Product Demo)

👉 This is a scheduled session with the group of customers where we will walk them thru the benefit of using the software and what are they going to get inside it.

Phase 2 Step 2:  1-1 Onboarding (Chat/Call)

👉 We will book a session with the client. Then 15 mins before the call, our dedicated GHL specialist will add them to the account manually and confirm if they can login before starting. Then assist them on integrating Calendar and Zoom so they can start booking appointments.

Phase 3: Done For You Account Setup

👉 This involves calendar setup, Twilio setup, automation setup, and then email setup. We will ask for login code from the logins that you get from the questionnaire so you can do the migration tasks. And also ask remaining unanswered questions from the onboarding questionnaire.

Phase 4: Migration

This includes any or all of the ff:

👉 Importing contacts from existing CRM

👉 Rebuild Funnels & automation (if needed)

Phase 5: Done For You Build

There are different tasks involved for each one of the snapshot. But it usually includes the following:

👉 Check if the client want to start building any parts of the Snapshot

👉 Ask the client to answer Snapshot Questionaire or to provide any doc with the funnel and email content

👉 Build the Snapshot

👉 Test the Snapshot

Phase 6: Go Live

👉 Once it’s fully tested, we will invite the SaaS user to schedule a Pre-Launch Call so they know how everything works

👉 Once the client understand how the Snapshot works, we will assist them to Go Live.

👉 Then once data starts coming in, we will help the SaaS user understand how to read and understand the data.