
Your personal contact info
Your credentials, title, a short bio, and a headshot or high res image of you (for the done-for-you content)
Your clinic's address, contact info, website URL, and website platform (if you know it)
Your clinic's social media profile links
Business logo files (.png, .psd, .pdf, or other high resolution file formats are preferred)
Website access info (login URL, username, password - IF you'd like us to make necessary updates for the CRM)
Access to your current CRM (IF we're migrating you from an existing CRM system - Keap, Hubspot, etc.)
Legal info about your business (Legal business name, business type, and EIN)
Immediately after completing the questionnaire you'll be able to schedule your Onboarding Call. If possible, please try to schedule the call ASAP so we can keep the momentum going!
