Onboarding Form

Thanks for your trust!

Please fill out this brief questionaire to better understand your business and needs. This will help me define the best way to deliver results.

Full Name *

Email *

Legal business name *

Registered business address *

Best contact for day-to-day communication *

Who is the best contact for technical or IT-related requests? *

Who currently responds to enquiries? *

Which outcome matters most to you right now? *

What frustrates you most about your current booking flow? *

How many new enquiries per week (approx)? *

How many consultations per week (approx)? *

On average, how many appointments per week result in no-shows or late cancellations?

Do you take deposits? If yes, how much and for which services? *

Describe your ideal patient... *

Which treatment delivers the highest profit per patient (after time and costs) *

Which treatment is currently booked most often? *

Which treatments are you most excited to grow or be known for over the next 6–12 months? *

Have you run paid advertising before? If yes, which platforms (Meta, Google, etc.) and what were the results? *

What would make this pilot successful in 30 days? *

What is your website host? *

What booking system powers online booking? *

Do you use any website chat/messaging widget today? *

Upload a recent utility bill or official document showing your business name and registered address (required for automated communications compliance) *

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