Name: MedFlex Spaces
Price range: $$$

What services would you like to promote the most?

What makes your practice unique?

What are your primary goals? (Select all that apply)

Other goal (if selected)

Which services generate the highest revenue?

Which services would you like to grow?

Who is your ideal patient? — Age range

Ideal patient — Location

Ideal patient — Other characteristics

4. Current Marketing

Do you currently work with a marketing company?

Yes No

What has worked well in the past?

What hasn't worked well?

Do you currently run paid advertising? (Check all that apply)

Who manages your website?

What platform is your website built on?

Are there any website updates you'd like us to make?

Are there any issues you'd like us to fix?

6. Google & Local SEO

Do you currently have: (Check all that apply

Google Business Profile Google Analytics Google Search Console I'm not sure

Approximately how many Google reviews do you have?

Do you currently ask patients for reviews?

Yes No

Which cities or communities do you serve?

Which platforms would you like us to manage? (Check all that apply)

Facebook Instagram LinkedIn TikTok

How often do you currently post?

Who currently manages your social media?

8. Content Preferences

What type of content would you like us to post? (Check all that apply)

How would you describe your preferred brand voice? (Check all that apply)

Are there any topics you'd like us to avoid?

10. Branding & Marketing Assets

Which of the following do you have available? (Check all that apply)

Upload logo, photos, or brand files (you can also send larger files later)

11. Account Access

🔒 Do not enter any passwords in this form. Just tell us which accounts you can grant access to — we'll arrange a secure handoff for each one after your kickoff call.

Which accounts can you provide access to? (Check all that apply)

12. Communication Preferences

Who should approve social media content?

Preferred communication method

Email Text Phone

Preferred email (if different from above)

Preferred phone (if different from above)

At the end of our first year together, what would make you say our partnership has been successful?

14. Additional Information

Is there anything else you'd like us to know about your practice or your growth goals?

Terms Acceptance

I have reviewed and agree to the Practice Growth Services Terms & Conditions.

Practice Growth Onboarding Form

1. Primary Contact Information

2. Tell Us About Your Practice

3. Business Goals

4. Current Marketing

5. Website

6. Google & Local SEO

7. Social Media

8. Content Preferences

9. Competitors

10. Branding & Marketing Assets

11. Account Access

12. Communication Preferences

13. Success Metrics

14. Additional Information