Onboarding Form

Welcome to the team. Let's get to work

Before we launch, we need to learn everything about your practice — your patients, your team, your goals. The more detail you give us here, the faster we can build campaigns that actually fill your chair.

Practice Name *

Business Phone Number *

Address

Business Street Address *

City

State

Country

Enter your country

Postal Code

What common landmarks can we use for reference when we are calling?

Office Location:

A standalone location

Inside a medical building

Inside a plaza

Are there specific parking instructions?

What does a full consultation for implants at your practice typically look like? *

How long is the consultation? *

Are X-rays included in your consultation? *

Do you use the iTero machine during consultation? *

Yes

No, we don't have access

No, but we do have access

Are finances discussed during the consult? *

Yes

No

What does a financial discussion look like? *

How quickly can treatment begin after consultation? *

Do you offer same-say / immediate load for implants? *

Yes

No

Do you also offer dentures? *

Yes

No, we refer to a different clinic

Do patients need to bring any paperwork to their consultation? *

Who is the main point of contact? *

Phone number *

Email *

Who is the backup contact? *

Phone number *

What emails should be used for Slack communication? *

What email would you like us to send our appointment notifications to? *

Who handles no-shows and rescheduling follow-ups?

Do you already have a Stripe account? *

Yes

No

If yes *, who is the account admin?

If no *, who will help create the account?

What scheduling system software do you use? *

Do you have online booking available? *

Yes

No

What is your cancellation policy? *

What is your rescheduling policy? *

Have you taken any sales courses on how to sell All-on-X?

Yes

No

If yes *, which one(s)?

Do you offer financing?

Yes, third-party financing

Yes, in-house payment plans

No, strictly up-front payments

Do you offer more than one financing option?

Yes

No

If yes* which options or financing partners do you use?

If yes* on financing, how do you handle de APR?

The patient pays the APR

The clinic pays the APR (0% interest for patients)

Are price discounts available? (We do not offer them on the calls)

Yes, as a down selling tactic

Yes, if we see that a good candidate is hesitant to proceed

Yes, on occasion

No

What is the lowest credit score your financing partner usually accepts?*

If yes* on financing, are co-signers allowed?

Yes

No

On occasion

What is the typical starting investment range on financing? *

Are there any insurance considerations? *

Full arch pricing range? *

Single implant pricing range? *

On a 1-5 range, how confident are you in your ability to close a implant patient that is NOT a referral? 0 being "Not Confident At All" and 5 being "Completely Confident" *

5 - Completely confident

4 - Very Confident

3 - Fairly Confident

2 - Somewhat Confident

1 - Slightly Confident

0- Not confident at all

Explain why? *

What is your current (over the last 4 months) average close rate for consults? *

Do you feel the issue is lead quality or In-clinic conversion? *

Lead quality

In-clinic conversion

Both

Explain Why? *

Before we can call or text your leads, we need to register your business with A2P 10DLC. This is a carrier requirement (not ours) — every business sending SMS in the U.S. and Canada now has to be registered, or messages get blocked or flagged as spam. We handle the filing on our end. We just need a few business details from you to get you approved quickly.

Legal Business Name *

Legal Business Address *

Legal Business Number (EIN) *

Who has access to your Facebook ad account?

Who has access to your Google my business account?

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