New Client Onboarding

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1 Step 1
New Client Onboarding

Welcome to Roadside Dental Marketing!


We are excited to start working together! Make yourself comfortable and answer the following questions to help us get to know your practice. If you're unsure of an answer, leave it blank and we can discuss later.

BEFORE YOU START: 

  • Do not forget to hit the “SUBMIT" button at the end to ensure we receive the survey.​
  • If you are using Chrome as your browser, then the form will automatically save your progress as you type so you may come back later and complete the rest of the survey. Other browsers may not support the autosave feature. 
  • The forms will NOT, however, save any uploaded files if the page is closed before submitting the form.
THE BASICS
TypeIs this your office or cell phone?
Secondary ContactIs there anyone else at your office who we can contact to gather information and assets?
TypeIs this his/her office or cell phone?
Do you have an IT person in your office?
TypeIs this his/her office or cell phone?
Have you signed up for monthly marketing services?
Is Roadside creating a new website for you?
Is Roadside running paid ads for you?
Is Roadside creating a new website along with your monthly marketing services?

» NOTE: In order to market your existing website, we need logins to the back-end of your website.

Will you have a technical representative to manage your domain and make DNS updates?
TypeIs this his/her office or cell phone?
Will you be using the branded email account(s) that Roadside includes if we are hosting your website?Depending on your package, from 1-3 email accounts are included. Check your contract for details.
YOUR PRACTICE

» NOTE: To appear at the top of search rankings, it is vital that your business name, address, and phone number (or NAP) is consistent across the web.

YOUR LOCATIONS
OFFICE DETAILS
Do you offer wifi?
Do you offer military discounts?
Are you by appointment only?
Do you offer gender-neutral restrooms?
Are you open to all?(regardless of ethnicity, race, sex, national origin, religion, disability, sexual orientation, gender identity, or gender expression)
YOUR SERVICES

Every practice is different. We need a list of all the services you currently provide. When you select a service, a box will appear below. We need to know what makes this service unique to your practice. How?

  • Think about how this service benefits your patients (i.e., technology makes it faster, extensive C.E credits, all under one roof, etc.).
  • What brands and options do you provide (i.e. Zoom or KöR whitening or only in-office whitening)?
  • The more information you provide to us, the better we can make the content truly personalized to your practice.
  • If you can't think of anything, that's okay! You can leave it blank and move on to the next question. 
List of Cosmetic Services
Cosmetic ServicesCurrent list of cosmetic services to appear on your website.
List of General Services
General ServicesCurrent list of general, preventive, or family services to appear on your website.
List of Restorative Services
Restorative ServicesCurrent list of restorative treatment to appear on your website.
YOUR COMPETITION
YOUR BRAND

» We'll reach out to you if we require any brand assets.

» We're going to need your logo and some photos to get started. 

Your Logo

This is where it all begins. We're hoping you can send us high-res file formats like .ai or .eps.

Your Photos

First impressions are made with great photography. If we will be marketing your practice, we need 4-5 photos to use on your online listings. Here's what we're looking for (Phase 1).

» Please upload your photos here after you submit the survey.

OTHER INFORMATION
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