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Choose an existing onboarding sheet from the left, or create a new one to get started.
New Client Onboarding
Client Details
Draft
Assigned Team Members
Reviews & Reputation (Google Places)
The onboarding page auto-finds the practice on Google using the Client Name + Practice Address below, and pulls live ratings + reviews. Pick a Practice Type to also list nearby competitors.
Used to auto-find competitors in the same specialty.
Default 10 miles. Increase for rural areas.
Advanced — manual override (only if auto-find isn't getting it right)
Skip this — only fill in if Google auto-finds the wrong practice. Get from Place ID Finder.
Overrides auto-discovery if filled. Leave blank to use auto-find via Practice Type + Radius.
Services Included
Services & Budget Plan
Pick services, split budgets across Google & Meta, edit LTV/FTV/offers/notes. Saves with the client.
$
Flat monthly fee shown on the onboarding dashboard. Does not affect lead volume — leads are driven by category + market. Leave blank to use the auto-default.
Don't see a service? Add it to the catalog and it'll appear here (and for every other client).
Category Caps (Max LTV per Patient)
Funnel Assumptions
Google Ads
Meta Ads
Shared
| Service | First-Time $ | LTV / Patient | Offer | Budget (Google / Meta / Total) | Leads / mo | Deals / mo | FTV Revenue | LTV Revenue | ROI (LTV) | Notes |
|---|
Math: Google clicks = Google $ ÷ Google CPC · Meta clicks = Meta $ ÷ Meta CPC · Leads = Clicks × Visitor→Lead % · Google deals = Google leads × Google close % · Meta deals = Meta leads × Meta close % · LTV / Patient = First-Time + Retention % × (Cap − First-Time) · ROI = (LTV Rev − Total Budget) ÷ Total Budget.
Tip: Click the Offer field to pick a preset or choose "Custom…" to type your own. Click any First-Time or LTV cell to edit it live.
Tip: Click the Offer field to pick a preset or choose "Custom…" to type your own. Click any First-Time or LTV cell to edit it live.