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No client selected
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
Services Selected
0
Google / mo
$0
Meta / mo
$0
Total Ad Spend / mo
$0
$
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.
| Service | First-Time $ | LTV | Google $/mo | Meta $/mo | Total $/mo | Offer | Notes |
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