Here's What's Included In:

Client Results Snapshot

Funnels:

  • Lead Generation:

    • Google/Facebook Ads Landing Page

    • Doctor Bio Landing Page

  • Scheduling:

    • Scheduling Page

  • Other:

    • Response Recorded Landing Page (Allows clients to easily report on sales from in-person meetings via trigger links)

Workflows:

  • Database Reactivation:

    • Text Blast Template

  • Follow Up Templates:

    • “Follow Up with Me in a Week”

    • No Response Catch All

    • Task Reminder Email

  • Insurance:

    • Insurance Form Completed

    • Insurance Form Reminder

    • Patient Insurance Call

  • Post Optin:

    • Cost Calculator Optin

    • Cost Calculator Optin - Open Scheduling

    • FB Lead Form Optin (Self Scheduling Option)

    • GMB Chat

    • Website Widget

    • Lead Ad Appt Request Confirmation

    • Simple Optin Flow

  • Post Schedule:

    • 7 Day Appt Confirmation and Reminders

    • Single Confirmation Text + Result Request

    • Single Confirmation Text + Simple Email

    • Unconfirmed > Notify Office

  • Stages/Triggers:

    • 4 Day No Response > Short Term Nurturing

    • 7 Day Auto > Long Term Nurturing

    • Cancellation Workflow (Stops on Response)

    • Did Not Start Treatment/"Lost" Status

    • Disqualified

    • Do Not Contact

    • No Show

    • Pending Sale

    • Sold/Won Status


Calendars:

  • Location Calendar


Forms:

  • Insurance Form

  • Simple Form

  • Follow-Up Call Questionnaire

  • Calendar Form

  • Acknowledgement

  • Consultation Notes


Pipelines:

  • All Leads Pipeline

Agency Sales Snapshot

Funnels:

  • Lead Generation Funnels:

    • Black Friday Funnel

    • Webinar Registration - Schedule a Call

    • Lead Magnet Funnel

  • Video Sales Letter Funnels:

    • VSL - No Optin

    • VSL - Optin-Video-Schedule

  • Course Sales Page Funnel

  • Other:

    • Client Photo Examples - Required Content for Setup Version

    • Unsubscribe Landing Page


Websites:

  • Agency Website Template


Workflows:

  • Memberships:

    • OP Academy for Clients New Membership Signup

    • Social Media Kickstarter Welcome Email

  • Sales:

    • SMS Drop

    • Optin Welcome Flow

    • Strategy Session Automation

  • Client Satisfaction:

    • Survey - OnBoarding Feedback (General)

  • Other:

    • DND - Email


Forms/Surveys:

  • Website Form

  • Strategy Session Form

  • Job Post Form

  • FB Form

  • VSL Form - Website

  • VSL Form - FB

  • Ortho Ad Swipe File

  • Social Media Kickstarter

  • Client Surveys:

    • Academy Training

    • CRM

    • CRM + Follow-up

    • Onboarding Feedback


Emails:

  • Optin Welcome Flow

  • Registered For Strategy Session Flow

  • Welcome to Memberships Flows

  • Email Broadcast Example


Memberships:

  • OrthoPatients Academy for Clients (My Onboarding Course for Clients)


SaaS Website Snapshot

Website Pages:

  • Home

  • Pricing

  • Features

  • Contact

  • Schedule Demo


Forms/Surveys:

  • Website Form

  • Contact Us Form

  • Email Survey

Check out the website here

Keaton Walker © 2023. All Rights Reserved.