Client Intake — Clinic Desk Pro

Step 01 of 05

Tell us about your clinic

We use this to build your ad strategy, targeting, and creative direction from day one. Takes about 2 minutes.

Clinic name *

Owner / Primary contact *

Email address *

Phone number *

Clinic website

City & State / Province *

Social profiles

Instagram handle

Facebook page URL

TikTok handle

Step 02 of 05

Services & lead offer

Select what you want to advertise and your current best offer. The more specific you are here, the better the ads.

Services to advertise *

Wrinkle relaxers

Dermal fillers

Laser treatments

Body contouring

Medical-grade skincare

IV therapy / wellness

Microneedling / RF

Other (specify below)

Other services / notes

Lead offer

Your current lead offer * This is what your ad drives people toward. Be specific with treatment and price.

Estimated patient lifetime value

$2,500

$500$10,000+

Average ticket per visit

Monthly appointment capacity

Step 03 of 05

Your ideal patient

The more specific you are here, the sharper the targeting. Don't worry about being too narrow.

Primary age range *

Primary gender *

Describe your ideal patient * Think about lifestyle, values, what they care about, what they're afraid of.

Geographic targeting * List specific towns, zip codes, or radius.

Patient psychology

Top pain point or insecurity patients come in for

Dream outcome your patients want

Common objections or fears before booking

Step 04 of 05

Ad account & brand assets

We need access to run ads on your behalf. You keep full ownership — we only need manager-level access.

Are you comfortable finding your Meta account details? *

Yes — I can find my Business Manager & Ad Account IDs I'm comfortable in Meta Business Suite

No — I need help with this No problem at all — we'll walk you through it on your onboarding call

Do you have a Facebook Pixel installed? *

Yes — installed on my website

No — need help setting it up

Not sure

Brand assets

Brand asset folder link (Google Drive / Dropbox) Include logos (SVG/PNG), brand colors, fonts, and high-res clinic photos if available.

Primary brand color

Secondary brand color

Brand tone & personality *

Luxury & refined Premium positioning, sophisticated, understated

Warm & approachable Friendly, accessible, relatable, community feel

Clinical & credibility-first Medical authority, results-focused, trustworthy

Bold & confident Strong voice, energetic, trend-forward, unapologetic

Step 05 of 05

Goals & final details

Last step. Tell us what winning looks like so we can optimize for the right outcomes from day one.

Primary campaign goal *

New patient acquisition Get new people in the door who have never visited

Reactivate past patients Bring back existing patients who haven't returned

Both — new and returning Split focus across acquisition and retention

Monthly ad spend budget *

Target cost per lead

New patients needed per month

20+ patients/mo

5100+

Ad history

Have you run Meta ads before?

Yes — and they worked well

Yes — but results were disappointing

No — first time running ads

Final notes

Anything else we should know before your onboarding call?

Preferred availability for your onboarding call

You're all set.

Your intake has been submitted. Our team is reviewing your details now. Check your email — your onboarding calendar link is on its way.

Check your email — calendar link incoming

Accept your Slack invite to your private channel

Grant Meta Business Manager access (Loom guide in your email)

Show up to your onboarding call — we handle the rest