Arcrel
1

First, who are we setting up?

This gets your account created and named correctly.

Fill both in and we'll keep going.

2

What type of business entity is it?

Needed for phone and SMS registration.

Pick the one that matches your registration.

3

What's your business EIN?

Carriers require this to register your number for calls and texting in the US. It is used for that and nothing else.

We can't register your number without it.

4

What are your business hours?

Put "Closed" for any day you're not open. Fill in Monday and use the button below to copy it down.

Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday

Every day needs something, even if it's "Closed".

5

What's your business address?

The one on your Google Business Profile, exactly as it appears there.

We need the address to line up your local listings.

6

Best phone number for the business?

This is where new lead notifications and SMS updates land.

A 10 digit number, please.

7

What email should we use for your CRM login?

Your invite and password reset go here, so pick one you check.

That email doesn't look right. Mind checking it?

8

Preferred area code for your dedicated number?

First 3 digits of the phone number

Give us a three digit area code.

9 Optional

What do you want to show up for on Google?

Skip it if nothing comes to mind. We do the keyword research either way, this just tells us what you'd hope to see.

10

Which 5 neighborhoods or suburbs should we target?

Include zip codes. Press return for a new line.

Give us the areas you actually want patients from.

11

Describe your ideal patient as best you can.

Age, budget, what they come in for. Who's your favorite type of client to treat? Describe them here.

The more detail here, the better the targeting gets.

12

Who are at least 3 of your competitors?

Names and websites if you have them. We use this for market research so we can work out how to beat them locally.

Three names gets us what we need.

13

What offers can we put in front of patients?

Think about what makes you different from the practice down the street. Discounts, first visit pricing, packages, member pricing. This is usually what moves conversion the most.

Even one offer helps. What can we lead with?

14

Which services should we push hardest?

Which one makes you the most money? Which ones get busy around this time of year in your city?

Tell us what to lead with.

15

Which booking calendars should we set up?

Add one row for each type of appointment patients can book. Name it, pick how long it takes, and tell us who does it. Leave the last box blank if anyone on your team can take it.

Give each calendar a name and a length. The person can stay blank if anyone can take it.

16

What's the link to your current website?

Even if you're not happy with it. Especially if you're not happy with it. (If you don't have one, type N/A)

Drop the link in, or type "none" if there isn't one.

17

Do you have your website hosting and domain registrar logins?

The accounts where your domain and site actually live. If you're not sure, say no and we'll help you track them down.

Let us know either way.

18

How should we get DNS access?

We need to change DNS records to point your domain at the new site. Adding us as a user is the cleanest way, and you can remove us any time.

Invite this email as a user
info@arcrel.com

Change this password once we're done and your DNS is pointed. Sending it here is less safe than adding us as a user.

Pick how you want to hand over access.

Setup complete

That's everything we need to start building. One last thing and you're done: letting us in to your Google profile.

Next step

Architected Relations  ·  info@arcrel.com