Step 4. Fill Out Center of Excellence Form

Tell us about your business, revenue goals, and structure. This will set us up for the best win-win partnership

To help us deliver the best results and ensure alignment with your clinic’s goals, please complete the following questionnaire. Your responses will guide how we structure your campaigns, set benchmarks, and prioritize strategies over the coming months. This form should be filled out by a decision-maker or someone with insight into your operations, marketing, and growth objectives.

If a question does not apply to your business please leave it blank*

Email *

Who will be responsible for ensuring the accuracy of the MOVE CRM

Who will be the primary point of contact for the business?

Who needs to be informed about campaign progress and major updates?

What are your top priorities for the next three months?

What are your top priorities for the next year?

What is your current patient capacity and desired expansion?

Please share data on average treatments per patient and revenue per treatment to help us estimate LTV?

What are your key differentiators from competitors?

What is your service area/radius?

What is the average time it takes for a lead to become a patient/customer?

Are there any specific stages where leads drop off? (e.g., consultation scheduling, financing)?

How many new patients do you want to acquire per month?

What is the current average number of treatments per patient?

What key performance indicators (KPIs) are most important to you (e.g., number of leads, cost per lead, conversion rate, new patient volume, ROI)?

How many times do you follow up with an unresponsive lead before marking it lost, and what channels (e.g., email, phone, text) do you use?