Congratulations on taking the first step towards transforming your practice!
We're thrilled to have you as part of our community. As you embark on this journey with us, rest assured that our team is committed to your success every step of the way. Our focus is on helping you achieve success as quickly as possible.

Your Next Steps:

1) Schedule Onboarding

Use the calendar to schedule a convenient time to begin your onboarding with Team Microsite.
Meeting time: 60 minutes

2) Set Up Your Account

You can begin right away by creating your practice profile in the CRM software called CRTX.
Click the button below to begin. If you prefer to wait, we will also cover this during the onboarding meeting.
CRTX | Get Sarted

Your 90-Day Onboarding Roadmap

Lead Gen
Week 1: Account Setup and Introductions
Account Creation
Complete your profile and schedule your Welcome Meeting.
Onboarding Meeting
Discuss strategy, marketing processes, and schedule follow-up meetings for CRTX software training, Sales Coaching, and Facebook integration.
Collect Assets
CRTX will scrape your website for any photos, videos, and logos, and you can also upload photos and videos to be used in your marketing materials.
Week 2: Training and Knowledge Building
CRTX Software Tour and Training
Get a comprehensive overview of our patient tracking software.
Documentation Access
Familiarize yourself with our CRTX Learning Lab resources.
Marketing Materials Created
Your Google Ads, Facebook Ads, and Microsite will be ready
Third-party Integration
Integrate with your existing tools like Facebook and Scheduling Software.
Sales Coaching
Optional coaching sessions to improve your sales techniques.
Week 3: Lead Generation Begins
Advertising Starts
Campaigns on Google, Facebook, Instagram, and/or YouTube go live.
Algorithm Learning
AI algorithms begin optimizing your campaigns.
Week 4: Lead Generation Increases
Appointments Scheduled
Expect new-patient bookings from your ads.
Nurturing Begins
Automated communications to encourage bookings and attendance.
Performance Tracking
Monitor all leads and new-patient opportunities in CRTX.
Performance Review
Check-in with your Microsite Account Team to review performance and clarify doubts.
Week 5+: Optimization and Evaluation
Advertising and Selling Optimization
Continuous improvement based on data.
Bi-Weekly or Monthly Review
Keep track of your performance with regular meetings with your Microsite Account Team.
Ongoing Support
Expect continuous support to ensure your success.
© 2023 The Executive Whisper LLC. DBA Microsite Health. All rights reserved.
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