ClinicFlow

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ClinicFlow

| New Clinic Onboarding
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Business & Contact Details

Basic information about the clinic and primary contact.

Compliance & Consent

Required acknowledgements before we begin.

Goals & Economics

Specifically relating to your stem cell / regenerative medicine treatments — not general clinic metrics.

Lifetime value of an average patient

Percentage of booked consultations where patient doesn't show up

Services & Offers

Specifically about the regenerative / stem cell services we will be marketing for you.

Some patients may ask what else you offer beyond regenerative treatments

Key differentiators and social proof — patients often ask about success rates, experience, etc.

Treatments & Conditions

Clinical details about your treatments and protocols.

Be as specific as possible. Patients often ask our coordinators detailed questions such as: How many stem cells are used? What are they mixed/suspended with? What concentration? What type of kit is used? Where are they sourced from? What type of stem cells?

Where do you source your stem cells from? Patients sometimes ask and want reassurance about the source.

Ad Budget & Scheduling

Budget, timeline, and scheduling details.

Access & Integrations

If you have these details ready, great — if not, don't worry. We'll finalize everything together on the onboarding call.

Creative Assets & Branding

We use this for marketing materials we create as part of the ClinicFlow process.

Click to upload or drag & drop

Logo files, brand guide, fonts — PDF, ZIP, images — max 50 MB

Submit all logo files as well as any other branded banners or materials you deem relevant. Ensure quality is as high as possible.

Click to upload or drag & drop

Videos, ads, testimonials — MP4, ZIP, images — max 100 MB

Submit any existing marketing assets you have, such as: case study/testimonial videos, before/after photos, ad videos/images, event/seminar materials, brochures/flyers, patient education handouts. The more you submit, the better (and quicker) we can deliver.

Head Physician Information *

The physician who will feature in marketing materials.

Click to upload or drag & drop

Multiple photos welcome — PNG, JPG — max 25 MB each

Please ensure photos are high quality — low resolution images cannot be used in marketing materials.

Facility Details

Click to upload or drag & drop

Photos of your clinic, treatment rooms, reception, equipment — max 50 MB

Facility photos help us create more compelling and authentic marketing materials. Include treatment rooms, reception, equipment, exterior shots, etc.

Patient Assets & Consult Info

Existing patient data and consultation details.

Click to upload or drag & drop

CSV or Excel — max 25 MB

Columns: Name, Email, Phone, Last Visit, Last Service, Opt-in status

Google, Yelp, RealSelf, Facebook review pages

Consultation Details

This will be the consultation offer we promote in ads and it needs to remain consistent throughout the campaign.

We know the general disqualifiers for regenerative treatments, but let us know any specific ones unique to your clinic that we should be aware of.

Tracking, Reporting & Billing

How we report results and where invoices go.

We use Slack for all primary day-to-day communications with clinics. Don't have Slack set up yet? No problem — we'll walk you through it on the onboarding call.

We use Stripe for payment collection. Don't have a Stripe account yet? No problem — we'll help you set one up on the onboarding call.

Legal & Billing

Review & Submit

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