New Client Summary
Onboarding:
Chris
CSM:
Judi & TBD
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Business Name:
Be CLINICAL
Business Location:
3130 Crow Canyon Place
Suite 180
San Ramon, CA 94506
Suite 180
San Ramon, CA 94506
Business Phone Number:
925-744-6902
Current Site URL:
Referred by:
Influx
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Website, Microsite, LPs:
We may create up to 2 landing pages for free, or we may push traffic to pages they already have (additional pages beyond 2 is +$500 per page)
Treatment Pages:
TBD - upon request
Services we will run ads for:
PDO Threads
CoolSculpting
Filler
Laser Resurfacing
Kybella
CoolSculpting
Filler
Laser Resurfacing
Kybella
Unique or Demo Content:
Demo
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Invoice Details:
Contact 1 - Name, Role, Email, Phone Number:
Bridget Beck, Operations / Tech POC, bridget.beck@beclinical.com
Contact 2 - Name, Role, Email, Phone Number:
Dr. Fiona Frie, Owner, fiona.frie@beclinical.com
Contact 3 - Name, Role, Email, Phone Number:
Gary Batara, VP Sales & Marketing, gary.batara@beclinical.com, (510) 224-7157
Contact 4 - Name, Role, Email, Phone Number:
Taylor Governor, taylor.governor@beclinical.com
Contact 5 - Name, Role, Email, Phone Number:
Lewis Weinger, Co-CFO, lweinger@bottomlinecfos.com
Contact 6 - Name, Role, Email, Phone Number:
Jeff Cohen, Co-CFO, Jcohen@bottomlinecfos.com
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Notes:
Onboarding booked for 10/5/23 at 2pm PST
Google Ads ID: 174-138-6090
Fiona Frie, MD - owns the practice
Getting good reviews
Sent some viral videos
Fiona been through it with other marketing companies
Getting good reviews
Sent some viral videos
Fiona been through it with other marketing companies
Wants some actionable items and some suggestions on campaigns to run
Dr. Frie likes timelines - give her a timeline similar to THIS (not in Gantt chart format, written out in email, brief timeline)
Gary joined 6 months ago
Very smart, worked at Google, looking for some additional help with ads
Doing some private equity stuff
Doing some private equity stuff
Gary finishing up an exit and his current start-up.
Bridget is our point of contact as we get set up.
Bridget is the one person who has fingers in all their tech / operations pies.
She has access to all of our software / platforms and can be the bridge between you and their current agency, if needed
Bridget is the one person who has fingers in all their tech / operations pies.
She has access to all of our software / platforms and can be the bridge between you and their current agency, if needed
Got kicked off Meta
Email/SMS marketing
200 leads / month
Spending $30,000 a month
$700K to $800K a month in revenue
Terrible converting existing leads they say it's around 10%
Has an agency helping with the nurture - workflows - Profitabull
Deconstructed the funnel
$700K to $800K a month in revenue
Terrible converting existing leads they say it's around 10%
Has an agency helping with the nurture - workflows - Profitabull
Deconstructed the funnel
Tzvi and Profitibull are actively working on middle of the funnel (landers and CRM routing back to hubspot) in the meantimeInterested in paid search
They are interested in the CRM
Set up new GHL
Injectables, Sciton, CoolSculpting, filler, Kybella, lasers
Instapages:
PDO Threads: https://offers.beclinical.com/pdo-threads
CoolSculpting: https://offers.beclinical.com/coolsculpting
Filler: https://offers.beclinical.com/juvederm
Laser Resurfacing: https://offers.beclinical.com/halo-laser
Kybella: https://offers.beclinical.com/kybella
Gary's Instapages login:
Username: George.frie@beclinical.com
Password: Danville925!
Anything on Instapages are approved offers.
$12,500 on paid search
Note from Doc:
PDO Threads: https://offers.beclinical.com/pdo-threads
CoolSculpting: https://offers.beclinical.com/coolsculpting
Filler: https://offers.beclinical.com/juvederm
Laser Resurfacing: https://offers.beclinical.com/halo-laser
Kybella: https://offers.beclinical.com/kybella
Gary's Instapages login:
Username: George.frie@beclinical.com
Password: Danville925!
Anything on Instapages are approved offers.
$12,500 on paid search
Note from Doc:
"We just had the worst September in 3 years - largely due to low lead numbers.You had stated that it would take 5-6 weeks to onboard us.
If we were to work with you, is there anything that could be done immediately to quickly increase our lead volume? As a bandaid while we create the new processes."
Reply from Chris:
"I am sorry about the slow September. Yes, if we started working with you we could properly structure which should convert at a higher rate generating more leads. We could launch this in 12-18 days. Would that work for you?"
Note from Gary:
"Could we pick your teams brain on some kick ass BFCM deals/ideas, etc? Looking to get ahead of this early."
Reply from Chris:
"We run a lot of BF promos and excited to share what we see working!"
Shane's GA Audit Video sent to client:
Be CLINICAL - Google Ads Audit - Watch Video