Shoutout Digital
Step 1 of 8
Getting started
Tell us about your practice
Basic contact details so we can hit the ground running.
Practice name *
Primary location *
Website URL *
Primary contact name *
Role *
Email address *
Phone *
Preferred contact method *
Starting phase *
Goals & current marketing
Where are you now, and where do you want to go?
Help us understand your baseline and growth targets.
Avg new patients/month *
Based on last 3 months
Monthly marketing spend *
12-month target (new patients/month) *
Priority service lines to grow *
Rank your top 3
Currently working with another agency? *
What marketing are you currently doing? *
✓Google Ads ✓Facebook/Meta Ads ✓SEO ✓Email marketing ✓Social media posting ✓Video content ✓Referrals only ✓Nothing currently
Website & tech access
Let's sort out your digital access
We'll need access to a few things to get going.
Website platform *
Do you have admin access? *
Domain registrar *
Where your domain is registered
Hosting provider *
Any accounts locked/controlled by a previous provider? *
Which accounts? *
Do you need our help recovering these accounts? *
Google access
Google accounts & analytics
This is where most of the performance data lives. Let's see what you have.
Google Business Profile *
Google Analytics *
Google Ads Account *
Only fill this in if you're currently running Google Ads
Google Tag Manager *
Social media & practice tools
Platforms, software & tracking
Facebook, Instagram, your practice management software, and everything in between.
Facebook *
Instagram *
Other platforms you're active on
✓TikTok ✓YouTube ✓LinkedIn
Email marketing platform *
Call tracking *
Practice management software *
Can you export patient data/reports? *
CRM (if separate from your PMS) *
Content & compliance
Assets, AHPRA & consent
Let us know what you have and where you stand with compliance.
What assets do you currently have? *
✓Professional photos ✓Team photos ✓Clinic/exterior photos ✓Brand logo files ✓Existing video content ✓None yet
Google Drive / Dropbox folder link *
Upload all existing photos, videos and brand assets into one labelled folder. Set access to "Anyone with the link can view".
Current brand colours
Current fonts
Do you have before & after photos? *
Treatment types with before & after photos *
Are they AHPRA compliant? *
Patient consent for marketing use? *
System for collecting marketing consent going forward? *
AHPRA familiarity *
Any current compliance concerns?
Ever received an AHPRA warning or complaint? *
Brief details *
Photo & video shoot
Let's plan your shoot
We'll use this to schedule your clinic shoot and make sure everyone's ready.
Who will be on camera? *
✓Principal dentist ✓Associate dentist(s) ✓Dental hygienist(s) ✓Front desk / reception ✓Practice manager ✓Other team members
List names of people on camera *
Best day/s of the week for the shoot *
✓Monday ✓Tuesday ✓Wednesday ✓Thursday ✓Friday ✓Saturday
Can you close the practice for the shoot? *
Any upcoming renovations or changes we should wait for? *
Tell us more *
Almost done!
Kickoff & content approvals
Lock in your kickoff call and tell us how content reviews will work.
Who needs to be in the kickoff session? *
Preferred date *
Preferred time *
Preferred meeting format *
Main content approval contact *
Their role *
Do they need training on new systems? *
Approval speed *
✓
You're all set!
Thanks for completing the onboarding form. Your dedicated account manager will be in touch shortly to confirm your kickoff date.