New Client Intake — IDoMarketing

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Your Practice

Basic information about your business

Practice / Business Name *

Owner / Decision Maker *

Your Title *

Email Address *

This becomes your portal login email.

Mobile Number *

Practice Address *

City *

Years in Business *

Website (if you have one — helps us match your brand voice)

Facebook Page URL (if you have one — we'll connect it to your campaign)

Instagram Handle (if you have one — we run ads across both platforms)

Number of Providers / Injectors *

Hours of Operation *

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The Service We're Advertising

One service. One campaign. One objective: consultation generation.

This is the specific service you are formally selecting for IDOMarketing to generate qualified leads for. Whatever you choose here — not any service we may have discussed on our call, and not anything from past campaigns — is what your campaign strategy, creative, and reporting will be built around for this engagement.

If "Other" — describe the service (only if applicable)

Standard Price Per Treatment Session *

What a new patient pays for one session at your normal, everyday price.

Promotional / Advertised Price (optional — only if different from your standard price)

If you plan to advertise a discounted intro price for this campaign, enter it here. Leave blank to advertise your standard price.

Avg. Sessions Needed for Full Results *

How many sessions does a patient typically need? (e.g. Botox = 1, laser hair removal = 6). Helps us accurately describe the treatment in your ads.

New Patient Consultations Available Per Month *

How many new consultation slots could you realistically fill each month? Helps us pace your campaign to match your capacity.

Do you have a new patient offer or intro special for this service? *

If yes — describe the offer (optional — this goes directly into your ad copy)

What makes your version of this service stand out? *

What would a patient only get here that they can't get at the next med spa down the street?

Do you have a specific machine / device for this service? (optional — tells us what investment to build the campaign around)

If you're carrying equipment lease payments on an underutilized device, this is the service we want to fill.

Roughly how many sessions per week is this equipment / service currently running? (optional — sets your utilization baseline so we can measure real growth)

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Campaign Budget & Goals

What you're investing, and what a win looks like

This tells us how to plan your campaign budget and gives us a shared definition of success to build the strategy around.

Planned Monthly Ad Spend Dedicated to This Campaign *

$500

Getting started

$1,000

Recommended start

$2,000

Aggressive growth

$2,000+

Let's scale

Paid directly to Meta — not to IDoMarketing. You own and control the budget at all times.

What would make this campaign a win for you? *

Be specific about the leads or consultations you're hoping to see — that's what we'll build the campaign and measure it against.

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Your Meta Presence

Facebook & Instagram accounts we'll run ads from

Your ad spend goes directly to Meta — not through us. We manage the campaign; you own the account and control the budget. You'll need a Facebook Business Page to run ads. If you don't have one, we'll walk you through setting it up.

Do you have a Facebook Business Page? *

Do you have a Meta Ads Account (Business Manager)? *

Who on your team will approve ad creatives before launch? *

Best way to reach you for quick decisions / approvals *

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Campaign Timing

Dates and windows we should plan around

Is there a promotional window, seasonal event, or launch date we should plan around? (optional — but could shape your entire campaign strategy)

If you have a hard launch date or a revenue window in mind, tell us now so we can build the timeline around it.

Preferred campaign launch date *

Standard setup takes 5–7 business days from when we receive your Meta access and creative assets.

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Your Ideal Patient

Who we're targeting on Meta

Target Age Range *

Primary Gender *

Geographic Targeting Radius *

Any specific neighborhoods, zip codes, or areas to target or avoid? (optional — tightens your targeting and reduces wasted spend)

How would you describe your ideal patient in your own words? *

Do you have before/after photos or patient testimonials we can use in ads? *

If yes — share a link to your photos/testimonials (the sooner we have these, the sooner your first ad goes live)

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Brand & Creative Style

How your practice looks and sounds

Do you have a logo? *

Logo file link (the faster we get this, the faster we build your creative)

Your Brand Colors (optional — speeds up creative production and keeps your ads on-brand)

Don't know your hex codes? Just describe them — we'll match them.

How do you want your brand to come across in ads? *

Aspirational & premium Luxury feel, high-end positioning

Warm & approachable Friendly, welcoming, no-judgment

Clinical & professional Medical authority, credentials-first

Bold & results-driven Direct, transformation-focused

Any practices, brands, or ad styles you admire? (optional — gives us a creative direction to work from)

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Access & Team

Who else should be in the loop

Is there anyone else on your team who should have access to your client portal? (optional — gets your team in the loop from day one)

Additional team members can be given read-only or full access — just include their name, email, and role.

Best days and times to reach you *

Is there anything specific about your practice, your market, or your past experiences that we should know before we start? (optional — the more context we have, the stronger your campaign)

Welcome to
IDoMarketing.

Thank you — we've got it.

Welcome toIDoMarketing.

Thank you — we've got it.

Welcome to
IDoMarketing.