Healthcare Exit Services Onboarding
Thank you so much for partnering in our mutual growth! We're excited about getting your website and initial marketing optimization live in the next 1-3 weeks. Please follow the steps:
✅ Complete client mini forms
✅ Once complete, TIP will begin it's full analysis and evaluation
Owner & Business Legal Information
Complete one form at a time.
Each question helps us build your marketing results.
Only takes 5 or so minutes to complete.
Seller / Owner Information
We need to know who's who so we can become part of your team and tell a better story online.
People and Contact Info
Great job!
Please continue to the important dates and times mini form.
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Company Info & Important Dates
This information helps us set up online profiles and conversions based on the fastest response times for calls, forms and local lead requests.
Important Dates and Times
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Please continue to the About You and Storytelling mini form.
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Key Leadership
Tell us about your core leadership please.
About You & Storytelling
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Please continue uploading your logos and marketing assets section.
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Sales & Marketing Initial Discovery
All Leaders fill out this form.
No matter what department they are in. This will help us understand how much of your total leadership understands the prospective and current client sales and service process.
Existing Core Business
Please answer all of the following. If you don't know the answer, give us your best guess.
About You & Storytelling
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Please continue uploading your logos and marketing assets section.
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Prospective Business Analysis
About You & Storytelling
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Please continue uploading your logos and marketing assets section.
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Prospect Sales Journey
About You & Storytelling
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Please continue uploading your logos and marketing assets section.
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Marketing Leadership
About You & Storytelling
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Finance and Operations Initial Discovery
All Leaders fill out this form.
No matter what department they are in. This will help us understand how much of your total leadership understands the prospective and current client sales and service process.
Profitability
About You & Storytelling
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Please continue uploading your logos and marketing assets section.
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Operations
About You & Storytelling
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