Chad x Kerri Carpenter - Making MŪVs Mail - New Intake Form Submitted!
This document is an Airtable automation email containing a new client intake form submitted on January 11, 2026 for Comfort Chiropractic, represented by Kerri Carpenter. The form captures comprehensive business and operational details: personal and office contact information, practice address, start date, and preferred communication channels. It lists core services and modalities (chiropractic, spinal decompression, shockwave, laser, etc.), the full‑priced new patient exam cost ($200), and the number of new patients seen (8,000). Marketing data include the practice website, Instagram handle, and a request for a logo upload. Reputation metrics are provided via a Google reviews link and a count of 141 five‑star reviews. Insurance plans accepted are MC, BCBS, Aetna, Cigna, and Humana. Operational preferences such as area‑code priorities (830, 210), phone forwarding to the office line, and the staff member handling outreach (Lupita Hernandez) are recorded. Legal business identifiers (Comfort Chiropractic P.A., EIN 83‑0382075) and tax‑address details are also included. The submitter notes a desire for a smoother logo upload experience and expresses uncertainty about unsatisfactory outcomes. The form was created anonymously.
Topics
Client Identification & Contact Information
Names, personal and office phone numbers, email addresses, and physical practice address for Kerri Carpenter and Comfort Chiropractic.
Operational Preferences and Communication Setup
Preferences for phone forwarding to the office line, notification numbers/emails for leads, area‑code priorities, and the designated outreach staff (Lupita Hernandez).
Legal Business Details and Tax Identification
Legal business name (Comfort Chiropractic P.A.) and EIN/Tax ID (83‑0382075) used for registering a new GoHighLevel phone number.
Service Portfolio and New Patient Exam Pricing
Core chiropractic services and modalities offered, plus the $200 full‑priced new patient exam and a description of the exam components.
Marketing Presence and Branding Assets
Website URL, Instagram handle, request for logo upload, and a professional headshot upload placeholder.
Reputation Metrics – Google Reviews
Link to Google reviews, count of 141 five‑star reviews, indicating the practice’s online reputation.
Insurance Acceptance
List of insurance plans accepted: MC, BCBS, Aetna, Cigna, Humana.
Experience Feedback – Desired Improvements
Client’s suggestion that the intake experience would be a 10/10 if logo submission were possible on first attempt, and uncertainty about what would make it unsatisfactory.