Dustin Bosson - Making MŪVs Mail - New Intake Form Submitted!
This document is an automated email forwarding a completed intake form from Dustin Bosson, representing Vital Performance Health & Wellness (Vital Performance LLC). The form captures comprehensive client onboarding data for Making MŪVs Mail, including personal and business contact information, practice details, service offerings, pricing, marketing preferences, operational logistics, and expectations for the partnership. Key elements include: - Personal identifiers: name, email, phone numbers, address, Instagram handle, and photo consent. - Business identifiers: legal business name, EIN, office address, time zone, and core services (chiropractic, spinal decompression, SoftWave therapy, exercises, traction). - Service pricing: new patient exam set at $225. - Operational preferences: forwarding GoHighLevel calls to office line, notification phone numbers and email for leads, area code preferences, and designated outreach staff (Erika Bosson). - Marketing expectations: desire for transparent data, ad set‑up guidance, and control over ad accounts; dissatisfaction triggers include lack of data access. - Reputation metrics: approximately 3,000 career new patients, 150 five‑star Google reviews, and a link to the Google review page. - Insurance stance: does not accept insurance. The form also includes placeholders for business logo and professional headshot uploads. The overall purpose is to provide Making MŪVs Mail with all necessary information to set up and manage the client’s marketing and communication infrastructure.
Topics
Client Identification & Contact Information
Personal name, email addresses, phone numbers, physical address, Instagram handle, and photo consent details.
Business Legal & Tax Details
Legal business name (Vital Performance LLC), EIN/Tax ID, office address as on tax returns, and time zone.
Core Service Portfolio & Pricing
List of core modalities (chiropractic, spinal decompression, SoftWave therapy, exercises, traction) and the $225 new patient exam price.
Operational Logistics & Communication Preferences
Preferences for call forwarding to office line, notification phone numbers and email for leads, area code preferences, and designated outreach staff (Erika Bosson).
Marketing Expectations & Satisfaction Criteria
Client’s desired experience (transparent data, ad set‑up guidance, control over ad accounts) and what would make the experience unsatisfactory (lack of data access).
Reputation & Review Metrics
Approximate number of career new patients, count of 5‑star Google reviews (150), and link to the Google review page.
Insurance Policy & Service Coverage
Statement that the practice does not accept insurance.
Brand Assets Uploads
Placeholders for business logo and professional headshot uploads.