Michael Ho - Making MŪVs Mail - New Intake Form Submitted!
This document is a completed onboarding intake form submitted by Michael Ho on 12/15/2025 for his chiropractic practice, Chiro4Sports (legal entity Windward Chiropractic & Wellness Inc). The form captures essential business and personal contact information (emails, phone numbers, office address, personal address), branding assets (business logo, headshot, Instagram handles), and operational details (EIN, tax‑registered office address, preferred area codes, call‑forwarding preferences). It outlines the practice’s core services and modalities (diversified chiropractic, flexion distraction, ART, soft tissue, in‑office exercises, intersegmental traction) and the full‑priced new‑patient exam offering (spinal health screening, digital X‑rays, range of motion, balance relief, ortho). Insurance acceptance (Ambetter, Blue Cross Blue Shield) and Google review metrics (link, 188 five‑star reviews) are recorded. The client specifies onboarding goals—clear communication, step‑by‑step guidance on using GoHighLevel and creating ads—to achieve a “10/10” experience, and dissatisfaction triggers (lack of results, no new patients). Notification preferences for leads and bookings (text to a specific mobile number, email to the practice inbox) and the name of the staff member handling phone outreach (Lisa Ramirez) are also detailed. The form is part of the Making MŪVs agency workflow, with Airtable automation metadata included.
Topics
Onboarding Success Criteria and Pain Points
Client’s expectations for a perfect experience (clear communication, GoHighLevel guidance, ad creation) and what would cause dissatisfaction (no results, no new patients).