An automated Airtable notification sent to Jess Day on August 26, 2025 reports that Travis Parker submitted a new intake form for his practice, Parker Health and Chiropractic. The form captures comprehensive operational data: personal contact (email, phone, address), business identifiers (legal name, EIN, tax address), communication preferences (GoHighLevel call forwarding, notification numbers, preferred area codes), primary outreach staff (Jaci Adams), service portfolio (core modalities plus acupuncture), new‑patient exam structure and price ($240), historical patient volume (6,448 lifetime new patients), marketing assets (logo, headshot, photo consent), online presence (website, Google‑review link, 224 five‑star reviews), accepted insurance plans, and the client’s primary business goals (gain new clients, increase revenue). The email also records the submission timestamp, time zone (CST), and includes an unsubscribe link.
Topics
Comprehensive Business & Contact Profile
All essential identifiers for Parker Health and Chiropractic, including legal name, EIN, tax address, primary email, phone numbers, and physical location.
Communication & Outreach Preferences
Details on call forwarding to office line, notification phone and email for leads, area‑code preferences, and the designated outreach staff (Jaci Adams).
Service Offering & Pricing Structure
List of core modalities (including acupuncture), new‑patient exam components (#2‑Full history, #3‑Treatment, #2‑X‑ray) and the full price of $240.
Marketing Metrics & Online Presence
Website URL, Google‑review link, count of 224 five‑star reviews, and uploaded branding assets (logo, headshot) with photo consent.
Client Goals & Success Criteria
Explicit objectives stated by Travis Parker: to gain new clients and increase revenue, and the corresponding dissatisfaction condition (failure to achieve those goals).