Onboarding — Done For You
← Portal
This is your complete patient acquisition system — ads, appointment setting, and the infrastructure to convert enquiries into accepted treatment plans. Six steps to get you fully live.
Your service agreement has been sent to your email. Review it carefully and sign it before your onboarding call. This document confirms the full scope of the DFY system, what is included, ad spend expectations, and both parties’ responsibilities.
If you have not received it, check your spam folder or message us on Slack immediately.
You will receive a Slack invite to your email shortly. Accept it and download Slack on both desktop and mobile. For DFY clients, Slack is especially critical — this is where your setter performance updates, booking confirmations, and weekly performance reports all live.
We need access to your Meta Business Manager, Facebook Page, and Ad Account to build and run your campaigns. Please grant this before your onboarding call.
Because we are managing your appointment setting, we need access to your CRM and booking system. This is what allows us to track every lead from first contact to booked consultation, monitor setter performance, and automate your confirmation and reminder sequences.
Before your campaign activates, completion of our Consultation Operating System™ is required. For DFY clients this is especially critical — because we are filling your calendar, the consultation itself is the last mile of the system we are building together.
Marketing-driven patients behave differently to referral patients. They have not been pre-sold by a friend. They are comparing options. A structured consultation process is what converts that enquiry into accepted treatment — and that conversion happens in your room, not ours.
The COS covers: the difference between referral and marketing consultations, a structured 5-phase consultation framework, objection and price handling, and how to track your conversion rate over time.
Access the Consultation Operating System™ →Our onboarding form captures everything we need to build your system correctly — your clinic profile, target patients, treatment focus, current marketing, and technical access details. The more detail you provide, the faster and more precisely we can build.
The form takes 15 to 20 minutes to complete. Submit it at least 24 hours before your kickoff call so we can review your answers in advance and arrive prepared.
Complete the Onboarding Form →As a full DFY client you have access to the complete Pro-Pulse portal. The tools below are your most relevant starting points.
Done For You means we take on the most demanding parts of patient acquisition so your focus stays where it creates the most value — in the treatment room. But the system only performs when both sides execute. Your role in the consultation is the part we cannot do for you. The COS exists to make sure that when a patient sits down in front of you, everything before that moment has been handled at the highest standard. Do not skip it.