Edge AI Agency — Client Onboarding

Client Onboarding

Let's build the foundation for your growth. Complete each section so we can hit the ground running.

1
Business Info
2
Current State
3
Marketing
4
Goals
5
Systems
6
Services
7
Payment
8
Review

Business Information

Tell us about your practice so we know exactly who we're working with.

Business Profile

Current Business Snapshot

Understanding where you are now so we can map the fastest path to where you want to be.

Confidentiality note: All financial information is kept strictly confidential and is used only to tailor your growth strategy.

Core Services Offered

Check all that apply to your practice.

Biggest Revenue Driver

Marketing & Lead Generation

How are patients finding you today, and what's working (or not)?

Current Marketing Channels

Check all that you're actively using.

Lead Flow

Goals & Growth Priorities

Where do you want to be in 90–120 days? Let's define the targets.

Top Growth Priorities

Select up to 3 that matter most right now.

Systems & Technology

What are you currently using? This determines our integration and migration plan.

Database Health

This is critical for reactivation campaigns.

Patient Database Upload

Upload your patient database export so we can assess reactivation potential.

Accepted formats: CSV or Excel exports from your EMR/CRM. Should include at minimum: patient name, phone, email, last visit date. All data is encrypted and kept strictly confidential.
📄
Click to upload or drag & drop
CSV, XLS, or XLSX up to 10MB

Services & Engagement

Which services are you most interested in? We'll tailor the plan from here.

Services of Interest

Check all that apply. We'll refine during kickoff.

Payment Processing & Integrations

We need to connect your payment processor to your GHL account so you can accept patient payments, process deposits, and run billing automations.

Why this matters: Connecting Stripe to your GHL sub-account lets you accept patient payments directly through your booking funnels, invoices, and automated sequences. This is your account — you own and control it.

Current Payment Processing

GHL Stripe Integration

We'll connect your Stripe account to your GHL sub-account during onboarding. Here's what we need to know.

Stripe + GHL

How the connection works:

Stripe connects to your GHL sub-account via OAuth — a secure, one-click authorization. Your Stripe credentials are never shared with us. All payments go directly to your bank account. We configure the funnels, invoices, and automations that use it.

Required Access

We'll need access to the following to build and run your systems. Confirm what you can provide.

Conditional Access

Only needed if we're running paid ads as part of your engagement.

Review & Submit

Look over your responses. You can click any step above to go back and edit.

What happens next: Once submitted, Nelly Johansson from Edge AI Agency will review your onboarding form and reach out within 24–48 hours to schedule your kickoff strategy session. Come prepared to talk numbers, goals, and access credentials.
✓

You're All Set

Your onboarding form has been submitted successfully.

What happens next:

1. Nelly reviews your information within 24–48 hours
2. You'll receive a calendar link to book your kickoff strategy session
3. We'll walk you through connecting Stripe to your GHL sub-account
4. Gather login credentials for your CRM, EMR, ad accounts, and any systems you checked off

Questions before kickoff? Reach out directly to [email protected]