Step 4: Intake Form

Stratigen AI Onboarding Form

Please fill out the following information before our onboarding call so we can get started ASAP!

First Name *

Last Name *

Phone *

Email *

Clinic Name *

Clinic Website (if any)

Clinic Location(s): *

Packages Offered: *

Average Patient Value ($): *

Current Intro Offer (if any): *

Free consult

No charge first visit

$99 consult

Telehealth or In-Person: *

Telehealth

In-Person

Hybrid

Target City / Radius *

Preferred Customer Demographics: *

Competitor clinics to model (if any):

Brand Tone Preference: *

Clean / Premium

Bold / Attention-grabbing

Doesn’t matter (in between)

Words/Angles you would like us to avoid: *

Preferred AI Voice Style (check one): *

Male

Female

Neutral

Don't Care

Qualification Questions You Want the AI to Ask: *

Appointment Handoff Instructions - AI Should: *

Book directly onto calendar

Warm transfer to human

Send SMS + calendar link

Appointment Handoff Instructions - AI Should (other): *

Who handles new patient inquiries? *

Expected Response Time *

Immediately

5-20 minutes

Within 1 hour

Show Up Rate Support Needed *

Yes (Stratigen sends reminders)

No (clinic handles reminders)

Attach any brand logos/files you would like us to use for your marketing: *

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