Phase 2: Expectation Call

Grant Portal Access

1. Log into app.chirorevenue.com using Master Login.
2. Click “Switch To An Account” top left side of screen
3. Select “Chirorevenue – Indianapolis, IN”.
4. On left side of screen click drop down arrow next to contact & select “Contact/Smart List”.
5. Click “+” & Add New Client Contact Info (First Name, Last Name, Email, & Phone).
6. Click Save.
7. Find New Client Info and click their name.
8. Go to “Contact Type” and click drop down.
9. Select “Customer”.
10. Go to “Contact Section”.
11. Find the Offers Section and click
    “Select Offer” drop down.
12. Select “All Access”.
13. Click “Change Password”.
14. Enter Desired Password For Client.
15. Check the box “Also, Send Email Notification”.
16. Click “Reset Password”.
17. Scroll down on left side & select “Save”.

Click this clip for a quick walkthrough.

Chirorevenue Portal Overview

1. Log Into Chirorevenue Portal.
2. Quick Start Overview of Sections.
   • On-boarding & getting started.
   • Content Scripts & Examples.
   • Campaigns & Advertising Training.

Collect New Client Info

1. Front Desk Email
2. Office Phone Number
3. Receptionist First Name
4. Practice Address
5. Max Phone Availability Hours (Mon-Sat).
6. Office Hours (Mon-Sat).
7. New Patient Offer Details.
8. Data Reactivation Offer Details.

Timeline Overview

1. Day 1-7:
   • Assign 3 Videos
   • ALAN Form Submission
   • Start DR Campaign Build
2. Day 8-14:
   • First 3 Videos Submitted, Published, &
   • Advertised
   • DR Campaign Overview Call Scheduled / Start Date & Time Decided
3. 3 Videos Assigned
4. Week 3:
   • ALAN Build Complete
   • Schedule ALAN Overview Call With Chirorevenue Team Member
   • Next Round of Videos Assigned
5. Week 4:
   • Start Lead Generation Campaign
   • First 3 Videos Submitted, Published, Advertised
   • Next Round of Videos Assigned
6. First Videos 3 Video’s Assigned
   • Assign 1 Story, 1 Service, & 1 Sold Video
   • Use The Format Below & Assign Videos
     With Due Date
7. Format:
   Video To-Do: [Tag Doc/s] (Due Date)
   1. Video 1
   2. Video 2
   3. Video 3