Phase 2: Expectation Call

Grant Portal Access Log into app.chirorevenue.com using Master Login. Click “Switch To An Account” top left side of screen Select “Chirorevenue – Indianapolis, IN”. On left side of screen click drop down arrow next to contact & select “Contact/Smart List”. Click “+” & Add New …

ALAN Campaign Pixel Setup

Integrate Google Tag with Crazy Egg. (Optional) Watch this clip for a quick walkthrough. FB Pixel/Google Tag Manager Integration New Pixel Creation/Google Tag Integration Navigate to Pixel within “Events Manager” in Facebook. Go to Partner Integrations Click to Link Integrations and select Google Tag Manager …

Submit ALAN Campaign Info

Step 1 – Log in to app.usealan.com Go to “Referred Business Owners”. Find Clients Account and click the 3 dots next to clients name and “Login As”. Finalizing campaign details Select Chiropractic Remote – Phone – In Office Step 2 – Finalizing supporting details Fill …

ALAN Build Form Submission

Step 1: Industry/Campaign Selection The first step is to select your industry from the options listed (Chiropractic). Next, select the campaign type that you would like to run (meaning the typeof appointment ALAN is nurturing to). Remote –> In-Person Step 2: Campaign Details The majority …

ALAN Funnel/Form Creation Checklist

Log into chirorevenue.com Switch to “ALAN – Indianapolis” account. Click “Funnels & Websites” > “Funnels” Clone the Funnel named “ALAN – Client Name – Offer”. Name the Funnel following the naming yemplate “ALAN – Client Name – Offer” (Ex. ALAN – Performance Chiropractic – $37 …

Client Onboarding Process Checklist

This is the process Chirorevenue uses when we’re beginning a project with a New Client. The Operations Manager and Project Lead must be Proactive and keep the project status up-to-date. Receive notification from Team Lead about a new client. Check your email and Stripe regularly …

Access Checklist

Before we begin implementing the six phases for you or help you along in a Power Hour, we need a few key pieces of access that allow us to evaluate performance cross-channel. Some of these you’ll have, some you may need to create, and others …

Quick Audit Checklist

To complete this task successfully: Duplicate our Master Version of Quick Audit. Rename the deck accordingly. Follow the guide I’ve indicated in the Master Version. Create a new message in our message board for the iteration of this task. Naming it as Quick Audit (Internal). …