Trailhead Onboarding Questionnaire
🌲 Trailhead Onboarding

Let's Get to Know Your Practice

This short questionnaire helps us hit the ground running for you. There are no wrong answers — just fill in what you know and skip what you don't.

Not sure about something? That's completely fine. Just type "I don't know" or leave it blank — we'll figure it out together.
👤 Your Contact Information
🏥 Your Practice
The name patients see on your sign, website, or Google listing.
Example: "Pickering Family Chiropractic" or "Lakewood Family Chiropractic"
Example: "Waterdown, ON" or "Richmond, VA"
Example: "www.pickeringchiro.ca" or "www.lakewoodchiro.com" — or "I don't have one yet"
Who are the providers at your practice?
Example: "Dr. Mark Reynolds" or "Dr. Reynolds and Dr. Kim"
Example: "3 years" or "Just opened" or "Over 20 years"
Think about who gets the best results in your office.
Example: "Families with young kids" or "People dealing with back pain from desk jobs" or "Athletes recovering from injuries"
Example: "Back pain, neck pain, and headaches" or "Auto accident injuries and sciatica"
🎯 Your Goals
Example: "About 10" or "Honestly not many — maybe 3 or 4" or "I'm not sure"
Example: "30 would be amazing" or "I'd be happy with 20"
Think neighbourhoods, postal codes, or how far someone would realistically drive to see you.
Example: "The Waterdown and Burlington area" or "Within about 10 miles of our office"
Example: "Get more people calling the office" or "Fill our schedule back up after a slow winter" or "I trust you guys — whatever you think is best"
✨ Your Brand & Story
Don't overthink this — even a gut feeling is helpful.
Example: "We spend more time with each patient" or "We offer same-day appointments" or "Our doctor has been here 15 years and everyone knows her"
Example: "Warm and family-friendly" or "Professional and clinical" or "Laid-back and welcoming"
What worked, what didn't, or what you'd never want to do again.
Example: "We tried Google Ads before and wasted money" or "Our Facebook page got great engagement" or "Nothing to share"
🔗 Online Presence
This is the listing that shows up when someone Googles your practice name.
Example: "Yes — it's claimed and active" or "I think so but never really set it up" or "I don't know"
Example: "facebook.com/waterdownchiro" or "I don't have one"
Example: "@waterdownchiro" or "None"
Example: "Yes — I'll email it over" or "It's on our website" or "We need a new one"
Example: "Yes — I have a Google Drive folder I can share" or "Just a few from my phone" or "No, we need some taken"
💬 Anything Else?
Example: "We're moving locations in June" or "My front desk handles all calls" or "Nothing — let's go!"

Once we receive this, we'll be in touch within 1 business day to kick things off.