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 β€” 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 β€” we'll figure it out together.
πŸ‘€ Your Contact Information
πŸ₯ 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" β€” 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 β€” 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 β€” whatever you think is best"
✨ Your Brand & Story
Don't overthink this β€” 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"
πŸ”— Online Presence
This is the listing that shows up when someone Googles your practice name.
Example: "Yes β€” 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 β€” I'll email it over" or "It's on our website" or "We need a new one"
Example: "Yes β€” I have a Google Drive folder I can share" or "Just a few from my phone" or "No, we need some taken"
πŸ’¬ Anything Else?
Example: "We're moving locations in June" or "My front desk handles all calls" or "Nothing β€” let's go!"

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