Zach Bundy - Making MŪVs Mail - New Intake Form Submitted!
This document is an Airtable‑generated new‑client intake form submitted on 12/16/2025 for The Wellness Way – Westminster LLC. The form captures comprehensive contact and business information for Zach Bundy and Dr. Shannon Bundy, including personal and office phone numbers, email addresses, physical practice locations, legal business name, EIN, and primary outreach contact. It outlines the client’s marketing objectives—getting chiropractic ads live within a month, identifying high‑performing offers and hooks, building retargeting lists, and gaining expertise in filming and scripting ads. The form also lists expectations for a satisfactory experience (ads up within four weeks, at least eight new patients per month, clear understanding of ad performance) and unsatisfactory outcomes. Detailed service offerings are provided (diversified chiropractic, at‑home and in‑office exercises, vibration therapy, functional medicine, traction, dry needling, digital X‑rays, etc.), along with pricing for new‑patient exams. Operational preferences such as call forwarding to the office line, text and email notifications for leads, and area‑code preferences are noted. Branding assets (logo uploads, headshot) and online presence (website, Instagram, Google reviews with >200 five‑star reviews) are included, as well as insurance policy (none accepted). The form concludes with a request for the marketing agency to use this information to set up phone numbers, ad campaigns, and ongoing advertising funnels for the chiropractic practice.
Topics
Comprehensive Client Contact & Legal Information
All personal, office, and legal identifiers for Zach & Dr. Shannon Bundy, including emails, phone numbers, addresses, EIN, and LLC name.
Defined Marketing Goals and Success Metrics
Specific objectives the client expects—ads live within a month, identification of effective offers/hooks, retargeting list creation, and mastery of ad production; plus quantitative success thresholds (≥8 new patients/month).
Detailed Chiropractic Service Portfolio and Pricing
List of core services/modalities (diversified chiropractic, exercises, vibration therapy, functional medicine, traction, dry needling, digital X‑rays) and the full‑price new‑patient exam ($175).
Operational Communication Preferences
Preferences for call forwarding to office line, text and email notifications for leads, area‑code preferences, and primary outreach contact (LynDee Roth).
Branding Assets and Online Presence
Uploaded logo and headshot, website URL, Instagram handle, Google review link with >200 five‑star reviews, and photo consent.