PI Docs — Client Onboarding
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Client Onboarding
Welcome to
PI Docs.

Your pipeline for qualified PI patients starts now. Let's build something remarkable together.

10
PI Guarantee
90%+
Show Rate
$0
Monthly Fees
Today's Session
The Onboarding
Agenda

Five focused steps — everything you need to hit the ground running and get your first PI patients.

Your progress
What we're covering
01
Step 1
Introduction
02
Step 2
Expectations & Timeline
03
Step 3
The System
04
Step 4
How to Succeed
05
Step 5
Next Steps
Step 1 · Introduction
Quick
Introduction

Your Client Success Manager will be here to ensure your experience with us is seamless, productive, and exceeds your expectations — guiding you through every step of your journey.

✓
Dedicated point of contact
✓
Bi-weekly check-in calls
✓
Text & email support anytime
John Cordero
Your CSM
John Cordero
Your Assigned Client Success Manager
✉
[email protected]
📞
+1 844 725 4155
Step 2 · Expectations
Timeline
of
Results

Here's exactly what to expect — week by week — from launch to your first 10 patients.

10
PI Patient Guarantee
Press → to reveal
Day 1–2
Kickoff & Onboarding
You meet your dedicated team. We clarify your goals, confirm your territory, and align expectations. Everything starts here.
01
Day 3–5
System & Funnel Setup
We build out your PI funnel, automations, and tracking — tuned for conversions and optimized for speed.
02
Day 5–7
Launch & ISA Alignment
Your campaign goes live. Our ISA team is fully briefed and ready to engage incoming leads on your behalf.
03
Day 7–14
Stabilization
Leads come in and we're collecting and studying data. Maybe a few appointments — not a red flag if there aren't yet.
04
Day 14–30
First Wave of PIs
Verified, accident-involved leads actively seeking care. At least 3–5 PIs expected to be booked by now.
05
Day 30–60
Momentum Builds
We refine ad copy, update scripts, and retrain ISAs based on real data. Show-up rates improve and pipeline grows.
06
Day 14–90 · Guaranteed
🎯 Goal Hit: 10 PIs Booked
We fulfill the guarantee. Expect 10+ PI patients booked into your calendar, fully vetted and ready to begin care.
07
Post-90 Day Review
Scale or Sustain
We review ROI, revenue collected, and plan to scale with volume or maintain a consistent monthly flow.
08
Step 3 · The System

How The Ad
Campaigns Work

2-Week Evaluation CyclesWe assess every ad's performance on a rolling 2-week cycle — never reactive, always strategic.
Data-Driven OptimizationWe test, learn, and refine — just like a portfolio manager adjusting positions based on market signals.
Think of it Like the Stock MarketShort-term fluctuations are normal. The trend that matters is the one going up over time.
Ad Performance Cycle
📊
Launch
→
🔍
Collect Data
→
⚡
Optimize
→
📈
Scale
Repeated every 2 weeks until your pipeline is full
Lead Volume Over Time
Week 1Week 4Week 8Week 12+
What Clients Often Wonder

There are good weeks
& there are bad weeks…

When you're new to the system, it's natural to feel uncertain when lead volume fluctuates or a week goes quiet. Here's what you need to know.

Some weeks bring a surge of leads
Other weeks may feel slow — that's normal
We evaluate on 2-week cycles, not day-by-day
Weekly Lead Fluctuation
Wk1 Wk3 Wk5 Wk7 Wk9
▲ High volume ▼ Quiet week ▲ Surge
Don't panic if a week is slow — the trend that matters is next slide →
The Big Picture

As you can see
over time…

It goes up.

Just like investing in the stock market — there are up days and down days. But zoom out and the trajectory is clear. Trust the system, stay patient, give it 3–4 weeks.

Overall Trend — 90 Days
90
days to full
optimization
3–4
weeks to build
momentum
↑
consistent
upward trend
Doctor with patient
Average Client Result
1st Appointment In
15–30
Days

On average, our clients receive their first qualified PI appointment within the first 15–30 days of launch.

HIPAA Compliant
Pay-Per-Show Only
Zero Monthly Fees
Doctor with patient
Step 4 · Mindset

It's All a Part of
The Process!

Everybody wants results by tomorrow, but that's not how it works.

This is a journey, and it may not always be glamorous. But when your system is refined & your schedule is packed with appointments, all the effort will be worth it.

Trust the system
Stay the course
Results take time
The Golden Rule
Hang Tight, Be Patient & Give Things
3–4
Weeks to Optimize

And remember — we look at your ads every 24 business hours. Let us worry about it for you.

We review ads every 24hrs
Results compound over time
Trust the process
We've Got You Covered
Let Us Worry
About It For You!

We monitor your campaigns continuously so you can focus on treating patients — not managing ads.

24hrs
Ad review cycle
every business day
What We Monitor Daily
📊
Ad PerformanceCTR, CPL, and conversion rates reviewed every cycle
🎯
Lead QualityScreening criteria tightened based on real data
📅
Appointment PipelineISA performance and booking rates tracked daily
⚡
Rapid AdjustmentsScripts and targeting updated without delay
Step 3 · The System

Inside Sales
Concierge

🔍
Lead Nurture & QualificationEvery lead screened before it reaches your calendar
📅
90-Day New Lead Follow-UpNo lead falls through the cracks — ever
📞
Consultation Scheduling & DeliveryBooked directly into your Google Calendar
💬
Lead Support & RemindersReminders sent, no-shows followed up immediately
PI
PI Docs · ISA
12:47 PM
✅ New Appointment
Appointment scheduled. Please confirm:
LeadMary Toney
DateMarch 2nd, 11AM
PI LeadYes — 4 days ago
AttorneyPending rep.
📋 Symptoms
Neck/back pain, muscle soreness. Looking for a doctor ASAP.
Important
A Couple
Things To
Remember…
1
Confirm Every Appointment
Your ISAs schedule consultations — but you are responsible for confirming show-ups or no-shows. We'll text you 30 mins after each appointment. Respond within 24 hours or we auto-charge.
2
Report No-Shows Immediately
If a lead no-shows, cancels, or needs to reschedule — let your ISA know IMMEDIATELY so they can re-engage and rebook without losing the lead.
3
Emails Come From [email protected]
Please star the email so it never goes to spam. Download the LeadConnector app to stay connected and check in on your pipeline at any time.
Step 5 · Next Steps
Support &
Communication

We're here every step of the way. Reach out anytime — we respond fast.

Weekly
Weekly Check-Ins
We reach out over text to see how things are going and ensure you're having an awesome experience with the system.
Bi-Weekly
Bi-Weekly Check-In Calls
A scheduled call every 2 weeks to review performance, optimize your campaign, and help increase the number of patients converting to care.
Anytime
Support Calls
Text or email us anytime you need support and we'll schedule time to connect — outside of your regular check-ins if needed.
You're officially in

Welcome to
the Family!

Now let's go get your pipeline fueled with qualified PI patients. We're here to make sure you win.

✓ 10 PI Guarantee
✓ Pay-Per-Show
✓ HIPAA Compliant
✓ Territory Exclusive
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