Medical Client Onboarding

Table of Contents

  • EverConvert Client Signup Form

    This form helps EverConvert expand your digital presence. Please fill out all fields below. If you have any questions please reach out to your Everconvert Account Manager.
  • MM slash DD slash YYYY

  • Company Information

    This section of the form is highly important to your digital branding, so be as specific as possible. Details provided are essential for EverConvert's citation cleanup process. We will be scraping old outdated listings, claiming them and updating them all to the newest information in an effort to ensure your Name, Address, and Phone consistency across the web.
  • Street AddressAddress Line 2CityStateZIP Code 
  • Day(s)Hours Open 

  • Contact Information

    This section will provide EverConvert with the proper contact information to communicate efficiently.
  • NameEmailPosition 

  • Intake

  • Please list all contacts to be notified of Leads:
    NameEmail 
  • DayHours 
  • DayHours 
  • UsernamePassword 

  • Website Information

  • (GoDaddy, HostGator, Network Solutions, etc.) New websites can't be launched without this.
  • We will review your SSL certificate at time of onboarding to verify settings, and ensure site security.

  • Website Content

  • Please attach your bio to be added to your website
    Accepted file types: pdf, doc, docx, Max. file size: 128 MB.
  • Professional headshots from the shoulders up with a gray or black background, without text. A minimum size of 1400 pixels x 1400 pixels.
    Drop files here or
    Accepted file types: jpg, png, Max. file size: 128 MB.
    • NPILicense NumberDate 
    • AwardsCredentialsPublishings 
    • AffiliationsMembershipsCommunity Outreach 
    • Please let us know any additional information that you would like us to add to your bio.
    • Please include any other professional license you would want to include on your website or ads. (Utilizing additional licenses provides opportunity to leverage multiple assets.)
    • NameProfessional LicenseState 
    • Please attach the bio(s) for the additional staff you would like added to your website
      Accepted file types: pdf, doc, docx, Max. file size: 128 MB.
    • Include a radius if relevant
    • This may be your specialty, mission statement, additional hours of operations, responsiveness , years of experience or customer service
    • Free Consultation, Transportation, Professional Referrals
    • (i.e. Facebook, Google Ads, etc.)

    • Assets

      Logos, Photos, Additional Headshots, Association Membership Badges, etc. (All photos need to be 1400 pixels x1400 pixels minimum,)
    • Photos, Videos, PDFs, Office Photos (Inside/Outside), etc. These do not need to be professional quality photos, a smartphone image will suffice.
    • NameUsernamePassword 

    • Social Media Information

      In this section, we will gain access to your social media profiles, which will allow us to post to all necessary platforms

    • How to add EverConvert as an admin on your Facebook page

      Please add username: ‘shannon everconvert’ email: clientmaps@everconvert.com as an admin to both the page managers and the ads account. These are 2 different access levels, both of which we need, and we can provide a screen share walk-through if you are unsure how to complete this step.

      1. Go to Business Settings
      2. Click Users, Click People
      3. Click Add People
      4. Add Shannon Everconvert
      5. Select Admin Access
      6. Review the invitation and click Send Request

    • How to add EverConvert as an admin on your Instagram Profile

      1. Go to Business Settings
      2. Click Accounts
      3. Click Instagram Accounts
      4. Click Add People
      5. Select a person from the left-hand column. Then toggle on the tasks you want to grant permissions for. A blue toggle means it's on, and gray means it's off
      6. Click Assign

    • How to add EverConvert as an admin on your YouTube channel

      1. Go to studio.youtube.com
      2. On the left-hand side, click Settings
      3. Click Permissions
      4. Click Move Permissions
      5. Click Invite and enter clientmaps@everconvert.com
      6. Click Access and select the role of Manager
      7. Click Done

    • How to add EverConvert as an admin on your LinkedIn page

      1. Click the Me icon at the top of your LinkedIn homepage.
      2. Below Manage, select your Company Page.
      3. Click on Settings on the bottom left of the page and click Manage Admins.
      4. This is a 2 step process
      5. Step 1 Click on Page Admin.
      6. Click on the blue button that says Add Admin and make sure Super Admin is selected as the page role.
      7. In the search box type Shannon Everconvert.
      8. Select the image with the black logo and click save.
      9. Step 2, Repeat this process on the second tab, Paid Media Admins.

    • Google Business Profile, Analytics, and Ads

    • How to add EverConvert as an admin on your Google Analytics

      1. Sign in to Google Analytics
      2. Click left blue gear setting, and navigate to Account Access Management
      3. Click on the blue + in the top right, select dd users
      4. Select Administrator as the role
      5. Enter the email address accounts@everconvert.com
      6. Click Add

    • Google Ads Account Access

      Please provide us with your 9-digit Google Ads account. We will request access from our Everconvert MCC Ads Account (accounts@everconvert.com) using your 9-digit account number. When you receive this request, please grant access to us on the ADMIN level. You do not need to add us, our preference is to request access.

    • In the event we need to verify your account, we will need the following documents or will face ad account suspension.

      1. EIN Letter
      2. Drivers License (front and back)

      Email all documents to accounts@everconvert.com

    • Google LSA Account Access

      Please provide us with your 9-digit Google LSA account. We will request access from our Everconvert MCC LSA Account (clientmaps@everconvert.com) using your 9-digit account number. When you receive this request, please grant access to us on the ADMIN level. You do not need to add us, our preference is to request access. If you have more than one account, please enter them in each additional 9 Digit LSA Account field.

    • In order to set up LSA ads, we will need vital information for Google to approve you to run. These documents vary from industry to industry. It is extremely important all the documents are current and the names and addresses match across everything. Follow this link for details about what we will need to get LSA’s set up.

    • Request the following documents from your insurance provider to be emailed to clientmaps@everconvert.com.

      *Ensure the documents are signed, contain your DBA name, and the address matches your business location(s).

      *Every location advertised will require this document.

      • General Liability Certificate
      • Individuals Professional Liability Certificate

      *Any documents submitted that do not comply will delay the approval process with Google.

      Google may require an individual background check for the professionals featured in the ad. This is a random selection and cannot be predicted. Background checks take 3-6 weeks and require uploading of social security number and driver license to Evident, Google’s 3rd party background check vendor.

    • Payment

      EverConvert provides two options for one time and monthly recurring payments. Please select one below.
    • *There is no additional fee for ACH. Credit card will incur a 2% charge and AMEX will be 3% charge.
    Save and Continue Later
    Ready to Scale Your Business?

    Let's Start the Conversation