Here is what we will cover during this kickoff call to make sure we are aligned before launch.
Confirm domain registrar access, hosting credentials, WordPress admin, and email setup for campaign communications.
Google Ads, Meta Ads, Google Analytics, Google Tag Manager, and any other tools we need connected.
Campaign structure, keyword targeting, geographic coverage, budget allocation, and launch plan for search and PMax.
Campaign objectives, audience targeting, creative direction, and funnel structure for Facebook and Instagram.
Define the exact conversion actions we will track, optimize toward, and report on. Align on what "success" means.
Audit existing tools, CRM, intake systems, and identify what we need to build, integrate, or replace.
Healthcare advertising restrictions, HIPAA considerations, state-specific regulations, and any internal guidelines.
We need access to the following to manage your website, landing pages, and conversion tracking infrastructure.
Access to wherever mobilewoundservice.com is registered (GoDaddy, Namecheap, Cloudflare, etc.) for DNS management.
NeededWordPress admin credentials and hosting panel (cPanel, WP Engine, SiteGround, etc.) for landing pages and tracking code.
NeededDo you have branded email addresses (@mobilewoundservice.com)? We may need one for sending or form notifications.
DiscussConfirm SSL is active and auto-renewing. Required for ad platform trust signals and conversion tracking.
ActiveWe need admin or manager access to the following accounts. If any of these do not exist yet, we will create them together.
Account ID: 480-302-2694. We will need admin access or manager linking to our MCC.
LinkedAccount ID: 708057218361717. Confirm Business Manager admin access for our team.
LinkedAccount ID: 189182123. Confirm access for Bing Search campaigns alongside Google.
LinkedWe need admin or editor access to the GA4 property for conversion tracking and audience insights.
NeededContainer access for installing pixels, conversion tags, and event tracking across the site.
NeededPage ID: 645856905277218. Needed for Meta Ads delivery, social proof, and organic posting.
LinkedOur approach to Google Ads and Meta Ads, tailored for the mobile wound care industry. We need to align on targeting, messaging, and budget before launch.
Capture high-intent searches from patients, caregivers, and referral sources actively looking for wound care services.
Generate demand and build awareness among caregivers, family members, and healthcare professionals through targeted social campaigns.
Let us align on the exact actions we will track and optimize toward. These become the foundation for all reporting and campaign optimization.
Calls from ads, website click-to-call, and call extensions. What phone number should calls route to?
PrimaryContact forms, appointment requests, referral forms. "Book Appointment" is the primary CTA on the site.
PrimaryNot all leads are equal. How do you define a qualified lead vs. a junk lead? What makes someone a viable patient?
SecondaryWe need to understand what tools and systems are currently in place, what is working, and what needs to be built or replaced.
Walk us through your current technology stack so we can identify gaps and integration opportunities.
| Category | Current Tool | Status | Action Needed |
|---|---|---|---|
| Website / CMS | WordPress + Elementor (Yoast SEO) | In Place | Audit for landing page readiness |
| CRM / Lead Management | ? | Discuss | Where do leads go after they submit a form or call? |
| Appointment Scheduling | ? | Discuss | Is there an online booking system, or is intake handled manually? |
| Call Tracking | ? | Needed | Set up call tracking for ads attribution and recording |
| Email / SMS Marketing | ? | Discuss | Do you send follow-up emails or texts to leads? |
| Patient Intake Software | ? | Discuss | EHR, patient management, insurance verification tools? |
| Analytics / Reporting | GA4 (to be confirmed) | Setup | Full conversion tracking, event setup, dashboard access |
| Social Media | Facebook Page (active) | In Place | Confirm Instagram presence and content strategy |
Healthcare advertising is heavily regulated. We need to understand every constraint before launching any campaign to protect both your business and your patients.
Patient privacy in all marketing materials. No identifiable patient information in ads, testimonials, or case studies without written consent. Form data must be handled securely.
Google and Meta both have healthcare-specific ad policies. Certain claims, imagery (graphic wound photos), and targeting restrictions apply. We need to know what we can and cannot say.
With operations in 48+ states, are there state-specific licensing, advertising, or telehealth regulations that affect which markets we can advertise in?
Can we reference insurance acceptance (Medicare, Medicaid, private insurance) in ads? Are there restrictions on how we discuss cost or coverage?
Can we use patient testimonials in ads? Do they require signed consent forms? Are before/after images permissible with patient approval?
Do you have a brand style guide, approved messaging, or specific language preferences? Any terms we must always use or always avoid?
Once we have alignment on all sections above, here is the roadmap to launch.
Share all remaining logins, grant ad account access, and connect analytics.
Install conversion tracking, call tracking, and event tags across the site.
Build campaigns, finalize ad copy, and go live after compliance approval.