Marketing Request Forms — Visual Preview

Audience: Office Manager, Doctor

Auth: SSO

Slug: marketing-request-v2

Emits to: intake-general / intake-specialty / intake-advanced-care (auto-routed)

Who and where

The top three fields prefill from your login. Correct them if this request is for someone else.

Your name *

Your email *

Practice * Pulled from your practice memberships. If you support multiple offices, pick the one this request is for.

What do you need?

Request type * Pick the closest match. Fields below adjust automatically.

One-line summary * This becomes the task title. Max 200 characters.

Details *

Impact *

Urgency *

Website Edit details

Website URL * Enter specific website URL of the landing page that you'd like us to edit.

What kind of edit? *

Explain the update you would like applied *

Desired go-live date

Print material details

What kind of print piece? *

Business Card / Combo Card

Example design: A standard SGA business card includes doctor name, credentials, office phone, mobile (optional), and email on a branded template. Combo cards add appointment reminder + office hours on the back.

Full name *

Credentials *

Email *

Phone type *

Phone number *

Upload a photo of your current business card

📎Drop a photo here or click to upload

Include appointment reminder / office hours on the back (Combo Card)

Office hours *

Exterior Signage

Sign type *

Measurements *

Messaging desired *

Budget approved by Ops Director * All exterior signage is managed by the Office Manager or Ops Director. Marketing will provide designs and mocks, but do not work with local printers.

Upload photos of the desired location

📎Drop photos here or click to upload

Direct Mail

Provide any details regarding the postcard *

iStock image URLs

Print Ad

Ad type *

Measurements *

Messaging desired *

Upload Purchase Order *

📎Drop PO here or click to upload

QR Code Signage (8.5×11)

QR destination *

URL (if available)

Letterhead

Customization notes

Flyer / Other

Describe what you need *

Marketing email details

Purpose of the email *

Products or services being featured *

Themes or keywords to include *

Audience *

Landing page URL Where should recipients be sent?

Target launch date *

Listing / GBP details

Which platforms? *

What kind of update? *

Update details *

Photos to upload

📎Drop photos here or click to upload

Desired scheduling URL

Event details SPAWNS OPEN HOUSE TEMPLATE

This request will automatically spin up an Open House project with 6 subtasks (Team Meeting, Playbook, Creative, Landing Page, Mail Invitation, Email Invitation).

Event type *

Event date *

⚠ Heads up — we typically need at least 6 weeks for an in-person event. Please tell us why this is expedited in the Reason for urgency field below. Priority has been auto-set to Time-sensitive.

Event location *

Start time

End time

Food & beverage plan

Speaker or agenda

Event goals *

Target audience *

Budget (USD)

Advertising start date

Vendor sponsorships

New Doctor details SPAWNS ONBOARDING TEMPLATE

This request will spin up a New Doctor Onboarding project with 7 subtasks (Bio + Headshot, Website Updates, Creative, Patient Email, Social, BirdEye/GBP/Yelp, Advertising).

Doctor full name *

Doctor start date *

Doctor email *

Doctor credentials *

Do you already have a Doctor Bio? If so, please upload it below.

Upload bio

📎Drop bio here (PDF, DOCX)

Do you already have a headshot you can provide?

Upload headshot

📎Drop headshot here (JPG, PNG)

Education history

Awards / recognition

Passion & personal details

Reasoning behind this hire

Growth Playbook / New Patient Request

Playbook stage *

Business challenge *

Current monthly NP count

Target monthly NP count

Existing marketing channels

Budget (USD)

Office Promotion details

Promotion type *

Discount or offer *

Exclusions *

Start Date of Promotion * Please note, we require a minimum of 4 weeks notice prior to the promotion start date.

End date *

Promotion channels

Launch New Service details SPAWNS SERVICE-LAUNCH TEMPLATE

This spins up an 11-subtask project (Practice Submitted Form, Meet with Practice + Ops, Finalize Messaging, Media Channels, GBP, Website Edits, Approve Budget, Video Shoots, Marketing Overview).

Service type *

Is your Ops Director aware you are launching this new service? *

Does this new service require any new technology? *

If so, do you already have this in the office? *

Does this new service include any new certifications that we can mention on the landing page? *

Service launch date

Is this part of IGE?

Sponsorship details

Sponsorship type *

Heads up: Best Of Awards spins up a 7-subtask project (Voting Creative, Voting Email, Voting Social, then Winner Creative, Email, Social, Magazine Ad if you win).

Organization name *

Desired sponsorship level or cost *

Event or deadline date

Have we previously participated?

Goal

Please add any additional notes or questions regarding this request, or upload your sponsorship documents below.

📎Drop sponsorship docs here (PDF, DOCX, images)

Insurance Update details

Type of insurance change *

Insurances impacted *

Contract termination or effective date *

Required legal or compliance language *

Send email communication to patients? * Marketing will provide messaging, but office will deploy email to patients.

Send a print letter mailed to patients? * Cost approved by ROD. This will live under your office supplies budget. If mailing LESS THAN 350 letters, the office should manage the mailing internally.

Tell us what you need

Describe what you need *

Timing

The requested deadline helps us understand your timing but is not a guaranteed completion date. The Growth and Studio teams will review the request, confirm priority, and communicate an achievable delivery date.

I understand *

Is this tied to a specific event or launch date?

Requested completion date *

Priority *

Reason for urgency *

What happens if it is not completed by that date?

Attach anything relevant

As many files as you need. Images, PDFs, Word, Excel, PowerPoint all accepted. Up to 100 files.

📎 Drop files here or click to upload — PDF, DOCX, XLSX, PPTX, JPG, PNG, MP4

Audience: Growth Manager, ROD, Ops Director, HQ

Auth: SSO + role gate

Slug: growth-ops-internal

Emits to: intake-general (all)

Who and where

Your name *

Your email *

Practice this is about *

What do you need?

Request type *

One-line summary *

Details *

Rebrand details SPAWNS REBRAND TEMPLATE

Mimi is speccing the subtask list — placeholder in migration 077.

Date rebrand needed *

Growth Manager *

Ops Director *

Reason for rebrand *

Additional info

Office Closure details

This should live in a larger Ops project — marketing is a portion of it.

Closure reason *

Closure date *

Patient communication plan

Parent Ops project (if any)

Marketing Audit details SPAWNS AUDIT TEMPLATE

Spins up a 7-subtask Audit project (Branding, Website+SEO, Patient Comm, Social+GBP, Paid Media, Present to Clinic, Add to SEM/SEO spreadsheet).

Reason for audit *

New OM Onboarding details SPAWNS ONBOARDING TEMPLATE

Spins up a 6-subtask project (Ops Director schedules GM intro, Quarterly Campaign Review, NP Referral Program, Review Capabilities Deck, Intro to 3rd party firms, Review lead management).

Office Manager name *

Start date *

Launch New Website details SPAWNS NEW WEBSITE TEMPLATE

Spins up a 9-subtask project (LDC contract, Rebuild spreadsheet, Practice notified, Launch checklist, Dashboard training, Launch SEO, GBP URL, GA4, Social promotion).

Reason for new website *

Doctor Recruiting details

Position *

Signing bonus (USD) *

Job posting link *

Posting expiration date *

Amazon gift card referral bonus?

Timing

The requested deadline is not a guaranteed completion date. The Growth and Studio teams will review and confirm a delivery date.

Requested completion date *

Priority *

Reason for urgency *

Attachments

📎Drop files here — up to 100 files

Audience: Any SGA HQ team member

Auth: SSO

Slug: sga-support

Default assignee: Mike Fetrow

Emits to: intake-sga-support

Contact info

Your name *

Your email *

Which team do you need?

Department *

What do you need?

One-line summary *

Details *

Impact

Urgency

Timing

The requested deadline is not a guaranteed completion date. Mike Fetrow will review and confirm.

Requested completion date *

Priority *

Reason for urgency *

Attachments

📎Drop files here — up to 100 files

Audience: Anyone (public)

Auth: None — token-gated URL, rate-limited

Slug: public-marketing-inquiry

On submit: emails amcneill@sgadental.com + holding task in intake-general

Get in touch about marketing for an SGA practice

Fill this out and someone from the SGA team will reach out within 24 hours.

Your name *

Your email *

Phone (optional)

Which practice or location is this about? *

What do you need? *

Attach anything relevant

📎Drop files here or click to upload

Marketing Request Forms — Visual Preview

Who and where

What do you need?

Website Edit details

Print material details

Social media details

Marketing email details

Listing / GBP details

Event details SPAWNS OPEN HOUSE TEMPLATE

New Doctor details SPAWNS ONBOARDING TEMPLATE

Growth Playbook / New Patient Request

Office Promotion details

Launch New Service details SPAWNS SERVICE-LAUNCH TEMPLATE

Sponsorship details

Insurance Update details

Video / Photo Shoot details

Tell us what you need

Timing

Attach anything relevant

Who and where

What do you need?

Rebrand details SPAWNS REBRAND TEMPLATE

Office Closure details

Marketing Audit details SPAWNS AUDIT TEMPLATE

New OM Onboarding details SPAWNS ONBOARDING TEMPLATE

Launch New Website details SPAWNS NEW WEBSITE TEMPLATE

Doctor Recruiting details

Timing

Attachments

Contact info

Which team do you need?

What do you need?

Timing

Attachments

Get in touch about marketing for an SGA practice