RootLogic

Welcome — Let's Get You Set Up

Before we can launch your campaigns and configure your account, we need a few details from you. This form covers everything in one place — no back and forth, no missing pieces.

📋 What You'll Need to Complete This Form

1 Basic Practice Information
Your practice name, main phone number, website URL, and hours of operation for each day you’re open.

2 Services & Procedure Pricing
A list of the procedures your practice currently offers and your average pricing for each. Estimates are perfectly fine.

3 Platform Access
Login access or admin permissions for Google Ads, Google Analytics (GA4), Google Tag Manager, Google Business Profile, and your Meta Business Manager account. If you’re unsure how to share access, we’ll guide you through it.

4 Website & Domain Details
Your domain registrar provider (e.g. GoDaddy, Namecheap) and access to your CMS if applicable (e.g. WordPress, Webflow, Shopify).

5 A2P 10DLC SMS Compliance
Your legal business name, EIN/Tax ID, business address, and basic SMS usage details — or simply upload your IRS EIN letter and we’ll handle the rest.

6 Branding & Asset Links
A link to your brand/style guide and a shared folder (Google Drive or Dropbox) containing approved images such as office photos and before & after photos.

7 Staff Account Details
Names, email addresses, and cell phone numbers for any team members who should have access to your RootLogic account and receive lead alert notifications.

💡 We recommend completing this form in one sitting if time permits. Having everything ready upfront allows us to begin your account setup immediately upon submission — without any delays or follow-up requests. If you do need to step away, your progress will be saved automatically and you can return to this same link at any time to pick up where you left off.

ℹ️ A Few Things to Know Before You Start

Fields marked with a red asterisk are required.
Pricing estimates are completely acceptable — exact figures are not required and can be updated later.
Use the Save Button in the top bar to save your progress as you go
If you have any questions while completing the form, reply directly to your onboarding email and a member of our team will assist you.

Takes approximately 20–30 minutes · Progress is auto-saved