Start Your Project

Tell us about your practice and goals so we can architect a digital foundation tailored to you.

You’ve invested years into your craft. Your digital presence should reflect that. This intake is designed to clarify your goals, patient journey and the kind of results you want online so we can architect a build that feels worthy of your brand.

This isn’t a quick quote form. Thoughtful, honest answers help us determine fit and design a digital foundation that can serve you for years.

Begin Intake

Tell us about your clinic, your patients and the digital presence you want to build.

The goal of this intake is clarity. We’re interested in how you practice, who you serve and what “success” looks like online — whether that’s more qualified consults, a cleaner brand experience, better SEO structure or preparing to scale to new locations.

There are no perfect answers. Share as much as you comfortably can, and we’ll use your responses to shape a proposal and process that matches the stage and ambition of your practice.

01

Who We’re a Good Fit For

White Coat Digital Agency is built for modern, forward-thinking healthcare practices, including:

  • Longevity & performance medicine clinics
  • Hormone optimization & peptide therapy clinics
  • Functional and integrative medicine practices
  • Medical spas & medical aesthetics studios
  • Direct Primary Care (DPC) & concierge medicine practices
  • Private medical practices preparing to launch or scale

We work best with teams who value clean, compliant, conversion-focused builds and want a digital partner, not just a template or one-off funnel.

02

How This Works

Our process is quiet but rigorous. It’s designed to create clarity and a strong, sustainable digital foundation:

  1. Discover – We learn about your clinic, services, ideal patients and goals.
  2. Design – We shape your visual direction, website layout and core messaging.
  3. Build – We develop your site, funnels and systems inside Go High Level.
  4. Refine – We optimize flows, content, SEO structure and performance.

Project Intake Questionnaire

These questions are designed to spark clarity for both of us. There are no right or wrong answers — only honest ones. Use this space to vent your frustrations, share your ideas and describe your dream digital presence.

You can keep answers high-level if you’re short on time, but more detail helps us serve you at a higher level.

01 — Your Information

Day of Week, Time of Week, Time Zone if not EST

02 — Vision & Direction

Share 2–5 websites you love. What do you like about each?
If money were no object, what kind of website and digital ecosystem would you build?
Which providers, clinics, or brands inspire you — and why?
Are there any must-have elements or styles you want included?
What challenge are you hoping this project solves?
Design styles or visuals you dislike
What brings you to White Coat Digital Agency at this stage of your business?

03 — Brand Positioning & Differentiation

What makes your brand different?
Top 3 competitors
What’s the story behind your brand?
Do you have a dream tagline?

04 — Audience & Clinic Identity

Describe your ideal patient or customer
How involved do you want to be in the design process?

05 — Project Goals, Features, and Logistics

Must-have features to keep your business going
Ideal start date + launch timeline
Most of our clients invest between $8,000–$18,000+ for their initial build depending on scope, pages, and functionality. Selecting the range that best matches your current comfort level helps us ensure we're aligned and respectful of your time and resources.

06 — Final Notes & Next Steps

Anything else we should know?
How ready are you to begin?