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WELCOME
DR. GLENN WILCOX

Get Started Plan For

Dr. Glenn Wilcox
5353 Wyoming Blvd. NE Suite 4
Albuquerque, NM 87109
United States

Megan Griego
Chief Executive Officer
megan@drglennwilcox.com

Brian Offenberger
Scottsdale, Arizona 85254
(602) 412-3168
1

WELCOME
OVERVIEW

On behalf of the entire team here at Right On – No Bull Marketing d/b/a BrianOffenberger.com, please accept our warm welcome to you and your company.

We are genuinely thrilled to embark on this journey together and grateful for the opportunity to serve you. We are committed to exceeding your expectations every step of the way.

At BrianOffenberger.com, our primary goal is to drive tangible results that contribute to the growth and success of your business. We understand the importance of this partnership and are fully dedicated to delivering effective solutions, personalized strategies, and exceptional service to help you achieve your objectives.

As we kick off this partnership, please know that your satisfaction and success are our top priorities. We are here to listen, adapt, and evolve to meet your needs and challenges effectively.

Once again, thank you for entrusting us with this opportunity. We are excited about the possibilities that lie ahead and are confident that together, we will achieve remarkable outcomes.

2

IMMEDIATE
OBJECTIVES

I. Fill out our onboarding form.

  • Please provide and submit the information requested on this form.

II. Please contact your website programmers.

  • Let them know who I am and how I will be helping you.

  • Please give them my contact email address of brian@brianoffenberger.com.

  • Please inform them I will contact them directly for our needs.

  • I will seek approval from you prior to authorizing them to take any action.

  • Please send me their contact information at brian@brianoffenberger.com.

III. Watch and respond to the website “low hanging fruit” video.

  • As we discussed, there are easy enhancements we can make to your website to help you serve more customers and sell more products and services. Please review the video and we can then plan to get the work done. Video will come to you via a separate email by close of business Friday, March 29th.
3

APRIL ACTIONS

I. Website

  • Implement conversion improvements (low hanging fruit).

  • Update the meta titles and meta descriptions on the site.

  • Implement the FREE Discovery Call Process on the website.

  • Upgrade the virtual call with Dr. Glenn process to take payment and schedule online.

II. New revenue streams

  • Write and send emails to existing account list offering discovery call.

  • Identify products you may want to recommend to patients. These are products you do not sell. You refer people to them and earn a commission when they buy. We need to identify if you want to do this and, if so, what products you are interested in. Look at https://naturalheartdoctor.com/products-we-recommend/ or https://wellnessmama.com/resources/ for ideas.

  • Develop and implement a plan of action to re-engage past patients that are no longer active. We will create an offer, and an email campaign to re-engage them.

  • Work with you to develop a direction for online learning. We’ll want to identify what you want to teach (some things we’ve done in online learning formats for the cardiologist include Natural Treatment Solutions for High Blood Pressure, Natural Treatment Solutions for AFib and courses around gut health, digestion, IBS, and nutrition) and develop a plan of action to turn the idea into a marketable reality.

III. Miscellaneous

  • Review your marketing analytics to understand what’s been going on.

  • Ensure implementation of proper technology to achieve objectives.

  • Begin content plan for social channels.
4

MEET YOUR TEAM

BRIAN OFFENBERGER

Primary Point of Contact
  • Phone Brian at (602) 703-2307

BERNIE DISANTIS

Secondary Point of Contact
  • Phone Bernie at (602) 412-3168

Our office is open Monday – Friday from 8am to 5pm Arizona time. We are closed most major U.S. holidays. We are grateful for your business and value your trust.

5

HOUSEKEEPING
ITEMS

  • Brian would like to meet with both of you for one hour on any day April 9 – 11 to discuss program elements and your thoughts about online learning. Please grab a day and time that works for you at https://calendly.com/brianoffenberger/30-minute-zoom-meeting

  • We will determine our next meeting time after our first April meeting.

  • Please begin to accumulate as many customer testimonials as possible. Written, video, however you can get them. If you need tips and pointers, let us know.

  • Please email us at any time about anything. Your program with us includes unlimited email access.

  • We are on the clock now, free. We will send you an invoice for April services via another email. You may pay it via company check, ACH transfer or credit card (plus 3% processing fee).

Thanks once again for the opportunity to serve you. We are excited to begin!

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