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Welcome Packet: Customized Vision Care
Welcome to the UPGS Program
Meet the Team
Getting Started
Roadmap
Activity Report
Feedback
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Getting Started

Here is an outline of the orientation and setup process. If you're more of a DIYer, feel free to move ahead! We do love enthusiasm. ; ) If not, just lean on your PGS for help anytime you need!

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→ Program Warmup
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→ Startup Tasks
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→ Website Launch List
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What to Expect
You have taken the first big step by joining the UPGS program! We don't take this lightly.
The next KEY step to realizing success is thoughtful, deliberate, ACTIVE participation.
Your dedicated Account Manager will introduce you to growth strategies, implementation tools, and unique opportunities to engage with our member community. We are always here working for you so that you are in the best position to realize your goals through implementation and engagement with this amazing Program!
While working through your Setup Tasks during your first 4 weeks, you will also be working with your Visibility Specialist to complete your amazing new 10/10 website!
Once you complete the set up process and launch your 10/10 website, you will continue meeting with your Account Manager weekly to focus on marketing and growth strategies. Soon after, you will move to monthly meetings while your Account Manager strives to ensure that processes and strategies are working to your advantage.
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👍Got it
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Program Warmup
Let's get more acquainted with the UPGS Program
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New Client Strategies
Your Account Manager will walk you through the tried and true marketing strategies within the UPGS program specifically designed to help you attract more new clients to your practice with the ultimate goal of turning them into long-term, active clients.
Active Client Strategies
Your Account Manager will introduce ways you and your staff can work together in making sure your current clients REMAIN clients AND become your BEST advertising!
DVMelite Member Community
You will also be introduced to and become a part of the amazing DVMelite member community. There are multiple opportunities and avenues through which you and your staff can become an integral part of what makes our community strong, vibrant, and supportive!
Topic
New Client Strategies
DETAILS
Your Account Manager will walk you through the tried and true marketing strategies within the UPGS program specifically designed to help you attract more new clients to your practice with the ultimate goal of turning them into long-term, active clients.
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Startup Tasks
0
Week 1
2
Intro to Kanban Boards (1 min)
Your Vision (15 min)
Week 2
5
Reputation Management
Google My Business Access (5 min)
Facebook Access (5 min)
Connect Instagram to FB (5 min)
IPG: The Instant Profit Generator
Week 3
4
Irresistible Offer
Google Ads
Care To Share
Your Numbers - Deep Dive (15-30 min)
Week 4
3
Promotions & Newsletters (15-30 min)
Post-visit, NPS & Google Review Marketing
Pricing Analysis (15-30 min)
Done!
2
The Practice Growth Academy & Live Webinars
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Website Launch Milestones
Progress:
Completed
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Incomplete
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(
100
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% of tasks completed)
To-Do List
0
Done
Task
Date Completed
1
Choose Website Theme - VISION
6/3/21
2
Complete
Website Questionnaire
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6/8/21
3
Geographical Keywords Approval
6/15/21
4
Complete
7 Key Client Bonding Questionnaire
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6/11/21
5
Complete
Domain & Email Transfer Worksheet
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8/3/21
6
Website Preview Review (
https://myelitelogin.com/preview/246d5d79
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)
6/4/21
7
Website Launch Approval
8/3/21
There are no rows in this table
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Check out our Roadmap →
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