Setting up

Let our AI learn your business

Paste your website and we will do the rest

We read your site, figure out what you do, and build a profile that targets the right neighborhoods. Takes about a minute. You can edit everything.

Reading your website

Pulling your services, offer, and contact details

Locations found

We found more than one location

Your website lists several offices. Pick the ones you want to mail for. Each becomes its own report and drop. You can edit any address.

You will set up targeting for the first location now. The rest wait on your locations dashboard until you are ready.

Here is what we learned

Check it over and fix anything. These suggestions are editable anytime.

We found these offices on your website. Which location do you want to add?

Set up each location once, right here: its address, its customer list, and its targeting. Each gets its own free neighborhood peek and its own report. Nothing is asked again after this.

Customer data

Step 1: upload this location's customer list

Your list is what powers your report: who you already serve versus who you are missing, which neighbor types bring in the most dollars, and what each is worth per patient. Any column names work; our AI maps them.

Include an address, first / last / next appointment dates, and total collections per customer.

What we need at minimum

    Extra columns are welcome; they sharpen the AI report.

    De-identification: every name, street address, email and phone is purged right after matching. We keep only de-identified segment, spend, and visit-date data.

    Truly no list? You can skip the upload; you will get an area-only report and can add your list later to sharpen it.

    A few quick questions

    This tunes who we target around you.

    You can come back and edit any of this before you mail.

    Profile ready

    Your business profile

    This is what we will use to find your best neighborhoods. Edit anytime.