Multi-location Clinic Onboarding
Surface fragmented GBP access, local listing chaos, approval drag, and reporting gaps before location campaigns launch.
Built on Agency Client Intelligence. For dental groups, med spas, and franchises where onboarding breaks down across locations—not in a single kickoff call.
- Map GBP and listing ownership across every location
- Flag NAP and local SEO inconsistency before spend
- Expose regional approval bottlenecks early
- Standardize brand assets where locations diverge
- Stabilize week-one access and reporting per site
What this workflow helps detect
Typical operational risks
Multi-location onboarding fails in predictable ways—these are the friction patterns teams see most often.
- Different locations using inconsistent branding
- Shared platform access with unclear ownership
- Regional approval bottlenecks
- Incomplete local SEO setup per site
- Reporting inconsistencies between locations
When to use this workflow
Example: A 12-location dental group signs a local SEO and paid program. Intake reveals GBP managed by three different parties, mismatched phone numbers on listings, and all creative routed through one regional manager—the review prioritizes listing ownership and approvers before any location goes live.
Use this workflow in FormGenyus
Start with the form template, then turn on the recommended AI review. Send intake to clients and review the output with your team before kickoff.
Marketing Agency Client Onboarding Form
Capture per-location access and stakeholders—dedicated clinic workflow template coming soon.
View form templateAgency Client Intelligence — Balanced
Surface location coordination, GBP ownership, and approval fragmentation.
One-step apply from this guide isn't available yet. Use the review name above when you turn on AI summaries on your form.
Example: Brightline Dental Group
12-location onboarding intake through generated multi-site review—illustrative.
From the intake
- 12 clinics across two states; local SEO + light paid per location
- GBP: 4 locations with former agency still as manager; 3 use different main lines
- Brand assets uploaded for 7 sites only; logo variants conflict
- All location campaigns approved by one regional manager
- No per-location reporting baseline in GA4 or call tracking
What AI detected
- Local SEO inconsistency—NAP and phone mismatches across listings
- Access dependency—GBP transfer required before location work
- Stakeholder approval fragmentation—single regional gate slows all sites
- Reporting instability—no trustworthy per-location baseline yet
Week-one actions generated
- Day 1–2GBP ownership audit; transfer managers for the four blocked locations
- Day 2–3Normalize primary phone numbers on listings; document exceptions
- Day 3–4Name clinic-level backup approvers; cap regional review to strategic only
- Day 5Roll out brand kit + reporting template for remaining five locations
Strong demand across locations, but delivery is constrained by fragmented GBP access and inconsistent local data. Stabilize listing ownership and approval paths before scaling SEO or paid work site by site.
AI review: readiness gaps, local pressure, week-one actions
Full product screenshot coming soon
Operational focus areas
Group intake around location chaos—not a single-site kickoff checklist.
Locations & GBP
- Per-location GBP ownership and delegates
- Phone numbers, hours, and listing accuracy
Local visibility
- NAP and citation consistency
- Location-specific SEO and review strategy
Coordination
- Regional vs clinic-level approvers
- Shared vs location-specific stakeholders
Brand & reporting
- Brand assets by location or region
- Local reporting and KPI ownership
Intake structure
Use the marketing agency onboarding form with per-location sections for GBP, contacts, assets, and approvers—or duplicate intake per region.
Screenshot coming soon — wireframe preview
Recommended AI review sections
Suggested review focus for multi-location programs—enable and adjust in the AI Summary Builder.
| Review section | Purpose |
|---|---|
| Executive snapshot | Group context, locations, and onboarding goals |
| Delivery pressure | Launch scope vs coordination capacity |
| Platform readiness | GBP, analytics, and listing access by location |
| Local SEO review | NAP, citations, and per-site visibility gaps |
| Stakeholder review | Regional approvers and location owners |
| First 7-day plan | Access, listings, and approval stabilization |
| Readiness score | Group-wide kickoff confidence |
| Executive briefing | Leadership summary across locations |
How teams use this workflow
- Client completes group onboarding intake (all locations)
- AI generates multi-location readiness review
- SEO lead validates listings and NAP consistency
- Account lead resolves approvers and asset gaps
- Team sequences location rollouts after week-one stabilization
Quick tips
Do
- Capture GBP manager status for every location in intake
- Document phone and NAP exceptions explicitly
- Assign clinic-level approvers, not only regional
Avoid
- Launching location campaigns before GBP transfer
- Assuming one brand kit covers all sites
- Group reporting without per-location baselines
Outcome
By kickoff, the agency has verified listing ownership across locations, aligned NAP and brand standards, clear approval paths per site, and week-one actions—before local SEO or paid work scales location by location.