Basics Lead Generation Sell Online Programs How To Externally Share A Template

Basics

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Templates can be shared externally via a unique link

Sharing pre-built templates to is a great way to generate new business for your practice. For example, you can create detailed careplans (i.e. Bulletproof Your ____, ACL Prevention, etc) and share this templates externally. There are two main use cases for this feature:

Use for lead generation

Sell online programs

Lead Generation

Embed the unique template link in an automated marketing email sequence. When a user signs up to your newsletter or lead magnet offer, send an automated email containing the template link. The user can click the link and Careplan’s onboarding process will help them set up the mobile app. Once the user downloads and logs into the ,mobile app, the shared template will start and auto-progress through the phases you have set up within the template. This allows you to automate and scale your lead generation efforts and make your offer more attractive than a typical PDF report.

Sell Online Programs

Similar to the lead generation use case, you can embed the unique template link in an automated email sequence that gets triggers upon a purchase. Many “influencers” sell online programs (typically containing a PDF or Google Sheet) that target individuals who do not live locally or cannot afford 1-1 treatment. Using an online platform (Shopify, Woo Commerce, etc) makes it easy to set up payments and can help you automate the process to send this external sharing template link. Similar to lead generation, these templated will autoprogress through the phases you have set up and finish at the expiry date.

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Ensure you have the proper disclaimers if you offer clinical advice within your templates.

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Shared templates can be restarted by clicking the link and loading a fresh program