Client Onboarding

Intake Form

Please provide as much detail as possible. The more thorough your responses, the better we can serve you and deliver exceptional results.

Service Agreement

Thank you for choosing Pharo LLC to advise and implement marketing for your dental practice. We are excited to work with you!

THIS AGREEMENT (the “Agreement”), is entered into on this date [current_date format=m/d/Y] by and between Pharo LLC (“The Company”) a California limited liability company, with a mailing address of 1470 W. Boros Ct., La Habra CA 90631, and;

[Name Below] (“The Client”), residing at [Address Below] (together with “The Company,” referred to as the “Parties”).

The Client and The Company agree as follows:

1. Services Provided.

The services are delivered in two key phases: Setup Services and Ongoing Management Services, ensuring a comprehensive approach to your marketing needs.

Setup Services

We create all essential and optional marketing assets to establish your campaign. This includes:

  1. Website design, development, and hosting transfer.
  2. Copywriting for your website and advertisements.
  3. Setting up and connecting Google (accounts, ads, analytics, search console) and Meta assets (accounts, ads, creatives, Facebook, Instagram).
  4. Implementing conversion tracking (Meta Pixels, Google tracking).
  5. Optimizing your Google Business Profile and creating local citations.
  6. Building systems for reviews, follow-ups, recalls, and auto-responses.
  7. Designing promotional brochures (referral incentives, reviews, direct mail, scheduling policies).
  8. Directing and managing photography for branding materials.

Ongoing Management Services

We ensure your marketing assets are continuously optimized to maximize new patient acquisition:

  1. Website maintenance, security updates, and page optimizations for better phone call rates.
  2. Monthly blog posts and Google Business Profile updates for improved SEO.
  3. Active monitoring and adjustment of Google and Meta ads (up to $2,000/month).
  4. Detailed monthly performance reporting and strategy adjustments based on metrics.
2. Client Requirements.

Client Responsibilities
The Client agrees to:

  1. Complete the intake survey with all required information.
  2. Provide administrator access to:
    • Website and domain hosts,
    • Google Business Profile, Meta Business, Google Ads, and other relevant accounts.
  3. Configure integrations for the review system.
  4. Supply photos, logos, and other branding materials.
  5. Provide billing details for Google and Meta advertising accounts.

Instructions for these steps are provided during onboarding.

Failure to Respond:
If the Client fails to provide required materials within 30 days of agreement to services, The Company may terminate the Agreement, and all unpaid fees will become immediately due.

3. Payment Terms
  • Setup Fee: $2,000 (approx. 30 days).
  • Ongoing Fee: $2,000/month, auto-deducted.
4. Term and Termination
  • Month-to-month.
  • Cancellation: Client may cancel anytime via written notice.
5. Ownership and Proprietary Information
  • Client retains rights to materials created by The Company for The Client.
  • Proprietary tools/software remain The Company’s property.
  • Both Parties agree to confidentiality.
6. Additional Services
  • Out-of-scope work: $120/hour, pre-approved in writing.
7. Liability and Disputes
  • No guarantees on specific results.
  • Liability limited to amounts paid, excluding third-party costs.
  • Disputes handled under California law.
8. Communication
  • Email: support@pharoagency.com
  • Phone: (562) 232-9939
  • Office hours: Mon-Fri, 9 am–5 pm.
9. Entire Agreement

This document represents the full agreement. Modifications require written approval through email.

The Company

Name: Isaac Oh
Company: Pharo LLC
Signature: Isaac Oh
Date: [current_date format=m/d/Y]

The Client

Payment

Click the button below to make your initial payment.

Setup Wizard

Please take 15 minutes to complete your onboarding using the Setup Wizard (yellow).

If you have additional information to share, you can email us at support@pharoagency.com or use the Send Information form (blue).

We understand setup can be challenging—if you encounter any issues, don’t hesitate to let us know how we can assist!

1. Website Hosting

Provide Account Access: Add us as an administrator, or share credentials for your website host.

A. If you are having trouble remembering your hosting provider:

  1. Find Your Provider: Visit ICANN Lookup.
  2. Scroll to the Reseller section under "Raw Registry RDAP Response."

B. Don't have a website hosting provider? Let us know and include several domain name ideas for us to purchase one on your behalf. (We'll confirm with you and you'll have full ownership of it.)

2. Google Business Profile

  1. Go to your Business Profile. Learn how to find your profile.
  2. Click Menu Menu and then Business Profile settings and then Managers.
  3. At the top left, click Add Invite new users.
  4. Enter pharo@pharoagency.com.
  5. Under "Access," choose Manager.
  6. Click Invite.

Don't have a Google Business Profile? You can find instructions to create one here.

3. Review System

  1. Find your PMS and see if it's compatible: https://birdeye.com/integration/dental/
  2. Go to the Integration Scheduler: https://birdeye.com/cal/int/
  3. Click the Timezone at the top right and make sure it's set to your timezone.
  4. Choose a day and time that works best - any staff member can be present for the 5 minute virtual integration.
  5. Write "Standard integration", in the message field

4. Google Ads

  1. In your Google Ads account, click the Admin icon Admin Icon.
  2. Click Access and security.
  3. Click the plus button .
  4. Enter pharo@pharoagency.com as the email address for your invitee, then select Administrator as the account access level.
  5. Click Send invitation.

Don't have a Google Ads account? You can find instructions to create one here.

If you are creating a new account, you may need to follow the on-screen instructions to verify your business.

5. Google Ads Billing

Verify that your Google Ads account has a valid billing method.

If you don't have one:

  1. In your Google Ads account, click the Billing icon Billing Icon.
  2. Click Settings.
  3. Choose the country or territory of your business address. Select Continue.
  4. Enter your business address. Select Continue.
  5. Make your billing selections and enter your billing information. The options you see will depend on the country of your billing address, the currency you've picked, and whether any payment methods are temporarily unavailable for your account.
  6. Review and accept the Google Ads Terms and Conditions.
  7. Select Submit and Activate.

6. Meta Ads

  1. Go to Ads Manager Settings. You may be asked to re-enter your password.
  2. Below Ad account roles, select Add people.
  3. Enter "pharo@pharoagency.com".
  4. Use the dropdown menu to choose Ad account admin, then click Confirm.

Don't have a Meta Ads account? You can follow these instructions to create one.

If you are creating a new account, you may need to follow the on-screen instructions to verify your business and verify your domain. You will also need to connect your Meta business assets (Facebook page, Instagram page) to your new account.

7. Meta Ads Billing

Verify that your Meta Ads account has a valid billing method.

If you don't have one:

  1. Click Payment settings in the Billing section of Ads Manager.
  2. In the Payment methods section, click Add payment method.
  3. Check location and currency. If some of this information needs to be updated, a new ad account must be created.
  4. Select the payment method you want to add and click Next.
  5. Check or update the Edit billing information form and click Next.
  6. In the Confirm updates form, select the option that best fits your needs, pause ads or keep ads running and click Confirm.
  7. Click Done.

Meet Your Account Manager!


We're thrilled to introduce Gelene Dumayaca, your dedicated partner throughout this journey.

Gelene will be your main point of contact, ensuring all your needs are met and your goals are achieved.

In our company, her role is to be your biggest advocate and make sure everything is being done for your best interest.

Feel free to reach out to Gelene at gelene@pharoagency.com or (562) 232-9939 with any questions, updates, or feedback.

We’re here to make your experience seamless and successful!

Congratulations! 🎉

You've successfully completed the onboarding process.

We're excited to start working with you and delivering exceptional results.

If you have any questions or need assistance, don’t hesitate to reach out.

Let’s achieve great things together!

Send Information