Use cases

Know which dollar booked the new patient, and which request never started care.

A new patient chooses on a phone, between the rating, the first few reviews and whichever practice looks able to see them today. TruLata puts what that moment depends on, your new-patient requests, your reviews, your ads and your search, on one screen that refreshes when you open it, and it runs the scheduled work whether anyone is at the front desk.

Illustration: A spine model beside a phone showing a glowing new-patient badge, a star-rated review card, a chart card with an upward line, and a small calendar page.

Is this built for a chiropractic practice?

Yes. It is built for a chiropractic practice, whoever runs its marketing. A patient chooses a practice they can drive to, and a practice with more than one location fits the same way, location by location. Won on the screen is the patient who started care: the exam, the report of findings and the visits in the plan, not a first adjustment. The marketing is done by the doctor after the last patient, or by the front desk between check-ins, when it happens at all, and that is the seat the product was built for. It is not limited to that seat: a practice with a marketing hire still gets one screen with every connected source on it and the record of every change made in its accounts.

The moment a new patient chooses is short. A neck that will not turn, a headache that keeps coming back, a driver two days after a collision: they search on a phone, read the rating and the first few reviews, and book the practice that looks like it will see them today. The front desk is the funnel. The request arrives as a form, a booking or a call, and if nothing on your side records where it came from, a new-patient offer keeps getting judged on clicks.

TruLata is built for that practice. It counts the requests your website forms record and where each one landed, reads the reviews and rating on your Business Profile, watches your Google Ads account every morning, and shows all of it on one screen that refreshes because you opened it. The scheduled work runs whether anyone is at the front desk. The judged work, a budget or a bid, moves within the limits set for your engagement and lands in the account's own change history. The page for a business with no marketing team covers that split.

  1. Search on a phoneA neck that will not turn, a headache that keeps coming back, a driver two days after a collision
  2. Read the ratingAnd the first few reviews, before anything else
  3. Book the practice that can see them todayWhichever one looks able to
  4. Land at the front deskAs a form, a booking or a call, with where it came from recorded on your side
Illustration: A treatment table with a rolled bolster, a small spine model, a map pin marking the clinic location, and a phone showing a glowing new-patient notification.

The front desk is the funnel.

What does the screen show a chiropractic practice?

It leads with the new-patient requests. When someone submits the form on your site, the form handler emails your team and appends the row to a lead sheet server-side. The Leads view reads that sheet newest first, so a request that landed at 6am is on the screen when the front desk opens, whether or not a tracking tag fired. The row carries the page the form was on, the landing page, the referrer and any click identifier. Mark each request from the row, Contacted, Quoted, Won or Lost, or Not a lead with the reason, and the mark is written to the lead record. Won is the patient who started care, so each request ends in the record as a patient or not, rather than as a form fill, and you can set the Won rows against what the Google Ads view says the campaign spent. The leads page covers the sheet and the daily watch behind it.

The reviews come next, because that is where the booking is decided. Your Business Profile's reviews, rating and listing performance are read through a manager invitation you can revoke, and the reviews and rating sit on the search view. Search Console shows the queries you appeared for, impressions, clicks and average position, two to three days behind. For a practice those queries are conditions, sciatica, neck pain, low back pain, headaches, a sports injury, prenatal care, and the positions are Search Console's own averages, not a rank tracker. GA4 adds sessions, sources, pages and key events, hours behind intraday. Google Ads shows spend, conversions and cost per conversion by campaign, so a new-patient offer campaign carries its own cost per conversion. The search visibility page shows the view.

Where your practice runs on a CRM or booking platform, the Jobs view reads its pipeline live, and shows a coming-soon card rather than a number until the data is trustworthy. Any CRM with an API connects; on GoHighLevel it reads from your own sub-account. Where you bill through Stripe, the Revenue view reads payments and subscriptions live, so a wellness plan billed monthly shows up as a subscription, and it never creates a charge or a refund. Each source is a marketing, lead or revenue record; your patient charts stay in your practice system, and card data is never read. Your inbox and calendar are connected only where you ask for it during setup. A phone call counts as a lead where your CRM or booking platform records it, and a call-tracking platform with an API is connected during setup where you run one.

The Leads view for a fictional chiropractic practice, Northgate Chiropractic: a New-patient requests table with a new patient exam and a prenatal care request in Overland Park and a sports chiropractic and an auto injury care request in Olathe, newest first.
The Leads view for a chiropractic practice: every new-patient request from the site, newest first. Example data for a fictional practice.

What runs without me, and what still needs a person?

Your Google Ads search campaigns are managed for you on all tiers, so the new-patient offer campaign is built and adjusted by a person on our team. Every morning at 7:05am Eastern a watch reads your account's change history and its user list, then separates our own writes and routine noise from material changes by anyone else. A recommendation Google applied on its own, a setting switched on under any login, or a new address given access goes to your team the same day, with the date the change was made and the login that made it. Where your forms feed the lead sheet, a second watch at 7:20am Eastern runs five checks across the sheet, GA4 and Ads, so a dead tag, a blind ad account or a stalled campaign is flagged the next day rather than at the end of the quarter. The ads page covers both watches.

On Launch, Growth and Command, the content engine researches and drafts the article a patient reads before booking, on your cadence. Each topic passes a demand gate on real search volume and what already occupies the result page, the research step cites current sources, the dedupe reads the titles already published on your site, and each piece is filed as a Google Doc in your Drive with a featured image generated for it. Auto-publish is a per-client setting, so a piece goes out on the cadence or waits for approval, which matters when the doctor wants to read every clinical sentence first. On Growth and Command, Meta ads run alongside search, and page and social metrics appear where the account is connected, on Meta's schedule. On Command, the outbound engine sources prospects weekly to the target profile set with you, which for a practice can be referral sources rather than patients, finds a deliverable address for each one or routes it to a contact-form path, and drafts an opener into a review-first queue. A fallback snapshot is baked every night at 12:01am Central, so a failed pull leaves the previous page up rather than a blank one.

Anything that spends money moves within set limits, with a person in the loop. A budget or bid change in your ads account is made within the limits set for your engagement and lands in your account's own change history. A prospect email leaves the review-first queue when a person releases it, or when the queue releases on the schedule set for the engagement, and every send is logged with the draft, the mailbox and the time. From the screen you can set a lead outcome, request a website change, and request a content, keyword, category or targeting change. Each request lands with the team and is logged, and a request from the screen goes to your team as a logged ticket; the engine's writes to your ad accounts and your site go through their APIs and land in each account's own change history.

Whether anyone is at the front desk

  • 7:05am ET: ads change watch
  • 7:20am ET: lead watch, five checks
  • Your cadence: content research and drafts, on Launch, Growth and Command
  • 12:01am CT: fallback snapshot
Runs on a schedule
  • A material change in your ad account, raised the same day with the login that made it
  • A dead tag, a blind ad account or a stalled campaign, flagged the next day
  • A Google Doc in your Drive, waiting for the doctor where auto-publish is off
  • Last night's page, never a blank one

Anything that spends money moves within set limits, with a person in the loop.

Can I see it before I talk to anyone?

Yes. Open the demo at demo.trulata.com. It opens with your name and email, and the follow-up is an email, not a call. It runs on a fictional company called Meridian, every number in it is illustrative, and it is the same engine code every client dashboard runs. Open the Leads view, the Google Ads view and the search view.

Then put your own practice in the seat. Do your patients come from a place you can name? Does the marketing fall to the doctor after the last patient, or to the front desk between check-ins? That is the practice the product is built for, and what changes is the evening work: the scheduled work runs whether anyone had time, every new-patient request is counted from your own forms, and one screen shows what happened and what it cost. A practice that wants the work done as a service as well finds it on the services side, and we would rather say which fits here than in month three.

What fills the schedule is a request, not a position. Ranking is not earning: a position is Search Console's average for the query rather than a rank tracker's guess, and it sits beside the new-patient requests that actually came in. That is why the screen leads with requests counted from your own forms, and why proving which dollar made the phone ring starts from your own records.

The Top keywords card for a fictional chiropractic practice: chiropractor overland park, sciatica chiropractor near me, neck pain chiropractor olathe and prenatal chiropractor kansas city, each with Search Console's average position, the change and the monthly volume.
Positions on the search view are Search Console's own averages, and they sit beside the requests. Example data for a fictional practice.

Which tier fits a chiropractic practice?

Starter includes the TruLata dashboard, full analytics, leads, search visibility, the AI visibility program, managed Google Ads search, the assistant and briefings and support tickets. The content engine runs on Launch, Growth and Command. Meta ads run on Growth and Command. The outbound engine runs on Command. Command adds the outbound engine, social media management and your full marketing team, always on, is scoped per engagement and carries no number on this site.

Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command. Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Every tier is month to month with nothing metered, and an annual commitment takes twenty percent off the monthly. The pricing page carries the same figures.

Flatone monthly figure per tier, month to month, nothing metered
20%off the monthly on an annual commitment

Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement.

Can your team run it for me?

Yes. Command adds the outbound engine, social media management and your full marketing team, always on, scoped per engagement, so the judged work sits with our team and still lands in the record. The managed strategy retainer sits on top of any tier, scoped with you, and carries no number on this site. The managed page covers both.

TruLata is also a marketing services firm, and the software sits beside that work. If you want the work done as a service rather than run as a system, local services marketing is the hub, with search and paid search underneath it. The other trades the product is built for are on the industries page.

Illustration: A gear cluster turning behind a floating chart card, with a small headset-shaped speaker icon-free device and a glowing notification badge attached.
The sources

What the screen reads for a chiropractic practice.

WhatWhere it comes fromHow fresh
New-patient requestsYour site's form handler, appended to a lead sheet server-side and emailed to your teamLive, the moment the form is submitted
Reviews, rating, listing performanceGoogle Business Profile, through a manager invitation you can revokeEach time the page pulls
Queries, impressions, clicks, average positionSearch Console2 to 3 days behind
Sessions, sources, pages, key eventsGoogle Analytics 4Hours behind intraday
Spend, conversions, cost per conversionGoogle AdsHours behind; change history read daily at 7:05am ET
Payments and subscriptionsStripe, read onlyLive
Pipeline stages and sourcesYour CRM or booking platform; GoHighLevel from your own sub-accountLive
What this page holds to

A phone call counts where your CRM or booking platform records it, and a call-tracking platform with an API is connected during setup where you run one. Your patient charts and card data stay in your practice system, and your inbox and calendar are connected only where you ask. Reminders and recall messages to existing patients stay with your practice software today. Positions are Search Console's own averages, labelled as such. Every new patient on the screen traces to your forms or your CRM.

FAQ

Questions, answered.

Do you count phone calls to the front desk?

Where your CRM or booking platform records the call, yes. The requests the screen counts are submissions from your own website forms, written to a sheet server-side as they arrive, plus what your CRM or booking platform records, and a call-tracking platform with an API is connected during setup where you run one.

Does it send reminders or recall messages to my patients?

Reminders and recall stay with your practice software today, and your patient charts stay in it. Where you send email through ActiveCampaign, Mailchimp, Klaviyo, HubSpot or another platform with an API, the screen reads the campaign statistics. On Command, the outbound engine sources prospects to the target profile set with you, and each prospect email leaves a review-first queue when a person releases it or when the queue releases on the schedule set for the engagement, with every send logged.

What do I have to connect?

Manager invitations on your Google Analytics property, your Search Console site, your Google Ads account and your Business Profile listing, each one revocable in your own console. Our team connects your CRM or booking platform, Stripe, your email platform and your website forms from the inside with the access you grant during setup, and we never ask for your account passwords.

Is the search view a rank tracker?

The positions on the search view are Search Console's own average positions, two to three days behind, and Google's AI Overviews are measured through the same view. The answer-engine program, on all tiers, scores ChatGPT, Gemini, Claude and Grok at baseline and again as the program moves.

Who changes my ad budget?

Our team where we manage the account, within the limits set for your engagement, and every change lands in your account's own change history. Google Ads search is managed on all tiers, and each change lands in your account's own change history, which the watch reads every morning at 7:05am Eastern and sorts as ours.

What happens if I do not open it for a week?

The scheduled work keeps running: the ads change watch at 7:05am Eastern, the lead watch at 7:20am Eastern where your forms feed the sheet, and the fallback snapshot at 12:01am Central. When you open the page it loads the latest snapshot and pulls live numbers behind it when that snapshot is older than five minutes.

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  • Refreshed when you open itLive data on page load, never a monthly PDF
  • Counted from your own formsLeads recorded server-side, compared daily with Ads and GA4
  • Seen in AI answersHow often ChatGPT, Gemini, Claude and Grok name you, measured
  • Every send loggedProspect emails leave from a review-first queue, and every send is logged.