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Medical Practice Marketing Checklist

Medical Practice Marketing Checklist

How To Market And Prepare For A Medical Practice Launch – Marketing New Medical Clinic

The largest misconception when starting an a new medical clinic, is  “If I build it they (patients) will come”. Many business owners look at the demographics data, competitive landscape – as it exists at the moment, not as would be if 3 new clinics opened within 5 mile radius. Some business owners are still waiting for the “progressive and steady patient increase” to happen after opening, with minimal patient increases until they ran out of funds – very tragic.

Medical Practice Marketing Checklist
Medical Practice Marketing Checklist

By working with Medical Practices & Clinics all over the USA, has firmly established the following:

1. As you open your Medical Practice or Clinic, key objective should be to get to break even patient count as soon as possible, at this point, the financial pressure is off, profitability and financial security follows. Break even patient count is between 17-23 patients per day, depending on location overhead, competition etc.

2. To achieve break even ASAP, the clinic needs to pre-promote before opening. Solid Online strategy and world-class software team focused on Urgent Care is the key differentiator.

3.’s Quick-Start GOLD & PLATINUM, multiple step plan is designed to increase patient count quickly. For example one of’s customer opened a new clinic and hired a marketing consultant – After thousands of $$$ were wasted on multiple channels like TV, Radio, Print and local bill-boards, customer realized that majority of the new patients were coming from’s strategy and software.

Here are some high level steps designed to promote your new clinic

  • 90 days prior to opening – Overall marketing plan defined. Finalize website layout – Content creation started.
  • 70 days out go live with Website pre announcing your imminent opening – and overall website design – We recommend going live with your website 2 to 3 months BEFORE you open. This could be a minimal website with 5 pages or so. This will help with SEO. Also create Google my business profile, Facebook business page and Yelp setup. They all require that there is a website setup with an address and a phone number.
  • 50 days out – finalize website content and key services – each service should have its own page with proper H1, H2 and unique quality non-plagiarized text
  • 50 days out – finalize website content and key services – each service should have its own page with proper H1, H2 and unique quality non-plagiarized text
  • 50 days out – define SEO & SEM plan, application plan and social media plan
  • 40 days out – start implementation of SEM & SEO plan
  • 30 days out, list the health insurance companies that you have contracted with
  • 30 days out – Email Marketing, Facebook, Search Engine Marketing started / tests run / key online competitors identified
  • 20 days out, review with the dashboard metrics on your new site, see where geographically you are garnering the most interest, evaluate this against your clinics objectives
  • 10 days out add the following high impact feature set to your website – Here is the list of over 20 apps included.
  • Day 0 – website has ‘Now Open” prominently displayed, now performs over 12 unique best practices to start drawing patients into you new clinic. Since we have done this so many times, we have a complete strategy to get you to profitability quickly. platform is easy to use and comes ready to be deployed – including a free professional medical website. As your clinic will be targeting potential patients within approx 5 to 20 miles of radius ( larger in rural areas, and smaller in heavily populated downtown type of areas). Your potential patients are online and are using social media, searching on Google, reading Emails and interacting using technology.

We wish you success in opening your Medical Practice or Clinic, we have created a way to grade your clinic’s effectiveness online. Let us know if we can help you.

Medical Practice Marketing Checklist: Attract New Patients and Grow Your Business

This checklist outlines essential strategies for developing a robust marketing plan to attract new patients and expand your medical practice.

Building a Strong Online Foundation:


Google My Business (GMB):

Social Media Presence:

  • Identify and engage on platforms where your target audience is most active (e.g., Facebook, Instagram).
  • Produce engaging content that educates, informs, and builds trust.
  • Foster interaction by responding to comments and questions, and consider paid advertising to extend your reach.

Content Marketing for Thought Leadership:

  • Develop a Content Strategy: Craft informative blog posts, articles, and videos on health topics relevant to your practice.
  • Share Content Regularly: Consistently publish on your website and social media to establish a steady stream of information.
  • Establish Yourself as a Resource: Position yourself as a thought leader by providing valuable insights and reliable information.

Patient Acquisition Strategies:

  • Optimize Online Reviews: Motivate satisfied patients to share their positive experiences on platforms like Google My Business and Healthgrades.
  • Develop a Referral Program: Incentivize existing patients to refer others by offering discounts or rewards.
  • Run Targeted Online Ads: Use Google Ads and social media ads to target specific demographics within your geographic area.
  • Partner with Local Businesses: Forge connections with local healthcare providers and businesses for mutual referrals. Offer educational workshops to bolster your reputation as a healthcare expert.
  • Engage in Community Outreach: Increase visibility by participating in local health fairs and community events, and offer free screenings.

Additional Considerations:

  • Exceptional Patient Care: Focus on delivering outstanding care and creating positive patient experiences. This not only enhances patient satisfaction but also encourages referrals and positive reviews.
  • Convenience Matters: Implement flexible scheduling, online booking options, and efficient communication methods (e.g., text messaging, patient portals) to make accessing your services as convenient as possible.
  • Track and Analyze Results: Regularly monitor the performance of your marketing strategies. Analyze website traffic, lead generation, and conversion rates to refine and optimize your approach.


  • Consistency is Key: Consistent application of these strategies is crucial for building a solid online presence and attracting new patients.
  • Regular Review and Refinement: Continuously adjust your marketing plan based on analytical data and evolving market trends.

By meticulously following this checklist and adapting the strategies to your specific needs and audience, your medical practice can effectively attract new patients and achieve sustained growth.



Opening Your New Medical Practice and Clinic – 8 Important Steps

Many times, doctors reach out to us and ask, “what are the key steps to make sure that I have a successful launch of my new location or medical practice?” Step # 1 is ALWAYS – Get your website ready with the proper content, intelligent software and make sure it’s HIPAA compliant. Beyond this, there are 8 important action items to do for your successful online launch. Below is a very good to do checklist:

1. Google My Business page: Claim and verify the page. Then optimize the page with complete business information and add 3 to 4 posts – Announcing your opening date. Please note that Google posts expire every 7 days – so they need to be refreshed.

2. Facebook Business page: Claim and verify the page. Then optimize the page with complete business information and add 3 to 4 posts – Announcing your opening date. Make sure all 5’s Social Media apps are installed.

3. Monthly Newsletter: Every month creates Ready-To-Go Newsletters. Check the content, links and CTA (Call To Action).

4. Promotions updated on Website and Facebook Business page: system has apps to promote your Promotions.’s designers create attractive and compelling promotions for your medical practice.

5. Banner App updated with Your Opening Announcement:’s banner app is simple to use and allows you to change the Banner text on your Website and Mobile site from a mobile device.

6. Sweepstakes Promotion App Launch on Facebook and on Website:’s Sweepstakes app allows you to create a campaign on your Website, Facebook and Newsletters. Using this app allows you to create buzz and collect new patient leads’ contact information before you open and even after.

7. Paid Ads Strategy (also known as SEM): One day before you open, your Google ads should be started. There are many ways to advertise online, for example, Yahoo, Bing Ads, Facebook Ads, Re-Marketing ads – and more. Yes, there are unlimited choices however, we recommend starting with Google PPC Ads. Our data shows that your online success is tied to Google, more than anywhere else.

8. Online Reviews Strategy & Proactive Reputation Management: As you open the doors to your business, be mindful that you need to proactively manage your online reputation. has 4 apps to maximize positive reviews and minimize negative reviews. Setup and test the apps so you can easily start acquiring positive reviews.

There may be additional steps you may need to take, however this is a very good start.