Dental Marketing Checklist: Online Presence & Patient Acquisition

Boost your dental practice's visibility and attract new patients! This Dental Marketing Checklist covers essential online presence strategies, from website optimization to social media engagement, ensuring you reach the right audience and fill your schedule. Get your digital marketing on track today!

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Website Optimization

1 of 10

Ensuring your website is user-friendly, mobile-responsive, and search engine optimized.

Page Load Speed (seconds)

Mobile Responsiveness Check

SSL Certificate Status

Accessibility Compliance (WCAG)

Meta Description (Accuracy & Relevance)

Last Website Content Update

Search Engine Optimization (SEO)

2 of 10

Improving your website's ranking in search engine results pages (SERPs).

Keyword Ranking (Primary Keyword)

Website Loading Speed (seconds)

Mobile-Friendliness Test Result

Target Keywords Implemented?

Meta Description (Primary Keyword)

Notes on SEO Strategy Updates

Social Media Marketing

3 of 10

Managing and engaging with your audience on social media platforms.

Which platforms are actively managed?

Number of new followers gained this month

Average engagement rate (%)

Last date of content posting

Hashtag strategy effectiveness notes

Content theme for upcoming month?

Online Reviews & Reputation Management

4 of 10

Monitoring and responding to online reviews and building a positive online reputation.

Average Star Rating (Google)

Total Number of Reviews (Google)

Review Platform Monitoring (Select all)

Date of Last Review Response

Template for Positive Review Response

Template for Negative Review Response

Notes on Recent Review Concerns/Trends

Content Marketing

5 of 10

Creating and distributing valuable, relevant, and consistent content to attract and retain a clearly defined audience.

Blog Post Publishing Frequency (per week)

Content Formats Created (check all that apply)

Content Calendar Outline (brief overview)

Primary Content Topic Focus (e.g., Preventative Care, Cosmetic Dentistry)

Example Content File (e.g., Draft Blog Post, Video Script)

Content Persona (brief description of target reader)

Paid Advertising (PPC)

6 of 10

Managing and optimizing paid advertising campaigns (e.g., Google Ads, social media ads).

Daily PPC Budget

Campaign Goal (e.g., leads, appointments)

Targeting Keywords

Ad Headline 1 (Character Limit: 30)

Ad Description (Character Limit: 90)

Ad Extension Type (e.g., Sitelink, Callout)

Campaign Start Date

Maximum Cost-Per-Click (CPC)

Email Marketing

7 of 10

Creating and sending targeted email campaigns to engage patients and promote services.

Subject Line (A/B Test Ideas)

Email Body Copy (Main Content)

Call to Action (CTA) Buttons

Target Audience Segment Size

Email Campaign Goal

Scheduled Send Date

Scheduled Send Time

Local Listings Management

8 of 10

Ensuring accuracy and consistency of your business information across online directories.

Practice Name (as listed on Google Business Profile)

Practice Address (as listed on Google Business Profile)

Practice Phone Number (as listed on Google Business Profile)

Year Business Established

Google Business Profile Verified?

Listings Platforms Used (select all that apply)

Last Listing Update Date

Patient Referral Program

9 of 10

Developing and promoting a referral program to encourage patient referrals.

Current Referral Rate (%)

Referral Program Type

Discount/Reward Amount (e.g., $)

Program Description for Patients

Marketing Materials Distributed

Program Launch Date

Analytics Tracking & Reporting

10 of 10

Monitoring key performance indicators (KPIs) and analyzing marketing campaign effectiveness.

Website Traffic (Monthly)

Conversion Rate (Appointment Bookings)

Cost Per Acquisition (CPA)

Return on Ad Spend (ROAS)

Top Performing Marketing Channel

Last Report Generation Date

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