The Marketing Impact OS for Healthcare Practices. The Full Step-by-Step Guide to a Proven Patient Acquisition System
In the order I install it: where new patients come from, where they drop between the first call and the first visit, and how to keep the schedule full with patient privacy built in. For practice owners and their office managers.
The book is being written now. The workbook comes with it.
How a practice runs its marketing as one system.
Written from the work my team and I do with dental clinics, med spas, ketamine clinics, psychotherapy clinics, chiropractors and orthodontists.
- Part 01
The math of a new patient
What a new patient is worth over the first year, what one costs today, and why recall and accepted treatment belong in that number.
- Part 02
Every path from first search to first visit
Google, your Business Profile, insurance directories, referrals and word of mouth, on one page with who answers each call and booking request.
- Part 03
The front desk and the schedule
Calls on hold, online requests that wait, and recall that slips. Where practices lose patients they already reached, and the fixes that fill the chairs.
- Part 04
Tracking that protects patient privacy
How to measure marketing with reporting-only access and totals, so patient data stays out of ad tools and nothing leaves your systems that shouldn't.
- Part 05
The seven areas, scored for a practice
Each area rated from 1 to 5 with the questions we ask practice owners and office managers.
- Part 06
Your Roadmap and the weekly rhythm
Fixes ranked by what each is worth, each with an owner and a date, and every vendor measured on new patients who stay.
- 32templates
- 306pages
- 7areas
The healthcare practice workbook.
The same templates my team uses with clients, each with a worked example you can copy.
Set up for a healthcare practice: new patient call paths, cost per new patient, recall and treatment acceptance, and tools practices run on, such as Dentrix, athenahealth, NexHealth, Weave and CallRail, with reporting-only access.
- Strategy11 templates
Operation map, activity audit, competitor audit, offer architecture, ideal customer profile, customer question map, target operation map, positioning and sales pitch, brand guidelines, content playbook, implementation plan.
- Data3 templates
Tracking audit and baseline, measurement plan, attribution dashboard.
- Friction2 templates
Journey teardown and CRO plan, internal friction form.
- Process2 templates
Channel playbook, SOP library.
- People7 templates
Vendor and team scorecard, team plan, talent bench, job description, hiring process, 30/60/90 onboarding, accountability scorecard.
- Technology2 templates
Tech stack map, tech stack scorecard.
- Communication5 templates
Communication standards, meeting templates, daily standup, weekly status update, review check-in.
Every template runs the same six parts
- AAccessWhat we need, at what level.
- BQuestionnaireWhat you tell us first.
- CHow toGo here, do this, add it here.
- DDeliverableWhat it looks like, filled in.
- EPresentationThe slides it is shown with.
- FIterateThe meetings and if-then rules.
Who it is for
- Owners of dental clinics, med spas, ketamine clinics, psychotherapy clinics, chiropractic and orthodontic practices.
- Practices with gaps in the schedule they can't explain, and an agency that can't say where new patients came from.
- One location or many.
Frequently asked questions.
When does the healthcare practice book come out?
It is being written now, and there is no release date yet. The 2027 Marketing Impact Report for Healthcare Practices is free today, and the free score shows where your practice stands.
How does the book handle patient privacy?
Every measurement method in it works with totals and reporting-only access, so patient information stays inside your practice systems. It explains what to ask any vendor before they touch your tracking. It is not legal advice.
Which practices is it written for?
Dental clinics, med spas, ketamine clinics, psychotherapy clinics, chiropractors and orthodontists, and any practice where a new patient books, visits and comes back.
Where to next.
Start with your free Marketing Impact score.
It takes a few minutes. You get a score from 1 to 5 on each of the seven dimensions of your marketing and see where to start. If you’d rather talk first, book a free 30-minute call.