Your clinic may be reaching the right people without giving them a reason to book. This free checklist helps you pinpoint where broad targeting or vague messaging could be losing their interest. In a few minutes, you’ll have a clearer picture of who your marketing speaks to, where the patient journey feels disconnected, and what to improve first.

Get a clear starting point: Score 20 questions about your patient personas, messaging, follow-up, and first-visit experience.

Find the disconnects: See whether your ads, website, and intake conversations speak to the same patient needs.

Put your results to work: Use the gaps you find to sharpen your service pages, write more relevant campaigns, and guide your team’s follow-up.

You know your marketing could work harder, but you need clarity on what to fix first.

Your clinic describes its audience as “anyone interested in wellness”

Your service pages and ads use similar language for different patient needs

New leads and returning patients receive the same follow-up

The experience patients expect from your marketing doesn’t always match their first visit
Answer 20 questions across four areas: patient persona definition, messaging specificity, channel alignment, and internal clarity. Then use the scoring guide to see where your clinic stands and where a more specific message could help. Included: A 20-point self-assessment, score interpretations, and a next step for reviewing gaps between your messaging and patient experience.

Created by Uniquely Tailored Marketing to help practices connect their strategy, follow-up, and technology so more marketing opportunities become real bookings.
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