Marketing_Scorecard_Full_MAKE A COPY

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2	Marketing Performance & Health Questionnaire
3	Make a copy of these template and answer 20 questions below to get an idea if you are monitoring the metrics and tactics that profitable practices are leveraging for growth. Anywhere you see [city] replace with the city you're located in.
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6				Question	Score	Why It's Important
7		GENAI OPTIMIZATION CHECKS	Profitability	Are you spending money on ads but don’t know if they’re profitable?		Advertising without ROI tracking can waste thousands; knowing profitability helps allocate budget wisely.
8				Do you know how much it costs to acquire a new patient?		Understanding patient acquisition cost ensures marketing investments are sustainable and profitable.
9				Do you know how much the lifetime value (LTV) is for a new patient?		Knowing LTV helps you make informed marketing spend decisions and prioritize high-value services or patients.
10				Do you have empty appointment slots each week?		Unfilled appointments are lost revenue; identifying this helps guide marketing efforts to fill gaps.
11				Are you having trouble attracting private pay patients?		Private pay patients often have higher margins; knowing this gap helps target marketing and improve cash flow.
12				If you stopped all marketing today, do you know how many new patients you’d still get next month?		This measures reliance on marketing; if zero, your practice is vulnerable—tracking allows you to build a steady patient pipeline.
13			Conversion	Do you track how many calls or form submissions you get each month?		Without tracking leads, you can’t measure marketing effectiveness, identify drop-offs, or know if your outreach is generating new patients.
14				Do you know your practice's phone call to answer rate?		A low answer rate means lost patients and revenue; knowing this helps improve staff responsiveness and patient experience.
15				Do you know how long it takes for your practice to return missed patient calls?		Slow follow-up causes lost appointments and frustrates patients; tracking ensures timely outreach to convert leads.
16				Do you know where your new patient requests are coming from?		Knowing source channels (Google, ads, referrals) allows you to invest marketing dollars efficiently and scale successful channels.
17				Do you know what percentage of website visitors are turning into new patients?		Without conversion rate data, you can’t optimize your website or see if marketing efforts are producing real ROI.
18				When a new patient lands on your site, can they book without calling?		Online booking reduces friction, increases conversions, and captures patients who might abandon the process if forced to call.
19			Google Search	Open Google, when you search for “psychiatrist” – do you see your doctor(s) or practice?		Appearing in a general search ensures your practice is visible to patients who are actively seeking psychiatric care, even if they don’t include a location. Missing this means you lose awareness and credibility among potential patients.
20				Search for “psychiatrist near me” – do you see your doctor(s) or practice?		Local searches indicate intent to find a provider nearby. Being visible here increases the likelihood of local patient bookings. If you’re absent, competitors in your city capture these high-intent leads.
21				Search for “anxiety psychiatrist [city] – do you see your doctor(s) or practice?		This shows whether patients seeking specific services or conditions (e.g., ADHD, anxiety, depression) can find you. Visibility here drives high-value, motivated patients who are ready to book.
22				Does your practice and/or doctor(s) have a rating 4 stars and above?		Review ratings are social proof that influence patient trust and click-throughs. Practices under 4 stars risk patients choosing competitors with better perceived quality.
23				When you search for “psychiatrist [city]” – do you see competitor ads?		Competitor ads in these searches indicate they are investing in capturing high-intent local patients. If your practice isn’t running ads, you’re giving up easy leads to competitors.
24				When you search your business name, do you see competitor ads?		Competitor ads on branded searches show they are trying to steal your leads from patients who already know your practice. Not addressing this can cost you patients who would have otherwise booked directly.
25			ChatGPT	Open ChatGPT, and copy this prompt: "I live in [city, state] and I am looking for the best psychiatry practice near me. Where do you recommend?" – do you see your practice and/or doctor(s)?		This reflects a patient searching for top-rated practices in general. Appearing here positions your practice as a leader in your area and influences high-intent patients who are ready to choose a provider. Missing this means potential patients may never see your practice as a top option.
26				Next, copy this prompt: "I live in [insert city, state] and I am looking for a psychiatrist near me. Who do you recommend?" – do you see your practice or doctor(s)?		This is a location-based search for accessibility. Patients want someone nearby, and not appearing can result in losing patients to competitors in the same city—even if your ratings are good. Local visibility is critical for foot traffic and appointment bookings.
27				Next, copy this prompt: "Now I'm looking for a [insert condition] psychiatrist near me. Who do you recommend?" – do you see your practice or doctor(s)?		This is a specific, niche search targeting patients with a particular need (e.g., ADHD, anxiety, PTSD). Showing up here demonstrates that your practice specializes in certain conditions, which drives higher-quality, motivated leads. Not showing up means missing patients who are seeking exactly the services you provide.
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