Q A1

In a typical month, do you know exactly how many new patient enquiries you receive? *

No - I don't track it consistently.

Roughly - I have a rough sense but no exact number.

Yes - I know the exact number by source.

Q A2

Are your monthly new-patient enquiries predictable, or do they fluctuate widely week to week? *

Very unpredictable - some weeks are busy, others are quiet.

Somewhat predictable - I roughly know what to expect.

Predictable within about 10%.

Q A3

Do you have a documented understanding of your ideal patient - who they are, what they search for, and where they come from? *

No.

Partially - I have a sense but nothing documented.

Yes - documented and referenced when I make marketing decisions.

Q A4

Where do most of your new patients come from currently? *

Mostly word-of-mouth - I don't actively market.

A mix, but I can't say what's working best.

I know the top 2–3 sources and their approximate contribution.

Q B1

When an enquiry comes in (call, form or message), how quickly does someone respond? *

Sometimes hours or a day later.

Usually within a few hours during working hours.

Yes - automatic sequence over several days.

Q B2

Do you follow up with enquiries that don't book on first contact? *

No - if they don't book, we lose them.

Sometimes, when we remember or have time.

Yes - automatic sequence over several days.

Q B3

When a missed call happens (out of hours or line busy), what happens? *

Nothing automatic - we call back if we notice.

We usually return the call within a day.

An instant SMS auto-reply goes out and reaches me/reception.

Q C1

How does a new enquiry book their first appointment? *

They have to phone during opening hours.

They can email or fill a form, then we confirm.

They can self-book online, 24/7, with real-time availability.

Q C2

Are you tracking your enquiry-to-booked-appointment conversion rate? *

No.

Not directly, but I have a rough sense.

Yes - I know the number and review it monthly.

Q C3

Do new patients receive an automatic appointment confirmation and reminder before their first visit? *

Not consistently.

Confirmation only, no reminder.

Both - confirmation on booking and a reminder 24 hours before.

Q D1

When a patient doesn't turn up (no-show), what happens? *

Nothing - we move on.

We try to call and rebook if we have time.

An automatic recovery sequence (SMS + email) goes out within 15 minutes.

Q D2

When a patient cancels and doesn't rebook, what happens? *

Nothing.

Someone reaches out manually if they remember.

Automatic reactivation sequence begins.

Q D3

Do you have a systematic way to ask patients for online reviews after a positive appointment? *

No - I ask ad hoc when I remember.

Yes, but manually - reception mentions it sometimes.

Yes - automated request goes out at the right moment in the patient journey.

Q E1

Do lapsed patients (>6 months without appointment) hear from you automatically? *

No.

Occasionally, if we run a campaign.

Yes - automatic reactivation campaigns run continuously.

Q E2

Do current patients receive value-add communications between appointments (education, advice, wellbeing tips)? *

No.

Occasional - a newsletter when I have time.

Yes - a consistent, planned communication rhythm.

Q E3

Do you know your average patient lifetime value or number of visits per new patient? *

No.

Rough estimate.

Yes - measured and reviewed regularly.

Q F1

How much of your marketing runs on autopilot right now? *

None - I do it manually or not at all.

Some - a few things are automated.

Most of it - I design and review, the system runs.

Q F2

How confident are you that your marketing is ASA-, CAP- and GCC-compliant? *

Not confident - I've never checked properly.

Somewhat - I try to stay careful but haven't formally audited.

Fully - I've reviewed the rules and my marketing is aligned.

Q F3

If you took two weeks off completely, would your marketing keep running and generating enquiries? *

No - it would grind to a halt.

Partially - some things would keep going.

Yes - it's built to run without me.

Q F4

Do you have a clear number in mind for how many new patients per month you want to be attracting six months from now? *

No.

Rough idea.

Yes - specific, dated target with a plan.

Almost There - A Few Details

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Practice Name *

Email *

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