Practice Marketing Assessment
Your responses to these questions will help shape your practice’s marketing strategy, including everything from your website to social media advertising, so you can deliver the best patient experience and meet your practice goals.
Practice Marketing Assessment
Your responses to these questions will help shape your practice’s marketing strategy, including everything from your website to social media advertising, so you can deliver the best patient experience and meet your practice goals.
Your Patient Experience
1. Why do new patients schedule an appointment with you?
2. Why do they come back?
3. List some insights about your patient demographics.
4. What does your patient experience look like?
How do patients find you online?
Do more patients book appointments online or call?
How long is the typical wait time?
Do patients get notified via text when their eyewear or contacts are ready for pick up?
Be as thorough as possible.
5. What opportunities or gaps do you see in your patient journey?
Your Practice
1. What are your business goals over the next six months?
An increase in new patients booked?
An increase in average revenue per patient?
Increase current patient retention?
Looking to grow a service or offering?
Be as thorough as possible, as this will help shape your marketing strategy.
2. What are your practice's specialties?
3. What do you offer that your competitors don’t?
4. What do you want people to think of when they think of your practice?
5. What are your practice’s core values?
Your Practice Marketing
1. Who in your practice is responsible for things marketing-related?
Who should be our primary contact?
Can have more than one. ​
2. Which patient engagement platform do you use? Include any other information you’d like us to know about the service you are receiving.
3. What do you see as the biggest opportunity and/or the priority with your practice marketing? Be as thorough as possible (Website, social media, email, online reviews, promotions).
4. What are some things you like about your practice’s logo? Don’t like?
5. Would you be interested in receiving a new, custom logo that you choose?
6. What is your current monthly marketing spend?
7. What have been your most successful marketing tactics?
8. What do you like about your practice’s website?
9. What would you change about your practice’s website?
10. Are there any specializations or unique services/products that should be highlighted on your website?
Your Marketing Checklist
Check all the marketing efforts that apply. If you are unsure, please leave the box unchecked.
Online and Social Media
Link to Schedule Appointment on vsp.com Find a Doctor Directory
SEO
Google Ads/AdWords
Retargeting
Blog Articles
Local Digital Publications, Newspapers, or Magazines
Social Media Management tool (i.e., Hootsuite)
Active on Facebook (more than three posts per week)
Paid Facebook Ads
Active on Instagram (more than three posts per week)
Paid Instagram Ads
Monitor/Update Yelp
Respond to Yelp Reviews
Yelp Ads
Monitor/Update Google Business
Respond to Google Reviews
Your Marketing Checklist
Check all the marketing efforts that apply. If you are unsure, please leave the box unchecked.
Other
Eyewear Promotions
Local Print Publications
Local Sponsorships
TV/Radio Advertising
Direct mail, Postcards
Local Events
Trunk Shows
Your Contact Information
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