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2026 Healthcare Marketing Checklist
Your complete roadmap to attracting more patients and growing your practice. Click each item to track your progress.
8 Categories80 Action ItemsUsed by 500+ Practices
Your Progress0/80 (0%)
Website Optimization
- Mobile-responsive design that loads in under 3 seconds
- Clear calls-to-action on every page (Book Now, Call Us)
- Patient testimonials and before/after galleries displayed
- HIPAA-compliant contact and intake forms
- SSL certificate installed and up-to-date
- Schema markup for healthcare practices implemented
- Click-to-call phone numbers on mobile
- Office hours and location prominently displayed
- Insurance information and accepted plans listed
- Provider bios with photos and credentials
Local SEO Essentials
- Google Business Profile fully completed and verified
- Consistent NAP (Name, Address, Phone) across all directories
- Service-specific landing pages for each treatment
- Location-based keywords in titles and meta descriptions
- Regular blog content with local healthcare topics
- Structured data for medical organizations
- Listed on Healthgrades, Vitals, and ZocDoc
- Yelp and Facebook business pages claimed
- Local backlinks from community organizations
- City and neighborhood pages for multi-location practices
Google Business Profile
- Complete all business information sections
- Add high-quality photos of office, staff, and services
- Post weekly updates about services and health tips
- Respond to all reviews within 24-48 hours
- Enable messaging and booking features
- Add all services with descriptions and pricing
- Update holiday hours and special closures
- Add Q&A section with common patient questions
- Upload videos showcasing your practice
- Monitor and update attributes regularly
Reputation Management
- Automated review request system after appointments
- Response templates for positive and negative reviews
- Monitor reviews across Google, Healthgrades, and Yelp
- Showcase best reviews on website and social media
- Address negative feedback professionally and promptly
- Track review volume and average rating monthly
- Train staff on asking for reviews appropriately
- Create a review generation landing page
- Set up review alerts for immediate notification
- Aim for minimum 4.5-star average across platforms
Lead Tracking & Analytics
- Google Analytics 4 properly configured
- Call tracking on all website phone numbers
- Form submission tracking and notifications
- Conversion goals set up for key actions
- Monthly reporting on traffic and lead sources
- Attribution tracking for marketing campaigns
- Track cost-per-lead for each marketing channel
- Monitor appointment booking completion rates
- Set up lead source reporting in your EHR/CRM
- Weekly dashboard review with key metrics
Patient Experience
- Online appointment booking system active
- Automated appointment reminders (text and email)
- Digital intake forms patients can complete at home
- Post-visit follow-up sequences configured
- Patient portal for records and communication
- Wait time optimization and communication
- New patient welcome email sequence
- Birthday and annual check-up reminders
- Patient satisfaction surveys after visits
- Referral request system for happy patients
Paid Advertising
- Google Ads campaigns for high-intent keywords
- Location targeting for your service area
- Ad extensions with phone, location, and sitelinks
- Landing pages optimized for each ad campaign
- Retargeting campaigns for website visitors
- Monthly budget review and optimization
- Negative keyword list to prevent wasted spend
- A/B testing ad copy and headlines
- Conversion tracking for all lead types
- Competitor analysis and positioning strategy
HIPAA Compliance
- HIPAA-compliant website forms and chat
- Privacy policy updated and accessible
- Secure email communication systems
- Staff training on digital privacy requirements
- BAAs with all marketing technology vendors
- Regular security audits and updates
- Patient consent forms for testimonials/photos
- Secure file sharing for patient documents
- Two-factor authentication on all accounts
- Data breach response plan documented
Let Us Handle Your Healthcare Marketing
This checklist can feel overwhelming — and that's okay. Our team specializes in healthcare marketing and can implement every item on this list for you.
Schedule a free 30-minute consultation to see how we can help you check off these items and start growing your practice predictably.
No pressure. No jargon. Just a clear plan for measurable results.
Have questions? Reach out to us directly.
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