Chapter 5: Your One Year Roadmap to Fabulous Growth
Month-by-Month Action Plan
A step-by-step blueprint to attract, convert, and retain more patients—all year long.
Month 1: Lay the Foundation
Audit Your Website:
Use Google PageSpeed Insights and Google Search Console to check your website’s speed, mobile-friendliness, and technical health. Fix slow load times, broken links, and make sure your contact forms work on all devices.
Google My Business (GMB):
Claim or optimize your GMB profile. Add accurate hours, services, photos, and encourage patients to leave reviews. This is critical for local search visibility and trust.
Review Your Online Listings:
Make sure your practice information (name, address, phone) is consistent across all directories and platforms.
Month 2: Attract and Engage New Patients
Launch a Targeted Facebook Ad Campaign:
Create ads focused on high-value services (like “cosmetic dentistry” or “emergency dental care”) and target them to your local area. Use compelling images and clear calls to action.
Start a YouTube Channel:
Record and upload two-minute “Ask the Dentist” videos answering common patient questions. These videos build trust, improve SEO, and can be shared on your website and social media.
Enhance Patient Communication:
Set up automated SMS and email reminders for appointments and follow-ups. Consider sending a digital “Welcome eBook” to new patients to set expectations and reduce no-shows.
Month 3: Measure, Optimize, and Scale
Track Your Results:
Use Go High Level or a similar call tracking tool to see which marketing efforts are generating phone calls and appointments. Monitor website analytics to understand what’s working.
Double Down on What Works:
Identify the ads, keywords, and content that are bringing in new patients. Increase your investment in these areas, and pause or adjust underperforming campaigns.
Request Feedback:
Use technology that lets patients tap a special card with their phones to easily capture their feedback before they leave your practice—locking in reviews while the experience is fresh.
Month 4: Strengthen Your Brand Presence
Refresh Your Branding:
Update your logo, signage, and digital assets for a consistent, modern look across all platforms.
Share Patient Success Stories:
Collect testimonials and before-and-after photos (with permission) for your website and social media.
Engage in Local Community Events:
Sponsor or participate in health fairs, school programs, or charity events to build local awareness.
Month 5: Expand Your Referral Network
Launch a Patient Referral Program:
Offer incentives for patients who refer friends and family.
Connect with Local Businesses:
Partner with gyms, spas, or other health-focused businesses for cross-promotions.
Build Relationships with Specialists:
Network with orthodontists, periodontists, and oral surgeons for mutual referrals.
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Month 6: Optimize Your Online Content
Update Your Website Content:
Add new service pages, FAQs, and blog posts targeting common patient questions.
Improve SEO:
Optimize on-page keywords, meta descriptions, and internal links for better search rankings.
Leverage Video Content:
Create short educational videos and patient testimonials to embed on your site and share on social media.
Month 7: Enhance Patient Experience
Streamline Appointment Scheduling:
Offer online booking and same-day appointment options.
Personalize Patient Communications:
Use your CRM to send birthday greetings, check-in messages, and personalized care tips.
Implement a Patient Loyalty Program:
Reward repeat visits with perks or discounts to encourage retention.
Month 8: Invest in Team Training
Provide Customer Service Training:
Hold workshops on phone etiquette, handling objections, and delivering a five-star experience.
Update Clinical Skills:
Encourage staff to attend CE courses and stay current on the latest dental techniques.
Review Office Protocols:
Standardize procedures for scheduling, billing, and patient follow-up to ensure consistency.
Month 9: Boost Your Online Reputation
Automate Review Requests:
Use platforms like Birdeye or Podium to request reviews after each visit.
Respond to All Reviews:
Thank patients for positive feedback and address concerns in a professional, empathetic manner.
Share Reviews on Social Media:
Highlight five-star reviews to build trust with prospective patients.
Month 10: Launch a Seasonal Promotion
Offer a Limited-Time Special:
Promote teeth whitening, Invisalign, or other high-value services with a seasonal discount.
Run a Social Media Contest:
Encourage patients to share their smiles for a chance to win a prize.
Send a Themed Email Campaign:
Announce your promotion to your patient list with engaging visuals and a clear call to action.
Month 11: Review and Plan for Next Year
Analyze Your Year’s Performance:
Review key metrics: new patients, revenue, reviews, and marketing ROI.
Survey Patients for Feedback:
Ask what they loved and where you can improve.
Set Goals for the Coming Year:
Identify growth opportunities and outline your action plan for the next 12 months.
Month 12: Celebrate and Appreciate
Host a Patient Appreciation Event:
Invite your community for a fun open house or holiday party.
Recognize Your Team:
Celebrate staff achievements and thank them for their dedication.
Share Your Success:
Post a year-in-review on your website and social media, highlighting milestones and gratitude for your patients’ trust.