Practice marketing launch planner
A printable marketing launch planner for a new UK dental practice: set-up details, tasks before and after opening with owner, due date and done columns, weekly counts for the first thirteen weeks, and 30, 60 and 90 day reviews.
How to use it
Print this page and fill it in with whoever will run marketing and reception. The reasoning behind each task is in the marketing launch checklist, and a suggested order by week is in the pre-opening timeline. Every date and figure is yours: nothing is filled in for you. The blank rows at the end of each table are for tasks of your own.
Part 1: set-up
| Item | Your answer |
|---|---|
| Practice name (as on signage and website) | |
| Domain, and whose name it is registered in | |
| Planned opening month | |
| NHS, mixed or wholly private | |
| Person who owns the marketing plan | |
| Person who owns enquiry handling |
Part 2: before opening
| Task | Owner | Due date | Done |
|---|---|---|---|
| Name and domain settled | |||
| Professional email address set up | |||
| Waiting-list form live, with privacy notice and separate marketing consent | |||
| Signage and stationery match the website name and address | |||
| Fees agreed and price list drafted (website and reception) | |||
| Team page: qualification, country of qualification and GDC number for each named professional | |||
| Website: address, phone, email, GDC link, complaints procedure, date last updated | |||
| Google Business Profile created with future opening date and verified | |||
| Consent banner tested, optional tags wait for consent | |||
| Enquiry record set up, with a source field | |||
| Call answering, overflow and out-of-hours handling tested | |||
| Opening date confirmed and waiting list told how to book | |||
| Launch adverts state NHS, mixed or private | |||
Part 3: after opening
| Task | Owner | Due date | Done |
|---|---|---|---|
| Advertising switched on, paced to free appointments | |||
| Waiting list contacted | |||
| Weekly enquiry count by source | |||
| Weekly check of unanswered enquiries | |||
| Website team and prices rechecked | |||
Part 4: weekly counts
Fill in at the end of each week from your enquiry record.
| Week | Enquiries | Answered first time | Never reached | First appointments booked | First appointments attended | Spend |
|---|---|---|---|---|---|---|
| Week 1 | ||||||
| Week 2 | ||||||
| Week 3 | ||||||
| Week 4 | ||||||
| Week 5 | ||||||
| Week 6 | ||||||
| Week 7 | ||||||
| Week 8 | ||||||
| Week 9 | ||||||
| Week 10 | ||||||
| Week 11 | ||||||
| Week 12 | ||||||
| Week 13 |
Part 5: reviews
The questions for each review are in the first 90 days guide. Write down what changes and who owns it.
| Review | What changes | Owner | Due date |
|---|---|---|---|
| Day 30 | |||
| Day 60 | |||
| Day 90 |