Categories: Dental Marketing

When it comes to marketing, there are many concepts, ideas and platforms. This week, I want you to take a step back and focus on the foundation. It is too easy to get glamorized and involved in marketing that may not be the right fit for your practice. Not all marketing is going to work for all practices, and in order to create a functional marketing plan, you need to start by collecting information. Remove all the “noise” and zone in on what brings the New Patients to your practice. To do this, follow these steps;

1) Make sure a referral source option is present on the online appointment form. If you do not have an appointment or contact form on your website, add that to your to do list. 

2) Train your team to ask for the referral source when they receive New Patient phone calls. They should not only be trained to ask but also record the referral source in the appointment box. 

3) List all referral options, including an option for other, on the New Patient forms. Your front desk team should double check the form to make sure the patient has filled out that information. 

4) On a monthly basis, create a report to tally all the referral sources. Not all information will be 100% accurate, but it will give you an idea on what is currently working in your practice. 

5) If you are adding a campaign/promotion, add the referral code on the design and your practice management system. This will help you calculate the ROI. Marketing is about SPENDING money, not WASTING it.

Give these steps a try and let me know if you have any questions!

Does your company need help in streamlining your marketing strategies? Minal Sampat, RDH can help! Contact us today for a free consultation by calling (732) 501-0955 or emailing

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