DOCTOR PROMOTION / CONSIDERED SCOPE
Healthcare Marketing Dashboard Setup
Combine selected website, search and advertising metrics.

HEALTHCARE MARKETING DASHBOARD SETUP / EXAMPLE OUTPUTS
Build a dashboard around operational questions
Combine selected website, search and advertising metrics.
Reporting dashboard
Reconciliation notes
Illustrative output types; the accepted proposal confirms the actual inclusions.
Explore the scope
Know what your project involves.
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ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSHealthcare Marketing Dashboard Setup / PROJECT DETAILS
The agreed starting scope
Combine selected website, search and advertising metrics.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSHealthcare Marketing Dashboard Setup / PROJECT DETAILS
The proposed work
Combine selected website, search and advertising metrics. The accepted proposal specifies the exact quantity, format and service period.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSHealthcare Marketing Dashboard Setup / PROJECT DETAILS
What we need from you
Accurate practice details, approved source materials, permitted brand assets and a named approval contact. No patient records or passwords.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSHealthcare Marketing Dashboard Setup / PROJECT DETAILS
Separate costs and work
Setup: one website/property/container and five events. Audit: 10 existing events. Dashboard: three sources/10 metrics. CRO audit: 10 pages/two journeys. Form changes: 10 fields. Tools/connectors separate. Do not transmit patient or medical information in events; use controlled tests only with a justified sample plan.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSHealthcare Marketing Dashboard Setup / PROJECT DETAILS
Feedback and revisions
The exact allowance is listed in the accepted proposal. Additional rounds require an agreed change.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSHealthcare Marketing Dashboard Setup / PROJECT DETAILS
Delivery planning
Agree the schedule after the required inputs, output list and approval process are confirmed.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSHealthcare Marketing Dashboard Setup / PROJECT DETAILS
Service period
Only the accepted service period is included. There is no automatic renewal.
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSHealthcare Marketing Dashboard Setup / PROJECT DETAILS
Cancellation
The published refund/cancellation policy and accepted proposal apply.
Healthcare Marketing Dashboard Setup
Combine selected website, search and advertising metrics.
Build a dashboard around operational questions
Choose the agreed website, search and advertising sources, with consistent dates and definitions. Include only metrics that help decide what to change or follow up.
Example outputs to discuss
- Source and metric map
- Reporting dashboard
- Reconciliation notes
These are possible planning outputs. Your accepted proposal identifies the selected items, quantities and formats; this example list does not expand an existing order.
Illustrative working example
A dashboard labels each data source and its reporting delay instead of presenting all figures as directly equivalent.
This is a hypothetical example, not a client case study or promised result.
Show limitations beside the figures
Label missing integrations, reporting delays and different attribution methods. A combined chart should not imply all sources count enquiries in the same way.
THE WORK, EXPLAINED
A clear path from brief to delivery.
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ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSThe work, explained / STEP 01
Question and source plan
Healthcare Marketing Dashboard Setup — Question and source plan
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSThe work, explained / STEP 02
Dashboard build
Healthcare Marketing Dashboard Setup — Dashboard build
ILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTSThe work, explained / STEP 03
Definition and reconciliation review
Healthcare Marketing Dashboard Setup — Definition and reconciliation review
Useful questions before you begin.
What does Healthcare Marketing Dashboard Setup include?
Combine selected website, search and advertising metrics. Exact quantities, formats and exclusions are recorded in the accepted proposal.
What information will you need from our practice?
Verified practice details, approved source materials, relevant brand assets and a responsible approval contact. Clinical statements require your qualified approval.
Are advertising, software or other third-party costs included?
Only costs expressly included in the accepted proposal are covered. Other platform, usage, media, creator or production costs are agreed separately.
Can we request additional work later?
Yes. Work outside the accepted scope is documented in a separate change proposal before it is approved and charged.
Let’s bring your digital presence together.
Tell us about your practice, priorities and ambitions.