DOCTOR PROMOTION / CONSIDERED SCOPE

Healthcare Marketing Dashboard Setup

Combine selected website, search and advertising metrics.

Illustrative marketing reporting dashboard and measurement review
Illustrative example · not client work or results

HEALTHCARE MARKETING DASHBOARD SETUP / EXAMPLE OUTPUTS

Build a dashboard around operational questions

Combine selected website, search and advertising metrics.

01

Source and metric map

02

Reporting dashboard

03

Reconciliation notes

Illustrative output types; the accepted proposal confirms the actual inclusions.

Explore the scope

Know what your project involves.

Illustrative marketing reporting dashboard and measurement reviewILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

Healthcare Marketing Dashboard Setup / PROJECT DETAILS

The agreed starting scope

Combine selected website, search and advertising metrics.

Illustrative marketing reporting dashboard and measurement reviewILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

Healthcare 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 marketing reporting dashboard and measurement reviewILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

Healthcare 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 marketing reporting dashboard and measurement reviewILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

Healthcare 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 marketing reporting dashboard and measurement reviewILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

Healthcare Marketing Dashboard Setup / PROJECT DETAILS

Feedback and revisions

The exact allowance is listed in the accepted proposal. Additional rounds require an agreed change.

Illustrative marketing reporting dashboard and measurement reviewILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

Healthcare Marketing Dashboard Setup / PROJECT DETAILS

Delivery planning

Agree the schedule after the required inputs, output list and approval process are confirmed.

Illustrative marketing reporting dashboard and measurement reviewILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

Healthcare Marketing Dashboard Setup / PROJECT DETAILS

Service period

Only the accepted service period is included. There is no automatic renewal.

Illustrative marketing reporting dashboard and measurement reviewILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

Healthcare 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.

Illustrative doctor brand identity board, logo, colours and practice stationeryILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

The work, explained / STEP 01

Question and source plan

Healthcare Marketing Dashboard Setup — Question and source plan

Illustrative desktop and mobile practice website, service pages and enquiry formILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

The work, explained / STEP 02

Dashboard build

Healthcare Marketing Dashboard Setup — Dashboard build

Illustrative doctor search results, local map listings and on-page SEO checklistILLUSTRATIVE EXAMPLE · NOT CLIENT WORK OR RESULTS

The 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.

Request a strategy conversation ↗

DOCTOR PROMOTION / LET’S PLAN

What would you like to improve?

Share your practice’s marketing priorities. Our team can contact you to discuss a suitable scope.

Business enquiries only. Please do not send patient records or private health information.