SEO & Marketing Checklists
The Marketing Checklist Every Dental Practice Should Be Running
Weekly, monthly, and quarterly tasks to keep your online presence sharp and your schedule full.
These checklists are built for dental and orthodontic practice teams — front desk, marketing coordinator, or practice owner managing their own presence. Use the weekly list to stay consistent, the monthly review to catch what's slipping, and the quarterly tasks to make bigger strategic improvements.
Weekly SEO Checklist
15-point checklist for local SEO and Google Business Profile
Monthly Tasks
Quarterly Tasks
Monthly Marketing Review
Comprehensive audit of all marketing channels with KPI tracking
Weekly Tasks
Monthly Tasks
Quarterly Tasks
New Patient Journey Checklist
From first call to follow-up - ensure no patient falls through the cracks
Pre-Call Setup
First Contact
Pre-Appointment
Day of Visit
Post-Visit
Follow-Up
Why Patient Journey Matters
The new patient experience determines retention. Practices that follow a systematic journey checklist see 30-40% higher case acceptance and significantly better reviews. Every touchpoint is an opportunity to build trust and demonstrate your commitment to patient care.
AI Search Optimization (AEO)
Optimize for ChatGPT, Google AI Overviews, and voice search
Monthly Tasks
Quarterly Tasks
Why AEO Matters for Dental Practices
AI assistants like ChatGPT, Google's AI Overviews, and voice assistants are increasingly how patients find dental information. Optimizing for these platforms means creating clear, authoritative content that AI can confidently cite. Focus on FAQ sections, schema markup, and comprehensive answers to common patient questions.
Growth Ideas
Strategic initiatives for practice expansion
Recommended Tools
Essential tools for dental practice marketing
Google Search Console
Monitor search performance, indexing, and technical issues.
Google Analytics
Track website traffic, user behavior, and conversions.
BrightLocal
Local SEO tools, citation management, and rank tracking.
Semrush
Keyword research, competitor analysis, and site audits.
AnswerThePublic
Find questions people ask for FAQ and content ideas.
Canva
Create social media graphics and marketing materials.
SEO & Marketing FAQ
Common questions about dental practice digital marketing
Checklists Help. Having an Expert Review Your Work Helps More.
If you're running these consistently and still not seeing results, something upstream is likely off — keyword targeting, GBP setup, or site structure. That's worth a conversation.
Schedule a Free SEO Review