Downloadable Resources
Free checklists, benchmark guides, and planning templates to help grow your dental or orthodontic practice.
12
Free Resources
100%
No Email Required
Updated
December 2024
About These Resources
All resources are based on 20+ years of dental and orthodontic marketing experience. Benchmarks are sourced from the ADA, AAO, Gaidge Analytics, Dental Economics, and other industry authorities. These tools and guides are designed to be immediately actionable for your practice.
Created by Chad Kubik - Digital Strategist specializing in dental and orthodontic marketing since 2005.
Marketing Checklists
Weekly SEO Checklist
15-point checklist covering Google Business Profile, reviews, local citations, and content tasks to maintain SEO momentum.
Monthly Marketing Review Checklist
Comprehensive audit of all marketing channels with KPI tracking, budget review, and optimization recommendations.
New Patient Journey Checklist
From first call to follow-up appointment - ensure no patient falls through the cracks with this process checklist.
Benchmark Guides
General Dental KPI Benchmarks
Industry-standard targets for collection rate, overhead, production per hour, case acceptance, and more. Sourced from ADA and Dental Economics.
Orthodontic Practice Benchmarks
Ortho-specific metrics including case fees, conversion rates, observation pool management, and financial targets from AAO and Gaidge.
Financial Planning Benchmarks
Overhead breakdown by category, profit margin targets, and cash flow management guidelines for dental practices.
Planning Templates
Marketing Budget Allocator
Interactive tool to allocate your marketing budget across channels based on practice type and goals.
Startup Marketing Timeline
Pre-opening to Year 1: month-by-month marketing activities for new dental or orthodontic practices.
Website Migration Checklist
SEO-safe checklist for rebranding or migrating your dental practice website without losing search rankings.
Operations Guides
Patient Retention System
Build systematic recall and reactivation campaigns. Includes conversion funnel benchmarks for general dental and orthodontic practices.
Staffing & Hiring Playbook
Salary benchmarks, job descriptions, interview questions, and team structure recommendations for dental practices.
HIPAA Compliance Checklist
Essential security requirements and compliance checklist for dental practice operations.
Need Personalized Guidance?
These resources are a great starting point, but every practice is unique. Let's discuss your specific situation and create a customized growth strategy.
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