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 marketing experience across dental, orthodontic, endodontic, and oral surgery practices. 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 serving dental, orthodontic, endodontic, and oral surgery practices since 2005.
How to Use These Resources
Pick one, not five. Every checklist and benchmark here is short on purpose because the practices that actually use them are the practices that don't try to overhaul everything in a week. Start with the resource that matches your nearest decision. If you're trying to hold the SEO ground you already have, the Weekly SEO Checklist is the place to live. If you're benchmarking a new hire conversation, the staffing and operations guides give you the comparison numbers without a consulting invoice.
Treat the benchmarks as a compass, not a verdict. Your market, case mix, and stage matter, and a number that looks off can still be the right number for your situation. Use the targets to find the gap worth investigating, not to grade yourself. If you want a second set of eyes on what your numbers are telling you, a thirty-minute call covers it.
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.
Schedule a Free ConsultationHow These Resources Were Built
Every download here was created to solve a real problem I kept seeing in dental, orthodontic, endodontic, and oral surgery practices — not to generate email leads or feed a sales funnel. The benchmarks come from ADA and AAO survey data cross-referenced against actual practice performance data from hundreds of practices across the country. The checklists reflect what actually moves the needle in local search and patient acquisition, not theoretical best practices.
The SEO checklists are built around Google Business Profile signals, local citation consistency, and on-page fundamentals that hold up across algorithm updates. The benchmark guides use current-year data where available and flag older sources clearly. The planning templates are formatted to work as working documents, not just reference sheets.
If you find something outdated or want a format that works better for your practice situation, I update these periodically — check back or reach out directly. The goal is that you leave with something you can use this week, not something you file away.