MEDICAL PRACTICE MARKETING — PROJECT BRIEF
Prepared by Stan Consulting. Illustrative planning material, not client results.

Business:
Offer:
Audience:
Market:
Approved facts:
Objective:
Existing team:

Primary and specialty practices
Example opening: [Specialty] care in [service area]
Work: Build clear condition and service explanations, clinician information, location details and an approved appointment path. Cover eligibility, referral requirements and insurance information only when the practice confirms them.
Buying information: For marketing planning: specialty, locations, desired appointment types and booking process. Do not send patient information to Stan Consulting.
Measurement: Measure appropriate booking progress using approved aggregate reporting, not patient details in analytics.

Referral-led and multi-location care
Example opening: Clear referral information for your care team
Work: Create clinician-reviewed referral instructions and location-specific service information for imaging, therapy, behavioral health, occupational care or another confirmed specialty. Keep professional referrals distinct from direct patient booking.
Buying information: Practice services, referral partners, locations and internal approval responsibilities.
Measurement: Review referral-source quality and completed appointment trends through the practice's approved reporting.

Review: Clinical reviewers approve medical claims. Appointment and patient information belong in approved practice systems, not marketing inquiry forms or advertising audiences.
Training: Approved service content, local listings and practical AI use without entering patient information.
Agree scope, price, reviewers and timing before implementation.
https://stanconsultingllc.com/industries/medical-and-dental