Therapy practice marketing audit checklist
Turn an unclear advertising concern into a focused account question.
Use a four-page self-assessment to review account scope, management and media costs, public destinations, policy questions and aggregate measurement. Keep patient information out of the review.
What’s included
- Advertising scope, account control and separate cost categories
- Message, platform-policy and tracking boundaries
- Gross bookings, cancellations, net bookings, attended and paid measures
- Priority questions, an action log and a bounded audit request
Preview the checks
- Check whether the agreement covers the actual platforms and locations.
- Review whether an event counts a real booking or only a click or form action.
- Keep patient-list uploads and health-based remarketing out of the plan.
- Record unresolved policy or data-sharing questions without changing accounts.
Download the printable checklist
Download the four-page PDF checklist
Free, direct download. No email address or form is required.
Keep your completed worksheet in your own approved business systems. Do not send patient or clinical information, financial documents, passwords or access codes through public forms or chat. Any later records or account permissions must be agreed separately.
Downloading this worksheet does not request paid work or grant account access. Read the Privacy Policy.
Keep the next step in scope
Have an existing ad-account question? HMP offers a free ad-account audit with separately agreed scope and authorized access. Implementation and paid management are separate decisions.
Request a free ad-account audit · Review published scope
This is a self-assessment—not a completed HMP audit, platform approval, legal opinion or compliance certification. It does not promise fixes, savings, appointments or healthcare outcomes.