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Online Practice Audit – Client InformationJim McDannald, DPM

Online Practice X-Ray — Client Questionnaire

Thanks for investing in your Online Practice X-Ray. This questionnaire helps me understand where your practice is today — your goals, your economics, your online presence, and where you want to grow. Be as specific as you can. The more detail you provide, the more actionable your custom growth plan will be. Most people complete this in 15-20 minutes. You can save your progress and return later if needed.

Step 1 of 13

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Section 1: Practice Basics

Let’s start with the fundamentals.

Name(Required)
Email(Required)
If you have multiple locations, list all clinic names.
Full address for each location.
How do you prefer new patients reach out to book an appointment?(Required)

Section 2: Your Goals & Challenges

What does success look like for you — and what’s standing in the way?

Have you previously tried online marketing to grow your practice?(Required)
Which forms of online marketing have you tried?(Required)

Section 3: Practice Economics

To tie marketing directly to your bottom line, I need to understand your practice's financial picture. Everything you share here is confidential.

Have you ever estimated the lifetime value (LTV) of a patient to your practice?(Required)
Ballpark is fine. Example: $800 over 3 years.
Include the surgery plus any follow-up visits. Ballpark is fine.

Section 4: Patient Mix & Case Types

Understanding your current patient mix helps me identify opportunities to shift toward higher-value cases.

Would you characterize your practice as general or specialized?(Required)
Which of these services do you currently offer?(Required)
These become priority targets for your marketing plan.
What keeps the lights on? What do you wish you had more of?
Workers comp cases" or "People just looking for the cheapest option."
Where do most of your new patients currently come from?(Required)

Section 5: Geographic Targeting

This helps me run Local Falcon visibility scans and identify where you need to show up in Google Maps.

Section 6: Local SEO & Google Business Profile

Your Google Business Profile is often the first thing potential patients see. Let's assess where you stand.

Which Google Business Profiles do you have?(Required)
Do you have a system for asking patients for reviews?(Required)
Examples: Swell, GatherUp, Podium, Solutionreach, etc.
Do you respond to your Google reviews?(Required)
Do you know how you currently rank in Google Maps for your main keywords?

Section 7: Online Presence & Social Accounts

Let me know what accounts exist so I can review your overall online footprint.

Which accounts have been set up for you or your clinic?(Required)

Section 8: Competitors

Understanding your local competition helps me identify opportunities to differentiate your practice and outrank them.

List the practice names and their websites if you know them.

Section 9: Front Desk & Conversion

Marketing brings the phone calls & form fills — but what happens after that determines whether those calls become patients.

Does your front desk track how many calls convert to booked appointments?(Required)
Examples: missed calls, no-shows, staff turnover, handling price questions, etc.

Section 10: Website Access

I'll need backend access to audit your website's technical health, SEO setup, and content.

Usually something like yoursite.com/wp-admin for WordPress sites.
"Built by Officite" or "Managed by a local developer" or "I do it myself."

Section 11: Google Analytics Access

Access to your analytics lets me see what's actually happening on your website — traffic, sources, conversions.

Please follow these steps to grant me access to your Google Analytics account:

  1. Sign in to your Analytics account at analytics.google.com
  2. Click the gear icon (Admin) in the lower left
  3. In the Account column, click "Account Access Management"
  4. Click the blue "+" button, then "Add users"
  5. Enter my email: [email protected]
  6. Select "Analyst" or "Viewer" permissions
  7. Click "Add"
I have granted Google Analytics access(Required)

Section 12: Google Ads Access

If you're running Google Ads, I'll review your account for opportunities and wasted spend.

If you have a Google Ads account, please follow these steps:

  1. Sign in to your Google Ads account at ads.google.com
  2. Click the Tools icon (wrench) in the top right
  3. Under "Setup," click "Access and security"
  4. Click the blue "+" button
  5. Enter my email: [email protected]
  6. Select "Standard" access level
  7. Click "Send invitation"
I have granted Google Analytics access(Required)

Section 12: Google Ads Access

If you're running Google Ads, I'll review your account for opportunities and wasted spend.

If you have a Google Ads account, please follow these steps: 1. Sign in to your Google Ads account at ads.google.com 2. Click the Tools icon (wrench) in the top right 3. Under "Setup," click "Access and security" 4. Click the blue "+" button 5. Enter my email: [email protected] 6. Select "Standard" access level 7. Click "Send invitation"

No detail is too small. The more I understand, the better your growth plan will be.
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