Dental Practice Discovery Questions
Agency Discovery Framework

Dental Practice
Q&A

A structured set of discovery questions to uncover growth gaps, marketing maturity, and revenue opportunities for dental clients.

🎯
Patient Acquisition
6 questions
01
What strategies are you currently using to generate new patients?Referrals, paid ads, SEO, Google Business, word of mouth, etc.
02
Where does the majority of your new patient volume come from right now?Helps identify what's working vs. what needs investment
03
Do you have any paid advertising running — Meta, Google, or otherwise?Budget, targeting approach, who manages it
04
How many new patients are you bringing in per month right now?Establishes baseline before setting growth targets
05
What's your target number of new patients per month — and is that a stretch goal or a floor?
06
Have you run any promotions, events, or special offers to attract patients — and how did they perform?
🌐
Online Presence & Reputation
5 questions
01
How are you currently managing your Google Business Profile?Posts, reviews, photos, Q&A, service listings
02
How many Google reviews do you have, and what's your average star rating?Benchmark vs. competitors in the area
03
Do you have a system in place to ask patients for reviews after their visit?Automated or manual, timing, follow-up
04
When someone searches for a dentist in your area, where does your practice show up?Maps pack, organic, paid — do they know?
05
What does your website do for you right now — is it converting visitors into booked appointments?
💎
High-Value Services & Case Mix
5 questions
01
What are your highest-revenue services — and are you actively marketing them?Implants, Invisalign, veneers, whitening, etc.
02
What percentage of your patients are cosmetic vs. general/insurance-based?Reveals cash-pay opportunity
03
Are there services you offer that patients don't know about — or that you wish you did more of?
04
Do you offer financing options for larger treatment plans? How are you presenting that to patients?
05
What's your average treatment plan value, and do you feel like you're leaving cases unaccepted?Treatment acceptance rate insight
🔁
Lead Follow-Up & Nurturing
5 questions
01
When a new lead comes in — from an ad, form, or call — what happens next?Who responds, how fast, what they say
02
How quickly does someone from your team follow up with a new inquiry?
03
Do you have any automated follow-up in place — SMS, email, voicemail drops?
04
What happens to leads that don't book on the first touchpoint? Are they nurtured or lost?
05
Do you have a CRM or patient management tool to track leads through to booked appointment?
🔄
Patient Retention & Reactivation
4 questions
01
What's your recall system for existing patients — how do you bring them back for hygiene and follow-ups?
02
Do you have a list of dormant or inactive patients? When's the last time you re-engaged them?
03
Are you running any patient loyalty or referral programs?
04
How do you stay top of mind with patients between visits — newsletters, social media, SMS?
⚙️
Operations & Capacity
4 questions
01
How full is your schedule right now — are you at capacity, or do you have open chair time?Critical for setting growth targets realistically
02
What's your no-show and cancellation rate, and do you have a system to address it?
03
Can you take on new patients immediately, or is there a wait — and does that vary by service?
04
Is your front desk team trained and resourced to convert inbound calls and inquiries into booked appointments?
🚀
Goals & Growth Vision
5 questions
01
What does success look like for you in the next 6–12 months — revenue, patients, or something else?
02
What's the biggest bottleneck to growth right now — is it leads, conversions, capacity, or team?
03
Have you worked with a marketing agency before? What worked, what didn't?
04
What's your current monthly marketing spend — and do you feel like you're getting a return on it?
05
If you could fix one thing about your patient pipeline right now, what would it be?

34 discovery questions across 7 growth categories