Name each step
Agree on what counts as a lead, booking, visit, and total result.
Join ad spend, calls, forms, bookings, visits, and total sales in one view. No patient names or charts are needed.
Build my tracking plan× Clicks are called patients
× Every source uses different terms
× Marketing and office teams blame each other
× Reports have no next action
One meaning for every number
Costs at each step
The weakest step is clear
The next move is based on facts
Agree on what counts as a lead, booking, visit, and total result.
Use business totals, not patient records.
Choose the step that can create the most value next.
See a useful plan before you talk to sales.