An easy-to-follow marketing checklist
For Your Orthodontic Practice
Great marketing doesn’t always require a huge budget. In fact, many of the most effective strategies are simple habits that build trust, improve your visibility, and strengthen relationships with your patients. Whether you’re looking to increase new patient leads, generate more referrals, or simply make sure you’re getting the most from your existing marketing efforts, the downloadable checklist on this page will help you identify quick wins that can make a meaningful impact.
Use our download as a starting point, then customize it based on your practice goals, market, and available resources.
Trapezio’s online training for your orthodontic team is endorsed by the AAO and NZAO
Is Your Orthodontic Marketing Working as Hard as You Are?
50+ simple marketing tasks to help your orthodontic practice get found, convert more patients, and build stronger referral relationships.
Marketing your orthodontic practice doesn’t have to mean spending more money or adding another complicated strategy to your to-do list.
Sometimes, the biggest opportunities are the things that are easy to overlook: keeping your online presence current, following up on leads, asking happy patients for reviews, staying connected with referring offices, and actually measuring what’s working.
Our Orthodontic Marketing Checklist gives you a simple way to identify those opportunities and turn them into consistent habits.
Inside the checklist, you’ll find practical ideas for:
Local Visibility: Make it easier for prospective patients to find—and choose—your practice online. Check your listings, Google Business Profile, contact information, hours, and more.
Website Health: Make sure your website is ready to turn visitors into new patient appointments, from mobile responsiveness and online scheduling to testimonials and smile galleries.
Marketing Performance: Know what’s actually working. Review leads, referral sources, conversion rates, missed calls, marketing spend, treatment starts, and other key metrics.
Referral Growth: Strengthen relationships with referring dental offices through regular visits, appreciation events, communication, and follow-up.
Internal Marketing: Turn more of the patients and leads you already have into treatment starts by focusing on team training, conversion rates, missed calls, and the patient experience.
Patient Relationships: Create memorable experiences that encourage happy patients to become enthusiastic advocates for your practice—from celebrating milestones to asking for referrals and reviews.
Social Media: Stay visible and build trust with a consistent mix of patient success stories, educational content, team culture, testimonials, community involvement, and behind-the-scenes content.
A Simple Checklist for a Stronger Orthodontic Practice Marketing Strategy
You don’t need to tackle everything at once.
Use the checklist to identify a few quick wins, make them part of your regular routine, and track the results over time.
This checklist can help your orthodontic practice with marketing by giving you or your team a practical place to start. Download the checklist if you’d like to:
- Generate more new patient leads
- Increase treatment starts
- Improve lead conversion
- Generate more referrals
- Strengthen your online presence
- Improve your patient experience
- Get more value from your existing marketing investment
Download the free Orthodontic Marketing Checklist and use it to identify opportunities, prioritize your marketing efforts, and keep your practice moving forward.
