Choose the most important attribute that your dental office delivers to its patients:

Financial Value – Your dependability brings your patients a quality denal service at a low price.

Innovative Services – You are always bringing your patients the very newest services.

Customized Relationships – You can tailor your dental services to meet the needs of your patients.

List, in order of importance, the attributes of your dental office that you would like to emphasize.


What is the most common misconception about your dental office?


What are the dental office’s major goals in the immediate future?

Competitor B: vs. my dental office:


Competitor C: vs. my dental office:


4. Patient & Marketing Analysis

Who is your ideal target patient?
(Demographics - characteristics of human populations and population segments; Geographic's - physical/geographic location of the population being studied; Psychographics - attitudes, values, lifestyles, and opinions.)


What are they looking for?


Why do they want you?

What do they want from your dental service?


Where do they come from?


How often they are coming to your dental practice?



5. Current Marketing

How are you currently attracting new patients?


Do you currently have corporate identity standards in place?
If yes, how closely are these standards followed dental office-wide?


What do you like most about your current marketing materials, corporate identity, or advertising campaign?


What do you wish you could change?

Do you have a web site? What role does it play in your promotional efforts?


Rank the importance of the following in your marketing efforts:
(1 being the most important and 7 being the least)
Print Collateral
Direct Mail Campaigns
Advertising Exposure
Web site
Corporate Identity
Branding Strategy
Other (Please Specify)


6. The Working Relationship

What are the most important qualities you consider when selecting a creative services house?


Which of the following best describes your work style?
(Select the statement that best applies)

I’m very hands-off in marketing material development.
I rely on my creative firm to provide leadership and expertise
to implement my marketing strategy.

I prefer a partnership approach – blending the leadership and expertise of my creative firm with my own – in developing an appropriate creative strategy.

I’m very hands-on with all aspects of creative development.
I rely on my creative firm for input and expertise, but I will provide very detailed direction and strong opinions and preferences.