SKY CS · Client Discovery

A

Clinic Overview

Basic information about your practice — how it operates and the capacity available

Q1Clinic name

Q2Clinic address / location

Q3Clinic timings

Q4Approx. patients per month (current)

Q5Additional capacity available per month

B

Treatments & Services

What you offer, what it costs, and where you want more patients

Q6Major treatments and approximate price ranges

Enter a range or fixed price — e.g. ₹8,000–12,000

Treatment	Approx. Price / Range
Dental Implant	₹
Root Canal (RCT)	₹
Crown / Bridge	₹
Braces	₹
Aligners	₹
Dentures	₹
Teeth Whitening	₹
Smile Designing / Cosmetic	₹
Tooth Extraction	₹
Other (specify in box)	₹

Q7Which 3 treatments would you MOST like to generate more patients for?

Start with 3 — add more if needed

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3

Q8Which treatments are currently the most valuable / revenue-generating for the clinic?

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2

Q9Are there any treatments you do NOT want us to advertise?

Leave blank if none

1

C

Patient Geography

Where your patients come from — and where you want to reach next

Q10Where do most of your current patients come from?

Shahdol Burhar Dhanpuri Amlai

Other:

Q11Do patients currently travel from surrounding towns/districts for specific treatments?

Yes No

↳ If yes — which locations and for which treatments?

1

Q12Are there specific nearby locations you particularly want us to target?

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2

D

Doctor & Clinic Strengths

Your credentials and what sets you apart — this drives ad creative and positioning

Q13Professional qualifications

Q14Years of clinical experience

Q15Treatments / procedures you specialize in or are especially known for

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2

3

Q16What differentiates your clinic from other dental clinics in Shahdol and nearby areas?

Each box is one differentiator — add as many as apply

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3

Q17Important technology, equipment, or facilities we should highlight in marketing

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3

E

Reviews & Creative Assets

What you already have that we can use to build trust and run great ads

Q18Approximately how many Google reviews does the clinic currently have?

Q19Do you have patient testimonials / reviews that may be used in marketing?

Yes No Need to check

Q20Which existing visual assets are available?

Q21Would you be comfortable recording short 20–45 second educational videos for ads?

Yes Maybe No

F

Existing Digital Presence

Your current online accounts and any previous ad experience

Q22Instagram page / profile URL

Q23Facebook page

Q24Clinic website (if any)

Q25WhatsApp number for patient enquiries

Q26Have you previously run Facebook / Instagram advertisements?

Yes No Not sure

↳ If yes — monthly budget, what was promoted, and whether it generated patients

1

G

Enquiry → Appointment Process

How patient enquiries are currently handled — so we can plug automation into the right gaps

Q27Who normally responds to WhatsApp / call enquiries?

Doctor Receptionist Clinic manager

Other:

Q28During clinic hours, how quickly are new enquiries typically answered?

5–10 min Within 30 min Within 1 hour Several hours

Q29How are appointments currently recorded?

Register / Diary Excel / Sheet Clinic software WhatsApp

Q30If someone enquires but does not book, does the clinic follow up?

Yes Sometimes No

Q31Do patients receive appointment reminders?

Yes No

↳ If yes — how are they sent?

WhatsApp Call SMS

Other:

H

Business Goals

What success looks like for you — so every rupee of ad spend goes toward outcomes you actually want

Q32What are your primary objectives from Facebook / Instagram advertising?

Select all that apply

Q33If the campaign performs profitably, would you be comfortable gradually increasing the ad budget?

Yes Maybe, depending on results Prefer to keep initial budget

Q34Six months from now, what result would make you consider this campaign successful?

Add one goal per box — as specific as you like

1

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3

Q35Anything else about your clinic, patients, competitors, or business goals we should know?

One thought per box — add as many as you like

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Tell Us About
Your Clinic & Patients

Clinic Overview

Treatments & Services

Patient Geography

Doctor & Clinic Strengths

Reviews & Creative Assets

Existing Digital Presence

Enquiry → Appointment Process

Business Goals

Ready to Submit?

Tell Us AboutYour Clinic & Patients

Clinic Overview

Treatments & Services

Patient Geography

Doctor & Clinic Strengths

Reviews & Creative Assets

Existing Digital Presence

Enquiry → Appointment Process

Business Goals

Ready to Submit?

Tell Us About
Your Clinic & Patients