Free resources · For hospital marketing and digital teams
Tools & Checklists
Checklists and calculators for OPD growth, launches, CRM readiness, AI search, content and budgets, written from the operator’s seat in India.
Why these exist
Working artefacts, not lead magnets
These are the working artefacts I wish someone had handed me earlier: the checklists I run before a launch, the questions I ask before anyone buys a CRM, the sheet I use to find where enquiries are leaking. They are built for Indian hospitals and multi-unit groups — OPD demand, TPA and cashless questions, DPDP consent, regional languages and contact centres that close at the wrong hour.
None of them is a method to sell you. Each one is a starting structure you should adapt to your own units, service lines and numbers. The calculators come with example values that exist only to show the arithmetic — replace every one of them with your own before you draw a conclusion.
Checklists & audits
Checklists
Checklist · PDF
OPD growth checklist
The digital, brand, referral, CRM and contact-centre levers that grow outpatient demand, in order.
Get the checklist →Checklist · PDF
Hospital launch checklist
A demand-generation checklist from twelve months before opening to the first ninety days after.
Get the checklist →Checklist · PDF
Hospital CRM readiness checklist
Check data, enquiry capture, consent, HIS integration and ownership before you buy or build a hospital CRM.
Get the checklist →Audit · PDF
AI search visibility audit for hospitals
Audit how AI assistants describe your hospital: entities, listings, doctor pages, structured data, reviews.
Get the audit →Checklist · PDF
Hospital social media checklist
Consent, doctor-led content, what not to post, the inbox as enquiries, paid social limits and measurement.
Get the checklist →Calculators & templates
Workbooks
Calculator · Excel
Hospital marketing budget calculator
Split an annual budget by service line and channel, phase it monthly and test it against OPD capacity.
Get the calculator →Calculator · Excel
Enquiry-to-appointment funnel calculator
Track each channel from enquiry to arrival, see where patients leak and what fixing one step is worth.
Get the calculator →Template · Excel
Healthcare content calendar template
A twelve-week content calendar built on patient questions, languages, clinician review and a clear next step.
Get the template →How it works
Getting the downloads
1. Enter your email
Use the short form on the tool’s page. It adds you to my occasional newsletter on hospital growth, digital and AI.
2. Confirm it’s you
You’ll get an email with a confirmation link. This keeps the list clean and your address from being signed up by someone else.
3. Download from your inbox
Once you confirm, a welcome email arrives with download links for every tool and checklist on this page, not just the one you asked for.
FAQ
Questions about the tools
Yes, every checklist and workbook is free. You enter your email on a tool’s page and confirm it; the welcome email then carries download links for the whole set. Use and adapt them inside your own organisation as much as you like.
Confirmation, known as double opt-in, proves the address belongs to you and that you asked to join. It keeps the newsletter list clean and follows the consent-first approach of India’s Digital Personal Data Protection Act. You can unsubscribe from any email in one click.
Marketing, digital, growth and contact-centre leaders in Indian hospitals and multi-unit hospital groups, plus the unit heads and promoters who have to sign off their plans. They assume you already run campaigns and a contact centre and want a sharper way to find what is not working.
No. The example values in the workbooks are round illustrative numbers so you can see the arithmetic work. They are not benchmarks and should not be quoted as such. The only comparison that matters is your own numbers, by unit and service line, over time.
No. They stay on the digital, brand, product and commercial side — demand, enquiry handling, content, listings, CRM and measurement. Where a checklist touches clinicians, it is about content review and doctor-led communication, never clinical protocols or care decisions.
Yes. Most items work for a standalone hospital as they are. Where a checklist mentions multi-unit issues — shared listings, central contact centres, unit-level reporting — a single site can skip those lines or treat each specialty as its own unit.