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.

  • 48 free tools
  • PDF and Excel
  • Delivered by email after you confirm

Runs in your browser

Online tools

Generator · Online

Medical schema generator for doctors, hospitals and clinics

Create Schema.org JSON-LD for a doctor, hospital, clinic, dentist or lab with specialty, address, hours and sameAs links, ready to paste.

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Checker · Online

NMC ad compliance checker for ad copy and images

Paste ad copy or drop ad images. Flags every line that breaks the NMC 2026 guidelines, with the clause, a fix and three compliant rewrites.

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Checker · Online

Healthcare ad copy compliance checker

Paste an ad or caption and flag guarantees, cure claims, superlatives, discounts and fear language under NMC, ASCI and the DMR Act.

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Builder · Online

UTM link builder for hospitals

Consistent campaign links by specialty, unit and month for Google, Meta, WhatsApp, SMS and QR, plus WhatsApp click-to-chat links.

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Generator · Online

Google review link and QR code generator

Turn a Place ID into a direct Google review link, a QR code and a printable counter card. Read the NMC limits on requesting reviews first.

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Self-assessment · Online

Hospital digital marketing score

Score your hospital’s digital marketing in 4 minutes: 15 questions on search, website, enquiries, content and compliance, with your 3 weakest areas.

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Calculator · Online

Enquiry leakage calculator for hospitals

Free hospital enquiry leakage calculator: see where enquiries are lost between first contact and treatment, and what fixing the biggest leak is worth.

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Calculator · Online

Cost per treated patient calculator

Free calculator comparing hospital marketing channels on cost per treated patient rather than cost per lead.

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Calculator · Online

Hospital CRM payback calculator

Free hospital CRM payback calculator: model better capture, faster response and fewer no-shows, and see payback months and three-year net value.

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Calculator · Online

Hospital launch marketing budget planner

Free hospital launch marketing budget planner: split a launch budget by activity and by phase, before opening, opening month and after, with run-rates.

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Calculator · Online

Google Business Profile health check for hospitals

Free Google Business Profile health check for hospital units: twenty-one checks across ownership, facts, reviews, content and duplicates, with a score.

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Calculator · Online

Hospital marketing maturity scorecard

Free hospital marketing maturity scorecard: rate eight dimensions from enquiry capture to AI search and consent, and see where to invest first.

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Calculator · Online

Hospital CRM vendor scorecard

Free vendor-neutral scorecard to compare hospital CRM vendors on telephony, WhatsApp, hospital system integration, consent and cost, with your own wei

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Calculator · Online

AI answer tracker for hospitals

Free AI answer tracker for hospitals: generate patient prompts for your city and service line and score whether ChatGPT, Gemini and Google cite you.

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Calculator · Online

DPDP consent notice template for hospital marketing

Free DPDP consent notice template for hospital enquiry forms and WhatsApp, with the DPDP Rules 2025 timeline and penalties.

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Calculator · Online

Doctor profile page template for hospitals

Free doctor profile page template for hospitals: generate a page outline and Physician structured data that patients, Google and AI assistants underst

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Calculator · Online

Hospital digital marketing agency RFP template

Free RFP template for hiring a hospital digital marketing agency: scope, account ownership, measurement, compliance, team and commercial terms.

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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.

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Checklist · PDF

Hospital launch checklist

A demand-generation checklist from twelve months before opening to the first ninety days after.

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Checklist · PDF

Hospital CRM readiness checklist

Check data, enquiry capture, consent, HIS integration and ownership before you buy or build a hospital CRM.

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Audit · PDF

AI search visibility audit for hospitals

Audit how AI assistants describe your hospital: entities, listings, doctor pages, structured data, reviews.

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Checklist · PDF

Hospital social media checklist

Consent, doctor-led content, what not to post, the inbox as enquiries, paid social limits and measurement.

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Checklist · PDF

Hospital marketing plan checklist

Build the annual marketing plan section by section, from service-line priorities to the review cadence that keeps it honest.

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Checklist · PDF

Patient journey mapping checklist

Map the OPD to discharge journey touchpoint by touchpoint, and mark where the hospital cannot currently see what is happening.

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Checklist · PDF

Healthcare chatbot RFP checklist

The questions to put to a chatbot or conversational AI vendor before a hospital signs, covering data, escalation and what the bot must never do.

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Audit · PDF

Healthcare local SEO audit checklist (80 points)

An 80-point healthcare SEO checklist for hospitals and clinics in India: Business Profile, reviews, pages, schema, speed and tracking.

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Checklist · PDF

Google Ads launch checklist for doctors

A 67-point Google Ads checklist for healthcare launches: policy, tracking, settings, negatives, compliant ads, landing pages and week one.

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Template · PDF

Hospital press release template pack

Seven healthcare press release templates with bracketed placeholders, a pre-send checklist and patient consent notes for Indian hospitals.

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Playbook · PDF

Hospital crisis comms playbook

A hospital crisis communication plan you can adopt: severity levels, first 60 minutes, roles, holding statements, channels and rehearsal.

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Guide · PDF

50 reel hooks for doctors

50 reel hooks for doctors, grouped by purpose, with placeholders to fill and notes that keep every script accurate, safe and compliant.

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Kit · PDF

DM triage and response script kit

DM response templates for clinics and hospitals: 11 intent categories, routing rules, approved scripts, escalation and DPDP consent notes.

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Checklist · PDF

Doctor video shoot checklist

A 61-point doctor video checklist covering planning, consent, framing, sound, light, the shoot itself, editor handover and publishing checks.

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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.

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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.

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Template · Excel

Healthcare content calendar template

A twelve-week content calendar built on patient questions, languages, clinician review and a clear next step.

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Briefing pack · PDF

South Asia patient briefing pack

What shapes the journey for patients from Bangladesh, Nepal, Sri Lanka, the Maldives, Bhutan, Myanmar and Afghanistan, with a checklist per market.

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Briefing pack · PDF

Africa patient briefing pack

How cases from Nigeria, East Africa, the Horn and Francophone Africa reach an Indian hospital, and what the desk must have ready.

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Briefing pack · PDF

Gulf and CIS patient briefing pack

Sponsored and private cases from Iraq, Yemen, the Gulf, Central Asia and Russia, and what each expects from the desk.

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Briefing pack · PDF

International patient desk starter pack

The whole journey in one pack: first reply, estimate, language cover, payment before arrival, arrival, discharge and declines.

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Workbook · Excel

Hospital digital maturity assessment

Score the hospital across website, CRM, contact centre, listings, content and AI search, and see where the score is lowest.

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Workbook · Excel

Health tech vendor evaluation scorecard

Score CRM, chatbot, website or contact-centre vendors on the same weighted criteria, side by side, instead of by the best pitch.

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Calculator · Excel

Patient acquisition cost calculator

Work out acquisition cost by channel and service line, including contact-centre and CRM cost, not media spend alone.

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Template · Excel

Google Business Profile optimisation template for doctors

A GBP checklist for doctors and clinics as a working Excel template: audit score, field planner, posts, photos, reviews and monthly tracking.

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Workbook · Excel

Specialty keyword and entity mapping sheet

A healthcare keyword mapping template that ties every query to one specialty, entity and page, with scoring and cannibalisation checks.

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Workbook · Excel

Specialty negative keyword lists

Starter negative keywords for healthcare Google Ads: a universal list and 13 specialty lists, with match types and reasons to review.

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Calculator · Excel

Healthcare PPC budget and CPL calculator

A healthcare PPC calculator in Excel: model leads, appointments, CPL and cost per treated patient by specialty, then back-calculate budget.

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Calendar · Excel

Health awareness days PR calendar (India)

A 12-month health awareness calendar for India, October 2026 to September 2027: 58 verified days with sources, angles and planning dates.

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Template · Excel

90-day content calendar template for doctors

A 90-day content calendar template for doctors: 13 weeks of planned posts, content pillars, a topic bank, clinical review and weekly results.

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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

Are these tools free to download?

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.

Why do I need to confirm my email?

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.

Who are these checklists written for?

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.

Do the calculators include industry benchmarks?

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.

Do the checklists cover clinical or hospital-operations processes?

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.

Can I use these for a single hospital rather than a group?

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.

All tools and templates