A typical marketing-agency brief for a medical practice runs $3,000 to $7,000 and produces a 30-page document the practice owner reads once. Six AI prompts, run in sequence on a Friday afternoon, produce a working 2027 plan that lands closer to reality than most agency briefs because the practice owner is the one editing the output. Here are the six.
Prompt 01. The audit
'You are a calm, clinical marketing analyst for a [specialty] practice in [city]. Audit our current patient acquisition: we run [list channels and approximate spend], our new-patient bookings are roughly [number per month] at a cost of roughly [dollar amount per booked]. Our retention rate is [number]. Tell me the three patterns that are likely working, the three that are likely failing, and the three questions you would need to answer to be certain.' The output is the diagnostic that most $5,000 briefs spend pages dancing around.
Prompt 02. The patient avatar
'Based on the audit above, write three patient avatars for the [specialty] practice. For each: the situation that brought them to search, the language they used in their query, the trust signals they needed before booking, the friction that almost stopped them. Use plain language. No marketing buzzwords.' The output is the patient-side mirror image of the audit, which most marketing plans skip and which most ad campaigns drift from within the first month.
Prompt 03. The 12-month calendar
'Build a 12-month patient-acquisition calendar for the practice. One focus per month. Anchor each month to the seasonal patient concern for [specialty]. Name the homepage change, the ad change, the GBP play, and the email moment for each month. Format as a table.' The output is the calendar most practices need and almost never have, because committing to one focus per month is harder than running everything at low intensity all year.
Prompt 04. The budget
'Given a monthly patient-acquisition budget of $[amount], allocate across Google Ads, Meta Ads, GBP work, website maintenance, email and SMS automation, and one experiment. Show the allocation in dollars and as percentages. Name the one experiment for each quarter.' The output is the budget grid that turns the plan into a manageable monthly decision instead of a one-time strategic event.
Prompt 05. The success metrics
'Define success for the plan as five metrics, in order of importance. For each: the metric name, the floor (what failure looks like), the target (what working looks like), the stretch (what compounding looks like). Constrain to metrics the practice can pull from GHL, Google Analytics, and the EHR directly.' The output is what most marketing plans never produce: a scoreboard the practice owner can update in 30 minutes a month.
Prompt 06. The review schedule
'Build the review and decision schedule for the year. Weekly review: what to check in 5 minutes. Monthly review: what to check in 30 minutes. Quarterly review: what to decide in 90 minutes. Annual review: what to rebuild from scratch. Format as a one-page schedule.' The output is the operating cadence that turns the plan into a year of actual decisions instead of a document.
The marketing plan the practice owner edits is the marketing plan the practice will actually run. AI does the drafting. The doctor does the deciding. Friday afternoon, before the new year, the plan is real.
The Smart Website ships with the six prompts pre-templated for your specialty, the input data fields auto-populated from your GHL and Google Analytics, and a one-click export that turns the AI output into a 12-month operating calendar you can edit and share with the team.