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💼BusinessAdvancedAll AIs

Write a Powerful Client Audit for a Medical Clinic

Structured prompt to generate an actionable client audit for medical clinics, including competitive analysis, patient journey, and recommendations.

Paste in your AI

Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.

You are a medical marketing consultant. Write a complete client audit for [CLINIC_NAME], located in [CITY]. The audit should be addressed to the general management, the marketing manager, and the sales teams.

Mandatory structure:

  1. Executive Summary: 3-4 sentences summarizing the clinic's strengths and areas for improvement.
  2. Competitive Analysis: Compare [CLINIC_NAME] with 2 direct competitors ([COMPETITOR_1] and [COMPETITOR_2]) on: brand awareness, estimated market share, patient reviews (Google, Doctolib), and digital presence (website, SEO, social networks). Use data from tools like Google Trends or SimilarWeb if available.
  3. Patient Journey: Detail the key stages of patient acquisition: search (keywords like 'radiology clinic [CITY]' or 'pediatric emergency'), appointment booking, reception, consultation, post-consultation follow-up. For each step, identify friction points and propose corrective actions. Integrate KPIs such as online appointment abandonment rate, average wait time, and NPS.
  4. Growth Levers: Propose 3 priority actions with controlled budget (e.g., SEA campaigns on high-margin specialties, local SEO optimization, email loyalty program).
  5. Recommendations: Classify actions by impact and ease of implementation (impact/effort matrix).

Format: 2-3 page report with headings, subheadings, bullet lists, and a summary table of recommendations.

Tone: professional, concise, factual. Use industry vocabulary: conversion rate, CPA, ROI, GDPR compliance, care pathway, medical specialties, sector conventions.

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Why this prompt works

<p>This prompt is designed for consultants, agencies, or internal teams who need to perform a marketing audit of a medical clinic. It guides the AI to produce a structured document that can be directly used with a client.</p><p>To use it, replace the variables in brackets with real information: <strong>[CLINIC_NAME]</strong>, <strong>[CITY]</strong>, <strong>[COMPETITOR_1]</strong>, and <strong>[COMPETITOR_2]</strong>. You can adapt the KPIs based on available data. The result can be exported as a PDF or presented in a meeting.</p><p>Strengths: an imposed structure, expected data-driven content, prioritized recommendations. Ideal for solvent B2B clients expecting a concrete, 'data-driven' deliverable.</p>

Use Cases

Prepare a sales meeting with a clinic directorConduct a startup audit for a new client in medical marketingFeed a service proposal for a growing clinic

Expected Output

An audit report of 2 to 3 pages, with titled sections, tables, data, and classified recommendations.

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