Bogged down with a disjointed, chaotic list of properties to onboard with your organization? Use this structured framework to tame the chaos and streamline your ability to manage multiple location acquisitions with an efficient, repeatable process.
PHASE 1: SECURE DIGITAL ASSETS & ACCESS
- Create a comprehensive digital property inventory spreadsheet for each location.
- Secure admin access to Google Business Profile for each location as well as login credentials for Google Ads and Google Analytics accounts.
- Transfer ownership of domain registrations to your organization.
- Gain access to hosting accounts and CMS platforms.
- Document all social media page admin credentials.
- Request transfer of any third-party review management tools.
PRO TIP: Create a standardized onboarding form for new practices to complete, listing all required access points and digital assets.
PHASE 2: STANDARDIZE BRAND ASSETS
- Develop specifications for provider headshots (dimensions, background, resolution).
- Create templates for physician bios with text formats and character limits.
- Establish requirements for interior/exterior location photography.
- Define logo usage guidelines for practices maintaining use of existing branding.
- Document office hours and services in standardized format.
- Collect location data (address, phone, service areas) for each location in a consistent structure.
- Gather historical performance data from digital tools to establish baseline metrics.
PRO TIP: Provide locations with visual examples of properly formatted assets to reduce revision cycles.
PHASE 3: IMPLEMENT TECHNICAL INTEGRATION
- Conduct Core Web Vitals audit on existing websites for each location.
- Replace legacy booking flows with your organization’s standardized appointment systems.
- Implement consistent tracking codes across all digital properties.
- Evaluate and optimize mobile experience for each location.
- Standardize URL structure and site architecture.
- Create location schema markup for improved search visibility.
- Ensure maps integration with accurate geolocation for each practice.
PRO TIP: Begin with one high-priority technical integration rather than attempting everything simultaneously.
PHASE 4: ALIGN MARKETING INFRASTRUCTURE
- Configure geo targeting to prevent internal competition.
- Develop a budget allocation strategy for locations in the same service area.
- Create standardized ad templates that can be customized per location.
- Implement HIPAA-compliant call tracking with dynamic number insertion.
- Set up a unified reporting dashboard displaying performance for each location.
- Establish consistent KPIs for each practice.
- Document campaign structure best practices for future implementations.
PRO TIP: Create a calendar for staggered campaign launches to properly monitor performance of each location.
MEASURING SUCCESS
KPIs to evaluate your action plan:
- Reduced onboarding timeline for each new location.
- Higher website traffic to location pages.
- Higher conversion rates from standardized booking flows.
- Improved search visibility for location-specific keywords.
- Consistent brand experience across all digital touchpoints.
- Lower cost-per-acquisition for new patients.
Ready to transform your onboarding process into a streamlined, repeatable framework that brings your organization closer to its business goals?
Glide Support
Vice President
