COMPLIMENTARY PRACTICE RESOURCES

A clearer starting point
for practice growth.

A self-assessment, content framework, referral outreach template, and planning worksheet for your oculoplastic practice.

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Your practice

01 / TAKE STOCK

Where is the connection missing?

Check what your practice already has in place. Use the remaining items to identify your next priority.

Our website clearly explains our priority services and who they are for.Every service page gives visitors an obvious way to contact the practice.Our team knows who responds to inquiries and how quickly.Patients receive consistent information before their consultation.We regularly create content from questions patients actually ask.We have a current referral contact list and a follow-up rhythm.We track where inquiries come from and whether consultations are booked.Someone owns the monthly review of our marketing and patient handoffs.The most useful gap to address first

02 / MAKE YOUR EXPERTISE USEFUL

One question. A month of content.

Choose a recurring consultation question. Record a short surgeon-led explanation, then adapt it into several useful formats.

The question our patients keep asking

Week	Content	Next step for the audience
01	A short surgeon video answering the question	Visit the relevant service page
02	A plain-language FAQ on the website	Read what to expect at a consultation
03	A consultation preparation post or handout	Write down questions to discuss
04	A useful update for referring providers	Save the practice’s referral contact details

Have the clinician review educational content before use. Use practice-approved images and patient permissions where applicable.

Patient education template

QUESTION: [The patient's question, in their own words] SHORT ANSWER: [A plain-language explanation reviewed by the clinician] WHAT WE DISCUSS AT YOUR CONSULTATION: [Relevant history, concerns, and assessment topics] WHAT TO BRING: [Practice-approved preparation information] YOUR NEXT STEP: [Accurate practice contact or booking link]

03 / START A PROFESSIONAL CONVERSATION

Make the introduction useful.

Personalize this email for an appropriate local provider. Focus on a clear introduction and an easy way to connect.

Subject: Connecting [Practice] and [Recipient practice] Hi [Name], I’m [Name], [Role] at [Practice]. Dr. [Name] focuses on [accurate areas of clinical focus], and we’d welcome the chance to get to know your team. We can share a brief introduction to our services and the best way to reach us with referral questions. Would a short call or practice visit be useful? You can reach me at [Contact details]. Best, [Name]

Three relationships to develop

Next step and owner

04 / GIVE THE PLAN AN OWNER

Your next 30 days.

Priority serviceOne asset to create or improvePerson responsible

Audience we need to reachOne staff handoff to clarifyDate to review progress

Keep the review practical.

Start with qualified inquiries, source of inquiry, consultations booked, consultations attended, and questions the team hears repeatedly. Agree on definitions and compare the same measures over time.

Our starting point and how we will measure progress

Ready to put the pieces together?

Bring this worksheet to a conversation about your practice.

Talk with Celeste ↗

A clearer starting pointfor practice growth.