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How to Evaluate a Marketing Proposal as a Doctor

A practical follow-up to “What Doctors Are Never Told About Marketing.”
If you’ve just read the manifesto about why healthcare marketing often feels confusing, this is the practical extension. Not theory. Not philosophy. Just how to actually make decisions when proposals are sitting in front of you and real money is on the line.

First: Assume the proposals will look similar

Most healthcare marketing proposals, especially for new practices, will include roughly the same ingredients: branding, website design, SEO, Google Ads, social media, maybe direct mail. The pricing will vary slightly. The breakdown will look different. The wording will change. But the structure will be similar.

This is not a red flag. It’s just the nature of the industry. The mistake isn’t that they offer similar things. The mistake is assuming the difference between proposals lives in the number of services or the line items.

Shift your lens: Don’t compare what’s included. Compare the order in which things are done and the thinking behind them.

Second: Control the sequence

The most important decision you make isn’t which company to hire. It’s the sequence in which your money is deployed. If advertising becomes the first major spend before your positioning, message, and website are truly solid, you are amplifying uncertainty instead of clarity.

Advertising does not create trust. It directs attention. If what people land on is average, generic, or built from template language, the ads will simply make you spend faster.

Before serious ad spend, make sure three things are locked in:

Clarity of brand: You are clear on who you are, how you think, what makes you different in ways patients can feel—not just credentials, but perspective.

Conversion-focused website: The site is built to reduce doubt and make the right patient feel confident calling, not just to “look professional.”

Consistent presence everywhere else: Directories, listings, photos, bios, short descriptions—none of them are box-filling exercises. They all reinforce the same positioning.

Third: Understand what branding actually includes

Branding is not just a logo and color palette. It includes how you describe your practice, how you frame your expertise, the tone of your headlines, the way you explain common problems, the words used in your directory listings, the feel of your photography, and the emotional arc of your homepage.

It’s the difference between “board-certified podiatrist offering advanced foot and ankle procedures” and language that makes someone think, “This doctor understands exactly what I’m dealing with.”

Before money flows into ads or mailers, make sure the story is strong enough that it works quietly on its own.

Fourth: Treat every touchpoint as a trust builder

Google Business profile. Healthgrades. Yelp. Insurance directories. Local listings. These are not secondary details. For many patients, these are the first impression. If they’re filled with generic descriptions and inconsistent photos, they dilute everything else.

Before scaling traffic, ensure that every place someone can find you reflects the same clarity and tone as your website. Consistency builds subconscious trust. Inconsistency builds friction.

Fifth: Use advertising as an accelerator, not a crutch

Google Ads and even direct mail can absolutely work. But their job is to accelerate momentum, not create it from nothing. When the message is strong, ads amplify strength. When the message is weak, ads amplify weakness.

If you’re allocating a fixed marketing budget for a year, resist the urge to front-load it into traffic before your foundation is solid. It is far more efficient to build something that converts at a higher rate and then scale it than to drive traffic to something average.

The question to keep asking

When evaluating any proposal, ask yourself one simple question: does this reduce doubt before it increases volume?

If the plan jumps quickly into campaigns, platforms, and spending without deeply addressing positioning and clarity first, that’s not necessarily wrong—but it’s incomplete.

Volume without clarity is expensive noise.

What this means for you

You don’t need to become a marketing expert. You don’t need to decode every acronym. You need to control the order of operations and make sure your money strengthens the foundation before it funds amplification.

If you do that, it almost doesn’t matter which competent vendor you work with. If you don’t, even a competent vendor can’t save you from wasted spend.


If you want to walk through your specific situation and look at where your dollars should go first, we can do that. The goal isn’t to tear anything apart. It’s to make sure your marketing feels as intentional as your medicine.

About the author

Dane Shakespear repairs, rebuilds and rebrands businesses, products, and services—and positions them as market leaders. He helps business owners and executives outthink, outmaneuver, out-position, and outperform their competitors—making their brand and message tight, clear, and deeply differentiated so they stand out, get noticed, and take the lead.

Essential Books

80/20 Sales and Marketing Book Cover
80/20 Sales and Marketing
March 10, 2025
Trust Me I'm Lying Book Cover
Trust Me I’m Lying – Confessions of a Media Manipulator
May 16, 2025
Blue Ocean Strategy Book Cover
Blue Ocean Strategy
January 28, 2023

What They Say

“He rebranded our company, fixed our marketing, and got us noticed and absorbed by an Italian manufacturer. He knows his stuff.”
– Ray Lopez, Blackhawk Armory


“As a direct result of Dane’s insights and intuition we are generating an additional $350,000 per year that we would have never seen.” – Joel Bauer


“I’ve worked Dane on several of my projects over the past 15 years and can confidently say he knows how to compete in tough markets.” – Martin Howey


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