Patient Enquiry Journey Worksheet

Use this working checklist to review your website with your team. Tick items as you go. Your ticks and notes stay on this page only; print or save a PDF from your browser to keep a copy.

Discovery

List the channels people use to find your practice.Record the page each channel sends visitors to.Check that the page matches the service or question they searched for.

Enquiry

Record the contact options on each landing page.Test the journey from first visit to a confirmed enquiry.Record where visitors may need extra information before contacting you.

Follow-up

Assign responsibility for responding to each enquiry channel.Define the information your team needs to respond appropriately.Review missed enquiries and update the journey based on observed problems.

Notes and next actions

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