Quarter at a glance
The numbers that matter most.
53April new patients
41May new patients
50June new patients
88Quarter opportunities
21Unattributed opportunities
Executive summary
What happened from April to June.
Biggest WinPatients
144 new patients joined the practice.
June recovered to 50 new patients after Mays lower result of 41, a 22% month-on-month lift.
Strongest AreaSource
Google Ads was the leading recorded enquiry source.
64 of 88 opportunities were attributed to Google Ads - nearly three quarters of the recorded pipeline.
Main OpportunityCRM
Every opportunity still shows as New Lead.
Without booked, attended, lost, or completed stages, the practice cannot see which enquiries became appointments.
Next FocusAction
Improve lead follow-up and outcome tracking.
The priority is to give each enquiry an owner, a next action, and an accurate pipeline outcome.
What we learned
The quarters most important findings.
These are business observations supported by the patient and CRM recordsnot a list of agency activity.
Strongest ResultJune
New-patient volume rebounded in June.
The practice moved from 41 new patients in May to 50 in June, recovering most of Aprils volume.
Best SourceGoogle
Google Ads produced the strongest recorded opportunity volume.
Its 64 recorded opportunities materially exceeded Facebook Ads three.
Area to WatchDemand
Recorded opportunities fell each month.
Volume declined from 38 in April to 30 in May and 20 in June. This warrants review before the trend continues.
Data RiskAttribution
One in four opportunities had no recorded source.
21 of 88 opportunities were unattributed, limiting confidence about which activity generated them.
Results
Patient outcomes and recorded demand.
The records confirm new patients and opportunities. Booked and attended appointment outcomes are not available because every CRM record remains at New Lead.
144
New patients
88
New leads / opportunities
67
Contacts recorded
83
Incoming calls
Recorded opportunity flow
April
38
Opportunities
May
30
Opportunities
June
20
Opportunities
Outcome
N/A
Not recorded
Call and contact performance
83Incoming calls
78Calls answered
61First-time calls
58First-time answered
All 88 opportunities remain open in the CRM, so booked and attended outcomes cannot yet be calculated.
Channel performance
What the recorded sources tell us.
Google AdsLeading
Paid search produced the strongest recorded demand.
Google Ads recorded 14,190 impressions, 647 clicks and 80 platform conversions. The CRM attributed 64 opportunities to Google Ads.
Meta AdsLimited
Three opportunities were attributed to Facebook Ads.
The available count is too small, and has no downstream outcomes, to support a confident performance conclusion.
UnattributedFix
21 opportunities had no recorded source.
Improving source capture will give the practice a clearer view of where demand originates.
Landing PageLive
The Google Ads landing page was live.
A dedicated page and thank-you page were recorded, supporting a more focused enquiry journey.
View landing page ->Google Ads | April-June
14,190Impressions
647Clicks
80Platform conversions
12.36%Conversion rate
$12,367Ad spend
$19.12Average CPC
$154.59Cost per conversion
64CRM opportunities
Platform conversions are tracked advertising actions and are not presented as booked or attended patients.
SEO & Google Business Profile
Search visibility and profile activity.
The supplied SEO view records 8.5K sessions across the April-June chart window, up 9.04% against the previous 91 days. The channel panel shows 478 sessions, down 16.29% against the previous 91 days. The separate Google Business Profile panel is labelled as a last-12-month view and records 5.02K total visits and 6.89K page views.
SEO Report Trend+9.04%
The supplied report shows sustained website activity.
The sessions-over-time view totals 8.5K and improved against the preceding 91-day period.
Channel Watch-16.29%
The channel panel shows softer comparative volume.
Its 478-session total declined against the previous 91 days, making channel mix an area to review.
GBP Reach12 Months
The business profile recorded 5.02K visits.
The same last-12-month panel reports 6.89K page views, including 217 direct views and 1.93K paid views.
Source: supplied report screenshots. SEO comparisons use the previous 91 days; GBP figures are labelled "Last 12 months" and should not be read as April-June-only results.
Wins & opportunities
The executive read on the quarter.
Biggest Win
144 new patients across three months.
Patient volume remained substantial despite a softer May.
Growth Area
June new patients increased 22% from May.
The recovery is the quarters clearest positive movement.
Best Channel
Google Ads led recorded opportunity volume.
64 opportunities carried a Google Ads source.
Biggest Opportunity
Turn the 88 open leads into visible outcomes.
Stage accuracy and follow-up are prerequisites for measuring conversion.
Area to Watch
Opportunity volume fell from 38 to 20.
The April-to-June decline should be reviewed alongside lead handling and source accuracy.
Strategic Insight
Demand generation and patient reporting are disconnected.
Linking CRM outcomes to patient records will show which sources create booked and attended care.
Next month action plan
Make every enquiry measurable and actionable.
1
Progress and reconcile the 88 open opportunities.
What we are doing: Review each New Lead, assign an owner, record the latest contact attempt, and move it to the correct outcome stage.
Why: No booked or attended outcomes are currently visible.
Why: No booked or attended outcomes are currently visible.
Expected outcome A reliable view of follow-up status and appointment conversion.
2
Restore complete source tracking.
What we are doing: Review forms, call tracking, and CRM source fields behind the 21 unattributed opportunities.
Why: One in four opportunities cannot currently be connected to a source.
Why: One in four opportunities cannot currently be connected to a source.
Expected outcome Clearer evidence of which channels create enquiries.
3
Investigate the decline in recorded opportunities.
What we are doing: Compare April, May, and June lead flow, source capture, and follow-up handling to identify where the decline occurred.
Why: Opportunities reduced from 38 in April to 20 in June.
Why: Opportunities reduced from 38 in April to 20 in June.
Expected outcome A supported decision on where to protect, repair, or increase demand.
4
Connect patient outcomes back to acquisition sources.
What we are doing: Establish a consistent booked, attended, lost, and completed reporting process.
Why: New-patient totals cannot currently be linked confidently to the opportunity records.
Why: New-patient totals cannot currently be linked confidently to the opportunity records.
Expected outcome Future reports can show business return, not just enquiry volume.