This guide is written for orthodontic practice owners, office managers, and in-house marketing coordinators who want to understand why their site isn't generating consistent new-patient inquiries from search — and where to direct their effort or their agency's effort.
You don't need to be a developer to complete most of this audit. Each section is structured so that a non-technical reader can identify whether a problem exists, even if they need outside help to resolve it.
This framework is also useful in two specific hiring scenarios:
- Before engaging an SEO agency: Running this audit first means you can evaluate proposals with specific questions rather than accepting generic promises.
- When reviewing an existing agency relationship: If your current provider sends monthly reports but your rankings haven't moved, this audit tells you whether the work being done addresses the right problems.
A note on scope: this is a diagnostic framework, not a legal or compliance checklist. Where we flag HIPAA, ADA advertising ethics, or FTC endorsement considerations, we're pointing you toward areas that warrant a conversation with your compliance advisor or healthcare attorney. This content is educational — it is not legal or regulatory advice.
If you complete this audit and find more than two or three critical issues, that's a signal that a professional review would surface problems this self-directed process may miss. We cover that decision point in the final section.