Hospital marketing plan: how to write one by service line, with a free Excel template

Plans written for the whole hospital rarely get measured. Write the plan by service line, step by step, from targets and budget to channels, campaign calendar and monthly tracking, with an Excel template that does the sums.

Updated 4 min readBy the HDmall partner team

In this article
  1. Download the hospital marketing plan template
  2. Step 1: targets and budget by centre
  3. Step 2: split the budget by channel
  4. Step 3: plan the campaign calendar
  5. Step 4: track results every month
  6. Frequently asked questions

A hospital marketing plan sets out how many new patients each centre or service needs per month, the most it can pay for one, which channels it will use, when, and how results are measured. A plan that works is written by service line, not for the hospital as a whole.

This is the practical companion to our hospital marketing guide. It walks through the plan step by step using a free Excel template that calculates budgets, cost per new patient and ad-approval deadlines for you.

Download the hospital marketing plan template

Hospital marketing plan template by service line

Excel (.xlsx) · 5 sheets: Guide, Targets, Channels, Calendar and Tracking

Download the template

Step 1: targets and budget by centre

Start with centres that have spare capacity and good margins. For each, enter:

  1. Spare capacity per month: how many more new patients it can take without more staff or rooms
  2. New patient target per month, no higher than capacity (the template warns if it is)
  3. Revenue per new patient over 12 months, first visit plus returns and follow-on care. If you do not know it, our patient cohort analysis tool finds it from real data
  4. Gross margin of the service
  5. Share of that profit you will spend to acquire a new patient, a management decision

The template calculates the maximum cost per new patient and the monthly budget for each centre. Try one centre now:

Marketing budget calculator by service line

Gross profit per new patient over 12 months
3,000 THB
Maximum cost per new patient
750 THB
Monthly marketing budget for this service
150,000 THB

The starting figures are a made-up example, not market averages. Treat the budget as a ceiling: if your actual cost per new patient is higher, fix the channel or the booking rate before spending more.

Step 2: split the budget by channel

With each centre’s budget set, split it across channels and enter each channel’s expected cost per new patient, from past campaigns or an estimate you correct after the first month.

ChannelSuitsWatch out for
Health marketplacesServices patients compare on price, such as health checks, vaccines and planned surgeryListings need ad approval like any other channel
Google Search and MapsPeople searching for a service or a hospital nearbyNeeds a page per service that answers questions
Facebook and InstagramAwareness and reach by area and ageNo targeting on health data
TikTok and short videoDoctor-led education and credibilityVideos need approval first; no live selling
LINE OA and existing patientsRecall, such as annual checks and the next vaccine doseOnly with marketing consent
Employers and insurersEmployee health checks and insurer networksLong sales cycles; needs account management

The template adds up expected new patients from every channel and shows whether each centre’s plan reaches its target. If not, move budget to channels with a lower cost per patient, or adjust the target to the budget.

Step 3: plan the campaign calendar

Hospital ads in Thailand need approval before publication, which takes 30–60 days. The template’s calendar works out when to apply from each campaign’s start date (45 days before by default, adjustable), and turns the date red when it has passed without an application. See our healthcare advertising guide for the process.

PeriodExample campaigns
Start of yearAnnual health checks and New Year campaigns for planned procedures
Before the rainy seasonFlu vaccination and dengue awareness
Mid-yearEmployee health checks for companies
End of yearUse insurance and benefits before year end; year-end health checks

Step 4: track results every month

Each month, enter actual spend and new patients who attended for each centre. The template calculates cost per new patient and compares it with the ceiling from step 1.

  • Within the ceiling, with spare capacity: add budget to the channels that work
  • Within the ceiling, at capacity: hold the budget or move it to another centre
  • Over the ceiling: find the cause before spending more, such as slow chat replies, unclear prices or landing pages that do not match the question

Frequently asked questions

What should a hospital marketing plan include?

New patient targets and budgets per centre or main service, the maximum cost per new patient, a budget split by channel, a campaign calendar that allows for ad approval, and KPIs tracked monthly. The Excel template in this guide covers all of these.

How far ahead should a hospital marketing plan be written?

Write an annual framework, detail campaigns quarterly, and prepare creatives at least two months ahead, because hospital ads in Thailand need approval before publication, which takes 30–60 days.

How should a hospital set its marketing budget?

By centre: multiply the new patients the centre can take by the maximum cost per new patient, which comes from gross profit per new patient over 12 months times the share management will spend on acquisition, then add up the centres.

What if we do not know each channel’s cost per new patient?

Start from past campaigns or estimates from similar channels, then measure in the first month, connecting ad, chat, booking and attending patient. The figures sharpen after two or three months.

How is a public hospital’s plan different?

Public hospitals usually target access and prevention rather than new patients, and follow their parent agency’s rules, but the structure (targets by service, channels, calendar and tracking) works the same way.

Sources

Ask our team to get in touch

Tell us a little about your organisation and the team that handles it will contact you.

What happens next

  1. We call to understand your business
  2. We propose a set-up and costs that fit
  3. You go live, with a team looking after you

Or contact us directly

Farm (Chokthawee Ratanawetwong)

Jib OS consultant, HDmall

Book a time to talk
What are you interested in? Choose any