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Healthcare Marketing Agency: Compare Proposals on Patients

Comparing healthcare marketing agency proposals? Sort the type, the pay model and the lead definition, then compare cost per showed new patient.

October 15, 2026·9 min read·by Alexander Cheberko
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Compare healthcare marketing agency proposals on one number: what each one costs per new patient who actually showed up. To get that number, you need to know what type of agency you are dealing with, how it is paid, and how the proposal defines a lead.

Quick answer

Sort each proposal into a type (see the table below) and strike the ones that do not serve practices your size. Write down the pay model and what it rewards. Find the sentence that defines a lead; if there is none, ask for one. Ask which patient data the agency will touch and get that question to whoever handles privacy for you. Then fill in the scorecard at the end of this post for each proposal, with the cost per showed new patient after three months as the last row.

Who is actually calling itself a healthcare marketing agency?

The search results for this phrase mix very different businesses. Hospital-system and pharma brand shops sell campaigns, branding and reach. Agencies for private practices sell new patients. A one-channel specialist does search ads or search rankings and little else; a freelancer is one person doing a slice of the same work.

TypeUsually sellsFits a practice of 1 to 15 providers whenAsk first
Health system or pharma brand agencyBrand campaigns, content, eventsRarely; the work is built for large organizationsWhich clients are practices your size?
Practice-growth agencyWebsite, ads, listings, reviews, reportsYou want one party to run several channelsWhat does the monthly report count?
One-channel specialistPaid search or SEO onlyYou already have a site and a front desk that answersWho connects the ads to booked visits?
FreelancerOne task or one channelThe job is narrow and clearWho covers when they are away?

Agencies also pay to reach you. Google Ads Keyword Planner estimates for the US, October 2026, put "healthcare marketing agency" at 5,400 searches a month with an average click price of $25.17, and "medical marketing agency" at 4,400 with $42.16. Those are national averages of what advertisers bid, not a price you will pay for anything. They do show that agencies spend real money for the visit that brought you to their page. Judge the proposal, not the page.

How is the agency paid, and what does that reward?

Each pay model rewards something different, and none is neutral. Read which behavior the fee encourages before you look at the amount.

Pay modelWhat the agency is rewarded forWhat to watch
Monthly retainerKeeping you as a clientActivity reports with no patient count
Percent of ad spendA bigger ad budgetSpend can climb without more patients
Per leadLead volumeCheap leads that never book
Per booked appointmentBookingsSkipped visits still billed, easy bookings favored
Setup fee plus minimum termSigning you for the termWhat you get back if you leave in month two

I do not rank agencies and I quote no agency prices here. If a proposal gives a number, ask what it includes and what is extra: landing pages, call tracking, content, the website, ad spend itself. Ask for Google to bill the ad spend to your own card so the fee and the spend never blur.

What counts as a lead in the proposal?

This one line decides everything after it. "Lead" can mean a phone call of any length, a call over 60 seconds, a form fill, a booked appointment, or a patient who showed up. The first is the cheapest to produce and the last is the one that pays your rent.

Ask the agency to write the definition into the proposal and say who confirms it. A form fill counts as a lead even when the phone number on it is wrong. A booked appointment still hides cancellations and no-shows. A showed new patient is recorded in your own scheduling system, so the agency cannot count it without your front desk or a link to that system.

If an agency counts calls, ask how it separates a patient from a vendor, a job applicant or a current patient. Ask whether it reports leads by campaign. The same word hides different quality. If you want the mechanics of sending booked and showed visits back to the ad account, I explain them in how offline conversion tracking works from a CRM to Google Ads.

Which proposal is cheaper after three months?

Illustrative: every number below is made up for an imaginary three-doctor primary care practice, and none comes from a client.

Proposal A is a $3,000 monthly retainer and $5,000 a month in ad spend. Proposal B charges 15 percent of ad spend on an $8,000 monthly budget, so the fee is $1,200. Both run three months, and the practice counts what happened in its own scheduling system.

Proposal AProposal B
Ad spend, 3 months$15,000$24,000
Agency fees, 3 months$9,000$3,600
Total cost$24,000$27,600
Leads in the report15090
New patients who showed up3646

Cost per lead is total cost divided by leads: A is $24,000 ÷ 150 = $160, and B is $27,600 ÷ 90 = $306.67. By that measure A looks nearly twice as good. Cost per showed new patient is total cost divided by new patients who showed up: A is $24,000 ÷ 36 = $666.67 and B is $27,600 ÷ 46 = $600. The proposal with the pricier lead gives the cheaper patient, because B counted only calls over 60 seconds and A counted every form fill.

Repeat it with your own proposals. Keep the same three months for each, and use the same definition of a new patient (never seen before by your practice).

Will the agency touch patient information?

Possibly, even when the work is "just ads." Under 45 CFR 160.103, a business associate is a person who, on behalf of a covered entity, creates, receives, maintains or transmits protected health information for certain functions, and a subcontractor doing that for a business associate is one too (45 CFR 160.103, checked 2026-10-15). A covered entity may let a business associate handle that information if it gets satisfactory assurance, documented in a written contract or other written agreement (45 CFR 164.502(e), checked 2026-10-15). That contract is the business associate agreement (BAA).

So ask the agency to list what it will see: call recordings, form entries, chat transcripts, booking details, and any patient list used for ad targeting or to upload visits. For each one, ask whether a BAA is needed and whether its own tools sign one. If the answer is a promise instead of a document, take that to whoever handles HIPAA for you. I am not a lawyer, and nothing here is legal advice.

A patient list meant for targeting also runs into Google's own rules. When ads promote health content, such as a physical or mental health condition, treatment of a chronic condition or an invasive procedure including injections, Google does not allow advertiser-curated audiences, and Customer Match (an uploaded contact list) is one of them (Google, checked 2026-10-15).

Tags, the bits of code on your site that report visits to Google, Meta or another vendor, are the other route. HHS's online tracking bulletin gives the case of a patient booking on a clinic's website whose tags send the appointment details and the visitor's IP address to a tracking vendor: that vendor is a business associate, and a BAA is required. A federal court in Texas vacated another part of the bulletin on June 20, 2024 (American Hospital Association v. Becerra), the part saying HIPAA applies when a tool ties a visitor's IP address to a visit to a public page about a health condition or provider; the booking example is still on the page, and HHS says it is evaluating next steps (HHS, checked 2026-10-15 via the Internet Archive copy of 2026-10-11). I go through what that means for tags in HIPAA-conscious conversion tracking.

A BAA is a HIPAA term. Canada's federal privacy commissioner reads PIPEDA as leaving an organization answerable for information an outside processor handles for it, with a contract or other means needed to keep its protection comparable (Office of the Privacy Commissioner of Canada, checked 2026-10-15). Under Ontario's PHIPA, a vendor that handles patients' health information for a practice, with its permission and for its purposes, is the practice's agent, and the practice stays responsible for what the agent does with it (PHIPA, s. 17, checked 2026-10-15 via the Internet Archive copy of 2026-10-11).

What should the first 90 days produce that I can check myself?

Each item is something you can check yourself instead of taking the agency's word for it. If one is still missing at day 30, raise it then, not at the review.

  • Admin access to every account it works in: Google Ads, your Business Profile, analytics, the domain and the call tracking numbers.
  • A written tracking plan: what is counted as a lead, where each lead lands, and how a booked visit is matched to the ad or listing that brought the patient.
  • A monthly table of leads, booked visits and showed new patients by source, built from your scheduling system and checked by someone on your team against it.
  • A list of changes made to the accounts, with dates and the name of whoever made them.
  • A review date at day 90 with the cost per showed new patient from your records, and the agency's plan if that number is above your limit.

If you want paid search read alongside this, medical PPC covers the ads side, and medical practice marketing covers what to do before you pay an agency at all.

How do I score each proposal?

RowProposal 1Proposal 2
Agency type from the table
Practices your size among its clients
Pay model and what it rewards
Setup fee, minimum term, exit
Ad spend billed to your card?
Definition of a lead, in writing
Patient data it will see, BAA answer
Accounts in your name, with you as admin
Day-90 deliverables
Cost per showed new patient after 3 months

A blank row is a question for the agency, and a row filled with a promise is a reason to ask for the document.

Tags

healthcare-marketing-agencymedical-marketing-agencyagency-proposalnew-patientscost-per-patientbusiness-associate-agreementprivate-practice

Frequently asked questions

Is a healthcare marketing agency the same as a medical marketing agency?

The words are used interchangeably, so the label tells you little. Some agencies behind either name work for hospital systems, device makers or drug brands, and others for private practices. Ask for the size of the typical client and what that client is asked to count each month.

Should a small practice hire a freelancer instead of an agency?

It can work when you need one job done, such as paid search or a tracking setup. The same checks apply: your name on every account, a written definition of a lead and a monthly count of patients who showed up. One person may have no one to cover vacations and sick days, so ask who handles the account then.

Is paying per booked appointment safer than a monthly retainer?

It shifts some risk to the agency, but it also decides what gets counted. A booked slot that the patient skips still gets billed unless the contract says otherwise, and the agency may push easy appointments over good ones. Ask whether the fee is owed on booked or on showed, and who checks the count.

Can an agency ask for my patient list?

It can ask, and you should ask why before saying yes. HIPAA's definition of identifiable health information covers information a provider creates or receives that identifies a person and relates to the care they received, and a list of who your patients are can fit it ([45 CFR 160.103](https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-C/part-160/subpart-A/section-160.103), checked 2026-10-15). Uploading that list to an ad platform is a separate decision from sharing it with a vendor, so take the request to whoever handles privacy for your practice before anything leaves your systems.

Should I sign an agency contract with a minimum term?

Only if you know what happens when you leave early. Ask for the exit terms in writing: the notice period, what happens to the setup fee, and how the accounts, tracking and call numbers come back to you. Set a review date at the end of month three, judge that first quarter on whether the counting works, and judge the patient numbers after that.

Written by

Alexander Cheberko

Marketing Analytics & Conversion Tracking Engineer, US and Canada, run remotely

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