New-client source tracker

For vet clinics. Ask one question at booking, write the answer down, and in six to eight weeks you will know which marketing brings new clients.

Ask this at the first contact (phone, online form or front desk)

“Just so we thank the right people, how did you hear about us?”

Ask it openly. Do not read out a list.
Then ask: “Was there anything else that helped you decide?”
Source only. Never record health details.

Tick the closest answer

Google search
Google Maps or reviews
Friend or another vet
Instagram or Facebook
Flyer or local print
Walk-by or sign
Other (write it in)

Date	New client (first name or booking ID)	How they found you	Anything else that helped	Booked? Y / N	Logged by

Count after six to eight weeks. Fill in below, then set each channel next to what it costs you each month.

Source	New clients	Share of all new clients	Monthly cost of this channel
Google search
Google Maps or reviews
Friend or another vet
Instagram or Facebook
Flyer or local print
Walk-by or sign / Other

Example: 20 new clients, 6 said Google Maps = 30%. With fewer than about 10 new clients, one answer swings a share by 10 points, so wait before you cut anything. Test a cut for a month, one change at a time.

Sprout Sage Solutions · Mandeep Singh · [email protected]A marketing tool, not veterinary or medical advice.