The ExpertDerm Marketing Playbook — Fundamentals Package

Launch Your Telederm Marketing in Less Than 3 Hours

This page is your roadmap. Each section explains what to do and why it matters, with short videos, simple instructions, and downloadable files and templates. 

Do these in order to be found, trusted, and booked. Then measure what’s working and repeat.

Be Found

Create your social accounts and show up on Google so patients can actually discover you.

Be Trusted

Friendly posts and future reviews make virtual care feel safe.

Get Booked

Clear “Book Now” paths in ads and profiles turn interest into appointments.

Measure

An ad performance tracker shows what to keep and what to change.

Step 1
Step 2
Step 3
Step 4
Step 5
Step 1: Set up your Meta accounts (Facebook and Instagram)

Why: Patients check social profiles to confirm you’re real and active. Setting up Meta properly also gives you a clean “home base” to run ads and send people straight to Book Now.

What you’ll do: Create a Facebook Page (choose your clinic @handle), create/convert an Instagram professional account (use the same @handle), then create a Meta Business Portfolio (Business Manager) that owns your assets. Add your Page and Instagram to the Portfolio, turn on 2-factor, create an Ad Account inside the Portfolio, add a payment method, and link your Page/Instagram to that Ad Account so ads run from your clinic profiles.

Have ready: Clinic email (not personal), clinic name, logo/headshot, one-line bio (“Same-day virtual dermatology. Book online.”), Book Now URL, billing card, and your timezone & currency.

Time: 45–90 minutes (most finish same day).

Success check: Your Facebook Page and Instagram are live with matching @handles and Book Now links; your Business Portfolio exists with both assets added; your Ad Account (correct timezone/currency) has a payment method and is linked to your Page/IG.

Pro tips: Use your clinic email everywhere; reserve the same @handle on FB + IG; never run ads from a personal flow—always from the Ad Account in your Portfolio; double-check timezone/currency at creation; keep 2-factor on for admins.

Make your official clinic Page and lock your @handle.

Tips:

  • Try to reserve the same handle you’ll use on Instagram (e.g., @JohnsonTeledermatology).
  • Add your logo/cover, a one-line bio, and your Book Now link (to your microsite).
  • Turn on messages so prospective patients can DM with quick questions.

Create a Professional (Business) account and pick the matching @handle; add your Book Now link.

Tips:

  • Keep the same name, photo, and handle you used on your Facebook Page for easy recognition.
  • Use a one-line bio in plain English (e.g., “Same-day virtual dermatology. Book online.”).

Create a Portfolio (Business Manager) that owns your Page, IG, and ad account.

Tips:

  • Use your clinic email (not personal) and name the portfolio exactly as your clinic.
  • This is where you’ll control permissions, billing, and assets in one place.

Require two-factor authentication (2FA) and add people with the right access.

Tips:

  • Turning on 2FA avoids many access/billing headaches later.
  • Add yourself as Admin; add teammates as Employee or Admin only if needed.

Bring your Facebook Page and Instagram under the Portfolio so ads and permissions work cleanly.

Tips:

  • If you already created a Facebook Page/IG, add them…don’t create duplicates!
  • Keep your clinic’s Facebook Page and Instagram Professional account in the same portfolio to prevent permission conflicts.

Create the Ad Account within your Portfolio.

Tips:

  • Double-check timezone & currency at creation (changing later is messy).
  • Immediately assign yourself access to the ad account.

Add a payment method to the ad account, then link your Facebook Page and Instagram so ads run from your clinic profiles.

Tips:

  • Always pay from the Ad Account inside your Portfolio (never a personal ad flow).
  • Use a clinic card; keep billing emails going to your clinic inbox.

Note: You choose the Facebook Page identity at the Ad level during ad creation.

Complete verification in Security Center when Meta asks or when you scale spend.

Tips:

  • Have legal business name, address, phone, and website ready.
  • You can launch your first ad before verification; Meta may require it as you grow.
Step 2: Show up on Google

Why: When people search “dermatologist near me,” a Google Business Profile helps you appear in local results on Search with your name, service areas, hours, photos, and a Website/Appointment button to Book Now—even without a storefront.

What you’ll do: Create/claim your profile as a service-area business (hide your address), add cities/states you serve, add your Book Now link in the Appointment/Booking field, verify, then complete category, services, hours, description, and photos.

Have ready: Clinic name, clinic email, phone, Book Now URL, service areas, hours, short description, logo/headshot. Time: 25–35 minutes to set up (verification may take extra time).

Time: 25–35 minutes to set up (verification may take extra time)..

Success check: Profile shows Service area (no street address), Appointment/Website opens Book Now, you’re verified, and core info is filled in.

Go to business.google.com/add, search your clinic name. If it exists, claim it; if not, create it and follow prompts.

  • Choose ‘No’ when asked if customers visit your location.
  • Hide your address and add the cities/states you serve (you can add up to 20)

Add your Book Now URL using the Appointment/Booking link field so searchers can book immediately; add phone/hours.

Complete the verification the system offers (video, phone, email, postcard vary by business/region). You may be asked for more than one method.

  • Pick the most specific primary category; add optional secondary categories only if truly relevant.
  • Add services (e.g., acne visit, rash consult, eczema follow-up) and—if helpful—prices/descriptions.
  • Write a clear description in plain English (what you treat, telederm, same-day response).
  • Set hours (when you typically respond/see patients).
  • Upload a logo and a friendly headshot/clinic image (photos appear after verification).

Create your review link/QR from your profile and save it; place it in your post-visit email/text.

Note: Follow Google’s review/content policies (no incentives, genuine experiences).

Step 3: Create 3 simple social media posts (your first content!)

Why: Friendly, educational posts make you feel approachable and keep you visible between searches. They’re not about going “viral” – they’re about helping people trust you enough to book.

What you’ll do: Use 3 ready-to-post captions, pick from 5 easy photo ideas, and (optional) set a weekly reminder so you stay consistent. We’ll show exactly where to tap in each app.

Time: 15–20 min

Tap Copy and paste into Facebook or Instagram.

  • Myth vs Fact
    Myth: Eczema is just dry skin. Fact: It’s an inflammatory condition. Book a quick virtual check if itching flares up.
  • Simple Tip
    Rash care: choose fragrance-free (not “unscented”) soaps and detergents; avoid hot water.
  • Behind the scenes
    My telederm setup—ring light, webcam, coffee. Same-day help for rashes and acne.

Post one now on your Facebook Page and Instagram. Optional: schedule your next post in Meta Business Suite ? Planner so you don’t forget.

Success check (tick these)
Need more ready-made posts?

Get 30 days of pre-made posts.

Get Growth Elite
Step 4: Launch your first Facebook/Instagram ad

Why: One well-targeted ad creates steady demand beyond search and fills schedule gaps, perfect when you’re just getting started.

What you’ll do: Create in Ads Manager. Follow the step-by-step process below.

Time: 15–20 min

  1. Open Ads Manager and confirm you’re on the correct ad account.
  2. Click the Campaigns tab (top), then click Create.
  3. In the objective picker, select Leads ? Continue. Learn more about Leads Campaigns.
  4. Name your campaign: “Telederm — Leads — Launch”.
  5. Budget. Set this to “Campaign Budget” and start at $10–$20/day.
  6. Skip over Campaign bid strategy (it should be pre-selected to “Highest Volume”), A/B test, and the Special Ad Categories question, as these do not apply to your campaign.
  7. Click “Next” to begin setting up your Ad Set.
  1. Name your ad set – Telederm – Leads – General Services
  2. Conversion location: choose Instant Forms. Facebook
  3. Facebook Page: when prompted, pick your clinic Facebook Page (you’ll connect Instagram at the Ad step).
  4. Performance Goal: Select “Maximize number of conversion leads”
  5. Skip “Dataset,” “Cost per result goal,” and “Value rules.”
  6. Dynamic Creative: select “On” (this will allow Meta to automatically generate variations of your ad for your audience)
  7. Schedule: Pick your start date. We recommend starting your campaign sometime in the next few hours so that you have time to complete your campaign setup and allow Meta time to review/approve your campaign. We also recommend not setting an end date, as you can manually end your campaign whenever you want.
  8. Audience: Set your location: Select United States and then set your city + 10–15 mile radius. Do not select “Reach more people likely to respond to your ads”
  9. Click “Next” to set up your ad.
  1. Name your ad – Telederm – Leads – Launch ad
  2. Keep “Partnership ad” toggled to “Off.”
  3. Identity: confirm your Facebook Page and connect/select Instagram so the ad shows from both profiles.
  4. Ad setup: choose Single image or video and keep “Multi-advertiser ads” checked.
  5. Lead Form Details:

    Destination
    Click Create form ? Name your form “Telederm Lead Form v1” ? More volume ? Open ? Optimized ? Next

    Create the content for your form
    Create your form headline (e.g.,Fast, online care for common skin concerns) ? Create a description (e.g., “Provide your name, email, and mobile so we can contact you to complete your booking.”)

    Trust Signals
    Add your relevant trust signals from the options available. Click Next.

    Contact information
    Start with a description (e.g., “Please provide a few details so we can schedule your appointment.) ? Choose contact information ? Email, Full Name, Mobile Phone.” Make all mandatory.

    Privacy Policy
    Turn off

    Custom Notices
    Use this title: “Privacy Policy” and then this text:

    • By submitting this form, you authorize [Clinic Name] to use the information you provide (name, email, mobile) to contact you about scheduling and care coordination for virtual dermatology services. Please do not include medical details or photos in this form. This form is not for emergencies—call 911 for urgent symptoms. We respect your privacy and protect your information in accordance with applicable law, including HIPAA where it applies. We do not sell your personal information. We may share limited information with service providers (e.g., scheduling, messaging, record systems) under agreements that require confidentiality and security. Additional details can be found on https://www.azova.com/privacy/

    Click “Next”

    Message For Leads
    Use this headline: “Thanks! Call to schedule now” and this description:

    • We can book you in a few minutes. If you reach voicemail, we’ll return your call during business hours.

    Additional action
    Call business ? Phone: Clinic scheduling number

    Final Step:
    Click “Create Form

  6. Ad Creative Details:

    Destination
    Skip down to “Ad Creative” and select “Image Ad”.

    Image Upload
    Upload a friendly headshot (1080×1080) with a clean background. Click “Next.”
    Select “original” for all media crop options (unless you want to make different sizes to accommodate the 3 options available, but using a square (1080×1080) can also work. Click “Next.”

    Add text
    Primary text: Copy and paste the following 5 options for primary text.

    • Same-day virtual dermatology. Short online visit and clear next steps. Book in minutes.
    • Fast online care for common skin concerns—acne, rashes, eczema, rosacea. Simple booking.
    • Telederm for busy schedules in [City]. Convenient online visits. No waiting room.
    • Need quick answers? Virtual dermatology with flexible times today or tomorrow.
    • Dermatology—online and nearby. Schedule now.

    Headline: Copy and paste the following 5 options for headlines:

    • Book a Virtual Skin Visit
    • Same-Day Online Dermatology
    • Fast, Local Telederm
    • Easy Online Booking
    • Virtual Dermatology Today

    Final Settings:
    Description: Skip this.
    Call-to-action: Learn more.
    Enhancements: Toggle all to on. Click “Finish”

Skip tracking and press “Publish.” Meta will review your ad before it starts delivering.

Step 5: Build your patient-flow for reviews + tracking (use once patients arrive)

Why: Reviews and simple tracking help you improve quickly. Even if you don’t have patients yet, set this up now so it runs smoothly once visits start.

What you’ll do: Save your Google review link and/or create a QR code, load 3 SMS snippets, and start a one-page tracker (leads, bookings, reviews) you update weekly. We’ll show exactly where to click and what to paste.

Time: 10–15 min to set up; 5 min/week to maintain

  1. Open Google while signed in to the account that manages your Business Profile. Search your clinic name and open your Business Profile panel.
  2. Click Ask for reviews / Get more reviews and copy your link (Google now lets you create and share a link or QR code directly).
  3. Paste this link in your notes as you’ll use it in SMS and follow-ups.

Policies matter. Don’t offer incentives (discounts, gifts) for reviews. Google forbids it. Google Help

  1. Open your review link in Chrome.
  2. Click the address bar ? Create QR code ? Download. Copy it to your virtual follow-up PDF/email.
  • Thanks for your visit! If you found this helpful, a quick Google review really helps others find care: [your review link]
  • Glad we could help today. Would you mind sharing a quick review? It takes 30 seconds: [your review link]
  • Your feedback helps us improve. Leave a short Google review here: [your review link]. Thank you!

How to read & reply to reviews Google Help

What happens: Download the Excel file and open it in Google Sheets or Excel. It becomes your private copy.
Sheet layout: Dates are pre-filled in the “Week of” column. You’ll type in the yellow boxes only.

Each week (pick the current row):

  1. Leads — number of qualified inquiries this week (forms, calls, emails you count as leads).
  2. Bookings — number of completed appointments this week.
  3. Reviews — number of new Google reviews this week (optional but helpful).
  4. Ad Spend (USD) — total weekly spend (Meta).
  5. Notes — one short thing you tried or learned (e.g., “New ad v2”).

The sheet auto-calculates for you:

  • Booking Rate = Bookings ÷ Leads
  • Cost per Lead (CPL) = Ad Spend ÷ Leads
  • Cost per Booking (CPB) = Ad Spend ÷ Bookings).

Quick decisions (simple rules):

  • If CPL or CPB is higher than last week, trim ad spend 10–30% and fix one thing (add negatives, tighten location, refresh a weak ad, faster follow-up).
  • If CPL is lower and bookings are steady or rising, consider +10–20% budget to capture more.
  • If Leads = 0, pause new tests and focus on basics (Google Business, posts, one solid Meta ad).

Where to find your numbers:

  • Leads/Bookings: Meta and your calendar.
  • Ad Spend: Meta Ads Manager (Amount Spent)
  • Reviews: Your Google Business Profile > Reviews tab (count new ones this week).

How to download the file::

Option A — Google Sheets (recommended):

  1. Download the .xlsx file.
  2. Go to drive.google.com ? click New ? File upload ? select the XLSX.
  3. Open the uploaded file ? at the top, click Open with ? Google Sheets (or File ? Save as Google Sheets).
  4. Rename it “[Clinic Name] — Growth Tracker.” It’s now your private copy in your Drive.

Option B — Microsoft Excel:

  1. Download the .xlsx file and open it in Excel.
  2. Save it to your computer/OneDrive. It’s your private copy.
  3. Update the yellow cells weekly.

Be sure you’re signed into the clinic’s Google (or Microsoft) account you want to own the file.

  1. Open Google Calendar ? Create.
  2. Title: “Update tracker (leads/bookings/reviews)”.
  3. Set Repeats: Weekly, choose day/time you’ll actually do it, Save.
Success check (tick these)
Pro tips
  • Add your Appointment/Booking link to your Business Profile so searchers can book directly from Google. Google Help+1
  • Reply to every review (short + polite). You can flag reviews that break policy. Google Help
  • Never offer incentives for reviews. Google can remove them and penalize the profile. Google Help
Congratulations: you’ve completed all 5 steps of the playbook!

Need More Help?

Growth Elite
(more pre-made marketing assets)

Everything in Fundamentals plus upload-ready ad files, a 30-day social calendar, SMS copy to capture patient reviews, and a monthly support call, so you don’t get stuck.

Clinic Concierge
(completey done-for-you)

We set up and run your ads, social, and tracking. Weekly reports and a monthly check-in for a full year.

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