General Activities
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- I invest at least 8 hours per week marketing my business.
- I have a database of addresses, e-mails and contacts for all local media: radio, TV and newspaper, and keep it updated throughout the year.
- [I have at least three distinct target markets.]
- I add at one new target market this year.
- I continually refine my target market profiles.
- I analyze my marketing activities at least twice.
- I do at least three cooperative marketing projects.
- I review/update my marketing plan monthly.
- I read at least one book per year on marketing.
- I keep excellent records.
- My equipment is in excellent condition.
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Promotional Materials
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- [I redesign my brochures and business cards to include web site and e-mail information by April 30. ]
- [I print at least 1,200 brochures and 2,400 business cards by May 15.]
- I create/update a Welcome to My Office kit that includes my brochure, business card, and educational material on my services by the end of February.
- I have stationery, thank-you cards, and gift certificates available at all times during the year.
- I have a media kit ready by April and keep it updated.
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Promotions
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- [By February 1 I choose at least one personalized gift item (e.g. water bottle with your address label on it, nail file, magnet) to give to clients.]
- [I have a web site up and running by April.]
- I distribute at least 100 brochures and 200 business cards each month.
- I update my web site at least once per month.
- I give 12 presentations this year.
- I do a Valentine's Day promotion (Feb).
- I do a Mother's Day promotion (May).
- I do a Father's Day promotion (June).
- I do a Thanksgiving promotion.
- I have a holiday open house for my clients.
- I do a December holiday promotion.
- I have a booth at a community event this May.
- I give a presentation to at least one high school "Career Day" this year.
- I hold at least 2 open houses for prospective clients to meet me and get an experience of my work. (Jun & Oct)
- I hold at least 2 open houses for allied health practitioners to meet me and get an experience of my work. (Mar & Aug)
- I send letters to at least 80 allied health practitioners offering a free treatment.
- I write at least one article that is published in a local newspaper or publication this year. (Jul)
- I lead a community education class on the benefits of wellness treatments (or other topic related to my profession).
- I list all my events in community calendars.
- I notify clients at least eight times per year (by postcard, newsletter or web site) of a special promotion.
- Each client leaves his/her session with a sample, personalized gift item, educational material and/or discount coupon for friends.
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Advertising
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- [I research which forms of advertising are best suited to my field.]
- I place an ad in each of these advertising venue at least once this year and keep a record of the response. (Aug)
- I support two fine arts activities this year by advertising in their programs. (Jun & Dec)
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Publicity
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- I have one article written about my practice this year.
- I send press releases about all speaking engagements and special events during the year.
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Community Relations
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- I volunteer my services at 2 community events this year.
- I hold at least one fundraiser for a favorite charity.
- I support two fine arts activities this year by advertising in their programs.
- I donate my services as a "prize" to at least one major civic event this year.
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Client Retention & Customer Service
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- [I have an active incentive plan in place.]
- I send a "Welcome to My Office" kit to all new clients.
- I confirm all appointments.
- I consistently follow up with my clients: phone calls, cards (e.g., birthday, first wellness treatment anniversary).
- I give each client a copy of his/her treatment plan.
- I review each client's file before each session.
- I offer package discounts.
- I do thorough intake interviews.
- I listen attentively to my clients and use active listening techniques.
- I ask clear, open-ended, nonjudgmental questions of my clients.
- I maintain working within my scope of practice.
- I refer clients to appropriate health care providers.
- I send a thank-you note for each referral.
- I conduct client feedback survey at least once a year.
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Networking
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- I am an active member in at least one networking group.
- I attend at least 12 networking meetings this year.
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Building Professional Alliances
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- I hold an open house just for allied health care professionals in March and August.
- I have a referral base of at least 6 primary health care providers by the end of May.
- I have a referral base of at least 12 allied health practitioners by the end of November.
- I send letters to at least 80 allied health practitioners offering a free treatment.
- Each month I identify and give at least two complimentary sessions to allied health practitioners.
- I give a presentation at least twice a year to one of these provider's professional organization. (May & Oct)
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Business/Practice Management
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- [By the end of January, I have computer software that assists in my practice management and financial organization.]
- I meet with my business coach in December to plan for the next year.
- I meet with my business coach at least three times during the year.
- I attend at least one business/marketing seminar during the year.
- I review my business progress quarterly.
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Client Education
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- I have an educational newsletter for my clients that goes out 4 times a year (by e-mail and/or Internet).
- I have educational brochures in my waiting area for my clients.
- I gather books and materials and have a lending library for my clients.
- I post and update wellness tips on my web site.
- I list and update resources on my web site.
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Product Sales
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- [I choose at least 4 products to carry and to sell to my clients.]
- [I have promotional materials on each of my products available for my clients.]
- I use at least one product on my clients during a session.
- I sell at least $200 worth of products per month this year.
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Continuing Education
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- I attend at least two educational seminars in my field.
- I read three books relating to my field.
- I give at least two treatments for peer review this year.
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Self Care
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- I receive at least 4 wellness treatments per month.
- I schedule two vacation breaks during the year.
- I get regular exercise.
- I eat nourishing foods.
- I am active in peer or group supervision.
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