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Marketing Mastery

Marketing Plan for Jan 2004

January	April	July	October
February	May	August	November
March	June	September	December

Purpose

I have a full practice
[or whatever your purpose truly is]

Priorities

My career is fulfilling and provides me with the income I desire.
My clients receive quality care and education.
My business affairs and practice management are dealt with efficiently and in a timely manner.
I have up-to-date marketing materials available.
My skills and services are consistently promoted throughout the year.
I continually expand my knowledge and skills.
I support my community.
I support the development my profession.
I provide quality products and information about them to my clients.
I take care of myself physically, emotionally and spiritually.

January 2004
* The dates of these activities vary according to your schedule. Please put them in the appropriate week's Goals and Activities list. The bracketed activities ([activity]) are specifically for newcomers to Marketing Mastery.
Specific Monthly Activities: * I give a presentation. I create a display for the New Year's Promotion. I choose two other businesses (e.g., a restaurant and florist) to join me in a Valentine's Day package promotion and create the marketing materials. I notify clients of my New Year's and Valentine's Day promotions. I draft my Newsletter. I choose a local charity to support and volunteer my services at next month. I send press releases 2 weeks in advance of volunteering for charity event (if held before the 15th). I identify 6 business groups to give presentations to and schedule those presentations. I choose at least one personalized gift item (e.g. water bottle with my address label on it, nail file, magnet) to give to clients and have it available by the end of the month. I spend 8 hours this month learning my new computer software. I enter my client information into my computer at least 1 hour per day until it is done. I enter my financial information into my computer at least 1 hour per day until it is done. I search the Internet and look at various web sites for ideas for my own site. I decide the concept of my web site. I research web designers and obtain cost estimates. I choose a web designer and begin web design. I join a networking group this month. I send out at least four professional alliance-building letters to allied health practitioners in order to build my practice (starting with those I already know). I review Marketing Mastery for February.
On-going Monthly Activities: I receive 4 wellness treatments this month. I get regular exercise. I eat nourishing foods. I spend 32 hours this month marketing my business. I distribute 100 brochures and 200 business cards. I sell at least $200 worth of products this month. I confirm all appointments. I review my client's files before each session. I give each client a copy of his/her treatment plan. 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. Each client leaves his/her session with a sample, personalized gift item, educational material and/or discount coupon for friends. 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 have stationery, thank-you cards, and gift certificates available at all times. 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 follow-up with my clients: phone calls, cards (e.g., birthday, first wellness treatment anniversary). I send a "Welcome to My Office" kit to all new clients. I offer package discounts. I have an active incentive plan for continuing clients. I spend one hour each week evaluating my work. I review and refine my current target market profiles. I review/update my marketing plan. I keep excellent records. I make sure my equipment is in excellent condition. My database of addresses, e-mails and contacts for all local media: radio, TV, and newspaper, is continually updated. I list all my events in community calendars. I send press releases about all speaking engagements and special events. I give at least two complimentary treatments to allied health practitioners this month. * I attend a networking meeting. * I am active in peer or group supervision.
Ongoing Weekly Activities: I spend 2 hours marketing my business this week. I receive 1 wellness treatment this week. I distribute 25 brochures and 50 business cards. I review my client's files before each session. I get regular exercise. I eat nourishing foods. I review my client's file before each session. I confirm all appointments. I give each client a copy of his/her treatment plan. 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 follow-up with my clients: phone calls, cards (e.g., birthday, first wellness treatment anniversary). 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 have stationery, thank-you cards, and gift certificates available at all times. 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 review and refine my current target market profiles. I review/update my marketing plan. I keep excellent records. I make sure my equipment is in excellent condition. My database of addresses, e-mails and contacts for all local media: radio, TV, and newspaper, is continually updated. I list all my events in community calendars.
January 1
Specific Weekly Activities: I search the Internet and look at various web sites for ideas creating/updating for my own site. [I research web designers and obtain cost estimates.] [I spend 2 hours this week learning my new computer software.] I identify and contact a local charity event to participate in next month. I create a display for the New Year's Promotion.
January 5
Specific Weekly Activities: I contact various businesses choose two to do a Valentine's Day package. [I research, select and join a networking group this week.] I continue searching the Internet and looking at various web sites for ideas for my own site. [I continue researching web designers and obtaining cost estimates.] I send a professional alliance-building letter to an allied health practitioner (starting with those I already know). I create a list of 25 allied health practitioners to invite to an open house. [I spend 2 hours this week learning my new computer software.] [I enter my client information into my computer at least 1 hour per day until it is done.] [I enter my financial information into my computer at least 1 hour per day until it is done.] I identify 2 business groups and schedule presentations. I outline my Newsletter (unless using preprinted ones).
January 12
Specific Weekly Activities: I and the other members of the Valentine's Day cooperative promotion decide on the details of the Valentine's package and design our marketing materials to place in our businesses. [I spend 2 hours this week learning my new computer software.] [I enter my client information into my computer at least 1 hour per day until it is done.] [I enter my financial information into my computer at least 1 hour per day until it is done.] [I narrow down my choices of web designers.] I work with the ideas I have obtained for my web site. I give a complimentary treatment to a health care provider this week. I send a professional alliance-building letter to an allied health practitioner (starting with those I already know). I identify 2 more business groups and schedule presentations. I work my Newsletter (unless using preprinted ones). [I research personalized gift items through catalogs and the Internet.]
January 19
Specific Weekly Activities: I have marketing materials for the Valentine's Day package printed this week and distributed to each business. [I decide the concept of my web site.] [I choose and meet with my web designer.] [I choose and order personalized gift item to have available for February 1.] [I spend 2 hours this week learning my new computer software.] [I enter my client information into my computer at least 1 hour per day until it is done.] [I enter my financial information into my computer at least 1 hour per day until it is done.] I send a professional alliance-building letter to an allied health practitioner (starting with those I already know). I participate in the charity event this week. I identify 2 more business groups and schedule presentations. I work my Newsletter (unless using preprinted ones). I send out a press release about my participation in the local charity (if it's the first week in February).
January 26
Specific Weekly Activities: [I have all my client information entered into my computer program.] [I have all my financial information entered into my computer program]. I give a complimentary treatment to an allied health care provider this week. I send a professional alliance-building letter to an allied health practitioner (starting with those I already know). I have all my marketing materials (brochures, cards, educational materials) ready for the charity event next week. I send out a press release about my participation in the local charity (if it's the second week in February). I finalize the draft of my Newsletter (unless using preprinted ones). I review Marketing Mastery for February.