Home
Marketing Mastery

Marketing Plan for Feb 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.

February 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 contact a local community college about doing a community education class on the benefits of wellness treatments (or other topic related to my profession). I do a Valentine's Day promotion. * I give a presentation. I create/update a Welcome to My Office kit. I send out a newsletter. I refine my web site design with my designer. * I volunteer my services at a local charity event. I send press releases 2 weeks in advance of volunteering for charity event (if held after the 15th). * I hand out at least 50 brochures and cards during the volunteer event. I create a list of 25 allied health practitioners to invite to my open house in March. I design a flier and purchase invitations for allied health care professionals. I hand-deliver invitations for at least 25 allied health care professionals (and include with each invitation at least 10 brochures and 10 business cards). I send a professional alliance-building letter to at least 2 allied health practitioners I already know. I post fliers about the open house at businesses frequented by allied health care professionals (health food stores, alternative book stores, health clubs) and leave cards and brochures if possible. I have an evaluation sheet prepared and give one treatment this month for peer review. I decide on a special promotion and notify my clients this month by postcard, newsletter or web site. I keep track of type of promotion and response for marketing analysis purposes. I make a list of new and regular clients who responded to Valentine's Day promotion. I review my results to the Valentine's Day promotion with the results from the other cooperative "partners" to determine if doing it again next year is worthwhile.
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 practitioners. 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 8 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. Each client leaves his/her session with a sample, personalized gift item, educational material and/or discount coupon for friends. 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 practitioners. 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.
February 1
Specific Weekly Activities: I create a list of 25 allied health practitioners to invite to my open house in March. I refine my web site design with my designer. I prepare a peer evaluation sheet. I send a professional alliance-building letter to an allied health practitioner I already know. I decide on a special promotion and notify my clients this week by postcard, newsletter or web site. I send out a press release about my participation in the local charity (if it's the third week in February). I do marketing for the Valentine's Day promotion.
February 9
Specific Weekly Activities: I do marketing for the Valentine's Day promotion. I refine my web site design with my designer. I pick out or create invitations for my open house. I create the flier announcing my open house. I give a complimentary treatment to a health care provider this week. I send a professional alliance-building letter to an allied health practitioner I already know. I make a list of new and regular clients who responded to Valentine's Day promotion. I send out a press release about my participation in the local charity (if it's the last week in February). I contact a local community college about doing a community education class on the benefits of wellness treatments (or other topic related to my profession).
February 16
Specific Weekly Activities: I refine my web site design with my designer. I contact a peer to give a treatment to this week for review. I post fliers about the open house at businesses frequented by allied health care professionals (health food stores, alternative book stores, health clubs) and leave cards and brochures if possible. I review my Valentine's Day promotion results with the results from the restaurant and florist to see if doing it again next year is worthwhile. I keep track of this month's type of special promotion and response for marketing analysis purposes.
February 23
Specific Weekly Activities: I hand-deliver invitations to open house to at least 25 allied health care professionals along with at least 10 brochures and 10 cards. I assemble all promotional and educational materials, supplies and decorations for the open house. I outline a flow of events for the open house. I refine my web site design with my designer. I give a complimentary treatment to a health care provider this week. I identify and send an introductory letter to an allied health care provider. I review Marketing Mastery for March.