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Marketing Mastery

Marketing Plan for Mar 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.

Mar 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 to my networking group. I send out my newsletter to my clients. I refine my web site design with my designer. I make final changes to web design. I do final test of web site. I modify marketing materials to reflect web site information. I have revised marketing materials printed and available to send to allied health practitioners and for the open house. I make follow-up calls to allied health care professionals that received hand delivered invitations. I compose and send press release announcement to local radio, newspaper and TV shows about open house. I have food and drink arrangements made for open house. I host a wonderful, well-attended open house. I follow-up with phone calls to the primary health care providers to see that they received my letter and schedule the offered wellness treatment. I give at least 20 brochures and 20 cards to referring primary health care providers to hand out. I read a book related to my field this month. I identify 6 business groups to give presentations to and schedule those presentations. I meet with my business coach this month. I review my business progress for this quarter.
On-going Monthly Activities: I attend my networking group meeting this month. 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 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 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.
Mar 1
Specific Weekly Activities: I modify marketing materials to reflect web site information. I refine my web site design with my designer. I compose and send press release announcement about open house to local radio, newspaper and TV shows. I compose or have a purchased newsletter ready. I send a professional alliance-building letter to an allied health practitioner I already know. I review and update my client mailing list for the newsletter. I identify 2 business groups and schedule presentations.
Mar 8
Specific Weekly Activities: I give a complimentary session to a health care provider this week. I identify and send an introductory letter to a allied health care provider. I make final changes to web design. I have revised marketing materials printed. I make follow-up calls to allied health care practitioners that received hand-delivered invitations. I send a professional alliance-building letter to an allied health practitioner I already know. I prepare my presentation for my networking group including handouts. I have my newsletter printed this week. I identify 2 business groups and schedule presentations.
Mar 15
Specific Weekly Activities: I do final testing of web site. I have food and drink arrangements made for open house. I give a presentation to my networking group this week. I meet with my business coach this week. I identify 2 business groups and schedule presentations.
Mar 22
Specific Weekly Activities: I give a complimentary session to a health care provider this week. I identify and send an introductory letter to a allied health care provider. I do final testing of web site. I have office space cleaned on the morning of the open house and then decorate and set up for the open house. I have my revised marketing materials available at the open house for allied health practitioners to take with them. I e-mail or mail announcement to clients about web site. I finish reading the book related to my field that I selected this month. I have my newsletter mailed this week. I review my business progress for this quarter.