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Marketing Mastery

Marketing Plan for May 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.

May 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 print at least 1,200 brochures and 2,400 business cards by May 15. We have 200 business cards and brochures available at the booth. I have presentation materials prepared for presentation at a local high school career day this month. I give a presentation at a local high school career day this month. I send press release about presentation at local high school and booth at community event. I select and read a marketing book this month. I create a special display of products and decorations according to the prevailing holiday theme (Mother's Day). I have Mother's Day gift certificates available along with promotional materials in my office. I keep track of type of Mother's Day promotion and response for marketing analysis purposes. I make a list of new and regular clients who responded to Mother's Day promotion. I send new clients from Mother's Day promotion my Welcome Kit. I obtain the names and addresses of 10 allied health practitioners from the phone book, HMO directories, etc. and send an introduction letter including an offer for a free treatment. We have promotional materials for booth printed. We tickle the list of people from the booth for 1 month to send a coupon with tracking code for 10% off on their first wellness treatment. We have equipment, charts, educational materials available at the booth in order to explain and demonstrate our skills. We prepare and send invitations to everyone on my mailing list, inviting them to stop by my booth We have forms to fill out and a container for a drawing for a free session. We notify winner of free session from drawing at booth. We keep a list of all the people who signed up at the booth and send a "thank you for stopping by" with a business card inside. I send a "thank you for allowing me to present and I look forward to presenting again in the future letter" to the health care provider's professional organization. I decide on theme and compose newsletter to be sent in June. I choose a community event to volunteer my services at for June and contact them. I choose a fine arts activity for June and contact them about advertising in their program. I obtain the names and addresses of 10 allied health practitioners from the phone book, HMO directories, etc. and send an introduction letter including an offer for a free treatment.
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 update my website with new information, calendar of events, special announcements, etc. I post and update wellness tips on my web site. I list and update resources on my web site. I update media kit. 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.
May 1
Specific Weekly Activities: I send press release about presentation at local high school and booth at community event. We have promotional materials for booth printed. We prepare and send invitations to everyone on my mailing list, inviting them to stop by my booth I have presentation materials prepared for presentation at a local high school career day next week. I select a marketing book to read during the month. I create a special display of products and decorations according to the prevailing holiday theme (Mother's Day). I have Mother's Day gift certificates available along with promotional materials in my office. I send a "thank you for allowing me to present and I look forward to presenting again in the future letter" to the health care provider's professional organization. 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 choose a community event to volunteer my services at for June and contact them.
May 10
Specific Weekly Activities: I print at least 1,200 brochures and 2,400 business cards by May 15 We have forms prepared to fill out and a container for a drawing for a free session. I give a presentation at a local high school career day.
May 17
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. We have 200 business cards and brochures available at the booth. We have equipment, charts, educational materials available at the booth in order to explain and demonstrate our skills. We have our booth at an event this week. I keep track of type of Mother's Day promotion and response for marketing analysis purposes. I make a list of new and regular clients who responded to Mother's Day promotion. I send new clients from Mother's Day promotion my Welcome Kit. I choose a fine arts activity for June and contact them about advertising in their program.
May 24
Specific Weekly Activities: We tickle the list of people from the booth for 1 month to send a coupon with tracking code for 10% off on their first wellness treatment. We notify winner of free session from drawing at booth. We keep a list of all the people who signed up at the booth and send a "thank you for stopping by" with a business card inside. I complete reading the marketing book I selected. I compose or have a purchased newsletter ready. I review and update my client mailing list for the newsletter. I set goals for next month.