Marketing Plan for Jun 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.


separator

Jun 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 volunteer my services at a community event this month.
  • I send press release about volunteering at the community event and presenting at breakfast club.
  • I have newsletter printed and mailed.
  • I contact local business breakfast clubs and schedule a presentation this month.
  • I decide on a special promotion and notify my clients this month by postcard, newsletter or web site.
  • I keep track of this month's type of special promotion and response for marketing analysis purposes.
  • I create a special display of products and decorations according to the prevailing holiday theme (Father's Day).
  • I have Father's Day gift certificates available along with promotional materials in my office.
  • I keep track of type of Fathers's Day promotion and response for marketing analysis purposes.
  • I make a list of new and regular clients who responded to Father's Day promotion.
  • I send new clients from Fathers's Day promotion my Welcome Kit.
  • I contact any health care practitioners who made a commitment for referrals from which I have not received any.
  • I advertise in a fine arts program this month.
  • I analyze my marketing activities this month.
  • I review my business progress for this quarter.
  • I have my newsletter mailed out this month.
  • I obtain the names and addresses of 10 allied health care providers from the phone book, HMO directories, etc. and send an introduction letter including an offer for a free treatment.
  • I contact local newspapers and professional publications about writing an article for publication.
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.
  • This month I send out at least two letters to allied health care professionals in order to build my practice (starting with those I already know).
  • 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.

Jun 1
Specific Weekly Activities:
  • I send press release about volunteering at the community event and presenting at breakfast club.
  • I have newsletter printed.
  • I contact local business breakfast clubs and schedule a presentation this month.
  • I decide on a special promotion and notify my clients this month by postcard, newsletter or web site.
  • I create a special display of products and decorations according to the prevailing holiday theme (Father's Day).
  • I have Father's Day gift certificates available along with promotional materials in my office.
  • I keep track of type of Fathers's Day promotion and response for marketing analysis purposes.

Jun 7
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 have marketing materials ready to give out at community event and presentation.
  • I contact local newspapers and professional publications about writing an article for publication.

Jun 14
Specific Weekly Activities:
  • I volunteer my services at a community event.
  • I have my newsletter mailed out.
  • I contact any health care providers who made a commitment for referrals from which I have not received any.
  • I have my advertisement in a fine arts program.

Jun 21
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 contact the people registered from the booth and send a coupon for 10% off on their first wellness treatment. We track the response.
  • I give presentation to a local business breakfast club.
  • I keep track of this month's type of special promotion and response for marketing analysis purposes.
  • I make a list of new and regular clients who responded to Father's Day promotion.
  • I send new clients from Fathers's Day promotion my Welcome Kit.
  • I analyze my marketing activities this month.
  • I review my business progress for this quarter.

Copyright © 2001-2010 Sohnen-Moe Associates, Inc.
Processing time: 0.001 seconds