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Marketing Mastery

Marketing Plan for Aug 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.

Aug 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 health care professional organization and schedule a presentation this month. I have presentation materials and handouts ready for professional organization presentation. I arrange for press coverage of October fundraising event by sending press kit. I contact local companies for door prizes and/or items for auction (if appropriate) for October fundraising event. I contact local event calendars for listing of October fundraising event. I contact local companies about having booths at the October fundraising event. I send a "thank you for allowing me present to your organization and I hope I can present again" letter to the retirement center I presented to in July. I decide on theme and compose newsletter to be sent in September that also includes information about fundraising event. I contact local sports clubs and give a presentation this month. I have marketing materials revised and ready for sports club presentation. 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 give one treatment this month for peer review. I attend a business marketing seminar this month. I choose a local charity to support and volunteer my services at the event this month. I have marketing materials available for the charity event. I send press release 2 weeks in advance of volunteering for charity event and speaking at the sports club. I hand out at least 50 brochures and cards during the charity event. The article I wrote is published in a local newspaper or professional publication. I schedule a vacation break this month. I contact the businesses in my complex about doing a joint advertising project. I meet with the businesses interested in joint advertising to design ad and choose the advertising venue. I create a list of 25 allied health practitioners to invite to my open house in September. I design a flier and purchase invitations for allied health care professionals. I hand-deliver invitations for at least 25 allied health care professionals along with at least 10 brochures and 10 business cards. 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.
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 my media 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. 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.
Aug 1
Specific Weekly Activities: I arrange for press coverage of October fundraising event by sending press kits. I contact a peer and arrange to give a treatment for review this month. I decide on a special promotion and notify my clients this month by postcard, newsletter or web site. I choose a local charity to support and volunteer my services at the event this month. I create a list of 25 allied health practitioners to invite to my open house in September. I contact local sports clubs and give a presentation this month. I contact a health care professional organization and schedule a presentation this month. I contact local companies about having booths at the fundraising event. 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 send a press release 2 weeks in advance of volunteering for charity event. I contact the businesses in my complex about doing a joint advertising project. I send a "thank you for allowing me present to your organization and I hope I can present again" letter to the retirement center I presented to in July. I have presentation materials and handouts ready for professional organization presentation.
Aug 9
Specific Weekly Activities: I decide on theme and compose newsletter to be sent in September that also includes information about fundraising event. I give the treatment for peer review. I have marketing materials available for the charity event. The article I wrote is published in a local newspaper or professional publication. I design a flier and purchase invitations for allied health care professionals. I give presentation to professional organization.
Aug 16
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 attend a business marketing seminar. I hand out at least 50 brochures and cards during the charity event this week. 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 meet with the businesses interested in joint advertising to design ad and choose the advertising venue. I have marketing materials ready for sports club presentation. I contact local companies for door prizes and/or items for auction (if appropriate) for October fundraising event. I contact local companies about having booths at the October fundraising event.
Aug 23
Specific Weekly Activities: I make follow-up calls to media about fundraising event coverage. I contact local event calendars for listing of fundraising event. I compose or have a purchased newsletter ready. I review and update my client mailing list for the newsletter. I take a 4 day weekend this week. I keep track of this month's type of special promotion and response for marketing analysis purposes. I hand-deliver invitations for at least 25 allied health care professionals along with at least 10 brochures and 10 business cards. I meet with businesses to finalize ad. I give sports club presentation.