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Marketing Mastery

Marketing Plan for Oct 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.

Oct 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 hold a fundraising event. I make follow-up calls to media about fundraising event coverage. I do follow-up calls to companies having booths at the fundraising event to finalize arrangements. I contact photographer to confirm for the fundraising event. I follow-up with those who have volunteered to assist with the fundraising event. I contact local service organizations such as the Lion's Club or Kiwanis and give a presentation this month. I have marketing materials revised and ready for the service organization presentation. I send a "thank you for allowing me present to your organization and I hope I can present again" letter to the women's organization I presented to in September. 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 read a book related to my field this month. I create a special display of products and decorations according to the prevailing holiday theme. I take a class on the proper physical handling and needs of the disabled. I hold an open house for prospective clients. I review my prospective client list and send out invitations for my open house. I have all marketing materials updated and available for the open house. I plan refreshments and activities for the open house. I track response to joint advertising project done in September. The article about my practice is published this month. I decide on a Thanksgiving promotion (thank you for your patronage) and notify my clients through my web site, e-mail and mail. 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 choose and sign-up for an educational seminar in November.
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.
Oct 1
Specific Weekly Activities: I do follow-up calls to companies donating to the fundraising event. I do follow-up calls to companies having booths at the fundraising event to finalize arrangements. I contact photographer to confirm for the fundraising event. I review my prospective client list and send out invitations for my open house. I follow-up with those who have volunteered to assist with the fundraising event. I contact local service organizations such as the Lion's Club or Kiwanis and give a presentation this month. I choose a book related to my field to read this month. I decide on a special promotion and notify my clients this month by postcard, newsletter or web site.
Oct 11
Specific Weekly Activities: I give a complimentary session to a health care provider this week. I identify and send an introductory letter to an allied health care provider. I have marketing materials revised and ready for the service organization presentation. I create a special display of products and decorations according to the prevailing holiday theme. I have all marketing materials updated and available for the open house. I plan refreshments and activities for the open house. I send a "thank you for allowing me present to your organization and I hope I can present again" letter to the women's organization I presented to in September. I choose and sign-up for an educational seminar in November.
Oct 18
Specific Weekly Activities: I do review of all arrangements for fundraising event next week. I give presentation to local service organization. I take a class on the proper physical handling and needs of the disabled. I hold an open house for prospective clients. I track response to joint advertising project done in September.
Oct 25
Specific Weekly Activities: I do final review for fundraising event this week. I give a complimentary session to a health care provider this week. I identify and send an introductory letter to an allied health care provider. I have fundraising event. I keep track of this month's type of special promotion and response for marketing analysis purposes. The article about my practice is published this month. I decide on a Thanksgiving promotion (thank you for your patronage) and notify my clients through my web site, e-mail and mail. I finish reading the book related to my field that I selected this month. I keep track of this month's type of special promotion and response for marketing analysis purposes.