Dec 2004 |
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* 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.
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Specific Monthly Activities:
- I have newsletter printed and mailed.
- 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 send a "thank you for allowing me present to your organization and I hope I can present again" letter to the parent's organization I presented to in November.
- I contact health clubs about giving a presentation in Jamuary on the benefits of my professional work for their children.
- I have marketing materials revised and ready for the parent presentation.
- I review my business progress for this quarter.
- I compare 2003 income, expenses, client retention, and client growth to 2004.
- I track which marketing techniques worked best at bringing in inquiries and obtaining new clients.
- I review and update my marketing materials.
- I establish at least one new target market.
- I create marketing materials for new target market(s).
- I meet with my business coach to do planning for 2005.
- I write my personal and business priorities and goals for 2005.
- I review/update my marketing plan for 2005 based on meeting with business coach.
- I prepare my bookkeeping system for 2005.
- I clean out and store my 2004 files.
- I review Marketing Mastery for January.
- I review my client survey and make any adjustments to my service as indicated.
- I create a special display of products and decorations according to the prevailing holiday theme.
- I have my advertisement in a fine arts program.
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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.
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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.
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Dec 1
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Specific Weekly Activities:
- I send press release about booth at community event.
- I have newsletter printed and mailed.
- I decide on a special promotion and notify my clients this month by postcard, newsletter or web site.
- I contact health clubs about giving a presentation in Jamuary on the benefits of my professional work for their children.
- I send a "thank you for allowing me present to your organization and I hope I can present again" letter to the parent's organization I presented to in November.
- I create a special display of products and decorations according to the prevailing holiday theme.
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Dec 6
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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 review and update my marketing materials.
- I establish at least one new target market.
- I create marketing materials for new target market(s).
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Dec 13
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Specific Weekly Activities:
- I meet with my business coach to do planning for 2005.
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Dec 20
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Specific Weekly Activities:
- I assemble materials for creating 2005 business plan.
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Dec 27
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Specific Weekly Activities:
- I review my business progress for this quarter.
- I review my client survey and make any adjustments to my service as indicated.
- I compare 2003 income, expenses, client retention, and client growth to 2004.
- I clean out and store my 2004 files.
- I keep track of this month's type of special promotion and response for marketing analysis purposes.
- I track which marketing techniques worked best at bringing in inquiries and obtaining new clients.
- I write my personal and business priorities and goals for 2005.
- I review/update my marketing plan for 2005 based on meeting with business coach.
- I prepare my bookkeeping system for 2005.
- I review Marketing Mastery for January.
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