Marketing Plan for Feb 2005
| January | April | July | October |
| February | May | August | November |
| March | June | September | December |
Purpose
I have a full practice
[or whatever your purpose truly is]
[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.
Feb 2005
* 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.
General Monthly Goals and Activities
- I create a display for the Valentine's Day Promotion.
- I notify clients of my Valentine's Day promotions.
- I decide on a special promotion and notify my clients this month by postcard, newsletter or web site.
- I keep track of type of promotion and response for marketing analysis purposes.
- I make a list of new and regular clients who responded to Valentine's Day promotion.
- I review my results to the Valentine's Day promotion with the results from the other cooperative "partners" to determine if doing it again next year is worthwhile.
- I send my Newsletter.
- I create/update a Welcome to My Office kit.
- I contact a local community college about doing a community education class on the benefits of wellness treatments (or other topic related to my profession).
- * I volunteer services at a community event (and set out press releases). I hand out at least 50 brochures and cards during the volunteer event.
- 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 receive 4 wellness treatments this month.
- I get regular exercise.
- I eat nourishing foods.
- I review Marketing Mastery for February.
- * I attend a networking meeting.
- * I am active in peer or group supervision.
Specific Monthly Activities -- Practice Building
- I spend 32 hours this month marketing my business.
- I distribute 100 brochures and 200 business cards.
- I give a presentation.
- I plan for an open house just for allied health care professionals in March: I outline the event
- I create a list of 25 allied health practitioners to invite to my open house in March
- I design a flier and purchase/make invitations for allied health care professionals
- I hand-deliver invitations for at least 25 allied health care professionals (and include with each invitation 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
- I assemble promotional materials to hand out at the Open House.
- I identify 6 business groups to give presentations to and schedule those presentations.
- I refine my web site design with my designer.
- I send out at least 8 professional alliance-building letters to allied health practitioners to build my practice (starting with those I already know).
- * I give 2 complimentary sessions to AHPs.
Specific Monthly Activities -- Practice Maintenance
- I spend 16 hours this month marketing my business.
- I distribute 40 brochures and 80 business cards.
- I Send 1 letter to AHP for a free treatment
- I plan for a Primary Care Providers Open House in March: I outline the event
- I create a list of 25 PCPs to invite to my open house in March
- I design a flier and purchase/make invitations
- I hand-deliver invitations for at least 10 allied health care professionals (and include with each invitation at least 10 brochures and 10 business cards)
- I post fliers about the open house at businesses frequented by PCPs and leave cards and brochures if possible
- I assemble promotional materials to hand out at the Open House.
Weekly Activities -- Ongoing Building and Maintenance
- I review my client's file before each session.
- I confirm all appointments.
- 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.
- 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.
- I get regular exercise.
- I eat nourishing foods.
- I receive 1 wellness treatment this week.
Specific Weekly Activities
Feb 1
Overall:
- I assemble materials I need for the local charity event (and send press releases).
- I create a display for the Valentine's Day Promotion (if hasn't already been done).
- I remind clients of my Valentine's Day promotion.
- I finalize my newsletter.
- I spend 8 hours marketing my business this week.
- I distribute 25 brochures and 50 business cards.
- I search the Internet and look at various web sites for ideas creating/updating for my own site.
- I refine my web site design with my designer.
- I identify 2 business groups to give presentations to and schedule those presentations.
- I send out at least 2 professional alliance-building letters to allied health practitioners to build my practice (starting with those I already know).
- I plan for an open house just for allied health care professionals in March (outline the event and prepare guest list).
- I spend 4 hours marketing my business this week.
- I distribute 10 brochures and 20 business cards.
- I plan for an open house for primary care providers in March (outline the event and prepare guest list).
Feb 6
Overall:
- I remind clients of my Valentine's Day promotios.
- I create/update a Welcome to My Office kit.
- I spend 8 hours marketing my business this week.
- I distribute 25 brochures and 50 business cards.
- I search the Internet and look at various web sites for ideas creating/updating for my own site.
- I refine my web site design with my designer.
- I identify 2 business groups to give presentations to and schedule those presentations.
- I send out at least 2 professional alliance-building letters to allied health practitioners to build my practice (starting with those I already know).
- I design a flier and purchase/make invitations for allied health care professionals
- I spend 4 hours marketing my business this week.
- I distribute 10 brochures and 20 business cards.
- I Send 1 letter to an AHP for a free treatment.
- I design a flier and purchase/make invitations for PCPs.
Feb 14
Overall:
- I send my Newsletter.
- I spend 8 hours marketing my business this week.
- I distribute 25 brochures and 50 business cards.
- I identify 2 business groups to give presentations to and schedule those presentations.
- I send out at least 2 professional alliance-building letters to allied health practitioners to build my practice (starting with those I already know).
- I hand-deliver Open House invitations.
- I post fliers about the Open House.
- I spend 4 hours marketing my business this week.
- I distribute 10 brochures and 20 business cards.
- I hand-deliver Open House invitations.
- I post fliers about the Open House.
Feb 21
Overall:
- I keep track of type of promotion and response for marketing analysis purposes.
- I make a list of new and regular clients who responded to the Valentine's Day promotion.
- I review my results to the Valentine's Day promotion with the results from the other cooperative "partners" to determine if doing it again next year is worthwhile.
- I contact a local community college about doing a community education class on the benefits of wellness treatments (or other topic related to my profession).
- I assemble all promotional and educational materials, supplies and decorations for the Open House.
- I review Marketing Mastery for March.
- I spend 8 hours marketing my business this week.
- I distribute 25 brochures and 50 business cards.
- I identify 2 business groups to give presentations to and schedule those presentations.
- I send out at least 2 professional alliance-building letters to allied health practitioners to build my practice (starting with those I already know).
- I hand-deliver Open House invitations.
- I post fliers about the Open House.
- I spend 4 hours marketing my business this week.
- I distribute 10 brochures and 20 business cards.
- I hand-deliver Open House invitations.
- I post fliers about the Open House.