Marketing Plan for Jan 2007
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| 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.
Jan 2007
* 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 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 attend a networking meeting.
- * I am active in peer or group supervision.
Specfic Monthly Activities -- Both Practice Building and Maintenance
- I do a New Year's Promotion.
- I choose two other businesses (e.g., a restaurant and florist) to join me in a Valentine's Day package promotion and create the marketing materials.
- I choose a local charity to support and volunteer my services at next month.
- I notify clients/potential clients of my New Year's and Valentine's Day promotions.
- I create/update a Welcome to My Office kit.
- I lead a community education class.
- I draft my Newsletter.
- I meet with a business coach to review this year's planning
Specific Monthly Activities -- Practice Building
- I give a presentation.
- I invest 32 hours this month marketing my business.
- I distribute 100 brochures and 200 business cards.
- I send out at least 8 professional alliance-building letters to allied health practitioners (AHPs) to build my practice (starting with those I already know).
- I have presentation materials and handouts ready.
- I send a "thank you for allowing me present to your organization and I hope I can present again" letter to the organization I presented to last month.
- I draft the outline for my presentation to the AHP Organization in February.
- * I give 2 complimentary sessions to AHPs.
Specific Monthly Activities -- Practice Maintenance
- I invest 16 hours this month marketing my business.
- I distribute 40 brochures and 80 business cards.
- I send 1 letter to an AHP for a free treatment.
- I choose a local charity to support and volunteer my services at next month.
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
Jan 1
Overall:
- I do a New Year's promotion and notify my clients/potential clients through my website, e-mail, mail and posters in my office.
- I work on my newsletter (unless using preprinted ones).
- I outline my community education class.
Practice Building:
- I invest 8 hours marketing my business this week.
- I distribute 25 brochures and 50 business cards.
- I search the Internet and look at various websites for ideas creating/updating for my own site.
- [I research web designers and obtain cost estimates.]
- I send a "thank you for allowing me present to your organization and I hope I can present again" letter to the organization I presented to last month.
- I send out at least 2 professional alliance-building letters to allied health practitioners (AHPs) to build my practice (starting with those I already know).
Practice Maintenance:
- I invest 4 hours marketing my business this week.
- I distribute 10 brochures and 20 business cards.
Jan 8
Overall:
- I choose two other businesses (e.g., a restaurant and florist) to join me in a Valentine's Day package promotion and create the marketing materials.
- I work on my newsletter (unless using preprinted ones).
- I prepare audio/visuals for my community education class.
- I meet with a business coach to review this year's planning
Practice Building:
- I invest 8 hours marketing my business this week.
- I distribute 25 brochures and 50 business cards.
- I search the Internet and look at various websites for ideas creating/updating for my own site.
- [I research web designers and obtain cost estimates.]
- I send out at least 2 professional alliance-building letters to allied health practitioners (AHPs) to build my practice (starting with those I already know).
Practice Maintenance:
- I invest 4 hours marketing my business this week.
- I distribute 10 brochures and 20 business cards.
Jan 15
Overall:
- I work on my newsletter (unless using preprinted ones).
- I lead a community education class.
Practice Building:
- I invest 8 hours marketing my business this week.
- I distribute 25 brochures and 50 business cards.
- I send out at least 2 professional alliance-building letters to allied health practitioners (AHPs) to build my practice (starting with those I already know).
Practice Maintenance:
- I invest 4 hours marketing my business this week.
- I distribute 10 brochures and 20 business cards.
Jan 22
Overall:
- I do a Valentine's Day promotion and notify my clients/potential clients through my website, e-mail, mail and posters in my office.
- I finalize my newsletter.
- I prepare my next month's presentation for the Allied Health Practitioners (AHPs) group.
- I set my goals for next month.
- I review Marketing Mastery for next month and schedule dates for goals and events.
Practice Building:
- I invest 8 hours marketing my business this week.
- I distribute 25 brochures and 50 business cards.
- I send out at least 2 professional alliance-building letters to allied health practitioners to build my practice (starting with those I already know).
Practice Maintenance:
- I invest 4 hours marketing my business this week.
- I distribute 10 brochures and 20 business cards.