Marketing Plan for May 2008
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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.
May 2008
* 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 invest 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 update my website with new information, calendar of events, special announcements, etc.
- I post and update wellness tips on my website.
- 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 Mother's Day promotion and notify my clients/potential clients through my website, email, mail and posters in my office.
- I send out a newsletter.
- I send a "thank you for allowing me present to your organization and I hope I can present again" letter to the Career Day organization I presented to last month.
- [I print brochures and business cards.]
- I do a booth at an expo (cooperative marketing) [week 2].
- [I research which forms of advertising are best suited to my field.]
- I schedule placing an ad in an advertising venue at least once this year.
- I tickle the list of people from the booth for 1 month to send a coupon with tracking code for 10% off on their first wellness treatment.
- I develop a Father's Day promotion.
- I organize my Prospective Client Open House.
- I meet with a business coach.
Specific Monthly Activities -- Practice Building
- 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 to whom I presented last month.
- * I give 2 complimentary sessions to AHPs.
Specific Monthly Activities -- Practice Maintenance
- I give a complimentary session to an AHP.
- I send 1 letter to an AHP for a free treatment.
- I invest 16 hours this month marketing my business.
- I distribute 40 brochures and 80 business cards.
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 send press releases about all speaking engagements and special events.
- I update my website with new information, calendar of events, special announcements, etc.
- I post and update wellness tips on my website.
- I get regular exercise.
- I eat nourishing foods.
- I receive 1 wellness treatment this week.
Specific Weekly Activities
May 1
Overall:
- I do a Mother's Day promotion and notify my clients/potential clients through my website, email, mail and posters in my office.
- I send out a newsletter.
- I finalize arrangements for my booth.
- [I print brochures and business cards.]
- I meet with a business coach.
- I send a "thank you for allowing me present to your organization and I hope I can present again" letter to the Career Day organization I presented to last month.
Practice Building:
- 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 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 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.
May 12
Overall:
- I do a Mother's Day promotion and notify my clients/potential clients through my website, email, mail and posters in my office.
- I do a booth at an expo.
- [I research which forms of advertising are best suited to my field.]
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 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.
May 19
Overall:
- I schedule placing an ad in an advertising venue at least once this year.
- I tickle the list of people from the booth for 1 month to send a coupon with tracking code for 10% off on their first wellness treatment.
- I develop a Father's Day promotion.
- I organize my Prospective Client Open House.
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 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.
May 26
Overall:
- I notify my clients/potential clients of my Father's Day promotion through my website, email, mail and posters in my office.
- I organize my Prospective Client Open House.
- 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 8 professional alliance-building letters to 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.