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Marketing Mastery

Marketing Plan for Dec 2001

December 2001
January	April	July	October
February	May	August	November
March	June	September	December

Purpose

I have a full practice

[or whatever your purpose 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.

December 2001
Specific Monthly Activities: I write my personal and business priorities and goals for 2002. I compare 2000 income, expenses, client retention, and client growth to 2001. 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 review my business progress during 2001 prior to meeting with my business coach. I meet with my business coach to do planning for 2002. I review/update my marketing plan for 2002 based on meeting with business coach. I increase my marketing budget for 2002. I prepare my bookkeeping system for 2002. I clean out and store my 2001 files. I investigate computer software that will assist in my practice management and finances. I choose my computer software this month. I search the Internet and look at various web sites for ideas. I investigate products to sell to my clients. I choose at least 4 products to demonstrate and sell to my clients. I create a Welcome to My Office kit that includes my brochure, business card, and educational material on treatment.
On-going Monthly Activities: I receive 2 wellness treatments this month. I get regular exercise. I eat nourishing foods. I spend 12 hours this month marketing my business. I distribute 30 brochures and 30 business cards. 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 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 continually refine my target market profiles. 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, newspaper) is continually updated. I list all my events in community calendars. Every 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). Each month I identify and give at least two complimentary treatments to allied health care providers. I review Marketing Mastery for January.
On-going Weekly Activities: I spend 4 hours this week marketing my business. I review my client's files before each session. I receive 1 wellness treatment this week. I get regular exercise. I eat nourishing foods. I distribute 10 brochures and 10 business cards this week. 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 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, newspaper) is continually updated. I list all my events in community calendars.
December 1
Specific Weekly Activities: I review my business progress during 2001 prior to meeting with my business coach. I compare 2000 income, expenses, client retention, and client growth to 2001. I track which marketing techniques worked best at bringing in inquiries and obtaining new clients. I review my target market(s). I meet with my business coach to do planning for 2002. I investigate products to sell to my clients. I create my package discounts for the year. I create an incentive plan for continuing clients. I give a complimentary treatment to allied health care provider.
December 9
Specific Weekly Activities: I write my personal and business priorities and goals for 2002. I review/update my marketing plan for 2002 based on meeting with business coach. I increase my marketing budget for 2002. I choose and order 4 products to demonstrate and sell to my clients. I send one letter to an allied health care professional in order to build my practice.
December 16
Specific Weekly Activities: I clean out and store my 2001 files. I prepare my bookkeeping system for 2002. I investigate computer software that will assist in my practice management and finances. I send one letter to an allied health care professional in order to build my practice. I give a complimentary treatment to allied health care provider.
December 23
Specific Weekly Activities: I write my priorities and goals for 2002. I review Marketing Mastery for January. I choose my computer software this week. I search the Internet and look at various web sites for ideas for my own site. I have the 4 products to demonstrate and sell to my clients available. I review Marketing Mastery for January.