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Purpose
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I have a full practice
[or whatever your purpose is]
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Priorities
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- 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.
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General Activities
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- I invest at least 8 hours per week marketing my business.
- I have a database of addresses, e-mails and contacts for all local media (radio, TV, newspaper) and keep it updated throughout the year.
- I have at least three distinct target markets.
- I add at least one new target market this year.
- I continually refine my target market profiles.
- I analyze my marketing activities at least twice.
- I do at least three cooperative marketing projects:
- I create a Valentine's Day package with a local florist and restaurant
- I share a booth at a community event with another complementary health care provider in May
- I do joint advertising with businesses in my complex to attract people to our location in September
- I review/update my marketing plan monthly.
- I read at least one book per year on marketing.
- I keep excellent records.
- My equipment is in excellent condition.
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Promotional Materials
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- I redesign my brochures and business cards to include web site and e-mail information by April 30, 2002.
- I print at least 1,200 brochures and 2,400 business cards by May 15, 2002.
- I have stationery, thank-you cards, and gift certificates available at all times during the year.
- I have a media kit ready by April and keep it updated.
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Promotions
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- I distribute at least 100 brochures and 200 business cards each month.
- By February 1, 2002 I choose at least one personalized gift item (e.g. water bottle with my address label on it, nail file, magnet) to give to clients.
- I have a web site up and running by April 2002.
- I update my web site at least once per month.
- I give 10 presentations this year.
- I do a Thanksgiving promotion (thank you for your patronage).
- I have a holiday open house for my clients.
- I do a Mother's Day promotion (May).
- I do a Father's Day promotion (June).
- I have a booth at a community event this May and November.
- I give a presentation to at least one high school "Career Day" this year.
- I hold at least 2 open houses for prospective clients to meet me and get an experience of my work.
- I write at least one article that is published in a local newspaper or publication this year.
- I list all my events in community calendars.
- I notify clients at least six times per year (by postcard, newsletter or web site) of a special promotion.
- Each client leaves his/her session with a sample, personalized gift item, educational material or discount coupon for friends.
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Advertising
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- I research which forms of advertising are best suited to my field.
- I place an ad in each advertising venue at least once this year and keep a record of the response.
- I support two fine arts activities this year by advertising in their programs.
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Publicity
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- I have one article written about my practice this year.
- I send press releases about all speaking engagements and special events this year.
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Community Relations
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- I volunteer my services at 3 community events this year.
- I hold at least one fundraiser for a favorite charity.
- I support two fine arts activities this year by advertising in their programs.
- I donate my services as a "prize" to at least one major civic event this year.
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Client Retention & Customer Service
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- I send a "Welcome to My Office" kit to all new clients.
- I confirm all appointments.
- I consistently follow up with my clients: phone calls, cards (e.g., birthday, first wellness treatment anniversary).
- I give each client a copy of his/her treatment plan.
- I review each client's file before each session.
- I offer package discounts.
- I have an active incentive plan in place.
- 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 conduct client feedback survey at least once a year.
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Networking
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- I am an active member in at least one networking group.
- I attend at least 12 networking meetings this year.
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Building Professional Alliances
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- I hold an open house just for allied health care professionals on March 29, 2002 and September 20, 2002.
- I have a referral base of at least 6 primary health care providers by the end of May.
- I have a referral base of at least 12 primary health care providers by the end of November.
- Every month I send out at least two letters to allied health care professionals 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 give a presentation at least twice a year to one of these provider's professional organization.
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Business/Practice Management
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- I review my business progress in December 2001 and December 2002.
- I meet with my business coach in December 2001 to do planning for 2002.
- I meet with my business coach in December 2002 to do planning for 2003.
- By the end of January 2002, I have computer software that assists in my practice management and financial organization.
- I meet with my business coach at least three times during the year.
- I attend at least one business/marketing seminar during the year.
- I review my business progress quarterly.
- I meet with my business coach in December 2002 to do planning for 2003.
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Client Education
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- I have an educational newsletter for my clients that goes out 4 times a year.
- 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 post and update wellness tips on my web site.
- I list and update resources on my web site.
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Product Sales
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- I sell at least $200 worth of products per month this year.
- I choose at least 4 products to carry and to sell to my clients.
- 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.
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Continuing Education
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- I attend at least two educational seminars in my field.
- I read three books relating to my field.
- I give at least two treatments for peer review this year.
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Self Care
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- I receive at least 4 wellness treatments per month.
- I schedule two vacation breaks during the year.
- I get regular exercise.
- I eat nourishing foods.
- I am active in peer or group supervision.
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