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Marketing Mastery

Marketing Plan for Apr 2002

December 2001
January 2002	April	July	October
February	May	August	November
March	June	September	December

Purpose

I have a full practice

[or whatever my 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.

April 2002
Specific Monthly Activities: I decide on a special promotion and notify my clients this month by postcard, newsletter or web site. I keep track of this month's type of special promotion and response for marketing analysis purposes. I attend one educational seminar this month. My web site is up and fully operational. I choose a local charity to support and volunteer my services at an event this month. I send press release 2 weeks in advance of volunteering for charity event. I hand out at least 50 brochures and cards during the volunteer event. I schedule a vacation break this month. I contact a health care professional organization and schedule a presentation this month. I have presentation materials and handouts ready for professional organization presentation. I have media kit available. We design promotional materials for the booth (handouts, signs, etc.). We send invitations to everyone on our mailing lists, inviting them to stop by our booth. We have all promotion materials for booth completed (handouts, signs, etc.).
On-going Monthly Activities: I attend my networking group meeting this month. I receive 4 wellness treatments this month. I get regular exercise. I eat nourishing foods. I spend 32 hours this month marketing my business. I distribute 100 brochures and 200 business cards. 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. This 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). I give at least two complimentary treatments to allied health care providers this month. I update my web site with new information, calendar of events, special announcements, etc. I post and update wellness tips on my web site. I list and update resources on my web site.
Ongoing Weekly Activities: I attend my networking group meeting this month. I receive 4 wellness treatments this month. I get regular exercise. I eat nourishing foods. I spend 32 hours this month marketing my business. I distribute 100 brochures and 200 business cards. 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. This 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). I give at least two complimentary treatments to allied health care providers this month. I update my web site with new information, calendar of events, special announcements, etc. I post and update wellness tips on my web site. I list and update resources on my web site.
April 1
Specific Weekly Activities: I choose this month's promotion and create notification materials. I include a response code for tracking. I send promotion notice to clients and post on web site. I choose a local charity to support this month and contact them about volunteering at an event. I send a press release about volunteering at the event I choose and post on web site. I contact a health care professional organization and schedule a presentation this month.
April 7
Specific Weekly Activities: My media kit is complete. I give a complimentary treatment to a health care provider this week. I identify and send an introductory letter to a allied health care provider. We design promotional materials for the booth (handouts, signs, etc.).
April 14
Specific Weekly Activities: I take a long weekend as a vacation break. I have presentation materials and handouts ready for professional organization presentation.
April 21
Specific Weekly Activities: I give a complimentary treatment to a health care provider this week. I identify and send an introductory letter to a allied health care provider. I attend an educational seminar this week. I update my web site with new information, calendar of events, special announcements, etc. I post and update wellness tips on my web site. We review and complete the design of our promotional materials for the booth in May.
April 28
Specific Weekly Activities: I list and update resources on my web site. I review response to promotion. I attend charity event and have cards and brochures available. We have all promotion materials for booth completed (handouts, signs, etc.). We send invitations to everyone on our mailing lists, inviting them to stop by our booth. I do presentation to a professional organization.