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Marketing Mastery

Marketing Plan for Feb 2002

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.

February 2002
Specific Monthly Activities: I refine my web site design with my designer. I create a list of 25 allied health care providers to invite to my open house in March. I design a flier and purchase invitations for allied health care professionals. I hand-deliver invitations for at least 25 allied health care professionals along with at least 10 brochures and 10 business cards. I post fliers about the open house at businesses frequented by allied health care professionals (health food stores, alternative book stores, health clubs) and leave cards and brochures if possible. I obtain the names and addresses of 50 primary health care providers from the phone book, HMO directories, etc. I compose an introduction letter including an offer for a free ½ hour wellness treatment to send to the 50 primary health care providers. I have an evaluation sheet prepared and give one treatment this month for peer review. I decide on a special promotion and notify my clients this month by postcard, newsletter or web site. I keep track of type of promotion and response for marketing analysis purposes. I make a list of new and regular clients who responded to Valentine's Day promotion. I review my results to the Valentine's Day promotion with the results from the restaurant and florist to see if doing it again next year is worthwhile.
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.
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.
February 1
Specific Weekly Activities: I refine my web site design with my designer. I create a list of 25 allied health care providers to invite to my open house in March. I design a flier and purchase invitations for allied health care professionals. I hand-deliver invitations for at least 25 allied health care professionals along with at least 10 brochures and 10 business cards. I post fliers about the open house at businesses frequented by allied health care professionals (health food stores, alternative book stores, health clubs) and leave cards and brochures if possible. I obtain the names and addresses of 50 primary health care providers from the phone book, HMO directories, etc. I compose an introduction letter including an offer for a free ½ hour wellness treatment to send to the 50 primary health care providers. I have an evaluation sheet prepared and give one treatment this month for peer review. I decide on a special promotion and notify my clients this month by postcard, newsletter or web site. I keep track of type of promotion and response for marketing analysis purposes. I make a list of new and regular clients who responded to Valentine's Day promotion. I review my results to the Valentine's Day promotion with the results from the restaurant and florist to see if doing it again next year is worthwhile.
February 10
Specific Weekly Activities: I refine my web site design with my designer. I pick out or create invitations for my open house. I create the flier announcing my open house. I give a complimentary treatment to a health care provider this week. I identify and send an introductory letter to an allied health care provider. I make a list of new and regular clients who responded to Valentine's Day promotion.
February 17
Specific Weekly Activities: I refine my web site design with my designer. I contact a peer to give a treatment to this week for review. I post fliers about the open house at businesses frequented by allied health care professionals (health food stores, alternative book stores, health clubs) and leave cards and brochures if possible. I review my Valentine's Day promotion results with the results from the restaurant and florist to see if doing it again next year is worthwhile. I keep track of this month's type of special promotion and response for marketing analysis purposes.
February 24
Specific Weekly Activities: I hand-deliver invitations to open house to at least 25 allied health care professionals along with at least 10 brochures and 10 cards. I compose an introduction letter including an offer for a free ½ hour wellness treatment (include brochure & card) to send to the 50 primary health care providers. I refine my web site design with my designer. I give a complimentary treatment to a health care provider this week. I identify and send an introductory letter to an allied health care provider.