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Marketing Mastery

Marketing Plan for Jul 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.

July 2002
Specific Monthly Activities: I decide on a charity to support and contact them about a fundraising event in October. With the charity, set a date, time and location for the fundraising event. I choose a book related to my field to read this month and implement at least one new thing in my practice. I send a "thank you for allowing me present to your organization and I hope I can present again" letter to the breakfast club I presented to in June. I review my prospective client list and send out invitations for my open house. I update all marketing materials making sure I have testimonials from clients. I have necessary marketing materials printed so they are available for the open house. and fundraising event. I revise marketing materials to include any new target market. I contact several retirement centers and schedule a presentation for this month. I write article on a related professional subject to be submitted for publication in August. Depending on the fundraising event, I contact local city/county offices for requirements and permits. I prepare press kit regarding fundraising event and sent to quarterly publications. I revise my presentation materials to target my presentation for this month. I meet with my business coach and integrate suggestions into my goal setting. I choose and send article to various publications. I give the presentation at the retirement center. I prepare promotional materials for fundraising event: I have three distinct target markets specified. I have my open house for prospective clients.
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. 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 website 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. I update media kit. I am active in peer or group supervision.
Ongoing Weekly Activities: I spend 8 hours marketing my business this week. I receive 1 wellness treatment this week. I distribute 25 brochures and 50 business cards. I review my client's files before each session. I get regular exercise. I eat nourishing foods. I review my client's file before each session. I confirm all appointments. I give each client a copy of his/her treatment plan. Each client leaves his/her session with a sample, personalized gift item, educational material and/or discount coupon for friends. 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.
July 1
Specific Weekly Activities: I decide on a charity to support and contact them about a fundraising event in October. With the charity, set a date, time and location for the fundraising event. I choose a book related to my field to read this month. I send a "thank you for allowing me present to your organization and I hope I can present again" letter to the breakfast club I presented to in June. I review my prospective client list and send out invitations for my open house. I update all marketing materials making sure I have testimonials from clients. I contact several retirement centers and schedule a presentation for this month. I write article on a related professional subject to be submitted for publication in August.
July 7
Specific Weekly Activities: Depending on the fundraising event, I contact local city/county offices for requirements and permits. I prepare press kit regarding fundraising event and sent to quarterly publications. If required, I book the space for the fundraising event. 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 review my target markets. I revise my presentation materials to target my presentation for this month. I revise marketing materials to include any new target market
July 14
Specific Weekly Activities: I meet with my business coach. I have necessary marketing materials printed so they are available for the open house. I plan refreshments and activities for the open house. I have presentation materials ready. I have marketing materials for new target markets printed. I choose and send article to various publications.
July 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 integrate suggestions from my business coach into my goal setting. I give the presentation at the retirement center. I prepare a marketing plan for my new target market(s) and integrate it into my goal setting. I prepare promotional materials for fundraising event: Announcement describing the event and participation Pledge/sign-up sheets with liability waiver (have waiver reviewed by an attorney) E-mail notice to clients and allied health care professionals
July 28
Specific Weekly Activities: I finish reading the book related to my field that I selected this month. I have three distinct target markets specified. I have my open house for prospective clients. I implement in my practice at least one new thing I learned from the book I read this month.