Marketing Plan for Feb 2003

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

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February 2003
Specific Monthly Activities: I contact a local community college about doing a community education class on the benefits of wellness treatments (or other topic related to my profession). I do a Valentine's Day promotion. * I give a presentation. I create/update a Welcome to My Office kit. I send out a newsletter. I refine my web site design with my designer. * I volunteer my services at a local charity event. I send press releases 2 weeks in advance of volunteering for charity event (if held after the 15th). * I hand out at least 50 brochures and cards during the volunteer event. I create a list of 25 allied health practitioners 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 (and include with each invitation at least 10 brochures and 10 business cards). I send a professional alliance-building letter to at least 2 allied health practitioners I already know. 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 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 other cooperative "partners" to determine if doing it again next year is worthwhile. The activities marked with an asterisk (*) vary according to your schedule. Please put them in the appropriate week's Goals and Activities list.
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 practitioners. 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 give at least two complimentary treatments to allied health practitioners this month. * I attend a networking meeting. * 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 practitioners. 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.
February 1
Specific Weekly Activities: I create a list of 25 allied health practitioners to invite to my open house in March. I refine my web site design with my designer. I prepare a peer evaluation sheet. I send a professional alliance-building letter to an allied health practitioner I already know. I decide on a special promotion and notify my clients this week by postcard, newsletter or web site. I send out a press release about my participation in the local charity (if it's the third week in February). I do marketing for the Valentine's Day promotion.
February 10
Specific Weekly Activities: I do marketing for the Valentine's Day promotion. 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 send a professional alliance-building letter to an allied health practitioner I already know. I make a list of new and regular clients who responded to Valentine's Day promotion. I send out a press release about my participation in the local charity (if it's the last week in February). I contact a local community college about doing a community education class on the benefits of wellness treatments (or other topic related to my profession).
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 assemble all promotional and educational materials, supplies and decorations for the open house. I outline a flow of events for the open house. 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. I review Marketing Mastery for March.

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