Marketing Plan for Jun 2003

---

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

---

June 2003
Specific Monthly Activities: I volunteer my services at a community event this month. I send press release about volunteering at the community event and presenting at breakfast club. I have newsletter printed and mailed. I contact local business breakfast clubs and schedule a presentation this month. 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 create a special display of products and decorations according to the prevailing holiday theme (Father's Day). I have Father's Day gift certificates available along with promotional materials in my office. I keep track of type of Fathers's Day promotion and response for marketing analysis purposes. I make a list of new and regular clients who responded to Father's Day promotion. I send new clients from Fathers's Day promotion my Welcome Kit. I contact any health care practitioners who made a commitment for referrals from which I have not received any. I advertise in a fine arts program this month. I analyze my marketing activities this month. I review my business progress for this quarter. I have my newsletter mailed out this month. I obtain the names and addresses of 10 allied health care providers from the phone book, HMO directories, etc. and send an introduction letter including an offer for a free treatment. I contact local newspapers and professional publications about writing an article for publication.
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 practitioners 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.
June 1
Specific Weekly Activities: I send press release about volunteering at the community event and presenting at breakfast club. I have newsletter printed. I contact local business breakfast clubs and schedule a presentation this month. I decide on a special promotion and notify my clients this month by postcard, newsletter or web site. I create a special display of products and decorations according to the prevailing holiday theme (Father's Day). I have Father's Day gift certificates available along with promotional materials in my office. I keep track of type of Fathers's Day promotion and response for marketing analysis purposes.
June 9
Specific Weekly Activities: I give a complimentary session to a health care provider this week. I identify and send an introductory letter to a allied health care provider. I have marketing materials ready to give out at community event and presentation. I contact local newspapers and professional publications about writing an article for publication.
June 16
Specific Weekly Activities: I volunteer my services at a community event. I have my newsletter mailed out. I contact any health care providers who made a commitment for referrals from which I have not received any. I have my advertisement in a fine arts program.
June 23
Specific Weekly Activities: I give a complimentary session to a health care provider this week. I identify and send an introductory letter to a allied health care provider. We contact the people registered from the booth and send a coupon for 10% off on their first wellness treatment. We track the response. I give presentation to a local business breakfast club. I keep track of this month's type of special promotion and response for marketing analysis purposes. I make a list of new and regular clients who responded to Father's Day promotion. I send new clients from Fathers's Day promotion my Welcome Kit. I analyze my marketing activities this month. I review my business progress for this quarter.

---