Marketing Plan for Nov 2003

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

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November 2003
Specific Monthly Activities: I review fundraising event: what worked, what didn't, effectiveness of promotions, amount raised. I do a write-up for newsletter and web site with photos. I prepare and send press release describing the success of the event. I send thank you's to all who volunteered and donated to the fundraising event. I contact local parent organizations and give a presentation this month on the benefits of my professional work for their children. I have marketing materials revised and ready for the parent presentation. I send a "thank you for allowing me present to your organization and I hope I can present again" letter to the local service organization I presented to in October. I track response to Thanksgiving promotion. I decide on a community event to have a booth at in March and contact the event. I decide on theme and compose newsletter to be sent in December that also includes invitation to holiday open house in December. I send invitation to clients and allied health care professionals to holiday open house via e-mail, mail and on web site. I meet with my business coach this month. I attend one educational seminar this month. I prepare and conduct a client survey this month. I create a special display of products and decorations according to the prevailing holiday theme. I have a referral base of at least 12 primary health care providers by the end of November. I choose a fine arts activity for February and contact them about advertising in their program.
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.
November 1
Specific Weekly Activities: I prepare my client survey this week which includes a pre-paid response envelope. I review fundraising event: what worked, what didn't, effectiveness of promotions, amount raised. I do a write-up for newsletter and web site with photos of fundraising event. I send thank you's to all who volunteered and donated to the fundraising event. I contact local parent organizations and give a presentation this month on the benefits of my professional work for their children. I decide on a community event to have a booth at in March and contact the event. I create a special display of products and decorations according to the prevailing holiday theme.
November 10
Specific Weekly Activities: My client survey is mailed before the end of this week. 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 prepare and send press release describing the success of the event. I send a "thank you for allowing me present to your organization and I hope I can present again" letter to the local service organization I presented to in October. I meet with my business coach this month. I decide on theme and compose newsletter to be sent in December that also includes invitation to holiday open house in December. I attend educational seminar.
November 17
Specific Weekly Activities: I compose or have a purchased newsletter ready. I review and update my client mailing list for the newsletter. I have marketing materials revised and ready for the parent presentation. I prepare and conduct a client survey this month. I choose a fine arts activity for February and contact them about advertising in their program. I send invitation to clients and allied health care professionals to holiday open house via e-mail, mail and on web site.
November 24
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 a referral base of at least 12 primary health care providers by the end of the month. I track response to Thanksgiving promotion. I give presentation to parent organization. I have a referral base of at least 12 primary health care providers by the end of November. I prepare and send invitations to everyone on my mailing list, inviting them to stop by my booth.

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