Jul 2004 |
|---|
* The dates of these activities vary according to your schedule. Please put them in the appropriate week's Goals and Activities list.
The bracketed activities ([activity]) are specifically for
newcomers to Marketing Mastery.
|
|
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 obtain the names and addresses of 10 allied health practitioners from the phone book, HMO directories, etc. and send an introduction letter including an offer for a free treatment.
- 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 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.
|
Jul 1
|
|
Specific Weekly Activities:
- I decide on a charity to support and contact them about a fundraising event in October.
- Depending on the fundraising event, I contact local city/county offices for requirements and permits.
- 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 identify and send an introductory letter to a allied health care provider.
- 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.
|
Jul 12
|
|
Specific Weekly Activities:
- 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 session to a health care provider this week.
- 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
|
Jul 19
|
|
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.
- I give the presentation at the retirement center.
|
Jul 26
|
|
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 integrate suggestions from my business coach into my goal setting.
- I prepare a marketing plan for my new target market(s) and integrate it into my goal setting.
- Specific Weekly Goals and 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.
- 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
|
