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Marketing Mastery

Marketing Plan for Sep 2004

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

Purpose

I have a full practice
[or whatever your purpose truly 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.

Sep 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 contact local event calendars for listing of October fundraising event. I put information about October fundraising event on web site. I mail information about fundraising event to clients and allied health care professionals. I e-mail notice to clients and allied health care professionals. I decide where appropriate places are and post fundraising event announcements. I do follow-up calls to companies donating to the fundraising event. I contact local companies to donate refreshments for fundraising event. I make arrangements for photographs to be taken during the fundraising event. I contact local women's organizations and give a presentation this month. I have marketing materials revised and ready for the woman's organization presentation. I have newsletter printed and mailed. I send a "thank you for allowing me present to your organization and I hope I can present again" letter to the sports club I presented to in August. I review my business progress for this quarter. We have the joint ad published this month. We track the response to the joint ad. I have revised marketing materials printed and available to send to primary health care providers and for the open house. I have a sign-in sheet for those attending the open house. I make follow-up calls to allied health care professionals that received hand delivered invitations. I compose and send a press release announcement to local radio, newspaper, and TV shows about open house and presentation to woman's organization. I have food and drink arrangements made for the open house. I send a "thank you for attending my open house" letter to those on my sign in sheet along with business cards and brochures. 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 identify 3 unique things about my practice and prepare a biography and history. I make a list (addresses, phone numbers, contact names) of local newspapers, local health care related publications, and local sports publications to contact to have an article written about my practice by October. I submit my biography and history to the list of publications. I make follow-up phone calls to the publications list about receiving my biography and history and doing an article on my practice.
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.
Sep 1
Specific Weekly Activities: I contact local women's organizations and give a presentation this month. I send a "thank you for allowing me present to your organization and I hope I can present again" letter to the sports club I presented to in August.
Sep 6
Specific Weekly Activities: I compose and send a press release announcement to local radio, newspaper, and TV shows about open house and presentation to woman's organization. I have revised marketing materials printed and available to send to primary health care providers and for the open house. I identify 3 unique things about my practice and prepare a biography and history. I identify and send an introductory letter to an allied health care provider.
Sep 13
Specific Weekly Activities: I contact local companies for door prizes and/or items for auction (if appropriate) for fundraising event. I contact local companies to donate refreshments for fundraising event. I make arrangements for photographs to be taken during the fundraising event. I give a complimentary session to a health care provider this week. Joint advertising is placed this week. I have marketing materials revised and ready for the woman's organization presentation. I make a list (addresses, phone numbers, contact names) of local newspapers, local health care related publications, and local sports publications to contact to have an article written about my practice by October.
Sep 20
Specific Weekly Activities: I decide where appropriate places are and post fundraising event announcements. I have food and drink arrangements made for the open house. I have newsletter printed and mailed. I have a sign-in sheet for those attending the open house. I have my open house. I submit my biography and history to the list of publications. I mail information about fundraising event to clients and allied health care professionals. I make follow-up calls to allied health care professionals that received hand delivered invitations.
Sep 27
Specific Weekly Activities: I give a complimentary session to a health care provider this week. I identify and send an introductory letter to an allied health care provider. I review my business progress for this quarter. We track the response to the joint ad. I give the presentation to a women's organization. I make follow-up phone calls to the publications list about receiving my biography and history and doing an article on my practice. I send a "thank you for attending my open house" letter to those on my sign in sheet along with business cards and brochures. I e-mail notice to clients and allied health care professionals.