Marketing Plan for Jan 2005
| January | April | July | October |
| February | May | August | November |
| March | June | September | December |
Purpose
I have a full practice
[or whatever your purpose truly is]
[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.
Jan 2005
* 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 -- Practice Building
- I spend 32 hours this month marketing my business.
- I distribute 100 brochures and 200 business cards.
- I give a presentation.
- I identify 6 business groups to give presentations to and schedule those presentations.
- I choose at least one personalized gift item (e.g. water bottle with my address label on it, nail file, magnet) to give to clients and have it available by the end of the month.
- I send out at least 8 professional alliance-building letters to allied health practitioners in order to build my practice (starting with those I already know).
- * I give 2 complimentary sessions to AHPs.
Specific Monthly Activities -- Practice Maintenance
- I spend 16 hours this month marketing my business.
- I distribute 40 brochures and 80 business cards.
On-going Monthly Activities:
- I create a display for the New Year's Promotion.
- I do a New Year's Promotion.
- I choose two other businesses (e.g., a restaurant and florist) to join me in a Valentine's Day package promotion and create the marketing materials.
- I notify clients of my New Year's and Valentine's Day promotions.
- I draft my Newsletter.
- I choose a local charity to support and volunteer my services at next month.
- * I send press releases 2 weeks in advance of volunteering for community/charity event (if held before the 15th).
- 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 receive 4 wellness treatments this month.
- I get regular exercise.
- I eat nourishing foods.
- I review Marketing Mastery for February.
- * I attend a networking meeting.
- * I am active in peer or group supervision.
Weekly Activities -- Ongoing Building and Maintenance
- I review my client's file before each session.
- I confirm all appointments.
- 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.
- 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.
- I get regular exercise.
- I eat nourishing foods.
- I receive 1 wellness treatment this week.
Weekly Activities -- Ongoing Practice Building
- I spend 8 hours marketing my business this week.
- I distribute 25 brochures and 50 business cards.
- I search the Internet and look at various web sites for ideas creating/updating for my own site.
Weekly Activities -- Ongoing Practice Maintenance
- I spend 4 hours marketing my business this week.
- I distribute 10 brochures and 20 business cards.
Specific Weekly Activities
Jan 1 - 9
Overall:
- I identify and contact a local charity event to participate in next month.
- I create a display for the New Year's Promotion.
- [I research web designers and obtain cost estimates.]
Jan 10 - 16
Overall:
- I contact various businesses choose two to do a Valentine's Day package.
- I outline my Newsletter (unless using preprinted ones).
- I identify 2 business groups and schedule presentations.
- [I continue researching web designers and obtaining cost estimates.]
- I send 2 professional alliance-building letters to allied health practitioners (starting with those I already know).
Jan 17 - 23
Overall:
- I and the other members of the Valentine's Day cooperative promotion decide on the details of the Valentine's package and design our marketing materials to place in our businesses.
- I work on my Newsletter (unless using preprinted ones).
- I send out a press release about my participation in the local community/charity event (if it's the first week in February).
- I identify 2 more business groups and schedule presentations.
- [I narrow down my choices of web designers.]
- [I work with the ideas I have obtained for my web site.]
- I send 2 professional alliance-building letters to allied health practitioners (starting with those I already know).
Jan 24 - 31
Overall:
- I have marketing materials for the Valentine's Day package printed this week and distributed to each business.
- I send out a press release about my participation in the local charity (if it's the second week in February).
- I have all my marketing materials (brochures, cards, educational materials) ready for the February community/charity event.
- I finalize the draft of my Newsletter (unless using preprinted ones).
- I review Marketing Mastery for February.
- I identify 2 more business groups and schedule presentations.
- [I decide the concept of my web site.]
- [I choose and meet with my web designer.]
- [I choose and order personalized gift item to have available for February 1.]