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Marketing Checklist

What Marketing Tools do you already have in place?   

Practice Systems and Facilities

·         Signage

o        Exterior

o        In Office

·         Your Office

o        Appearance – Exterior and Interior

o        Colors

o        Furnishings

o        Logistics

o        Maintenance

·         Computer System

o        Practice Management Software

§         Appointment and Treatment Plan check-up notification

§         Current database of Patients for labels and mail merge

§         Consultation letters to other doctors

§         Referral capture and thank you letters

o        Office Computers and software

§         Create Brochures, Informational Pamphlets, forms

§         Mail merge letters

§         Practice Accounting and Retail

o        Network

§         Server side programs

§         File Sharing

§         Periphery Sharing – ie Printers, scanners

§         Intranet – Intra Practice Information and Communications

§         Extranet – ability to Network with outside offices

Collateral Materials – Brochures, Informational Pamphlets and Forms

·         Printed Material

o        Practice cards

o        Appointment Cards

o        Appointment Reminder Postcards

o        Stationary

o        Practice Brochure

o        Pre-Intake Explanation for Patient

§         What to expect and Patient responsibilities

§         Practice Responsibilities

§         Insurance and Fee policies

o        General Recommendations for Health

o        Informational Pamphlets by Dysfunction and Therapy

 

Information Dissemination Systems - Communications

·         Telephone System

o        Live Receptionist

o        Voice mail

o        Greeting & Direction Tree – How effective?

o        Mail Boxes

o        Mail Boxes – Recording of Directions and Collateral Materials

o        Emergency Numbers

o        Printed Directory of Staff Extensions and Recordings

·         Fax

o        Available 24/7

o        Efax using computer email

·         Internet Service in Office

o        Information gathering

o        Practice management

o        Assist in Ordering and Practice Function

o        Internal Communications

·       Email

o        Practice email with Staff to oversee

o        Catch-all email (which accepts all misdirected emails)

o        Email for each provider and department

o        Spam Protection

o        Virus Protection

o        Email policy

Information Dissemination System - Web Presence and Tools

·         Internet - Web Presence

o        Website

o        Easy to remember URL – Domain Name (www.Practice Name.COM, NET or ORG)

o        Information and Features your Web Presence should Include

            §         ALL of the Basic Categories of Information

§         Additional Information and Features

§         Higher levels of Functionality

o        Understandable Navigation

o        Reasonable graphic and visual elements

o        Scalable – Start simply and build

o        Tools Required to Build and Maintain

o        Traffic Building devices

§         Functions: Printer Friendly pages, Email to a Friend, Newsletters (Spam Free)

§         Visitor Retention features – Discussion Groups

§         Gateway pages – specific pages that funnel traffic to main site

§         Links

·         Internet Marketing

o        Internet Sites

§         Professional Organizations

§         Civic Organizations

§         Topic oriented sites

o        Web Site Promotion

§         Collaborative Promotion

§         Web Ring

§         Purchased Promotional Service

·         Search Engines

·         Pay per Click

·         Banner

·         Ads

·         Purchase Traffic

·         Key Word

Advertising and Promotions

·         Yellow Pages & Directories

o        What information in your listing differentiates your Practice from any other?

o        Is your email listed?

o        Is your website listed?

o        Other internet based Directories and Sites

·         Print Advertising

o        Newspaper

o        Other establishments such as health food stores

§         Posters

§         Brochures

§         Cooperative advertising

·         Newsletters

o        How often are they sent?

o        Do you write it all or use a service that produces it for you?

o        Is it Print or Email or a mixture?

o        Is it sent to active Patients or inactive and active?

o        Do you have methods to get new addresses of potential Patients?

·         Promotions

o        Free Blood pressure checks, prescription review

·         Events & Networking

o        Sponsor events or seminars

o        Local Speakers Bureau

o        Affiliation with groups such as Chamber of Commerce

 

 

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