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PT Marketing Plan Worksheet

The

FUTURE-PROOF YOUR PRACTICE AND PLAN YOUR BEST YEAR EVER!

FREE ANNUAL PLAN TEMPLATE

Step 1: Goals A 5-Step Strategy to Marketing Your Clinic Directly to Consumers.

To increase New Patients online, expand your clinic, or reach your business goals, you need to create a marketing plan that puts you in control. An annual marketing plan has 3 sections:

For this section, list 3 goals and your plan to measure progress (a statistic)

1. Go Direct To ConsumersAccording to the APTA, 97% of PT clinics reported a decrease in doctor referrals– a big threat to practices who heavily rely on them; however, if you take control of your own marketing, you have better predictability and survivability during “referral droughts.”

For this stat, use the percentage of patients that come in directly (such as walk-ins, through phone, email, via website, etc.) vs. patients that come through doctor referrals.

The specific GOALS for your practice

An overarching STRATEGY to reach those goals

TACTICS you will use to accomplish that strategy

EXAMPLE YOUR CLINIC

2. Increase New Patients OnlineOne of the primary ways new patients find you and your practice is through an online search, allowing them to visit your website or look up your contact information.

For this stat, tracker the Number of New Patient Leads & New Patient Calls from your website.

3. Bring Past Patients BackBringing in new patients is a great goal, but patients are an even better investment when they come back in to seek your help in the future with injuries, check-ins, or other rehab services.

For this stat, set a goal for your clinic’s number of reactivated patients.

GOAL 1:

STAT:

NOTES:

GOAL 1:

STAT:

NOTES:

GOAL 1:

STAT:

NOTES:

ONLINE DISCOVERYCreate a massive online presence to be discovered by thousands more people in your community searching for your solutions.

STATS: Organic Google Rank, Website Traffic

BUILD TRUSTDevelop 5-star online reviews, and build your online brand to attract higher paying, motivated patients.

STATS: # of 5-Star Google Reviews

NEW PATIENT CONVERSIONUtilize website systems and Google, to increase phone call inquiries and online appointment requests.

STATS: # of Website Appointment Requests

COMMITTED PATIENTSLeverage marketing tools that increase compliance, retention, testimonials, and social media engagement.

STATS: Plan of Care Completion %

RAVING FANSNurture your patient list to reactivate, refer, and promote your practice.

STATS: # of Reactivated Patients

STEP 1:

PURPOSE:

STATS:

STEP 2:

PURPOSE:

STATS:

STEP 3:

PURPOSE:

STATS:

STEP 4:

PURPOSE:

STATS:

STEP 5:

PURPOSE:

STATS:

EXAMPLE YOUR CLINIC

Remember that each area of your strategy should have a budget, and a portion of your marketing team’s time every month. Consistency is critical!

Step 2: Strategy A 5-Step Strategy to Marketing Your Clinic Directly to Consumers.

To succeed at marketing and ensure all your efforts stay laser-focused on the results that matter, you need to outline the right strategy. One of the most common ways to create a marketing strategy is with a “Funnel” which turns a person who had never heard of you into a loyal, referring patient.

Follow along as Neil explains his tested Funnel Strategy and create your own funnel as well. Remember, each step should lead the potential patient into the next stage. Feel free to copy ours!

Step 3: Tactics A 5-Step Strategy to Marketing Your Clinic Directly to Consumers.

Next, list some specific tools or “tactics” you plan to use for each stage of the strategy.

ONLINE DISCOVERY

ONLINE DISCOVERY

ONLINE DISCOVERY

What tactics will you use in 2021 to turn patients into raving fans of your clinic?

EXAMPLE YOUR CLINIC

What tactics will you use in 2021 to keep your patients committed?

What tactics will you use in 2021 to convert more new patients?

ONLINE DISCOVERY

COMMITTED PATIENTS

RAVING FANS

BUILD TRUST

NEW PATIENT CONVERSION

What tactics will you use in 2021 to build trust in your services?

What tactics will you use in 2021 to get discovered online?

MONTHLY PATIENT NEWSLETTERS

GOOGLE REVIEWS

FACEBOOK & YELP REVIEWS

BLOG & HEALTH TIPS

REACTIVATION EMAILS & CALLS

PATIENT REFERRAL PROGRAM

PT AUTOMATED CHATBOT

MOBILE & GMB PHONE CALLS

GOOGLE RANKING

LOCAL SEARCH

PAID SEARCH

RETARGETING

WEBSITE CONVERSIONS

ONLINE APPOINTMENT MECHANISM

VALUABLE CONTENT

HEP EXPERIENCE

REVIEW REQUESTS

WEBSITE WOW FACTOR

ONLINE BRANDPRESENCE

SOCIAL ENGAGEMENT

NOTES

S P E C I A L O F F E R

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