Ultimate Objective Increase profitability and grow sales by increasing customer loyalty/retention and engagement at FlexCare. Our goal is to increase the customer acquisition and retention for Flex Care through streamlining their brand and promoting the services offered. In order to promote Flex Care and lead to new and lasting customers we will build their social media, create easy to sign up QR codes, improve their website, and simplify the application. Needs Statement Flex Care Chiropractic, needs a way to properly engage with their community to express all of their services and offerings. When they gain these consumers they will need a streamlined way to create customer loyalty, since patient retention is one of their greatest opportunities. Insights into the Situation ● While discussing the current situation at FlexCare with Dr. C and staff we realized they have a healthy business with opportunities for growth. Some of these included growing their consumer base and increasing customer retention, a common problem in the chiropractic industry. The team was not as well versed in social media or the technological advantages for a strong website, application, and QR code system. This was a set of circumstances that showed us an opportunity for growth. SWOT Analysis Helpful to achieving the objective Internal (attributes of the organization) Strengths: External (attributes of the environment) Opportunities: ● ● ● Unique pricing plan Easy appointment booking Great reviews/reputation Harmful to achieving the objective Weaknesses: ● ● ● ● ● Large community engagement Loyalty rewards system More interactive website Customer retention (three step appointments for maximum benefit and struggle to get to round three) Website is missing pertinent information → does not advertise as much as they offer Threats: ● ● Difficulty with informing patients that chiropractors are not a one off appointment, hurts for customer retention because they don’t realize they have to come back Competition offers services that Flex Care can’t or doesn’t 5-C’s 1. Customer a. b. c. d. 2. Company a. b. c. 3. Who they are: other chiropractic clinics (The Chiropractic Company in Oconomowoc and Tropp Chiropractic) Their value proposition vs. ours: very similar style, but less expensive and have more than one doctor We win by: focusing on what we DO offer and promoting that, showing customers how we’re different/better from others Collaborators a. b. 5. Sales/ P&L/ Balance Sheet: (we have this information on a separate document, will attempt to link this file in the comments) Current Performance: One of the top rated chiropractors in the area according to google reviews GOSPA: i. Goals: ii. Objectives: iii. Strategies: iv. Plan: v. Action: Competition a. b. c. 4. Who they are: This is not well defined for Flex Care. These patients are typically local families/friend and those who know Dr. Chudy personally. Ideal: high-earning adults, those with injuries or chronic conditions needing lasting chiropractic care, high paying consumers rather than a high volume of lower paying consumers How we get more: target specific groups such as parents, promoting services on website and socials, offering in-house events with partners, focusing on consumer retention and increasing appointment numbers rather than getting new individual clients They buy because: pain management and/or chronic health challenges, sometimes accident-related Elaine Katanick - front desk administrator Dr. Chudy - owner and chiropractor Context a. Impact from… i. Political: ii. Regulatory: iii. Physical Location: not directly in Oconomowoc so it isn’t as convenient as some competitors iv. Costs: try to provide affordable care - many people don’t realize insurance will cover a lot of chiropractic care v. Supply Chain: doesn’t appear to be many issues since it’s mostly a physical service, do work with supply chain when selling supplements to whom the head chiropractor has a strong working relationship. vi. Technology: detailed website, great Google reviews, two-way texting, online appointments vii. Marketing: try to utilize Facebook, Instagram, and monthly newsletters - need more knowledge/ideas for social media and general marketing, chiropractor is currently running socials, they do not have someone to run socials Intermediate Outcomes How Might We… 1. How Might We build a loyal set of customers for Flex Care? a. How Might We get customers to return for future appointments at FlexCare? i. How Might We create a loyalty program that encourages customers to continue treatment through FlexCare? 2. How Might We get people to visit (and continue visiting) FlexCare’s website? a. How Might We design consistent branding for FlexCare’s business? b. How Might We create incentives for FlexCare clients? Cause-Effect Map Ideas & Actions How Might We… 1. How Might We build a loyal set of customers for FlexCare? a. How Might We get customers to return for future appointments at Flex Care? i. How Might We create a loyalty program that encourages customers to continue treatment through Flex Care? ii. How Might We create incentives for FlexCare clients to return back? 2. How Might We get people to visit (and continue visiting) Flex Care’s website? a. We Could… 1. We Could create a loyalty program to earn rewards and increase customer retention a. 2. We could create ways to incentivise coming back for 2nd 3rd etc appointments i. We could start a guest blog within the website to encourage customer loyalty and show personal experiences We could include content or articles on the website that answer chiropractic questions- use the website as an informational resource for patients and viewers a. How Might We design consistent branding for Flex Care’s business? b. We could organize more community events to inform people in the community about Flex Care and their services We could make the website more clear on how the process works- include a “process” tab Challenges ● Difficulty having customers enroll into the app or website ○ Utilize QR codes to make enrollment easy as possible ● Difficulty reaching the target demographic with FlexCare social media ○ Post promotions and educational aspects on their social media to give customers an incentive to not only follow but continue engagement ● Challenging application and website interface, hard to alter ○ Work with Dr. Chudy during our Monday meetings to access the site and application. If that is not possible, request the information for the webmaster ● Older client base may struggle with technology needed ○ Make sure here is proper education to the consumer on the technology used