Integrative Practice Marketing Tracking Form
1. Introduction letters sent to all current practice members. (Date
Completed______________________)
2. Introduction letters sent to all inactive practice members. (Date
Completed______________________)
3. Review and pull charts of current or past patients who have or had complaints in their
initial history or patient intake forms that could benefit from natural treatments for; knee
pain, HA, fatigue, low sex drive, allergies, etc. Re-call patients and let them know about your
new integrative office and the ability to treat all their needs naturally. Let them know you
can now do Functional Medicine blood work to identify why they “feel” the way they do. It
gives true answers and recommended natural products to truly help them get better.
(Date Started _____________________)
4. Date set for grand opening (Date Set__________________________)
a. Prize drawing for grand opening
b. Food/drinks
c. Ribbon cutting ceremony with Mayor or Chamber
d. Face painting
e. Balloons
f. Flyers printed covering new integrative services
g. Market Knee Program, Holistic Medicine services (allergies, fatigue, hormones,
etc.)
5. Press Release (Date should mirror grand opening date) (Date Completed ___________)
6. Schedule corporate massage / wellness programs at:
a. Police
b. Fire
(Date Completed____________)
c. City (office employees, official, street department)
d. County (office employees, officials, street department)
e. Schools (Get in good with the secretaries)
f. Local businesses (Ideally target the one with good insurance coverage, know the
insurance plan benefits ahead of time so when they ask if you take their insurance you
can say “yes” and tell them their coverage amount or co-pay)
g. EMS dispatch center
**For each event put together marketing goodie bags with restaurant gift certificates,
bio freeze, protein bars, flyers with your new integrative services, testimonials. It helps
if the doctor stops in over lunch to answer questions. This is a soft sell event the goal is
to be invited back on a regular basis to build relationships.
** Know the insurance plan benefits of each location ahead of time so when they ask if
you take their insurance you can say “yes” and tell them their coverage amount or copay)
** Check insurance plans for knee program, well visits, nutritional supplements, therapy,
chiropractic
** offer discounts on deductible or co-pays (check state laws first)
7. Put out an accepting new patients banner in front of your office. (Date Completed _______)
a. Example…Integrated Holistic Medical Clinic Now Open and Accepting New
Patients, Call xxx-xxxx to schedule a new patient appointment.
8. Run accepting new patient ad’s in local paper or community magazine (Date _________)
a. Integrated Holistic Medical Clinic Now Open and Accepting New Patients,
We offer traditional and Holistic treatment options to best fit your needs.
Call xxx-xxxx to schedule a new patient appointment.
9. Knee joint rejuvenation program (optional program view attached details)
a. This program requires special training, equipment and lease by office
b. Contact Dr. Aaron at draaron@unitedwellness.net to set up knee program in your
office.
c. Schedule an in office training day with staff to review marketing material, marketing
schedule, equipment needs, scripting and clinic set up needs.
10. Bio-Identical Hormone Program
a. Review attached program and marketing materials
11.
hCG RX Weight Loss Program
a. Review attached program and marketing materials
12. Attorney Marketing Program
a. Review attached program and marketing materials