Initial Assessment 

• Travel to your location to meet with you in person, study the surrounding area, review existing location, observe operations and staff in action.
• Conduct local market research, competitor analysis, and feasibility studies
• Current staffing review and skills assessment; readiness for branding and marketing, advertising and public relations ; personal interviews with each staffer by our branding team
• Analysis of existing marketing activities. (Critical: Before I arrive, be sure to have a list of every marketing campaign, brochure, website address, Google analytics reports, list of all known social media review sites where your name appears, your Facebook, Twitter, Linkedin, YouTube, SoundCloud, Instagram, and other social profiles, managed care and payor contract in your portfolio, and any flyers, advertisements in local publications available in a box or folder.)
• Existing patient demographics assessment. (Critical: Along with my engagement agreement, I will sign a HIPAA BAA so I can create a snapshot profile of your existing patient base to identify “ideal customer” traits. This is important for the rebranding work we’ll do. Contact your software company and verify that we can create custom query output reports that I specify from your patient demographics database. Ask if there’s a charge for this as some of the less expensive software programs charge extra for this capability. Then, prepare the specified queries and send them to me not less than 15 days prior to my arrival.)
• A list of features you believe differentiate your practice from your competitors and how you believe you patients benefit from each differentiator.

Marketing strategy and plan 

• Branding or rebranding, name change, positioning, brand identity logo design, colors, fonts, marketing collateral, “living” brand practice culture articulation and staff training.
• Prices and price integrity for office-based services you provide on-site.
• Marketing and publicity plan (Covering all 6 marketing modes: advertising, digital marketing, direct marketing, personal selling, public relations and sales promotion)
• My participation in conference calls with your website and graphics specialists. They may charge you for the calls, which is not included in my fee agreement.
• New vendors /services selection, if any.

Roll out

• Website design or re-design (pass through fees for hosting, domain registration, plugins and other website licensing fees, and any custom video, audio or photography are billed to you at actual cost with no markup.)
• Assistance with town-hall meeting to announce the rebrand (if applicable). Coordination of media coverage, invitations and RSVPs, informational packets, SWAG, catering 
• Creation of social media content calendar, posting schedule, and content development for use with email marketing, local SEO, feedback, referrals, reputation management, voice search, all driving traffic to your website 
• SEO treatment
• Positioning on Google Maps, Google Reviews, Google Business Listings, Yelp and other directories

First year support

• Quick email questions, SMS text messages, and impromptu calls subject to our mutual availability to answer questions or address immediate concerns.
• After hours / weekend appointments, if necessary.
• Scheduled periodic, video-assisted conference calls to review operations, marketing, and revenue results and keep you on track for growth and success.
• Review of marketing and website performance analytics and ROMI results, changes to strategy and tactics as may be indicated, are included at no additional charge.