Advanced Preparation With New Clients

• Establish targets and objectives.
• Assess current volumes, pricing, profitability, staffing and budgets and determine the objectives in number of procedures, pace of expansion and profitability desired.
• Discuss current and past media plans, budgets, sample ads and results.
• Establish a budget that is sufficient to achieve the objectives.
• Determine MD availability for consults and surgeries that match the desired number of procedures.
• Determine the staffing levels required for handling the targeted volume of consults, exams and procedures.
• Establish a plan for providing dedicated telephone personnel for answering inquiries and making follow-up calls.
• Identify or establish qualities within the practice that are unique in the marketplace. (i.e. rebate program, 20/20 Money Back Guarantee, etc.)
• Discuss the competition and the tactics and media they use to market their practices.
• Identify events and activities that lend themselves to Public Relations activities such as Press Releases, health fairs or health oriented programs, etc.