Around the year 2000, I published the Marketing Manager System. It was initially a series of binders (3) to help chiropractors with their marketing. I received many compliments and positive reviews from both doctors and staff on how it helped them. Palmer Chiropractic College ordered a few hundred of the binders.

A couple of years later, I converted it into a software program and sold it as a CD package you could install on your computer. After a couple of years, I had to shelve the product. I was not set up to stay current with the constant changes in both software and the Internet.

Still, the information is sound, and it continues to work. Much of it is on our PM&A Member’s site, and though the graphics are somewhat outdated, the fundamentals still apply.

One of the motivations for publishing the Marketing Manager System was to solve a simple marketing challenge almost every practice we worked with had. In fact, the problem was so simple that it is almost embarrassing to explain.

We would get a call from an office requesting “something” to “get their new patients up.” “Got an ad that is working?” would be a typical request.  And we would often hear this after working out an effective marketing plan that had been working for months at generating more new patients.

“What happened to your new patients? They were doing very well, even increasing,” we would ask. But when we checked if they were still implementing the marketing plan we had worked on, the usual answer was “no.”

We would go over the action steps on the marketing plan with them. “Are you still doing X?”  “Umm, no, guess we forgot about that.”  “Are you still doing Y?” “Oh yea, well, the staff member in charge of that took on another role so she couldn’t do Y anymore.”

You get the idea.  What worked gradually gets abandoned.

So, I came up with the Marketing Checklists. These were a comprehensive list of marketing procedures, several hundred all told. They were a compilation of marketing procedures that we had used or had seen others use effectively. The idea was that by using the Marketing Manager System, the office would put together its own customized marketing checklists using ours as a template and reference.

This brings up the subject of checklists. In 2009, a surgeon named Atul Gawande wrote a book about checklists called The Checklist Manifesto. Here is a relevant section from his book:

“What is needed… is discipline. Discipline is hard — harder than trustworthiness and skill and perhaps even than selflessness.

We are by nature flawed and inconstant creatures. We can’t even keep from snacking between meals.  We are not built for discipline. We are built for novelty and excitement, not for careful attention to detail. Discipline is something we have to work at.

Good checklists, on the other hand are precise. They are efficient, to the point, and easy to use even in the most difficult situations. They do not try to spell out everything–a checklist cannot fly a plane. Instead, they provide reminders of only the most critical and important steps–the ones that even the highly skilled professional using them could miss.

Good checklists are, above all, practical.”

By the way, I cover this in my new book, the Goal Driven Business scheduled to come out in early 2021. I have learned how to make these checklists more practical and, well, Goal Driven!  (I plan to update all of the Marketing Checklists into their new Goal Driven version next year.)

So, from the archives stored away since 2000, enclosed is one of the 13 marketing checklists from the Marketing Manager System. This one is on Patient Referrals.  It lists just a few procedures you can use to help generate more patient referrals. Of course, there are many more, and I recommend you make your own checklist and review it every 3 – 4 months.

And that is the key: keep marketing procedures that are working – working.

To help you do this, list them on a checklist and review the checklist regularly to ensure that they are still occurring. Use the checklist like an assessment. Look at each successful marketing action and ask: “Did this get done all the time, some of the time, or oops! Hardly at all.” Make sure all marketing duties are assigned. Then, where needed, improve them.

Stay Goal Driven and help your patients do the same!

Ed

Download the The Marketing Checklist on Patient Referrals.