strategic plan for marketing

Crazy Egg also offers recordings, A/B testing, and more to help ensure your website is offering the best user experience.

Pricing : Basic, $24/month; Standard, $49/month; Plus, $99/month; Pro, $249/month; Enterprise, contact for pricing.

5. Review your media.

Decide what you already have in your arsenal that can help you create your strategy. To streamline this process, think of your assets in three categories – paid, owned, and earned media.

• Paid media means any channel you spend money on to attract your target audience. This includes offline channels like television, direct mail, and billboard to online channels like social media, search engines, and websites.
• Owned Media refers to any of the media your marketing team has to create: pictures, videos, podcasts, ebooks, infographics, etc.
• Earned media is another way to say user-generated content . Shares on social media, tweets about your business, and photos posted on Instagram mentioning your brand are all examples of earned media.

Gather your materials in each media type and consolidate them in one location to have a clear vision of what you have and how you can integrate them to maximize your strategy.

For example, if you already have a blog that's rolling out weekly content in your niche (owned media), you might consider promoting your blog posts on Twitter (paid media), which customers might then reTweet (earned media). Ultimately, that will help you create a better, more well-rounded marketing strategy.

If you have resources that don't fit into your goals, nix them. This is a great time to clean house and identify gaps in your materials.

6. Audit and plan media campaigns.

Cleaning house segues straight into this step. Now, you must decide which content is going to help you.

Focus on your owned media and marketing goals. For instance, will updating the CTAs at the end of your blog posts help you increase RSVPs to your event?

Next, look at your buyer personas. Let's say you work for a video editing software company. If one of your persona's challenges is adding clean sound effects to their videos but you don't have any content that reflects that, make a 15-second demo video for Instagram to show how great your product is at solving that challenge.

Finally, create a content creation plan. The plan should include topic clusters, goals, format, and channel for each piece of content. Be sure to include which challenge it's solving for your buyer persona.

For ideas on content creation or a more in-depth look at how to create a content plan, check out our post, The Ultimate Guide to Content Creation .

7. Bring it to fruition.

At this point, your market research and planning should help you visualize how your strategy will be executed – and by which teams.

The final step is to bring that all together and assign actions to your plans.

Create a document that maps out the steps you need to take to execute your campaign. In other words, define your strategy.

Think long-term when creating this document. A standard strategy document is 12 months. This structured timeline should be the home base for your strategic marketing efforts.

To paint an example, let's go back to the video software company.

Maybe in January, you will launch a software update that improves the exportation process for users. In April, you want to publish an ebook that explains editing terms to your buyer personas, and in September, you plan to launch an integration with other software.

Remember, your digital strategy is unique to your business, so the document should be as well. As long as the strategy includes the pertinent details outlined in previous sections, you'll be set.

Now that we've explored the critical steps of a complete marketing strategy, let's look at some "Why didn't I think of that?" strategies to inspire your own.

1. Regal Movies

Digital strategy: owned media.

Regal Movies took the Halloween spirit to a new level, even renaming its Twitter account to reflect the spirit of the season. This "Monster Madness" poll is a fun, interactive way to get followers invested in Regal's content:

In this case, the consumer is praising the brand’s product. Doesn’t get better than a fantastic review like that.

3. Small Girls PR

Digital strategy: event marketing.

Wait, is that Keke Palmer?

Small Girls PR is a boutique PR company based in New York, and one of the company's talents is throwing amazing events for their clients, like Olay. This event recap carousel on Instagram is an effective event marketing example, as it boosts awareness for your brand and offers social proof by featuring a public figure.

4. Superside

Digital strategy: paid media.

Design agency Superside launched an Instagram ad to promote a lead magnet: Their digital ad design guide. While the brand may have created the guide specifically for paid promotions, it’s also possible that they repurposed a high-performing blog post into a downloadable ebook.

Don't forget to share this post!

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Outline your company's marketing strategy in one simple, coherent plan.

Here’s how to make sure both you and your patients know what makes your practice special .

REBECCA ANWAR, PhD, AND JUDY CAPKO

Fam Pract Manag. 2001;8(10):39-43

For many physicians, marketing is simply a matter of putting an advertisement in the local newspaper, redecorating the waiting room or conducting a direct mailing to people in the community. But this is a haphazard approach that will accomplish little more for your practice than draining its marketing budget.

The key to successfully marketing your practice begins with developing a strategic marketing plan in which each activity is based on solid research and specific goals, and is implemented and carefully evaluated in a timely manner. The plan serves as a road map to help you achieve your marketing goals.

Why should you market your practice?

Some physicians still feel that marketing is at best unprofessional and at worst unethical. In fact, good marketing is no more than educating your patients and your community about your expertise and services, and there are a wide range of reasons for doing it, not all of which have a purely financial basis. However, if you do want to determine the value of each new patient to your practice, calculate the average of the revenue that 10 new patients generated during their first 12 months with you.

You might consider marketing your practice for any or all of the following reasons: to increase your income, expand your patient base, discourage competition, improve your practice image, promote current and new services, introduce new providers, enter a new marketplace or gain or retain market share. Whatever your motivation, make sure to get your staff involved right from the start. Share your reasons for marketing with them, and ask them for their ideas. If your staff is not involved early, it will be difficult to convince them to support the marketing plan and take on any additional work that comes with it.

The elements of a plan

There are nine major steps required to develop a well-crafted, strategic marketing plan: set your marketing goals, conduct a marketing audit, conduct market research, analyze the research, identify your target audience, determine a budget, develop specific marketing strategies, develop an implementation schedule for the strategies and create an evaluation process.

1. Set your marketing goals. Once you’ve decided to market your practice, you need to set realistic and measurable goals to achieve over the next 18 to 24 months. This time span allows you to plan activities around community events that are in line with your marketing goals. For example, you might help sponsor an annual walkathon for breast cancer or speak at your community’s annual health fair. Because of the rapid changes occurring in the health care environment, we don’t recommend planning specific activities more than two years in advance. One way to define your goals is to separate them into the following three categories: immediate, one to six months; short-term, six to 12 months; and long-term, 12 to 24 months. Here are some examples of measurable goals:

Increase the number of new patients seen in the practice by 5 percent within the first six months and 10 percent by the end of the first year.

Shift your patient mix by expanding the pediatric and adolescent patient base from 15 percent to 25 percent of total patient visits within 18 months.

Increase your gross revenue by 30 percent within 24 months.

Improve your practice’s image, which may be measured by “before” and “after” scores on a community survey or by reviews from focus group participants.

It’s important to share these goals with your staff members. They can tell you from their perspectives whether they believe the goals are reasonable. If you want your marketing plan to be successful, your staff needs to support your efforts to achieve the marketing goals.

Marketing can increase your income, introduce new providers or improve your practice image, among other things.

A strategic marketing plan requires you to define your practice in terms of what it does for patients.

Every goal, strategy and action in your marketing plan is subject to change as you evaluate your progress.

2. Conduct a marketing audit. A marketing audit is a review of all marketing activities that have occurred in your practice over the past three years. Be as thorough as possible, making sure to review every announcement, advertisement, phonebook ad, open house, brochure and seminar and evaluate whether it was successful.

3. Conduct market research. The purpose of market research is to draw a realistic picture of your practice, the community you practice in and your current position in that community. With this research, you can make fairly accurate projections about future growth in the community, identify competitive factors and explore nontraditional opportunities (such as offering patients nutritional counseling, smoking-cessation programs or massage therapy). Your research may even bring to light some problem areas in your practice as well as solutions you can implement right away. (See “ A guide to market research ” to find out what kind of information you need to gather and where to find it.)

Conducting market research is often the most time-consuming step in this process. However, it’s also one of the most important steps. It’s from this research that you’re able to find out what your practice does best and what you need to work on, what the needs of your community are, who your practice should be targeting and how you should go about it.

4. Analyze the research. Next, you need to analyze the raw data you collect and summarize it into meaningful findings that will be the foundation for determining which marketing strategies make the most sense and will get the best results for your practice The research will identify the wants and needs of your current and potential patients and will help you to define your target audience (for more on target audiences, see step 5, below). This is also a good time to look back at the goals you’ve chosen. Based on your research findings, you may need to modify some of your goals.

A strategic marketing plan requires that your practice be defined in terms of what it does for patients. The research analysis will reveal your practice’s strategic advantages. After looking closely at your own practice as well as your competitors’, you can ask yourself some key questions: What are the similarities and differences between your practice and your competitors’? What sets your practice apart from your competition? Is your location more desirable than your competitors’? Do you offer a broader scope of services than the competition? Is there a service you provide that no one else in the community currently offers? Your competitive edge may lie in your style of practice, the range of services you offer, the ease of making an appointment or the way you and your staff communicate with patients.

A GUIDE TO MARKET RESEARCH

To gather the kind of information you need to develop a strategic marketing plan for your practice, you need to conduct market research on your practice, your competition and your community. You can’t rely on intuition, judgment and experience; your practice needs hard data. Although it will take some time to gather this information, a number of resources are available that can make the process easier for you.

Your practice

Much of the information you need about your own practice can be found through discussions with staff members and other physicians, or by reviewing your patient records. You can also find out about your practice and whether it’s meeting the needs of your current patients by asking them to fill out a patient survey about the practice. Here are some of the questions you need answered about your practice:

What is the background and history of your practice? Has it been in the current community for a long time?

What are your practice’s strengths and weaknesses? Are there problems with scheduling, cancellations, staff turnover or reimbursement management?

Who are your current patients in terms of their age, sex, ethnic origin, type of insurance coverage, chief complaints and where they live?

What are the services provided by your practice? Who needs these services? Are these needs changing?

How is your practice perceived by your patients?

Your competition

You need to find out who your competitors are and what they have to offer. Check with your county or state medical society and your local hospital to find out how many other family physicians, nurse practitioners and general internists are in your service area, how long they’ve practiced in that location and how many have moved into your area over the past five years.

Once you’ve determined who your competitors are, you need to assess them. This information may be a little harder to come by, but you can try to gather as much information as you can by simply asking other physicians, listening to your patients, friends and neighbors when they talk about their physicians and keeping your eye out for competitors’ advertisements. To assess your competition, you need to ask the following questions:

What are your competitors’ target audiences and niche markets?

Why do certain patients or groups of patients particularly like or dislike your competitors?

How are your competitors viewed within the community?

What marketing activities have your competitors tried?

Your community

In addition to gathering information about your practice and your competitors’ practices, you need to learn as much as you can about the people in your community. You can find answers to the following questions by contacting your local Chamber of Commerce, your state vital statistics department or the U.S. Census Bureau ( www.census.gov ). Census data is available for every state, county, city, ZIP code, neighborhood, etc.:

How many people live in your service area? Is the population expected to grow or shrink? What are the demographic characteristics of the population in your area?

How is your practice perceived in the community? Are you known in the community?

Who are your potential patients? Are their wants and needs being met elsewhere in the community? If not, how can your practice meet those needs?

5. Identify a target audience. With the help of your market research analysis, you should be able to identify your practice’s “target audience,” which is the specific group of patients to which you’d like to direct your marketing efforts. Your target audience might include patients of a certain age, gender, location, payer type or language/ethnicity and patients with certain clinical needs. Keep in mind that your target audience should not only be the patients you want to attract but also the people who can influence and provide exposure to that segment of the population. For example, if you wish to treat patients with arthritis, you might want to get involved in the local and regional Arthritis Foundation and explore senior organizations in the community. If you want to treat young athletes, you might consider giving talks on sports safety and first-aid tips to coaches and athletes at the local high schools, colleges and YMCAs. The key to marketing lies in targeting the audience that your practice can serve better than your competition – and communicating this to that group.

6. Determine a budget. Before you can decide what specific marketing strategies you want to implement to achieve your goals, you need to examine your financial information and come up with a marketing budget. Marketing budgets vary by the type of market a practice is in, the age of a practice and whether the practice has marketed before. There’s no standard for how much a practice should spend. However, in our experience, practices in open markets have spent 3 percent to 5 percent of their annual gross incomes on marketing. If your practice is new, in a highly competitive market or has never been marketed before, or if you intend to roll out an ambitious new program or service, you can expect to spend 10 percent or more of your annual gross income the first year you implement the plan.

Some of the initial marketing activities can be expensive. For example, it can cost more than $5,000 to have a corporate image package (i.e., logo, stationery and collateral pieces) developed by a professional and as much as $10,000 if you add a brochure. On the other hand, some of the best marketing activities cost practically nothing. For example, to build your referral network, you might try meeting with new physicians in your community and sending follow-up/thankyou notes to referring physicians. Big or small, these are all worthwhile investments that will give the community a positive image of your practice.

7. Develop marketing strategies. With your budget in place, you can begin to define specific marketing strategies that will address your goals, reach your target audience and build your patient base. Remember to focus your strategies on the elements of your practice that can be used to create a special value in the minds of patients and referral sources. Each strategy should be related to a specific goal and should be made up of numerous actions. For example, one strategy related to the goal of increasing patient satisfaction might be to make the office more patient friendly. The actions required for that strategy might include the following:

Provide patient satisfaction training sessions to staff;

Develop a patient self-scheduling system within the practice Web site to eliminate the need to telephone the office for an appointment;

Improve the reception-room decor;

Provide name tags for staff;

Require staff to introduce themselves to each new patient;

Conduct post-encounter telephone interviews with new patients within three days of their appointments.

[Watch for an upcoming article in FPM about specific, cost-effective marketing actions you can try in your practice.]

8. Develop an implementation schedule. An implementation schedule is a time-line that shows which marketing actions will be done when and by whom. The schedule should also include the cost of each marketing action and how it fits into the budget estimates for the 24-month period. When creating the schedule, carefully consider how the activities will affect the current practice operations and whether there are sufficient resources (such as staff, time and money) to accomplish the necessary tasks. In some cases, it may be necessary to whittle down the list or postpone some activities. In other cases, it might be best to go ahead with full implementation of your plan. If you want to fully implement the plan but don’t quite have the staffing resources, you might consider bringing in a consultant to coordinate the marketing activities and/or adding a part-time staff member to handle the majority of the marketing tasks. The implementation schedule will also give you a basis on which to monitor the progress of your marketing plan.

9. Create an evaluation process. The value of a marketing plan is its effectiveness, which requires deliberate and timely implementation and monitoring and evaluation of results. It’s important to measure your results against the standards you set in establishing your goals. Review your plan periodically (we recommend quarterly) by comparing your progress with the implementation schedule. There are several ways you can measure the results of your progress: patient survey scores, referral sources, increased income, increased new patients and decreased complaints.

If at any time you find your progress does not measure up to your expectations, you need to determine why. Perhaps the advertisement about a new service you are marketing has not attracted new patients. If the ad campaign has been carried out as directed without results, dump the campaign and try other actions. Perhaps you’ll want to try giving a series of seminars specifically targeted to the group you want to attract or developing a new segment on your Web site for patients that describes the benefits of the new service. You may even find that if each physician in the practice talks about the new service with his or her patients as merely informational conversation, favorable results will follow. In other words, the actions – and even the strategies and goals – in the marketing plan are not written in stone. By regularly monitoring and evaluating each action, you can always change and try new approaches.

As good as you make it

A good marketing plan outlines realistic marketing goals, strategies and actions based on sound information and research about your practice and your community. But the plan is only as good as your commitment to implementing it, dedicating sufficient resources to the endeavor, involving your staff and communicating openly with them. The marketing plan should not merely be written, reviewed and put away on a shelf. Instead, your practice marketing plan should be an evolving blueprint that guides your efforts and monitors your success. Marketing works when the dedication is there. It’s up to you!

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6 Steps to Successful Strategic Marketing Planning

The strategic marketing planning process involves creating a marketing strategy that outlines what your objectives are, what programs you’ll use to achieve those objectives, who is responsible for those metrics, and by when you’ll be achieving those goals. In short, developing and managing a strategic marketing plan is crucial in reaching business objectives.

What is the marketing planning process?

Step 1: liaise with other departments.

While marketing does proactively drive demand and new business, they need to do so in the framework of supporting the larger business objectives. That’s why when it comes to the planning process, start by looking at other departments. Here’s what to ask yourself before developing and managing a strategic marketing plan: 

• What are the executive team’s top priorities for the year?
• What pipeline and revenue numbers are we aiming for this fiscal year?
• Are any adoption rates or implementation goals being set for the product? 

Step 2: Create marketing goals that align with the business

Now that you’ve understood the business goals, you’re more informed on  how to plan marketing strategy.

For example, if the business has a goal to generate $5 million in new business from Jan. 1 to June 1, you have to ask yourself how marketing can drive new business. For instance, let’s say in your business, each new client would be purchasing an average of $500,000. That means sales needs to close 10 new clients in order to meet their $5 million goal. 

Then you need to figure out how many qualified accounts you need to tee up for sales, in order to close 10 new clients. For example, a good way to start is: how many accounts today engage with our marketing content, get passed to sales, are qualified, have a demo, and then book? If the percentage is 10%, then you need 100 contacts to get transferred to sales in order to close about 10 new clients. 

That is to say, starting with a focus on your goals, you ensure that you are actually building a marketing strategy vs. plan (a list of tactics). 

Step 3: Determine which campaign planning will achieve that marketing goal 

In order to generate 100 engaged contacts for sales, you want to look at your existing programs and determine the success of each at driving engagement. For example, let’s say you ran four webinars last quarter. Each had 100 registrants, and 30 people attended. Of those 30 people, 10 requested a demo and five were from qualified accounts. Once passed over, sales closed one lead. 

If that’s the average data, then you now know that you can expect a webinar to result in five contacts and one deal.

After that, replicate the process across your campaigns to plan out which activities will actually support your company growth goals.

Our Marketing Planning Crash Course can help.

Step 4: Create a marketing campaign calendar that aligns with your goals 

Now that you have focused goals that are strategically aligned with business objectives, you can create a calendar of activities, from content marketing to events. The best part? You won’t have someone asking “why is marketing running that webinar again” because you’d know the answer—it’s to drive X number of leads to sales.

Then, in your marketing campaign planning calendar, you’d want to include this information:

Period: Q1 Goal: Support sales in generating $5 million in new business, from Jan. 1 to June 1, by generating 100 engaged contacts.

Step 5: Establish your investments

After that, it’s time to align investments to your planned campaigns. The good news is that marketers who conduct the marketing strategy process from the get go can easily justify and secure budget for their activities—because they can directly tie that dollar into how it will impact the business goal. That’s one of the reasons why Uptempo’s process of marketing strategy planning encourages marketers to directly tie their spend to specific company goals.

Step 6: Let it run!

Finally, it’s time to execute on your plan—and start achieving business impact. While you execute on your strategic marketing plan, keep in mind that you should revisit the business goals quarterly. That keeps you on the right track to ensure the marketing organization continues to drive toward overarching corporate goals.

Knowing how to strategize marketing plans is a critical part of the marketing process. Now that you’ve completed the six steps of strategic marketing planning, you’ve set yourself and your team up for success. 

We’d love to have a conversation with you today.

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Develop an Effective Marketing Strategic Plan You Can Use

Put your marketing strategic plan on one page with this template.

An effective marketing strategic plan should provide a clear roadmap to deliver on your business goals.

A marketing plan is incomplete without an effective strategy and strategic plans. At a functional level, it is imperative that a clear, measurable and communicable marketing strategic plan is put in place that goes well with the overall strategy and your marketing goals. 

Use this proven one-page marketing strategic planning template to:

• Learn about ‘waste-free’ marketing strategic planning
• Build a successful marketing strategic planning process that helps you effectively reach your target audience
• Communicate your marketing strategic plan with precision and clarity
• Secure buy-in from business partners and move towards your marketing goals
• Execute your marketing objectives on time and within budget

Effectively execute your marketing strategy using Gartner’s marketing strategy template.

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