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2018 INDUSTRY
REPORT
Private Practice
Marketing
Presented by Craig Ferreira, CEO
www.survivalstrategies.com
© 2018 Survival Strategies, Inc. All Rights Reserved
2018- INDUSTRY REPORT Private Practice Marketing
Based on recent studies done
throughout the U.S. and Canada,
57% of Private Practice owners
reported their need to increase new
patients, and another 43% specified
wanting to market directly to
patients. They all agreed on the
need to increase patients as their
major area of concern; the need to
create avenues through new
marketing strategies to attract new
patients, and find methods to
improve patient retention.
Marketing and Public Relations have everything to do with gaining and retaining patients!
Through various avenues of marketing one is able get their word out and work on making their
practice better known to attract more patients, but then one must understand and have proven
methods in place to KEEP their patient retention high.
Based on the top response of “Increased patients and patient retention” we’ve produced this
report as a guide to offer some solutions, as well as to educate and make decision making a bit
easier for an owner. The following tips are written as a gift, and offer free advice to improve
Marketing, Word-of-mouth Marketing, Public Relations, and Patient Retention:
1. VITAL PART OF BRANDING YOUR PRACTICE:
Get the following questions answered by at least 50 of your patients. (Never hand it out to take
home and bring back.) If you have a waiting room, have printed copies to hand and ask each to
complete one while waiting / prior to leaving. If you have patient email addresses, use these as
well and continue requesting these until you’ve got 50 + fully answered and in hand.
Questions: (The wording may be changed, but not the concept of the
questions.)You’ll first want to create some understanding with the person
you’re asking these questions of, or why you want their answers and advice.
To bridge this gap we suggest starting with something like this…
We’re working to improve our
Services and would greatly appreciate
your input on each of the following questions:
1) If you were to describe our services or
products to another person, what would you
say?
2) What one benefit have you, yourself,
received from our practice?
3) What would you say is remarkable or
stands out about our practice?
4) What would you say is different about our
practice as compared to our competitors?
5) In your view, is there anything we could
improve upon? If so, what would that be?
6) Anything else you would like to tell us?
Thank you for your input.
Your next step would be to thoroughly read through all the answers looking for a common
denominator from the majority of the replies, or a common statement amongst the highest
percentage of answers. That statement then becomes a “Tag Line”.
Take this Tag Line to a graphic designer, and ask them to draw you 5 visual representations of it.
Once done, you’d show all 5 representations to at least 25 – 30 more patients, (they need not be
the same as used earlier), and ask:
“Which of these 5 best represents this phrase ?” Place Your Tag Line here.
2. MARKETING CAMPAIGN:
Find out what your patients think of your services
or how they see your practice. Using what your
patients think / see as valuable makes your
marketing completely real to that customer base;
Being realistic creates improved impact of your
message.
Using the highest common denominator statements
found in your survey responses from Step 1 you’ll
now create the campaign around your Tag Line.
A good campaign might include things such as:
• Create a small postcard mailing that pushes these survey results and positions your services and
products as being exactly what they’re looking for. (Search online for postcard companies or use
your local print shop or copy store.)
• Incorporate a “buy now” approach here and there. This is a technique where you’d offer a
limited time special urging the prospective patient to buy now rather than later. Create fliers on
this for a mailing, or take these and pass them out locally. (Be sure it is legal to do so.)
• Survey your past patients for their successes. Was their non-optimum situation remedied?
Greatly improved? Was your service fast? Friendly? Professional? Allow them to tell you in
their own words how they personally feel about your practice. Make sure to also have them sign
or verbally give consent or “okay to publish” their responses in future promotions. Now, get this
information out and into your community through mailings, websites, Internet ads, fliers, etc.
• The creation, modification or updating of your website must incorporate the new Tag Line.
Include offers or “buy nows” for your services aligning with your survey results.
You don’t have a website? The world has become very reliant on the Internet and the majority of
people search the Web when looking for reliable businesses to service their needs, which can be
very important part of business these days.
Facts and figures:
• 97% of American Internet users use the Internet to shop.
• 63% of consumers turn to the Internet first for information about local companies.
• 82% use Search Engines to find what they are looking for. (Google, Yahoo, Bing, etc.) (Facts from Webvisible.com and Nielson Online.)
Some say websites are too costly... There are many companies found online with the ability to
get up a quick, user-friendly site. My suggestion… Use Google and perform a search using
“build a website” where several options will appear; do your full research on several companies
until you feel well-informed and comfortable with all the terms offered. Websites may have up-
front fees, include separate maintenance contracts, and/or charge minimal monthly fees.
Comparison shop on this until you find what you want.
Promotion is not as complicated as it may seem, but does entail you knowing who will buy/pay
for your services, what they need and want in those services, and what they can afford to pay for
such services. Having current and surveyed information makes it easier to position your practice
properly with your public and how you can fulfill their needs. Be inventive! Think outside the
box! More importantly…put yourself in your patient’s shoes for the moment… What would
YOU be willing to pay for such a service? What would YOU expect from such a business?
How friendly or professional should those employees be? What types of promotions caught your
eye?
• New business cards, letterhead, etc. would be designed using your new Tag Line.
• Improve the signage inside and outside your practice to reflect this new Tag Line.
3. PUBLIC EXPOSURE:
Call your local Chamber of Commerce for times and
locales of the upcoming local events (I.E. City
Anniversary events, County Fairs, Farmer’s Markets,
etc.) What are the legalities to having a booth or
participating? Offer free consultations, short 5-minute
adjustments, massage, raffles, etc. – anything that will
attract more attention. Bring your most personable
clinicians to help establish friendly relationships with
the public. Do your best to create good interest with
whatever booth design you choose – this is important.
To expand on the exposure of your profession you could ask a few of your patients to state/write
in their own words why they chose to use YOU over others. The false myths should be addressed
and give you the opportunity to show you’ve had great success with handling all sorts of similar
physical situations. Yes, every scenario is different, but put yourself out there, over and over,
again and again on things you can deliver very well.
It’s also important to give the public a true understanding of your profession, your purpose in
this profession, and most importantly - about your patient’s successes and results.
• Post advertisements in a local paper or magazine showcasing previous patient’s results
and success, special / free consultations, etc.
• Send a mailing to the local community showcasing a recent patient success.
• Create a social network identity for your practice through: Facebook, LinkedIn,
MySpace, Twitter, etc. Have your clinicians also be involved posting recent successes,
special cases they’re working with, etc. (Do this without giving too much away for free!
You simply need to get the public to realize that you’re an expert in the area.) Really
work to get as many followers on these sites as these are free Marketing, Public Relations
and Promotion for your practice.
• Hold a monthly/quarterly Open House inviting the public in for free workshops and to
discover what you do, and how you can help them. See if you can get some of your better
patients who’ve experienced recent success with you to come speak and help answer their
questions. Or bring in a specialist to answer or offer additional information. Make it a
grand event and ensure to hand out cards for a free consultation, promotional items, etc.
4. PUBLIC RELATIONS (PR):
You already professionally produce your services or products. You also need to professionally
produce your practice!
The presentation of your practice to your patient base at a quality level to generate enough
interest to buy your services or products.
How’s this done? Your entire practice should have a common theme, from its business cards, to
its letterhead, its logo, product packaging, color schemes, staff appearance, website, promotional
materials, public relations messages, office space, trade-shows, email formats, motto, purpose,
goals, practice policy, staff training, etc. You’ve got to pull it all together! In other words, all
aspects of your practice must have a common look and message for every presentation. This
takes careful thought and planning on your part to incorporate the surveyed information from
your customer base on each of the above as well as coordination with your employees to carry-
through the same message in all their interactions with the public.
If you view your practice as a form of art, which it is, it must attract a high level of attention of
its “audience”, (your patient base), and elicit a desire to purchase your services or products.
Sales are far easier if all prior points as listed above are fully in place.
Most practices start with someone who is technically trained to deliver a specific product or
service; most do not also have the administrative expertise to produce a properly designed and
viably operating enterprise. Why? The owner / owner-clinician while quite able at delivering the
technical aspects of the practice is not normally trained on the administrative or managerial
aspects required as in overall practice design, administrative structure, Public Relations,
Marketing, and Management.
You might hire others with specialized training and proven track records, or out-source this work
to external professional firms. Either way, the high quality and professional presentation of your
practice, IS what will make it successful, so long as your practice also has a needed and valuable
service or product to deliver.
REVIEW THE PRESENTATION OF YOUR PRACTICE. Below is a list of things for any
owner to keep his/her eye on to assist their practice:
* No overall common denominator for every presentation. Look through the paragraphs above
and ensure you’ve got these covered and coordinated.
* Typos in promotional pieces: Too eager in sending out a promotion piece without final
proofing and before you know it your customers are asking if you really want them to “ax in the
questionnaire” – Yes, it’s minor, but embarrassing! (It should read “Fax in the questionnaire.”)
* Poor customer service: Ever hire a new employee and skimp on their apprenticeship time to
rush them onto production? You’ve probably experienced something like this; They just hung
up on a prospective patient because they were flustered and didn’t know what to say!
AAAHHH… PULL MY HAIR OUT!!!! Ensure every employee knows to handle others in a
manner which always maintains your practice’s good image and reputation.
* Not delivering as fully as promised: Your online promotion promises a 10% discount if
purchased before the end of the month. Unfortunately, you forgot to program your online store to
calculate the discount and you’ve received complaints that full price is being charged; Handle it
fast and courteously!
* Pushy salespersons: I don’t know anyone who enjoys the pushy salesperson including the
salesperson themselves! Don’t cramp and push people into a hard corner to sell your products;
instead teach your team to sell by instilling confidence and trust with the buyer and
demonstrating the “high value” of your products.
* Your positioning is way off: You sell cars using the slogan “We’re cheap just like you!”
Hmmm…that really implies that your cars are of no value AND that your patients are stingy
bugs! Pretty funny, but costly mistake. Put some extra thought into how your slogan positions
your practice taking the view of the buyer. “Very used cars” vs. “slightly used” — you can see
that one communicates a car used beyond its useful potential, while the other communicates one
in decently good condition. Pay attention to the fine details and survey your slogans. You need
to discover your prospective buyer’s perceptions BEFORE implementing new promotions.
* Poor signage: Is your practice’s name and address in good shape and easily seen by a driver?
Is it hidden behind an overgrown tree or bush? Having to crane one’s neck or stop to find the
address of your practice can irritate potential patients starting them off on a bad note. Make them
large, clean, and easy to read and keep your customers happy.
* Unkempt premises: Your practice should feel clean, comfortable and friendly. Check all those
nooks and crannies! Check the air temperature with your patients from time to time making sure
the patient feels fully taken care of and welcome! (And every once in a while enter your practice
as a patient would and scrutinize the place. Warning - This is sometimes an eye-opener!)
* Staff presentation: How your employees present themselves reflects directly on your practice
and speaks loads about you. If your staff display unsightly dress or hygiene, or a disorderly
work space, the general feel becomes “I should leave.” Nothing about your staff or quarters
should distract the public or their decision to partake in your services or make them think less of
you or your practice.
5. RELATIONSHIP DEVELOPMENT:
With economic pressures, hardships, and competition, how do you keep your patients coming
back for treatment?
A practical definition of "SURVIVAL" is: "the act or fact of surviving, especially under adverse
or unusual circumstances".
The way to survive ANY hardship requires building real relationships with your staff, patients,
community, etc. Ideally, a practice needs to do much more than merely survive, so you’ve got to
create such a lasting "friendship" with your patients that even during the hardest of times they’d
never consider looking elsewhere; they would remain good patients based on the great
relationship developed with you and upon the great results you deliver.
The point here... What is the lasting impression you make and leave in the minds of your
patients? What do they remember you by? Some will say this isn’t so… but I know several
people paying top dollar for services to their dentists, doctors, etc. because they enjoy the
relationship they have along with their quality of service – even in tougher economic times. They
love walking in and being greeted with a smile and by name. Sure, they could go somewhere
cheaper, or select any HMO, but the quality, care, friendship, and professionalism are truly more
important and will keep them coming back.
Homework: This month ask EVERY employee to work harder giving a friendly smile, asking
questions about their customers’ lives, being interested in them and their families, and truly
working to build that lasting impression/relationship. Tell your front desk person to greet them
by name upon arrival whenever possible; offer them water, making them feel completely
welcome and comfortable.
New business equation: Positive Lasting Impression + Relationship = Continued Survival
6. SPECIALTY PROGRAMS:
During this same study throughout the U.S. and Canada many practice owners also voiced their
need for new services to aid in expanding their patient base, especially new cash paying services.
Most patients are interested in specialized programs designed to help avoid injury or ones which
improve upon their abilities, sport, etc. Here are some possible solutions you might want to
incorporate… of course always survey your local community to find what would be most
valuable to them!
• Pilates or Yoga classes. Great for muscular strength & tone which help avoid injury.
• Golf injury program or one that teaches special techniques to avoid such injuries.
• Postpartum program.
• Personal massage.
• Sauna/Steam room/Jacuzzi. Offer a monthly membership allowing members to use the
facilities any time you’re open.
• Sports therapy to increase potential and reduce injuries.
• Senior citizen exercise, strengthening, or stretch programs.
Or for Dentistry:
• Teeth Whitening.
• Hygiene, Nutrition & Prevention Workshops.
• Workshops that cover common mysteries such as: Causes of bad breath, Your dental
destiny, Avoiding dentures, Natural ways to improve the brightness of your teeth,
Fluoride controversy, Naturally restoring your enamel, etc.
• Workshops for new mothers covering teething and natural remedies.
• Kid Workshops on good dental hygiene habits.
7. REFERRAL PROGRAM:
Anyone, no matter their profession, knows how important referrals are for a business. A trusted
friend or co-worker giving a high recommendation tends to give prospects immediate
confidence. Push this and make a game with patients - create prizes and awards for bringing
new patients. Perhaps one of your patients works at a manufacturing plant or a law firm. See if
they’ll help represent your practice by co-hosting a workshop for their co-workers – your place
or theirs! Create gift certificates and Free Consultation cards that patients can hand to friends and
family and of course make sure the referral receives good service when coming in as a new
patient. Contact your current referral sources and see if they’ll help co-host a workshop. Both of
you will usually end up with new patients!
8. PATIENT FOLLOW-UP:
Once a patient is mid treatment, ensure you stay in touch with them. Have a system in place
where your front desk calls/emails your patients a week before their scheduled appointment and
then just a couple days prior to confirm it. This may also help you to reschedule ahead of
cancellations / no-shows; it also frees up that no-show time slot for another patient.
Send out monthly/quarterly THANK YOU cards to patients acknowledging your gratitude with
their continued business and in being able to help them with improved health, etc. Having your
patient’s birthdays on file and sending personalized greeting cards to show you’re thinking of
them and going the extra mile to improve the relationship is always an added plus.
Create a cancellation/no-show policy wherein the patient is made aware, and signs a form stating
they will pay a fee when not giving you 24-hour cancellation notice.
9. STRESS YOUR CONVENIENCE:
Make your practice hours of operation easy for your patients to accommodate. Find what other
clinics are successfully doing in the surrounding area and then stretch your hours just a bit more
to extend beyond your competition. Disclaimer: Only do what you’re comfortable with and
won’t adversely affect your practice, physical, personal, or family life.
On your website and all promotions clearly state where you are located, how easy it is to get
there, offering directions along with a map, where your parking is located, etc.
10. BE THE PROFESSIONAL / EXPERT:
Let’s first take a look at 2 definitions:
Professionalism - The practices or methods of a professional, as distinguished from an amateur.
Professional - a. Extremely competent in a job, etc. – b. Produced with competence or skill. (As
in a piece of work or anything performed.)
Here’s a scenario often seen:
A patient enters… The receptionist is making a triumphant effort to handle a phone call that’s
not going so well and talking a bit snidely to the person on the other end, then interrupts and puts
the caller on HOLD to set the next series of appointments for a patient at the desk, and finally
while showing her frustration with it all picks up on the caller once more. She’s dressed in faded
and tattered jeans, a trendy torn T-shirt and displays an over-the-top wild hairdo.
That is not quite the professional example of multi-tasking. What’s the first impression? It’s
definitely not “Professional”… more toward disorganized, frazzled, unhappy, and a juggling act.
Here’s the professional scenario:
The patient enters and is greeted immediately by name and accompanied with a smile or at least
“Hello, I’ll be right with you”. The receptionist is dressed in well-pressed clothing and her hair
pulled back neatly. She’s currently on a call using a friendly attitude and sounds quite
knowledgeable and proficient, completes the call and quickly assists the walk-in patient handling
each item one at a time and completing each. She appears calm, well dressed, well mannered,
and…PROFESSIONAL!
EVERY employee is a representative of your practice and each leaves the patient with an image
of professionalism, or not. Therefore, each should be given a “quality & professional assurance
check” from time to time. Hair, dress code, fingernails, and breath; from cleanliness, orderliness,
manners, and a friendly smile… IT ALL COUNTS!
You’d be surprised at the effect this creates on your customers. When they see and experience
true professional treatment, your job has been well done. You’ve created a lasting image of
professionalism that helps retain business for your future.
Implementing these 10 steps for your practice should help to increase new patients and improve
your patient retention on an immediate basis. I know… this may be a lot to absorb all at once, so
just start these actions one at a time and eventually you should end up with at least 1 full-time
person in-charge of these functions. That person is an investment in expanding your practice and
your future. My very first client back in 1985 started work with me immediately out of college
and built a HUGE practice servicing her community over the next several years; eventually
having 60 staff and 10% of those staff handled only the PR & Marketing! That’s right! 6 people
in PR & M Department resulted in 2,000 Referral Sources here in Los Angeles County – now
that’s success!
Obviously, there is much more information and training included in our client programs, and if
you're ever seeking more professional results for the longer term on any problem area of your
business, please give us a call and see what we can do to help you.
We look forward to helping you improve your image, expand your practice, and welcome your
feedback and successful implementation of these tips.
Sincerely,
Craig Ferreira, CEO
Survival Strategies, Inc.
(800) 834-0357
Email my assistant Nancy Mura at:
www.survivalstrategies.com
Recent Press Release…
PROVEN SYSTEM FOR GENERATING &
RETAINING NEW PATIENTS…
A recent analysis of the results of the Referral Increase Training and
Implementation Program as delivered by Survival Strategies, Inc. to Private
Practice Owners revealed dramatic increases in New Patients and Clinic
Productivity.
Private Practice Professionals agree that the traditional lunches with
doctors/referral sources and sending out thousands of promotional items typically
does not produce the desired long-term results.
Many other consulting companies have attempted to remedy this problem with
their marketing programs, however Survival Strategies’ proprietary techniques
and information as contained in their Referral Increase Training and
Implementation Program is the only service like it on the market that enables
one to create a broad referral base consistently bringing new patients.
Twenty-one practices in sixteen states that recently completed the
Referral Increase Program were included in this analysis yielding
the following results and averages:
Survival Strategies, Inc. has delivered the REFERRAL INCREASE
PROGRAM for over 25 years throughout the U.S. and Canada with stellar results.
It is a comprehensive program which trains the Private Practice Owner on specific
methods of creating, building, and maintaining a broad referral base through
professional relationship development. And done without sales approaches!
It is a fully implementable system from referral to intake, scheduling control,
quality assurance, discharge, internal referrals and many other management
strategies and referral tools.
What some of our clients had to say about their results with the REFERRAL
INCREASE PROGRAM:
“I believe the greatest asset derived from the Referral Increase Program is our ability to formulate and implement a plan to increase and gain control of referrals, and adjust the plan to fit our current needs. There has been a great deal of information to digest. The course has been hard work. The program teaches techniques and ideas that are really not available anywhere else for PTs in the University and Continuing Education system. I feel we have a great resource to draw from. We can continue to implement and monitor the effectiveness of new programs and activities which will enhance our ability to manage and control referrals. From the relationships with referral sources, to how our front desk handles the referrals, to how we maintain our relationship with patients after discharge, this program trained us in all aspects of improving our processes.” – B.E., PT
“We now have a great arrival rate of over 93%. Most of all, we have stronger working relationships with our doctors!” – P.A., Practice Owner
“In the last two months my practice has exploded! I have tripled my Referral Sources within weeks and my visits have more than doubled!” – T.H., PT
“Our patient load has increased 50%!” –M.R., Practice Owner
My clinic has doubled in growth. The Referral Program gave me the tools to expand my practice to a level that I never dreamed was possible in my area.” – R.G., Practice Owner
“We increased our new Weekly Evals by 55%!” – T.M., PT
For more information visit: http://www.survivalstrategies.com Or
contact Survival Strategies directly at: (800) 834-0357 Ext 224
This Report has been provided to you by Survival Strategies Inc.