Wellness Practice Marketing Toolkit
Professionally designed practice-building and office-management templates and forms. HTH members can download, customize and use any or all the forms in our growing library to grow and maintain your professional wellness practice! Join now!
(Already a member? Click here to access the download page)
Get a head start on growing your practice!
You don't have to spend valuable time reinventing the wheel and creating your own marketing and practice-management forms! Creating these forms from scratch would take 100's of hours. You can save that time and energy and put it to growing your contacts and serving clients.
We give you almost everything you'll need to build and run your practice in a professional manner. The Marketing Toolkit forms library is so comprehensive, it's worth the price of membership just by itself!
Customizable for your unique needs
All of the Marketing Toolkit forms are in Word format so you can modify them to your heart's content. The forms have been customized to a variety of wellness professions such as counseling, acupuncture, massage therapy, and coaching so you can really see how they look in real life. They are easily adaptable to your particular wellness specialty.
The HTH Marketing Toolkit is one of the many ways we strive to provide value and support to wellness professionals wanting to build a thriving practice. We hope you will find these forms and templates helpful in jumpstarting your business and your marketing success!
What you get
The Toolkit library includes the following:
Marketing Forms
You may not want to use all of these forms, but they're all here in case you need them! Trainer's notations are included on many of the forms to help you internalize the nuts and bolts of good marketing materials.
Workshop flyer and registration form
Use this flyer to advertise a live workshop or class on wellness-related matters such as stress-management, meditation, or guided imagery - and use the opportunity to let people know about your professional practice!
Teleclass/Teleseminar flyer
Hold free workshops and support groups by phone! (We recommend www.freeconference.com for the conference line.) Confirm registration, orient your participants to teleclass etiquette and give dial-in codes using this sample teleclass welcome and participant instructions email.
Speaking Inquiry Letter
For inquiring into speaking engagements (the most powerful form of marketing!) Two samples - one for healthcare practices (e.g., acupuncture, chiropractic, etc.) and one for consulting-type services (e.g., coaching, feng shui, spiritual counseling).
Intro Session Sign Up Form
People are more likely to come see you after a Speaking gig if you have a no-obligation, free or low-fee consultation, screening, or sample session to offer them. Use the HTH Workbook on Intro Sessions to design your unique offer, and then use this form to gather sign-ups at your next talk!
Grassroots Marketing Letter
Rather than do "traditional" networking with a roomful of strangers, why not leverage your existing network and contacts? They already know you and want to support you, so help them do so! The letter can be used to get referrals, leads for speaking engagement, introductions to other contacts, and more.
Strategic Alliance Inquiry Letter
It may take some legwork to make it happen, but ONE strategic alliance can literally fill your practice! Approach potential strategic partners using this inquiry letter. And be sure to check out the Virtual U class on creating alliances for step-by-step guidance!
Strategic Alliance Sample Letter of Agreement
Having a formal agreement with your strategic alliance partner greatly increases the professionalism of the alliance and the number of referrals your alliance partner will send you. Including a sample agreement with your inquiry letter also shows your mean business and highlights the value you'll bring to the table!
Sample resume and CV (curriculum vitae)
Strategic partners and referring providers may want you to send a resume before meeting to discuss a possible alliance. Publications may want to see the more comprehensive CV when deciding whether to run your article. Use these samples to create a professional impression when sharing your credentials. Have an updated resume always at hand!
Physician "Thank you" Letters
To send to physicians and other medical providers who refer clients to you. This is common courtesy amongst healthcare providers. Helpful to complementary care practitioners, wellness coaches, physical therapists, or anyone who wants to get more referrals and integrate smoothly with western medical practitioners.
Client letter for testimonial and referrals
Always ask satisfied clients for a testimonial - even if you've just done one session with them. Testimonials are one of the most powerful ways to promote your services. Sprinkle testimonials everywhere - on flyers, in email signature lines, newsletter margins, and all over your website. Having this letter handy to email to them will help you strike while the iron's hot!
Practice management tools
Cancellation policy and financial agreement
Includes integrity-based, reciprocal 24-hour cancellation policy and authorization form for to charge missed or late-cancelled appointments to credit card on file.
Credit card authorization form
Clients can by credit card even when you're away from your credit card machine or computer - great for in-home treatments and on-site consultations. For pay-in-advance services, or to pre-authorize a lump-sum service, email the form and have clients to fax this back for your records and to hold their appointment.
Office Policies and Procedures and Fee Schedule
Show professionalism and hold clients to a higher standard by sharing your office policies up front.
New patient registration form
For healthcare and complementary medicine practices. Includes comprehensive medical history forms. Note: This form is in html format to upload onto webserver or email to patients. Tip: Hosting the page on your website is the better option since you won't know if your patients have html-based email or not. If your patients do have html-enabled email, they can right-click on the boxes and fill out the form, then click send! It's that simple. Alternatively, you can print it out and fax it to them to complete and bring into their first session. This is a huge timesaver and emphasizes the professionalism of your practice.
Herb inventory and order form
For naturopathic physicians, herbalists, acupuncturists, and anyone who maintains an herb pharmacy. Expedites ordering and processing of your pharmacy and minimizes waste or out-of-stock revenue losses.
Now offering Coaching Toolkit!
Coming soon - A specialized Toolkit for coaches. Includes the following:
Coaching Agreement
This is the agreement Coach Jaz uses with her individual life and business clients! Includes text for business and life coaching services and training programs (e.g., a marketing program), payment schedule, credit card authorization, and ICF ethics guidelines.
Welcome note - long form (for business/executive coaching)
Welcome note - short form (for life coaching)
New Client Questionnaire and Exploratory Exercises
Pre-session prep form
Post-call form
Client Wrap-Up and referral request
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Virtual University
