MONDAY’S MARKETING SHEET
(This form is different than the daily marketing HUDDLE)
Review of last week’s production
1)# of NPI? ______
2)Show %? ______
3)# Events done______
4)# Events booked for future______
5)Total # Day1’s scheduled for future weeks? ______
TARGETS FOR THIS WEEK
1)# of NPI? ______
2)Total # Day1’s scheduled for future weeks? ______
3)# Events booked? ______
4)Other targets you want to set? ______(ex: promo out)
NPI THIS WEEKTarget for NPI divided by Show percentage = ______# Day1’s needed on the books. Example: 15 (targeted NPI) / .60 (show %) = 25 (Day1’s needed on the books)
Day1’s on the books for this week? ______
Day1’s to get added for this week? ______
Where can we get these people scheduled from based on what we have lined-up for this week?
______
______
Past Successful Actions:______
NPI NEXT WEEKTarget for NPI divided by Average Show % = ______# Day1’s needed on the books.
Example: 16 (targeted NPI) / .60 (show %) = 26 (Day1’s needed on the books)
Day1’s are on the books already for next week? ______
Day1’s to get scheduled for next week? ______
EVENTS
How many events are scheduled for this week? ______
Events scheduled for next week? ______
Week after that?______
Week after that?______
Based on the above data what is the plan for this week? ______
______
Based on the above data what is the plan for the next week? ______
______
Drilling and/or Training that will be done this week______
______
This Week’s Battle Plan
1) ______
2) ______
3) ______
4) ______
5) ______
6) ______
7) ______
8) ______
9) ______
10) ______
MARKETING DAILY HUDDLE
Tuesday - Friday
Review of yesterday’s production
1) Total NPIfrom yesterday______
2) How many were on the schedule yesterday______
3) Show % for NPI for the yesterday ______
4) Are you on, above or below target for the week? ______
Let’s look at today
How many are on the schedule for today ______
What is your target for NPI today ______
NPI this week
1) Target for NPI?______
2) Week to date NPI? ______
3) How many more needed?______
4) How many more NPI are on the books for the rest of the week?______
5) How many more do we need to get scheduled?(Factor in show %) ______
6) Where can we get these people scheduled from?
Health Fairs, Events, Lectures, Missed Day1’s, Leads, Referrals, PGCs, etc…)
a)______
b)______
c)______
d)______
NPI next week
1)How many NPI are on the books for next week?(Goal should be 15-20)______
2)How many more do we need to get scheduled? ______
Today’s Battle Plan
1) ______
2) ______
3) ______
4) ______
5) ______
6) ______
7) ______
8) ______
Things I need to drill and role play for today?______
Patient Education Daily Huddle
Tuesday – Friday
Review of yesterday’s production
1)Total Starts______
2)How many day 2’s done______
3) How many were on the schedule______
4)Start % for the yesterday______
5) Are you on, above or below target for the week? ______
6) How many day 1’s did you do yesterday?______
Starts for this week
1)Target for starts?______
2)Week to date starts?______
3)How many more needed?______
4)How many more day2’s are on the books? ______
5)How many more do we need to get scheduled? ______
(Factor in CLOSE %)
Today
1)How many day 1’s are scheduled for today?______
2)How many day 2’s are scheduled for today? ______
3)How many reactivation Consults are scheduled for today?______
What will you work on when there are no D1 or D2’s to do today?
1)
2)
3)
Today’s Battle Plan
1)
2)
3)
4)
5)
6)
7)
8)
Situations I could use help drilling:
Front Desk Daily Huddle Form
Review of yesterday’s production
1)How many PV’s yesterday______
2)How many were on the schedule Yesterday______
3) Show% from yesterday______
4) Are you on, above or below target for the week? ______
5) How many referrals did you get yesterday?______
Targets for this week
1)Total PV’s ______
2)How many PV’s this week so far______
3)How many more needed______
4)How many MUD’s need to be scheduled______
5)How many more PV’s do we need to get scheduled? ______
(Factor in CLOSE %)
Today
1)What is the target for PV’s Today?______
2)How many PV’s are scheduled for today? ______
3)How many Reactivation Consults are scheduled for today?______
4)Who are we going to ask for referrals from today:1)______
2)______
3)______
What will you work on when there is down time today?
1)
2)
3)
Today’s Battle Plan
1)
2)
3)
4)
5)
6)
7)
8)
Situations I could use help drilling: