7 Steps to Building an Amazing Patient Nurturing Email Workflow

The ability to use the power of marketing and strategy to advertise, increase sales or improve outreach as a business strategy has application in every industry. Just as a marketing strategy is important for any entrepreneur,  it is equally important for healthcare providers such as doctors, dentists or orthodontists. The power of building a solid patient nurturing email workflow serves to increase engagement, improve care, save staff time, and increase your client base. With just a few simple steps, you can take advantage of powerful tools to be more efficient with your email marketing, getting the right messages to the right people at the right time.

1. Set goals

Determine your objectives for your email campaign. Is it to inform patients about new services? To provide appointment reminders to improve attendance? Is it to inform and improve compliance with treatment recommendations? Is it to improve outreach and bring in new patients? As you identify multiple objectives dependent on the patient type, then you can move to the next step where you will narrow your focus for each group.

2. Target your audience

For each goal, there is an intended target audience. Creating a list of criteria for inclusion into the group helps determine placement. Some patients will belong to the group who receive personalized appointment reminders, while another group receives a newsletter about ongoing care and specials on cosmetic procedures. Sometimes these lists will overlap and other times they will be separate. This is all part of getting the right information to the right people. Laying the groundwork is an important piece predicting the future success of your workflow.

3. Map your content

Determine what content you will deliver, what you intend to accomplish with this piece and when you will deliver it. Thinking about the examples above, the patient who gets appointment reminders might need them when they set the appointment, a week ahead of time and again the day before the appointment. For the patient receiving your newsletter offering a special on cosmetic procedures, perhaps you want to send the first notice three months before the winter holidays and then again monthly as a reminder before party season begins.

4. Compose emails 

Be intentional with the message you send and consider that when you compose the email. For each type of patient, you will focus the content of the message and end with a specific call to action. Perhaps that call to action is for the patient to confirm, cancel or reschedule an appointment. Or, it is a link to learn more about a procedure and an invitation schedule a consultation. Decide here what the message will say, how many times to distribute it and what is the desired outcome.

5. Set workflow rules

You don't want to inundate patients with emails, so carefully setting up rules will prevent this. Workflow rules can specify who receives an email batch and when they receive it, but can also exclude patient groups or certain days or times. If your office is closed on Friday afternoons, you don't want to send an email with a call to action that prompts a patient to schedule via phone and no one is there to respond. Likewise, the patient who has weekly orthodontist visits might lose an important appointment reminder if they are also receiving the email about a cosmetic procedure that they do not qualify for at this time.

6. Go live

After the pre-work is completed, turn the workflow and start collecting data!

7. Analyze and improve

Analyze the data and make changes where needed. Are you meeting the goals? What is your click-through rate? What is your conversion rate? Are you seeing an improvement in adherence? Watch how the workflow performs and prepare to make changes. Change the subject line, the offer, the frequency or the call to action and analyze the impact.

At HARNESS, building email workflows is just one of the services we offer to improve your marketing campaigns, expand your business and increase your exposure. Contact us to learn more about creating a patient-nurturing workflow that will help your practice.


Gym Marketing Advice: Differentiation In Fitness Business

In a crowded field competing for Americans' disposable income, how can your gym marketing or fitness center stand out from the crowd? With nearly 100,000 gyms and fitness centers of all stripes in the United States, what will draw potential members to your gym and more importantly, keep them there?

With the high turnover rate in gym memberships, differentiating yourself from your competitors is vital to attracting new members. This holiday season, with resolution time just around the corner, is the perfect time to learn how properly made and promoted videos are a key to attracting dedicated members to your gym.

Differentiation-in-the-Fitness-Business

What Makes Your Gym Special?

The first step in determining how you are going to make your gym stand out from the morass is to understand why your gym should stand out. What features about your gym will make is special to potential members? Is it the equipment? The hours? The people? The location?

Actually, according to a 2014 survey, the top reason people gave for joining and sticking with their gym was the convenient location (50 percent). Ranking second at 38 percent was the equipment.

Of course, the reasons people go to and stick with a gym are as varied as the number of members of the gym. The CreditDonkey survey also found 44 percent of respondents said they go to the gym with another person, so having a workout buddy is key to sustaining membership. The survey even found that 30 percent of respondents don't even break a sweat at the gym because they are too busy chatting with their friends to get started with their workout.

All of this is just food for thought as you think about how to market your gym as a different alternative. Do you need to highlight your location? Your friendly staff? Your discount family or buddy plans? Your superior equipment? All of these can be great marketing tools if your potential customers can find out about them.

Who Are You Targeting?

That brings us to the second question you need to address. Who are you targeting as your potential customers? Do you feel like your membership is too young? Too old? Not diverse enough? Are you a women-only facility? A rock-climbing facility? A yoga studio?

If you think building a gym membership means attracting the 24-35 crowd, you might be surprised to learn the average gym member is in their early 40s. Older members tend to be more stable as they are settled into their community, have greater disposable income and stick to a fitness commitment more than their younger counterparts.

Once you've considered your selling points and your target audience, you're ready to get to work in producing what will most likely become a series of marketing videos.

More Than Just a Video on YouTube

The rise in the quality of cell phone cameras has turned everyone into a photographer and videographer. If you have the budget, a professional can contribute great ideas to enhance your marketing, but if you need to save the money, you can produce good content with the help of your staff and members.

Once you've produced the videos you believe will sell your facility to your potential customers, you still face the challenge of getting them seen. Just loading them to your website or YouTube makes no guarantee your target audience will find them.

Getting your video to stand out on the Internet is an even greater challenge than getting your gym to stand out in your community. Search Engine Watch points out that video has exploded on the Internet in recent years, so creating a video that will catch attention on Internet search engines is a constant challenge. And while Search Engine Watch offers you tips to make your video more appealing, keeping up with the ever-changing search engine optimization standards is more than you as a gym owner have time to keep up with.

Taking care of that headache is our responsibility. We have experts in video production, website development and search engine optimization that will ensure your customers will find your videos and more importantly, your gym or fitness center. Contact us to learn how we can make your marketing efforts stand out from a competitive field.

Are you ready to find out how to get your marketing in shape? Check out our Gym Marketing Guidebook.


Video Marketing for Dentists and Orthodontists - the Why and How

Most, if not all, dentists and orthodontists have a social media presence, some are better at than others. What is a big differentiator? Video marketing for dentists and orthodontists. When looking at some social media sites you will come across everything from 'home made' cell phone videos of patients and procedures, to a PowerPoint presentation that is simply a slide show of still (stock) photos with some music in the background.

If dental professionals want to capture potential patients attention, they need to be effective with their presentation style.

It's common for someone to ask a friend for a recommendation to a dentist or doctor and word-of-mouth is the absolute best advertising. The crucial point is when the person getting the recommendation goes to search out the dentist to find out more information. The dental professional only has one choice for a first impression when they get to their website or social media page. Using a quality video presentation is one key factor in creating a positive impression (no pun intended!).

Getting dental work is a not-so-pleasant experience for some people, so they need reassurance that they are in the hands of professional and caring people. A quality video will portray exactly what the potential patient needs to see to feel comfortable picking up the phone to call for an appointment.

Here are some important facts about video marketing:

  • 70% of marketing professionals report that video converts better than any other medium
  • The average internet user spends 88% more time on a website with video than without.
  • 64% of consumers are more likely to buy a product after watching a video about it. - Forbes

A successful video campaign is just one aspect of an overall marketing and relationship-building strategy. As a health professional, you are an absolute expert in your field, having spent hundreds of hours studying and learning your art. The one thing that is not taught in medical colleges is how to market yourself. This is where you need to seek out a professional who has spent their time studying their field of marketing. Partnering with a consulting firm that has a successful track record will benefit your practice immensely.

Here are some areas where video marketing for dentists and orthodontists can be successful:

  • A promotional video that explains who you are and what you do. A smiling, confident face goes a long way in making someone comfortable. If you have a team practice, then that video should show you as a team.
  • A virtual tour that shows what your facility looks like, highlighting any new technology along with anything that helps make the patient experience that much more comfortable. You can even include short clips of some simple procedures; something that sets you apart.
  • Patient testimonials that communicate your practices value, expertise and professionalism. Word of mouth is the best advertising and having real people give positive testimony will go a long way to building confidence in a potential patient.
  • Stand out from the competition by adding a video to your business listing in online directories

Partnering with a professional consulting firm makes it simple to accomplish these goals. Some of the other, finer points of videos in marketing include:

  • Using videos to drive traffic to your website/social media. Search engines love video, and with proper video SEO, you can use video to drive lots of traffic to your website.
  • Use targeted keywords when titling and tagging your videos
  • Create a variety of videos, each focusing on a different search term
  • Use multiple video sharing sites to increase links back to your main website

As pointed out earlier, video is just one aspect of a successful marketing program. Tying in all of the other tools available with professionally produced videos will ensure that your practice attracts new patients and continues to grow. Please go to our website and download the free e-book "Video Marketing Road Map". This will give you and idea of what we can help you accomplish in your practice. You can contact us for more information or with any questions.


Inbound Marketing to Ensure Customers Find Your SaaS Business (Part 2)

As the developer of a Software as a Service company, you obviously have put a great deal of thought into your product or products. Even before development began, you thought about what kind of service you could provide, what kinds of companies you could serve, why your product(s) is best for those potential customers.

Now, you need to figure out how you can best reach those potential customers and convince them your SaaS company is the best solution to their needs.

That's where the services of an inbound marketing company can come to your assistance. This is the second part of a two-part blog on how inbound marketing can ensure customers find you in the burgeoning SaaS business. In the first blog, we offered you a primer on inbound marketing that you can find here. In the second part, we will explain how all that hard work you did in development can lead directly to a successful inbound marketing program for your SaaS company.

Who Are Your Potential Customers?

As we explained in the primer, inbound marketing targets potential customers who turn to the Internet looking for your service, generally to solve a need or problem they are encountering in their lives or business. In the marketing field, we refer to this as their "pain point" and address how your product can ease their pain.

The first step in identifying these potential customers is to develop a "persona" so you can target the communication to the appropriate level.

Do you have an accounting software package you'd like to sell to Fortune 500 companies? Or do you have an accounting package you'd like to sell to a mom and pop retail store? Or maybe it's an accounting package you'd like to sell to farmers who spend their days in giant tractors, tilling thousands of acres. Each of these "personas" will respond to different forms and levels of communication.

What if your SaaS idea is something completely different? Maybe you've developed a program that can point avid readers to authors who write similar works and you get a share from each book you recommend through an online bookseller. Or maybe it's obscure documentary films. Or Japanese anime. Again, you are targeting very different "personas" so you need your language to appeal to each of these targets as they search for answers.

The more you know about your potential customer, the better your inbound marketing effort can succeed.

What Are Their Pain Points?

Before you ever developed your software, you had a vision for what it could do and why it could appeal to your customers. You already were thinking about how you could relieve their pain points, whether you thought of it that way or not.

Putting that thought into language that will attract potential customers is the next step to a successful inbound marketing effort. Knowing the language of your potential customers is vital to successfully meeting the ever-changing demands of Internet search engines.

If you're promoting that accounting software to Fortune 500 companies, their CFO is not going to search for "accounting software". She is more likely to search for "ASC 606 compliance" to deal with her latest pain point. Understanding how your best potential customers will speak and search boosts your chances of reaching them in the first place.

Drawing Your Customers into the Funnel

Video Marketing for your Sales Funnel

If you remember from the primer, we talked about how inbound marketing casts a wide net through search engine optimization to ensure your company appears highly in search results. The next step is to make those searches pay off into customers who enter your funnel and become paying customers.

Research now is pointing to the absolute necessity to feature video on your website and in any marketing effort. HubSpot reports that 59 percent of executives would rather watch video than read text; while individual consumers are four times as likely to watch a video as read text about a product, Small Business Trends reports.

The same report from Small Business Trends notes that 50 percent of executives are likely to seek more information about a product or service after watching a video. The same research found 65 percent will visit a marketer's site and 39 percent will call a vendor after seeing a product or service video.

As you can see, you've already done much of the hard work necessary to launch an inbound marketing effort for your SaaS company in identifying your potential customers and their pain points. Contact us to learn how to take the next step in developing a marketing program that will make your company stand out in the crowded field of cloud computing.


Inbound Marketing to Ensure Customers Find Your SaaS Business (Part 1)

You have the idea. You have the expertise to put the package together. You even are entering into one of the hottest fields of business. Now, you just need to learn how to find customers in need of your software as a service company.

Since you're targeting a tech-savvy field, you need to be where they can find you. According to Forbes magazine, public cloud-based business is expected to grow at a robust 19.4% annually with revenues to reach $141 billion by 2019. Those kinds of projections also mean opportunists will be flocking to the field, increasing competition for your business. Inbound marketing is the best way for you to ensure customers find you in the burgeoning SaaS business.

In this two-part blog series, we'd like to give you a quick primer on why inbound marketing can benefit your SaaS company and in the second part start you thinking about how you can stand out to your potential customers.

What Is Inbound Marketing?

Plain and simple, inbound marketing is how you find customers among those who come searching for you. Well, maybe they are not literally looking for you, but they are looking for someone who can do what you do to help them do what they do.

Put another way, your potential customer has a need or a problem, what marketers call a pain point. When they have this pain point, what are they going to do? In today's technological market, they are going to go to the Internet searching for a solution to their pain point. You are the person with that solution, so they need to be able to find you, then believe that you are the best person to solve their pain.

Inbound marketing works by positioning you to be found by the most potential customers who have a similar pain point and need your solution.

How Does Inbound Marketing Succeed for Software Businesses?

Inbound marketing works by looking at your potential customer base with a funnel approach. A funnel is wide at the top and narrows down as it gets closer to delivering the goods where they belong. A funnel approach to marketing is one that casts a wide net at the top where potential customers can learn about you and your service. Once the customers become interested, the marketing becomes more targeted to convince them to advance further into the funnel to learn how your service solves their pain point, ultimately turning that potential customer into a money-paying customer.

Inbound marketers first cast that wide net by ensuring your company is positioned to be found by anyone who has a certain pain point that your company can solve. Inbound marketers do this by understanding your potential customers, knowing their pain points and ensuring when they search for a solution, your business stand out among the search results. This is called search engine optimization.

Because Internet search engines always are trying to give their customers the best results, they constantly change how they judge content to ensure the best results. As a busy executive, you don't have time to keep up with those changes, but an inbound marketing company can do that. Marketers must understand such language as keywords, long string keywords, video matrix, etc. to ensure your content stays at the top of the search engines' results.

Casting the net is just the first part of the inbound marketing approach. The next steps involve capturing those potential customers' attention and convincing them your company offers the best solution to their pain point(s). In the next blog post, we'll talk about how you can help with an inbound marketing campaign by thinking about who your potential customers are and how you can offer them the best solution to their pain point.

Contact us if you'd like to learn more about the intricacies of inbound marketing and how it is the best solution for SaaS companies seeking to expand their customer base.