30-day retention communication plan

In a small clinic, client communication often comes down to a reminder from the booking system, a holiday email if someone finds the time, and a nagging sense that you should be doing more. The person who would run anything extra is already running the front desk.

With no plan, messages bunch up. Three go out in one week, then nothing for two months. Nobody checks who agreed to what, so a marketing message can reach someone who only opted in to appointment messages. When a client opts out, no one is sure who updates the list.

This kit turns that into one dated month. You enter a start date, what your list has on record, and the channels you can use. The record question has three answers: all marketing opt-ins, a mix with some appointment-only contacts, or not sure. If you are not sure, the prompt gives you a consent audit instead of a plan, which is often the better first step. You can add who runs this and how much time they have, plus messages you already send so the plan does not duplicate them. You get a dated table of six to eight touchpoints, a permission check for each one, a five-step opt-out procedure and a weekly 10-minute review checklist. Ask your own advisor to look over your consent records and opt-out process before the first send.