1. Tools to Track and To-Do
in Marketing Your Private
Practice

3. Client Tracking Record
 Date
 Name
 Source
 Comments

5. Referral Analysis Worksheet
 Referral Source
 Average Number of Monthly Referrals
 Appropriateness of the type of case referred
 Ability to Pay
 Adequate Length of Care
 Overall Quality of Referral

7. Plan for Developing
Referral Sources
 Name Of Contact Person
 Best Way To Contact
 Deadline

9. Calculating the ROI of Your
Marketing Program*
 Activities In The Last Month
 Number Of Referrals In The Last Month
 Resulting Average Gross Revenues
 Cost
 ROI
 Decision