Marketing & Resources| Place Brochures

Modified on Tue, Aug 4 at 9:33 AM


Helpdesk Knowledge Base · Petly Plans · Marketing & Resources

Place brochures

Updated 2026Applies to: Petly Plans · All Staff · Client EducationReading time: ~1 min

Place your Petly Plans brochures in the waiting room and exam rooms. Encourage all staff members to hand a brochure to every client — before, during, and after their appointment.

Waiting Room

Waiting room

Display brochures in a visible brochure holder or on the front desk countertop so clients can pick one up while they wait.

Exam Rooms

Exam rooms

Place a small stack in each exam room so the medical team can hand one to the client during the appointment and reference it while discussing plan options.

Checkout Counter

Checkout counter

Keep brochures at the checkout counter so reception staff can offer one to clients who are leaving — especially those who expressed interest but didn't enroll today.

Near the Phones

Near the phones

Place a brochure near each phone station so staff can reference plan details when speaking with clients who call in with questions about wellness plans.

Best practice tipMake brochure distribution a part of every client interaction — not just new clients. Every visit is an opportunity to introduce or re-introduce your wellness plan program. Encourage staff to hand a brochure to every client, every time.
Marketing Material Order FormPlace scripts by phonesSet up the Digital Client BookUpdate your practice website


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